Configuring the Company-Defined Member Fields Tab

Use the Company-defined Member Fields tab to:

•	Configure the system to gather additional information about the member.

•	Determine how many times a member can earn rewards in one day.

•	Configure the number of minutes to hold a connection when the store is using a dial-up ISP.

Company-Defined Member Fields

Aloha Loyalty enables you to capture plenty of information about a member so that you can manage your Aloha Loyalty program; however, there are times when you want to know something else about your member. For example, you might want to know their favorite dessert, shirt size, favorite sports team, even college alma mater. You can configure the system to capture up to 30 additional pieces of information from the member.

Field 1 through Field 30

— Designates the labels for the user defined options that can appear on the sign-up voucher in the Aloha Loyalty Member application and in MemberLink. For example, type “T-shirt Size” to collect the t-shirt size of the member. Try to make this as descriptive as possible for the member. The names entered here appear on the Member Profile tab and Enter Member Profile Information screen. Additionally, these labels appear on the Profile page in MemberLink. Refer to Using MemberLink for more information.

You can configure your company-defined member fields as text boxes in which a member types text, or as a drop-down list in which the member selects answers from a pre-defined list.

Free-form text

— Indicates the company-defined member field is a text box in which the member types their answer. You are at the mercy of a member typing their answer. If you want specific answers from your questions, use the ‘Pre-defined’ option.

For example, you ask ‘Favorite Ice Cream.’ You can receive many different variations of the word chocolate. If you run a query for chocolate, only members that spelled the word exactly as you are querying appear. If you provide the member with a list, you control the choices for more accurate queries.

You can use the additional information you are capturing for your company as an alternate form of identification. For example, if you have an existing loyalty program, you can use ‘Field 1’ through ‘Field 30’ as a way to allow existing members to use their older cards. Title it a descriptive name, such as ‘Former Card Number.’ Contact Aloha Insight support for more information on importing existing members into Aloha Loyalty. Aloha Insight support facilitates this process. Be sure to enable this option as an alternate form of ID on the Member Profile tab, so that a member can use their old cards as identification.

Pre-defined

— Indicates you are providing the customer a drop-down list from which to select an answer. The pre-defined answers are a good way to control the data you get from your users. You define the answers by clicking to enter your options in the text box.

Type an answer in the text box at the bottom of the screen and click Add. Repeat until you add all possible answers. If you need to delete the text, select the answer in the list and click Delete. After adding your list of possible answers, click Close to return to the General tab.

To configure the General tab:

1.	Type the custom text in Field 1, if your are using custom fields. You can define up to ten custom fields. Refer to Company-Defined Member Fields for more information on using custom company fields.

2.	Select Free-form text to require the user to enter their answer in a text-box, or Pre-defined to create a list of answers from which the member can make a selection. If you select Pre-defined, click and type an answer in the text box. Click Add and repeat until you add all possible answers.

3.	Repeat Steps 1 through 2 until you configure all your company-defined fields.

4.	Type the number of times you can assign the Aloha Loyalty member to a check before needing approval from a manager.