Creating a Currency-Based Bonus Plan

A Currency-based bonus plan enables you to reward the member based on the amount of dollars spent in your restaurant. For example, you can create a bonus plan that rewards the customer for every $100.00 they spend.

Scenario Description

Your restaurant is a burger cafe and tends to appeal to the lunch crowd. You want to encourage a stronger dinner crowd on slower nights. You know that most tickets are single orders and tend to range from $5.00 to $10.00 per person. To make the bonus plan more attainable, you want to include all items. With this in mind, you offer a Currency-based plan that rewards the customer with a personalized voucher for 15% off on their next visit after they spend $100.00. To help increase business on slow weeknights, you offer double-credit on Mondays and Tuesdays after 5:00 p.m. To keep the program interesting and exciting, you offer an additional 20% off reward when the customer spends $250.00.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

•	The plan is a Currency-based bonus plan.

•	You want to include all items.

•	The customer spends $100.00 and receives a 15% off voucher.

•	The customer spends $250.00 and receives a 20% off voucher.

•	The voucher is good on the next visit.

•	The bonus plan is active every day.

•	The bonus plan earns double credit/dollars on Mondays and Tuesdays after 5:00 p.m.

Refer to Bonus Plan Setup for detailed descriptions to configure your bonus plans.

Configuring a Currency-based bonus plan:

1.	Select Aloha Loyalty > Bonus Plan Setup.

2.	Click Add.

3.	Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher.

4.	Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests.

5.	Select Currency Based in the ‘Bonus Plan Type’ drop-down list.

6.	Select All Items in the ‘Eligible Items’ drop-down list.

7.	Enter a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date.

8.	Select Allow Discounted Items to enable the member to receive credit when you discount an item with a coupon or promotion.

9.	Select Use Discounted Price for rewards. The discounted items count toward the plan, but only at the discounted price, not the original price.

10.	Select Allow modifiers to count toward plan rewards. If you charge for certain modifiers, such as cheese, the price of the modifier counts towards the bonus plan.

11.	Click Save and Continue.

Creating your rewards:

1.	Click the Rewards tab.

2.	Click Add.

3.	Type the reward name. For example, “15% off Voucher.”

4.	Type 100.00 in the ‘Reward is earned when the member spends’ text box.

5.	Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. A reward with a higher priority gets applied before rewards with lower priorities.

6.	Select Reward Voucher from the ‘Reward Type’ drop-down list.

7.	Click the Voucher Settings tab.

8.	Select Print voucher at POS when reward is earned.

9.

Click .

10.

Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the member they received a reward, and customize it to make the customer feel good about earning the reward.

When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer.

11.	Select whether to print on the ‘Guest Check’ or ‘Voucher.’

12.	Click Next.

13.	Click Save, after completing your message.

14.	Repeat Step 1 through Step 13 to add an additional reward.

Configuring your bonus plan schedule and reset options:

1.	Click the Schedule tab to configure the active days of the plan.

2.	Select Daily.

3.	Select All Stores to make the bonus plan available in all stores.

4.	Click the Reset Options tab.

5.	Select Reset plan when member receives reward, if you are configuring multiple tier rewards. The plan resets when the member receives the last reward level.

You can optionally select ‘Never reset plan,’ if the reward is issued once.

Configuring your bonus events:

1.	Click the Bonus Events tab.

2.	Click Add.

3.	Select Active to make the bonus event active.

4.	Type a name for the bonus event.

5.	Type 2 in the ‘Multiply member credit by X for qualified purchases during the bonus event schedule.’ The system uses this number to multiply the bonus amount.

6.	Select one of the following bonus event settings:

•	Select All Stores to make the bonus plan available in all stores.

•	Select Stores in this Replication Group and select the replication group in the drop-down list to make the bonus event active in specific stores or a single store.

7.	Type the Start and Ending dates for the bonus event.

8.	Click the Schedule tab.

9.	Select Weekly.

10.	Select 1 in the ‘Every Weeks on’ drop-down list.

11.	Clear all days except Monday and Tuesday.

12.	Select Day Parts or Hours.

13.

Click .

14.	If you selected Day Parts in Step 12, move the day part that includes the times you want the bonus event active to the ‘Assigned Day Parts’ list box.

If you selected Hours in Step 12, move the hours you want to make the bonus event active from the ‘Unassigned Hours’ list box to the ‘Assigned Hours’ list box.

15.	Click Next to return to the Bonus Event screen.

16.	Click Next.

17.	Click Save.

18.	Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you must create your card type in Card Setup and then assign the bonus plan to the card type in Card Setup.

19.	Click Save.