Creating a Frequency-Based Bonus Plan

A Frequency-based bonus plan enables you to reward the member based on the number of times they visit your store. For example, you can create a bonus plan that rewards the member after they visit your restaurant three times, and then again after five visits.

Scenario Description

You operate a casual coffee diner and offer an Aloha Loyalty card to your customers. The customer receives 25% off food items when they sign-up for their Loyalty card and again on their fifth visit. For example, the customer signs up for the Loyalty card and they receive an immediate 25% real-time discount on food items. To keep the customer coming back, you offer the customer another 25% off on every fifth visit.

Bonus Plan Details

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

•	The plan is a Frequency-based bonus plan.

•	The customer receives 25% off at the time of sign-up.

•	The discount happens in real-time.

•	The customer receives another 25% off after five visits.

The following procedure outlines the steps to configure your bonus plan. To create a real-time discount, you need to configure a comp or promo in the Back-of-House (BOH) to accept a real-time discount in the Front-of-House (FOH). For more information on configuring comps and promos for Loyalty, refer to Configuring Aloha POS for Loyalty.

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

Configuring a Frequency-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 Frequency Based in the ‘Bonus Plan Type’ drop-down list.

6.	Select either All Items or Select Category. ‘Select Category’ enables you to use specific items in categories on your bonus plan. In this example, select All Items.

7.	Enter a start date and an optional ending date.

8.	Click Save and Continue.

Adding the 25% off initial sign-up reward:

1.	Click the Rewards tab.

2.	Click Add.

3.	Type the reward name. For example, “25% off Sign-up.”

4.	Type 1 in the ‘Reward is earned every X visits’ text box.

5.	Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.

6.	Select Real-Time Discount in the ‘Reward Type’ drop-down list.

7.	Select either Comp Type or Promo Type.

8.	Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos.

9.	Select Percent Off in the ‘Discount Type’ drop-down list.

10.	Type 25 in the ‘Amount’ text box. This indicates the reward is 25% off.

11.	Select Category in the ‘Select the items that will be discounted’ drop-down list.

12.	Click . The Select Categories screen appears with all available categories in the ‘Unassigned Categories’ list box.

a.	Select the eligible categories in the ‘Unassigned Categories’ list box.

b.	Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit categories, click Category Setup.

c.	Click Next, to return to Bonus Plan.

13.	Click Save.

Adding the 25% off after five visits:

1.	Click Add.

2.	Type the reward name. For example, “25% off 5th Visit.”

3.	Type 5 in the ‘Reward is earned every X visits’ text box.

4.	Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.

5.	Select Real-Time Discount in the ‘Reward Type’ drop-down list.

6.	Select either Comp Type or Promo Type.

7.	Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos.

8.	Select Percent Off in the ‘Discount Type’ drop-down list.

9.	Type 25 in the ‘Amount’ text box. This indicates the reward is 25% off.

10.	Select Category in the ‘Select the items that will be discounted’ drop-down list.

11.	Click . The Select Categories screen appears with all available categories in the ‘Unassigned Categories’ list box.

a.	Select the eligible categories in the ‘Unassigned Categories’ list box.

b.	Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit categories, click Category Setup.

c.	Click Next, to return to Bonus Plan.

12.	Click Save.

Configuring the bonus plan schedule and reset options for the reward:

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; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list.

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.

6.	Click Save.

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

8.	Click Save.