Creating an Items-Based Bonus Plan

An Items-based plan enables you to reward the member based on the items they purchase, such as the quantity of items purchased, or you can track the items they purchase and reward the member after they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the customer after they purchase one of every dessert.

Scenario Description

You have a series of sports bars and specialize in offering over 100 different types of beers from around the world. You want to create a beer tour for your patrons and send them a t-shirt advertising your restaurant after they complete the tour. Each beer only counts once and the patron does not have to drink the beers in any specific order.

Bonus Plan Details

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

•	The plan is an Items-based bonus plan.

•	You must have a category that contains all the beers you want to include in the plan.

•	You must determine the number of beers the customer must purchase before earning a reward.

•	The customer receives a t-shirt from the corporate office after successfully completing the beer tour.

•	You must configure your reset options.

You will need to know the customer’s t-shirt size; therefore, request the t-shirt size on the sign-up voucher. Refer to Loyalty Configuration for more information on creating sign-up vouchers.

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

Configuring an Items-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 Items Based in the ‘Bonus Plan Type’ drop-down list.

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

7.	Click .The Select Categories screen displays.

a.	Select the categories that contain your beer 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 the Bonus Plan Setup.

8.	Type 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.

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

10.	Select Item only counts once toward plan rewards to prevent the member from buying their favorite beer 100 times.

11.	Click Save and Continue.

Creating your rewards:

1.	Click the Rewards tab.

2.	Click Add.

3.	Type the reward name. For example, “Free T-shirt.”

4.	Type the number of beers the customer must purchase in the ‘Reward is earned when the member purchases X items’ text box.

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

6.	Select Corporate Issued Reward from the ‘Reward Type’ drop-down list. A corporate issued reward is not issued at the store at the time the member earns the reward, rather it is sent from the Corporate office at a later date.

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.	After completing your message, click Save.

13.	Repeat Step 1 through Step 12 to add an additional reward.

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.

6.	Click the Bonus Events tab, if you want to add a bonus event.

7.	Click Save.

8.	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.

9.	Click Save.