Configuring the Member Profile Tab

The Member Profile tab enables you to configure the information that is required on the Enter Member Profile Information screen in the Loyalty Member, the information that a member can use as an alternate form of identification, and the information that appears on the POS system when searching for a member using an alternate form of identification. If you are making changes to the profile of a store, the Member Profile tab is unavailable.

The tab is comprised of five columns, the first column contains a list of all available member profile options in alphabetical order. The last four columns contain check boxes from which you select the information to collect for your loyalty program.

Default Member Profile Fields

— Indicates the member profile options that appear on the Enter Member Profile Information screen in the Loyalty Member and on the Profile/Bonus Plan Balance page, if you are using MemberLink.

Required Member Profile Fields

— Contains all available member profile options. Selecting an option indicates you must enter the information on the Enter Member Profile Information screen in the Loyalty Member and the Profile/Bonus Plan Balance page in the MemberLink Web site. The system denotes required options with a red asterisk on the Member Profile Information screen and Member Profile section in MemberLink, you cannot save the member profile until all required fields contain valid information. Card Type and Card Number are required; therefore, you cannot disable them and they are always selected. Use caution when designating required fields; some members may not want to give out personal information, such as company name and drivers license number.

The fields you enable in this column become available to use as a security validation field for MemberLink. You define the actual field used for security validation in the Card Setup on the Loyalty Settings tab in ‘Card numbers that don’t require ePin validation use the member profile security validation of.’

Other Member Profile IDs

— Indicates the alternate forms of ID you can use to assign a Loyalty member to a guest check. For example, you can allow a member to use their telephone number when assigning them to a guest check. Select only the member profile options that you want to allow as alternate forms of identification, such as Drivers License, or Phone #. Do not select options that contain generic information, to prevent the system from returning large numbers of records. If the returned set of records is too large, the POS system displays a message to redefine the search criteria.

Display on POS Look-up List

— Indicates the Member Profile options that appear on the POS when an employee looks up a member using an alternative form of ID. For example, you look up a member with the last name of ‘Doe,’ and the POS displays a list of all members with the last name of Doe. This column determines the extra information that appears on the screen to further identify this member to you, such as first name and telephone number. You should select information that enables you to identify the correct member, such as last name, first name, and phone number.

Select from the following member profile options:

Member Profile Information	Description
Anniversary Date	Enables you to enter an anniversary date for the Loyalty member. This is typically a wedding or other special occasion.
Birth Date	Enables you to enter the date of birth for the Loyalty member.
Card Number	Enables you to enter the unique 14-digit Loyalty card number assigned to the member.
Card Type	Enables you to select the type of Loyalty card from a drop-down list.
City/Town/Suburb	Enables you to enter the city where the Loyalty member lives.
Company	Enables you to enter the company where the Loyalty member works.
Country	Enables you to enter the name of the country where the Loyalty member resides.
Email Address	Enables you to enter the email address of the Loyalty member.
First Name	Enables you to enter the first name of the Loyalty member.
Last Name/Surname	Enables you to enter the last name of the Loyalty member.
Other Phone #	Enables you to enter a secondary phone number for the Loyalty member, such as a cell phone, or work number.
Phone #	Enables you to enter the primary phone number of the Loyalty member.
Postal Code	Enables you to enter the zip code or international zip code of the Loyalty member.
State/Region/Province	Enables you to enter the state where the Loyalty member lives.
Street 1	Enables you to enter the mailing or street address of the Loyalty member.
Street 2	Enables you to enter any additional street information, such as suite number or apartment number.

Your company can define up to ten additional options on the General tab that appear in the list with an asterisk and in alphabetical order. Because these fields are defined by your company, the list above does not include any company-defined fields. Defining your own options enables you to collect additional information about your members that is important to your business. For example, you can collect information about a favorite wine, dessert, or sports team. The options that you define on the General tab display in the list with an asterisk.

Print Sign-up Voucher upon Card Activation

— Indicates the sign-up voucher you create on the Creating a Sign-up Voucher screen prints the first time the card number gets assigned to a guest check. Selecting ‘Print Sign-up Voucher upon Card Activation’ enables the ‘Print Sign-up Voucher until Member Information is Entered’ check box. If you want to use a preprinted voucher, you are responsible for creating it in an external application and having it printed.

To create a sign-up voucher that prints when a Loyalty card is activated, click to display the Creating a Sign-up Voucher screen. You must type the text you want to collect on the sign-up voucher in the ‘Custom Text’ text box. Refer to Creating a Sign-up Voucher for complete instructions on customizing a sign-up voucher.

Print Sign-up Voucher until Member Profile Information is Entered

— Indicates you want to print a sign-up voucher each time the card gets used until you enter the member profile information on the Enter Member Profile Information screen in the Loyalty Member. The voucher continues to print until you enter additional information about the member on their profile other than their card number. If you just add their name, and not their address, the system no longer prints the voucher.

To configure the Member Profile tab:

1.	Select the member profile options you want to enable on the Enter Member Profile Information screen in the Loyalty Member.

2.	Select the member profile options in the ‘Required Member Profile Fields’ column that you want to denote as required on the Enter Member Profile Information screen in the Loyalty Member.

3.	Select the member profile options that you want to use as an alternate form of ID in the ‘Other Member Profile IDs’ column. Your employees use these options to look up a member who does not have their card.

4.	Select the member profile options to appear on the FOH when an employee looks up a member in the FOH in the ‘Display on POS Lookup List’ column. Select options that enable your employees to identify a member quickly. For example, you may want to include Phone Number and Street Name.

5.	Select Print sign-up voucher card upon activation to enable the POS system to print a sign-up voucher. To create the sign-up voucher, click ; otherwise, continue to Step 7. Refer to Creating a Sign-up Voucher, for more information.

6.	If you selected ‘Print sign-up voucher card upon activation’ in Step 5, you can select Print sign-up voucher until member profile information is entered, to continue printing the sign-up voucher until you enter the member profile.

7.	Select the Print/Display tab to continue with the configuration, if necessary.

Creating a Sign-up Voucher

If you want to print a sign-up voucher when you activate the card, select ‘Print Sign-up Voucher upon Card Activation’ on the Member Profile tab and click to create your sign-up voucher. A sign-up voucher contains a predefined heading that includes the store name, store address, store phone number, guest table number, check ID, server name, time, and card number.

Do not type in the custom text box, unless you want to print a voucher when a card gets activated. If you are supplying your own sign-up vouchers, do not select ‘Print Sign-up Voucher upon Card Activation.’

Keywords

Select Keywords from the drop-down list to display a list of all available keywords for your sign-up voucher. A keyword enables you to dynamically populate the sign-up voucher with customer specific information. For example, ‘Store Name’ returns the name of the store where the member is signing up for the frequency program.

Font Settings

Select Font Settings in the drop-down list to display a list of font settings for your sign-up voucher. By default, text displays as left justified, normal, and in black on the sign-up voucher. You can change these settings; however, your printer must support the new settings. Printers that do not support the new settings ignore the settings and print in the default black font. Select a font setting and click Definition to obtain more detail about the font setting.

Definition

— Select a Keyword or Font Setting in the list and click to view a detailed definition.

Insert

— Select a Keyword or Font Setting in the list and click to add it to the custom text.

Custom Text

— Designates the custom text to print on every voucher. Any text you type prints on every voucher. Your sign-up voucher retains any manual line break you enter in the text box. Use keywords to dynamically insert text in the sign-up voucher. You can manually type your keywords or font settings in the text by enclosing them with the % character. If you insert the keyword or font setting in the text, it automatically inserts it at the end of the text, regardless of where you place your cursor.

To create a sign-up voucher:

1.	Select Print sign-up voucher upon card activation on the Member Profile tab.

2.	Click . The Create Sign-up Voucher screen appears.

3.	Place your cursor where you want to enter your custom text and type your text.

Because all vouchers print with a predefined header, any text you enter prints after the header text.

Use keywords and font settings to add a more personal touch to the sign-up voucher.

4.	Click Save, after completing your custom sign-up voucher, to return to the Member Profile tab.