Creating a Points-Based Bonus Plan

A Points-based plan enables you to reward the member based on the number of points earned for the amount of money spent, or by the item purchased. For example, you can create a bonus plan that rewards the member a point for every dollar they spend, which is a basic one to one relationship. You can also create a Points-based plan where the member earns 10 points for every appetizer they purchase. With any Points-based plan, you set the number of points it takes to earn a reward.

Scenario Description

You want to reward the customer on the number of points earned. You create a plan that rewards the customer one point for every dollar they spend. When the customer reaches the 200 point level, they receive a reward voucher good for 50% off on their next visit. Once the customer receives a reward, the reward plan resets and the customer starts over.

Bonus Plan Details

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

•	The plan is a Points-based bonus plan.

•	The customer earns one point per dollar spent.

•	The customer must earn 200 points to receive a reward.

•	The customer receives a 50% off voucher on their next visit.

•	The reward plan resets after the customer receives a reward.

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

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

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

7.	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.

8.	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.

9.	Select Use Discount Price for Rewards.

10.	Select Allow modifiers to count toward plan rewards.

11.	Select Points per Unit Currency.

12.	Click . The Welcome to Points Conversion screen appears.

a.	Click Add.

b.	Select your unit of currency in the ‘Currency’ drop-down list.

c.	Type the points per unit and currency in ‘The member earns X point(s) per X’ text boxes. In this example, type 1 in the first text box and 1.00 in the second text box.

d.	Click Save.

e.	Click Done.

13.	Click Save and Continue.

Creating your rewards:

1.	Click the Rewards tab.

2.	Click Add.

3.	Type the reward name. For example, “50% off Coupon.”

4.	Type the number of points it takes for the customer to receive the reward in the ‘Reward is earned when the member accumulates X points’ text box.

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

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.	After completing your message, click Save.

13.	Repeat Step 1 through Step 12 to add any additional rewards.

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 Save.

7.

Assign a card type to your bonus plan. If you have not created an Aloha 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 the Card Setup and then assign the bonus plan to the card type in the Card Setup.

8.	Click Save.