Defining the Reward Level Settings

Use Reward Level Settings to configure the bonus plan reward levels. You can create different tiers or levels of rewards for your bonus plans so that a member has a lower threshold on one reward and then stagger to a higher threshold on a larger reward. You define the reward level, the reward name, reward type, and discount settings on the Reward Settings tab. The Voucher Settings tab enables you to define a custom message when a member earns the reward. A real-time discount and a Stored Value Add Value reward type require additional configuration.

Bonus Plan Reward Level Settings

Use the Bonus Plan Reward Level Settings to configure the reward name, reward threshold, reward priority, and reward type.

Reward Name

— Identifies the reward. The reward name does not need to be a unique name and can contain up to 50 alphanumeric characters.

Reward is earned when the member spends (Currency-based)

— Specifies the number of dollars the member must spend to earn a reward.

Reward is earned every x visits (Frequency-based and Be My Guest-based)

— Specifies the number of times the member must visit before earning the reward. The default number for a Be My Guest-based plan is one.

Reward is earned when the member purchases x items (Items-based)

— Specifies the number of items the member must purchase to earn the reward.

Reward is earned when the member accumulates x points (Points-based)

— Specifies the number of points the member must collect before earning the reward.

You do not need to define a reward threshold on the Reward Settings tab for a Lottery-based plan. You define the odds of winning on the General tab.

Reward Priority

— Indicates the priority of the reward. The priority determines the order of the rewards when a member earns more than one reward on a check. The priority also determines the order the rewards get depleted from the reward queue, when there are multiple rewards in the queue. Refer to the Rewards tab in Loyalty Configuration, for more information.

Reward Type

— Specifies the type of reward to issue to the member. The reward type you select controls the options that appear on-screen. The Stored Value Add Value reward type is available for licensed Stored Value customers only. If you select Stored Value Add Value, or Real-Time Discount, you must complete the additional options. Choose from the following reward types:

Corporate Issued Reward

— Indicates the member receives the reward from the store or corporate office at a later date. For example, you want to personalize a shirt and send it to the member.

Stored Value Add Value

— Indicates the member receives the reward on their Stored Value. For example, you want to add $10.00 to a member’s Stored Value card. ‘Stored Value Add Value’ is only available if you have a license to use Stored Value. When you select ‘Stored Value Add Value,’ the options in Stored Value Add Value Settings appear.

Real-Time Discount

— Indicates the member receives the reward on the current guest check. For example, if the member receives 10% off the current bill, the Aloha POS applies a promotion or comp to the current member check automatically. Real-time discounts report like regular comps and promotions, and you can report them in net or gross sales. When you select ‘Real-Time Discount,’ the options in Real-Time Discount Settings appear.

Reward Voucher

— Indicates the member receives a reward voucher. For example, the member receives a 25% off voucher good for their next visit. A voucher prints separate from the guest check.

Members cannot receive this reward until their profile is registered

— Indicates the cardholder does not receive the reward until they update and register their profile in the MemberLink Web site. All rewards are suppressed until an account is associated with the profile. Selecting ‘Members cannot receive this reward until their profile is registered’ enables ‘Purge earned rewards due to lack of profile once profile is registered’ and ‘Issue all retroactive rewards that were earned once profile is registered.’

Purge earned rewards due to lack of profile once profile is registered

— Specifies the system purges any prior earned rewards after the member registers their profile. This includes any rewards earned but not issued because the member did not register the profile.

Issue all retroactive rewards that were earned once profile is registered

— Specifies the system issues all rewards earned prior to the member registering their profile at the actual time the member registers their profile, not before.

If queued, print this reward name on the POS Member Report

— Specifies any rewards queued for future issue print on the POS Member report when printed on the POS. If a bonus plan is currently not configured to print on the POS Member report and a reward has been earned and queued, the reward queued prints on the POS Member report. You configure which rewards appear on guest reports and the POS Member report on the Aloha Loyalty Configuration > Advanced Settings tab.

Real-Time Discount Settings

The real-time discount settings appear when you select Real-Time Discount in the ‘Reward Type’ drop-down list. The real-time discount settings enable you to:

•	Define the discount by selecting the comp or promo type.

•	Define the discount as a dollar off amount or percentage off.

•	Specify the items to discount.

Comp Type

— Specifies the comp to use for the real-time discount. The ‘Comp Type’ drop-down list contains all comps defined in the Aloha POS system. You must select a comp for which the ‘Loyalty Real Time’ option is enabled.

Promo Type

— Specifies the promotion to use for the real-time discount. The ‘Promo Type’ drop-down list contains all ‘New Price’ promotions defined in the Aloha POS system. You must select a promo for which the ‘Loyalty Real Time’ option is enabled.

Refer to Setting Up Aloha Promotions and Comps for Aloha Loyalty for additional information on configuring the Aloha POS. If you need additional information on Comps and Promos, refer to the Table Service or Quick Service User’s Guide.

Amount Settings

The amount settings enable you to define either a dollar amount off or percentage off discount on your real-time reward. The amount settings appear when you select Real-Time Discount in the ‘Reward Type’ drop-down list.

If you are configuring a Be My Guest-based plan, the default discount type and amount is 100% off. If you are configuring an Employee Comp-based plan, the default discount type and amount is 50% off.

Discount Type

— Indicates the discount type for the reward. Select either Dollars Off or Percent Off from the drop-down list.

Discount Amount

— Specifies the amount of discount for the reward. If you select Percent Off in the ‘Discount Off’ drop-down list, express the percent off with a decimal. For example, type ‘.10’ for 10% off.

Limit total discount amounts

— Indicates you are limiting the discount amount to a pre-determined amount. The system enables the ‘Limit total discount amounts’ when you select Percent Off in the ‘Discount Type’ drop-down list. For example, you can limit the discounted amount to $25.00, even when the customer earns a 100% off reward.

Real-Time Discount Options

The real-time discount options enable you to configure how the system handles a reward when the discount reduces the guest check to a zero balance. If you apply the discount, the guest does not owe money for the guest check. If you do not apply the discount, you can queue the reward for future use, or discard the reward and not issue it to the guest.

Discount the eligible items up to the Real-time discount amount

— Indicates the system applies the reward to the guest check, even when the guest check is less than the reward amount. For example, you offer a $5.00 reward and the guest only purchases $4.00. The system applies the reward to the guest check, thus making the guest check a zero balance.

Do not award the Real-time discount

— Indicates the system does not apply the reward to the guest check when the guest check does not exceed the reward amount. When the guest check is less than the award amount, the system uses the rules established in Loyalty Configuration on the Rewards tab. The system can queue the reward for future use, or not issue the reward to the guest.

Item Settings

The item settings enable you to select the items eligible for a reward and the number of items that can be discounted.

Select the items that will be discounted

— Specifies the eligible items for the reward. You can make all items available for the discount, or make specific categories of items eligible for the discount. The ‘Select the items that will be discounted’ drop-down list contains the following options:

All Items

— Indicates you want to make all items eligible for the reward. ‘All Items’ is the default selection when creating a new reward type.

Select Category

— Indicates you are limiting the reward to specific categories of items. For example, you only want to discount appetizers on the reward plan. Click to select the category that contains the appetizers, using Select Categories.

Number of items that will be discounted

— Indicates the number of items discounted on the guest check. For example, you type “2” in the text box, and the guest check contains five items, the system discounts the two highest priced eligible items. If the guest check contains fewer items than the amount entered in the ‘Number of items that will be discounted’ text box, the system applies the discount to all the items on the guest check. Refer to the following examples and explanations on using the ‘Number of items that will be discounted’ text box.

A member earns $5.00 off of their check. If the amount is not contingent upon the number of items, type a high number in the ‘Number of items that will be discounted’ text box.

A member earns $5.00 off any single item. In this example, you are discounting one item on the guest check; type “1” in the “Number of items that will be discounted’ text box.

Allow modifiers to be discounted

— Indicates that priced modifiers, if any, are also discounted when you apply a real-time discount to a menu item. For example, a real-time discount bonus plan offers a 50% discount on a burger. Selecting ‘Allow modifiers to be discounted’ applies the discount to the burger and any modifiers for which there is an additional charge, such as bacon or cheese. If you clear this option, the system only discounts the burger at 50% and the guest still pays full price for the bacon and cheese. Related Options: Selecting ‘Allow modifiers to be discounted’ enables the ‘Exclude modifiers’ drop-down list, allowing you to define which modifiers to discount.

Excluded modifiers

— Enables you to specify one or more modifier categories to exclude from a reward discount, when applying a real-time discount. For example, to charge full price for guacamole and bacon, which are priced modifiers, choose the modifier category into which these items reside in Select Category.

No Exclusions

— Indicates you are not excluding any modifiers from the reward discount.

Select Category

— Indicates you are excluding specific categories of modifiers from a reward discount. Click to select one or more modifier categories to exclude from the reward. You define modifier categories in the Aloha Table Service or Quick Service Categories function or in Aloha Insight Category Setup.

Number of required modifiers

— Indicates a guest must choose a specific number of modifiers for a menu item before the item is eligible for a real-time discount. For example, if you type ‘1’ in the text box, the item is only eligible for the discount after the guest chooses at least one modifier for the item. If you leave ‘Number of required modifiers’ blank, the guest is not required to choose any modifiers for the item to be eligible for the real-time discount.

Required modifiers

— Indicates a guest must choose a specific modifier for a menu item before the item is eligible for a real-time discount. For example, you can specify a hamburger is only eligible for a discount when a guest chooses bacon as a modifier; no bacon, no discount. Select one of the following options:

All modifiers

— Indicates the menu item is eligible for the real-time discount, if a guest chooses to add any modifier, regardless of what it is, to the item.

Select Category

— Indicates the menu item is only eligible for the real-time discount, if a guest chooses to add a modifier from a specific modifier category to the item. Click to select one or more modifier categories to require for the reward. You define modifier categories in the Aloha Table Service or Quick Service Categories function or in Aloha Insight Category Setup.

Discount applied towards

— Establishes how the system discounts the item on the check. For example, a guest earns a free entree with the purchase of another entree. The guest orders one entree at 14.95 and another at 12.95. You can either select the highest priced item to discount or the lowest priced item. If you select ‘Lowest priced item’ from the drop-down list, the system discounts the entree costing 12.95. If there are two rewards earned and you selected ‘Lowest priced item,’ the system would discount the 12.95 entree once and the same entree again because the item cost 0.00. You can select ‘Lowest Non-zero priced item’ to have the system select another eligible item on the check.

•	Highest priced item — Discounts the highest priced item eligible for the reward on the check.

•	Lowest priced item — Discounts the lowest priced item eligible for the reward on the check.

•	Lowest Non-zero priced item — Discounts the lowest priced item that has a price greater than zero when two rewards are available on the same check.

Queued Reward Options

Use these options to determine the limit the number of days the system queues a reward. For example, a customer earns a reward but you want the queued reward to expire if it is not used within a specific time frame.

Queued reward expires ____ days from date queued

— Contains the number of days Aloha Loyalty queues the reward before expiring it after the reward has been queued for future use. If you want the reward to expire 10 days after the reward was queued, type 11 in the text box. The system counts the day the customer earns the reward as part of the calculation which accounts for the extra day.

Stored Value Add Value Settings

The Stored Value add value settings enable you to configure the amount of the reward the member receives on their Stored Value card. You determine the amount of the reward and the store that incurs the charge. You must select ‘Aloha Stored Value Add Value’ as the reward type to view the Stored Value Add Value Settings.

Amount

— Specifies the amount of the reward to add to the Stored Value account.

Apply Add Value to:

— Specifies the store to incur the liability for the amount added to the Stored Value. This is for reporting purposes. Add-value transactions do not affect in-store reports. Select one of the following:

Store where the reward was earned

— Indicates the charge reports against the store where the reward was earned.

Selected Store

— Designates a specific store to incur the liability for the charge. You can designate one store to incur the add value amount.