Configuring the Rewards Tab

Use the Rewards tab to configure:

•	The maximum number of rewards that you can issue on one transaction.

•	The way Loyalty handles a queued reward.

•	The way Loyalty rounds your points-based plans.

Reward Options

Use these options to configure:

•	The maximum number of rewards that you can apply to one transaction.

•	The priority of the reward.

•	The order in which to apply the rewards on the guest check.

•	How Loyalty handles rewards, should the guest check exceed the maximum number on a transaction.

•	How Loyalty can queue rewards for future use.

A member can participate and earn credit in more than one bonus program on a single visit. For example, a member can participate in a ‘buy five entrees and get one free’ reward plan, and ‘get a free dessert on your tenth visit’ reward plan. The member could conceivably be eligible for two rewards on the same visit. You determine the maximum number of rewards a member can receive on a single transaction, and if Loyalty queues any extra rewards until the next visit.

Maximum Number of Rewards that can be Applied to a Guest Check in one transaction

— Contains the maximum number of rewards you can issue to a member on a single transaction. If the member exceeds the number of rewards, you can elect to queue the rewards for future use by selecting ‘Allow Rewards to be queued for Future Visits.’ To allow your Loyalty member to be eligible for unlimited rewards on a guest check, type the number zero; otherwise, type a positive number in the text box.

Apply the Rewards first to check when maximum reward per check threshold is met

— Indicates the bonus plan reward that gets issued on the check. You can apply a reward based on the priority established in the Bonus Plan Setup, or apply a reward based on when it was earned. For example, the member can only receive one reward per visit. On this particular visit, they earned a free entree on bonus plan A, and a free dessert on bonus plan B, and had a percent off the entire meal reward they earned on a previous visit on bonus plan C. If you issue rewards based on priority, Loyalty checks the priority of the reward established in Bonus Plan and uses that criteria as the deciding factor when issuing rewards. You can select either highest priority or lowest priority. You can also issue the reward based on when the member earned the reward. If you issue rewards based on when they are earned, and select ‘Oldest’ from the drop-down list, Loyalty checks to see when the reward was actually earned and issues older rewards first.

Select one of the following options from the drop-down list:

Highest Priority

— Distributes rewards in ascending order of how they are ranked in the Bonus Plan Setup. Rewards ranked as a ‘1’ get distributed over a reward ranked as a ‘2’.

Lowest Priority

— Distributes rewards in descending order of how they are ranked in the Bonus Plan Setup. Rewards ranked as a ‘2’ get distributed over a reward ranked as a ‘1’.

Most Recent

— Distributes the most recently earned reward first. Bases the rewards earned in ascending order of date/time.

Oldest

— Distributes the oldest earned reward first. Bases the rewards earned in descending order of date/time.

Calculate Real-time Discount rewards based on the remaining check balance

— Indicates how the system calculates a second real-time discount, if allowed on a check. The system calculates the discount on the remaining check total after applying the first discount. If you clear this option, the system bases the second real-time reward on the original check total.

For example, you allow more than one real-time discount reward per check.The first reward is 20% off all items, and the second reward is 10% off all items. Refer to the following table to determine how the system would calculate both discounts on a $20.00 check:

Calculate Real-Time Discount rewards based on the remaining check balance	Calculation
Option selected	20.00 – 4.00 (20% off) = 16.00 - 1.40 (10% off) = 14.40
Option cleared (not selected)	20.00 - 6.00 (20% + 10% =30%) =14.00

Sort eligible check items to discount based on

— Designates how the system applies multiple rewards to a check. This is an alternative pricing method, and is only available if you clear ‘Calculate Real-time discount rewards based on the remaining check balance.’

If you select ‘Original Price,’ the system applies the rewards based on the highest original price of the eligible items. For example, the check contains three eligible items priced at $11.00, $9.00, and $8.00. Because the $11.00 item is the highest priced eligible item on the check, the system calculates a 20% discount ($11.00 x .20 = $2.20) and an additional 10% discount off the original price of this item ($11.00 x .10 = $1.10), for a total discount of $3.30.

If you select ‘Remaining Balance,’ the system applies the rewards based on the highest price of the eligible items, but re-sorts the items by highest price after applying the first discount, to determine to which item the second reward should apply. Using the same example of three eligible items priced at $11.00, $9.00, and $8.00, because the $11.00 item is the highest priced eligible item on the check, the system calculates a 20% discount off this item ($11.00 x .20 = $2.20), making the discounted price of this item $8.80. The system then re-sorts the eligible items by highest price, now $9.00, $8.80 (discounted item), and $8.00, and applies an additional 10% discount (.90) off the $9.00 item, for a total discount of $3.10.

Allow Rewards to be Queued for future visits

— Indicates how you queue rewards that a cardholder has earned but not yet been issued. You can select from the following options:

Rewards will not be Queued

— Indicates all rewards are not queued. Selecting this option disables the ‘Queue rewards for this Bonus Plan’ on the General tab in Bonus Plan Setup.

Select plans to Queue Rewards

— Indicates the system will queue rewards by selected bonus plans. You select which bonus plans you want to queue the rewards. Click to add bonus plans from the Unassigned Plans list box to the Assigned Plans list box.

You must have at least one bonus plan configured before selecting ‘Select plans to Queue Rewards.’ Having bonus plan configured enables you to select at least one bonus plan.

Rounding Options

Use these options to configure how Aloha Loyalty rounds rewards. For example, when you use a dollar-based bonus program and a member spends $6.58, you can round up, do not round at all, or round down. If you round up and to the nearest dollar, the member earns $7.00 toward their bonus plan.

Rounding Options for Points-Based plans

— Indicates the rounding method you want to use at your stores. You can select from the following options:

Do Not Round

— Does not round up or down. For example, a member spends $15.56 and they earn 15.56 points toward their reward.

Round Up

— Rounds up to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn 15.60 points toward their reward. If you round to the nearest dollar, they receive 16.00 points toward their reward.

Round Down

— Rounds down to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn 15.50 points toward their reward. If you round to the nearest dollar, they receive 15.00 points toward their reward.

The Round Up and Round Down options are dependent on the ‘Round to the Nearest Dollar’ and ‘Round to the Nearest Tenth Cent’ options.

Round to the Nearest Dollar

— Indicates you want to round your rewards to the nearest dollar.

Round to the Nearest Tenth Cent

— Indicates you want to round your rewards to the nearest tenth cent. For example, spend $12.46 and either round up to $12.50 or round down to $12.40.

Smart Rewards

Use the ‘Total number of Smart Rewards available’ option to limit the number of Smart Rewards a qualifying member is eligible for at a given time. Members can be eligible for multiple rewards at a time. Once a reward is issued, the member can be eligible for additional rewards after the system runs the nightly Smart Reward process.

Total number of Smart Rewards available

— Specifies the total number of rewards available to a member. If you want to have unlimited rewards available to the member, enter a zero in the text box. When a member qualifies for more smart rewards than allowed, the system will issue smart rewards based on priority.

To configure the Rewards tab

1.	Type the maximum number of rewards that Aloha Loyalty can apply to a single guest check in one transaction.

2.	Select one of the following reward hierarchies to apply to the check:

•	Highest Priority

•	Lowest Priority

•	Most Recent

•

Oldest

3.	Select Allow rewards to be queued for future visits to allow a member to queue an unused reward to receive it at a later date.

4.	Select one of the following rounding options for your rewards. Refer to Rounding Options for more information.

•	Do Not Round

•

Round Up

•	Round Down

5.	If you selected either Round Up or Round Down, select to round to the nearest dollar or to the nearest tenth of a cent.

6.	Select the General tab to continue with the configuration, if necessary.