Creating a Smart Rewards-Based Bonus Plan

A Smart Rewards-based plan enables you to use historical data to determine the members who will be eligible to receive a one-time reward upon their next visit to your restaurant. The type of reward and who is eligible to receive it is up to you.

Scenario Description

You have a new menu and would like to entice cardholders who have not recently visited your restaurant to come in and try it out. You can create a Smart Rewards-based bonus plan to offer all cardholders who have not used their card within the last 30 days a $5.00 discount on their next visit.

Bonus Plan Details

The following details are used for creating a bonus plan:

•	The scenario requires a Smart Rewards-based bonus plan.

•	A Smart Rewards-based plan requires historical data to determine who is eligible.

•	The plan will reward the eligible customers with up to a 5.00 discount on their next visit.

•	The cardholder receives the reward once, and is not eligible to receive the reward again.

Refer to Configuring Smart Rewards for detailed descriptions on the options in Aloha Loyalty Bonus Plan Setup.

Configuring a Smart Reward:

1.	Select Aloha Loyalty > Smart Rewards.

2.	Click Add.

3.	Type a unique name for your smart reward-based bonus plan. Use a descriptive name, because this is the name the customer sees if you include the 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.	Type a start date for the smart reward. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date.

6.	Select a reset option. Choose to reset the plan when the member receives the reward or select allow the plan to reset a specific number of times. For this example, select ‘Reset plan only X times(s)’ and type a ‘1’ in the text box.

7.	Click Save and Continue. The screen expands to show additional options.

8.	Move the cards the you want eligible for the reward from the ‘Unassigned Cards’ to the ‘Assigned Cards’ list box.

9.	In the Rewards section, click Add and continue with the following section to configure the reward.

Adding a reward:

1.	Type the name of the reward.

2.	Select a reward priority, with one being the highest priority and taking precedence over other rewards.

3.	Select the reward type from the drop-down list. In this example, select ‘Real-Time Discount.’

4.

Select the locations where the reward is available. In this example, if the menu was a limited test, you would need to create a store group with the stores offering the new menu. You would then select the store group from the drop-down list. Refer to Site Setup for information on configuring Store Groups.

5.	Select either Comp Type or Promo Type.

6.	Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos.

7.	Select Dollars Off in the ‘Discount Type’ drop-down list.

8.	Type 5.00 in the ‘Discount Amount’ text box. This indicates the maximum reward is 5.00 off.

9.	Select Discount the eligible items up to the real-time discount amount to allow a maximum reward of 5.00.

10.	Type 1 in the ‘Number of items that will be discounted’ text box.

11.	Select All Items in the ‘Select the items that will be discounted’ drop-down list.

12.	Select Daily from the Issue Rewards section.

13.	Expand the Reward Notification and Expiration section.

14.	Select Issue reward during next visit. If you want the reward to expire, enter the number of days after it is issued it expires.

15.	Move the Card Not Used metric type from the Available Metrics list to the Selected Metrics list in the Metric Type section box. Your metric type configuration appears below the Metric Type list box.

Configure the metric type:

1.	Expand the Store Selection section.

2.	Select the stores you want to monitor from the ‘Monitor’ drop-down list. You can monitor all stores, an individual store, area, region replication group, or a store group. Expand the list and make your selection.

3.	Complete the date range section to monitor the dates you want.

4.	Click Save.

Contact your account manager, or reseller for information on creating a marketing program for notifying your customers on Loyalty rewards and promotions.