Configuring Aloha Smart Rewards

Use the Aloha Loyalty Smart Reward Definition screen to configure the reward properties for the Smart Reward-based bonus plan. For example, you can assign one of the predefined metric types to the reward. Metric types enable you to target the behavior you want to reward, such as cardholders that spend money, or ones that visit often. Each metric type enables different options for you to configure.

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 Priority

— Indicates the order in which the member receives the reward when more than one reward is earned 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. A reward priority of one is the highest priority and takes precedence over a reward with a lower priority or higher number.

Reward Type

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

Aloha Stored Value Add Value

— Indicates the member receives the reward on their Stored Value card. 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.

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.

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.

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.

Each reward type enables different options for you to complete. The system dynamically updates the options for you to complete based on the reward type selected.

Reward is available in

— Indicates which location can receive the reward. Click the down arrow to expand the options. Selecting the plus sign expands the list and enables you to scroll through the list. Select from All Stores, Areas, Regions, Replication Groups, Stores, and Store Groups. Each selection contains the number of options available in parenthesis. If you want to create a reward that targets a specific store group, create a new store group in Site Settings, and select the store group in the list.

Campaign #

— Reserved for future use.

Reward is available in descriptions:

All Stores

— Indicates the reward is active in all stores licensed for Loyalty.

Area

— Indicates the active area of the reward.

Region

— Indicates the active region of the reward.

Replication Group

— Indicates the active replication group of the reward.

Store

— Indicates the active store of the reward.

Store Group

Indicates the active store group for the reward.

Issue Rewards

The Issue Rewards setting enables you to select how often you issue rewards. Each selection enables additional options that you configure.

Type

— Specifies the frequency in which you issue the reward. Select from Daily, Weekly, Monthly, Sign-Up Date, Birthday, and Anniversary.

Daily

— Indicates the reward is active every day during the bonus plan active range.

Weekly

— Indicates the reward is active on specific days of the week or every x number of weeks. When you select ‘Weekly,’ the following option appears:

Every x Week(s) on:

— Specifies the weekly interval and the days of the week on which the reward is active. For example, select 1 from ‘Every Week(s) on’ and select Friday, Saturday, and Sunday as the active days. This makes the reward active every week on Friday, Saturday, and Sunday. To make the reward active every other week, select 2 from the drop-down list.

Monthly

— Indicates the reward is active on a monthly basis. You can make the reward active on a specific date of the month, such as the 15th of every month, or on a specific weekday of the month, such as the first Friday of every month. When you select ‘Monthly,’ the following options appear:

Every x day of every x month(s)

— Designates the specific date of the month and the monthly interval in which the bonus event is active. Select the date from the drop-down list in the first text box, and select the monthly interval in the second drop-down list. For example, select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan active on the 15th of every month.

x x of Every x Month(s)

— Designates the specific week and weekday of the month, and the monthly interval in which the bonus event is active. Select a number between 1 and 5 in the first drop-down list, which corresponds to the week of the month. Select the day of the week on which to make the bonus plan active in the second drop-down list. Select a number between 1 and 12 to determine the frequency in months in which to make the bonus plan active in the third drop-down list. For example, to make the bonus plan active on the second Wednesday of every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and 1 in the third drop-down list.

Sign-Up Date

— Indicates the reward is active on the member sign-up date. You can further define the reward by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward.

The member will receive the award

— Indicates when the reward is active. You can select from the following options:

On selected occasion only

— Indicates the reward is active on the date of the special occasion only.

During week of selected occasion

— Indicates the member is eligible to receive the reward on any day during the week of the occasion.

Within 7 days of selected occasion

— Indicates the member can receive the reward up to seven days after the occasion. For example, if the member signed up for your loyalty program on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion

— Indicates the member can earn the reward on any day during the month of the occasion.

Within 30 days of selected occasion

— Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion.

Birthday

— Indicates the reward is active on the member birth date. You can further define the reward by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward.

The member will receive the award

— Indicates when the reward is active. You can select from the following options:

On selected occasion only

— Indicates the member can receive the reward on the date of the special occasion only.

During week of selected occasion

— Indicates the member can receive the reward during the week of the occasion.

Within 7 days of selected occasion

— Indicates the member can receive the reward for up to seven days, starting on the date of the occasion. For example, if the member has a birthday on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion

— Indicates the member can receive the reward during the month of the occasion.

Within 30 days of selected occasion

— Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion.

Anniversary

— Indicates the reward is active on the member anniversary. You can further define the reward by limiting the reward to the specific date only, during the week of the occasion, or the month of the occasion. Select an option in the drop-down list and use the additional options to refine when the member is eligible for the reward.

The member will receive the award

— Indicates when the reward is active. You can select from the following options:

On selected occasion only

— Indicates the member can receive the reward on the date of the special occasion only.

During week of selected occasion

— Indicates the member can receive the reward during the week of the occasion.

Within 7 days of selected occasion

— Indicates the member can receive the reward for up to seven days, starting on the day of the occasion. For example, the member has an anniversary on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion

— Indicates the member can receive the reward during the month of the occasion.

Within 30 days of selected occasion

— Indicates the member can receive the reward for up to 30 days, starting on the date of the occasion.

Aloha 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.

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 account. 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.

Reward Notification and Expiration

The Reward Notification and Expiration settings enable you to configure when a cardholder receives a reward notification, and when the reward expires. For example, a cardholder receives a reward, you can issue the reward on the next visit or issue a message informing them they received a reward that is available upon a future visit.

Issue reward during next visit

— Indicates the system issues the reward the next time the eligible card number is assigned to a check. Selecting ‘Issue reward during next visit’ enables ‘Expire reward X days after it is issued.’

Expire reward X days after it is issued

— Indicates the number of days after the reward has been issued before it expires.

Issue reward message during next visit and issue reward on the following visit

— Indicates the system notifies the cardholder upon their next visit that they have earned a reward; the reward is applied on the subsequent visit after the notification. Selecting ‘Issue reward message during next visit and issue reward on the following visit’ enables ‘Next Visit Message.’

Expire reward X days reward message is displayed

— Indicates the number of days after the issuance of the reward notification that the reward expires.

 

Qualify Reward By

The Qualify Reward By options enable you to further refine the active times and conditions for the bonus plan. You can limit the bonus plan by:

•

Day Parts

•	Revenue Centers

•

Hours

•	Order Modes

The Qualify By options contain two different categories, one affects the check and the other affects the items on the check.

Day Parts

— Indicates you are qualifying bonus plan eligibility by the day part in which a guest places their order. For example, you can make a bonus plan available only at specific times of the day, such as lunch or late night, to increase traffic. If you select ‘Day Parts,’ you cannot select ‘Hours.’ Select the day part in the ‘Unassigned Day Parts’ list box and use the arrows to move the day part to the ‘Assigned Day Parts’ list box.

Hours

— Indicates you are qualifying bonus plan eligibility by the hours in which a guest places their order. For example, you can limit the bonus plan to orders placed during late night hours. Select the hours eligible for the bonus plan in the ‘Unassigned Hours’ list box and use the arrows to move the hours to the ‘Assigned Hours’ list box.

Revenue Centers

— Indicates you are qualifying bonus plan eligibility by the revenue center in which the guest places their order. For example, you can limit the bonus plan to your bar area or patio. Select the revenue centers eligible for the bonus plan in the ‘Unassigned Revenue Centers’ list box and use the arrows to move the hours to the ‘Assigned Revenue Centers’ list box.

Order Modes

— Indicates you are qualifying the bonus plan eligibility by order mode. For example, only items that are ordered in the ‘Dine-in’ order mode are eligible. Items that are ordered ‘To-Go’ are excluded. Select the order mode eligible for the bonus plan in the ‘Unassigned Order Modes’ list box and use the arrows to move the hours to the ‘Assigned Order Modes’ list box.

Additional Reward

Use this option to issue an additional reward to a guest upon their next visit after the reward has been issued. Select the check box to enable this option.

Include Voucher

Use the Include Voucher options to configure the text that prints on the guest check or voucher.

Guest Check

— Indicates you want the text to print on the guest check. This text prints at the bottom of the guest check, which contains the itemized order detail and check total. If you select ‘Guest Check,’ the member gets a single receipt that includes all information.

Voucher

— Indicates you want the text to print on a voucher instead of the guest check. If you select ‘Voucher,’ the guests receives two receipts, the normal guest check with item detail and a voucher with their Loyalty information and program credit. A voucher contains Loyalty information and does not contain any check detail.

Member Cannot Receive This Reward Until Their Profile is Registered

Expand ‘Member cannot receive this reward...registered’ to issue the reward only when the cardholder registers their profile.

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.

Metric Type

You configure the type of metric the Smart Reward-based bonus plan uses to issue a reward. Each metric enables you to hone in on a distinct characteristic of your cardholder and reward the behavior. You can select from the following metric types:

•	Card First Used — Defines activity based on the first time the card was assigned to a guest check.

•	Card Not Used — Defines activity based on the card not being assigned to a guest check.

•	Dollars Spent — Defines activity based on the number of dollars spent.

•	Items Purchased — Defines activity based on the number of items purchased.

•	Number of Visits — Defines activity based on the number of visits.

Use the list box to move the metric from the ‘Available Metrics’ list box to the ‘Selected Metrics’ list box. Each metric has individual settings that correspond to the metric. Some of the configurations apply to all metric types, but some of the configuration settings apply to the metric type selected. The screen dynamically changes to guide you through the metric configuration.

Cards First Used

The cardholder receives the reward the first time the card is assigned to a guest check and it meets all configured criteria. For example, you reward a cardholder the first time they use the card between 01/01/2010 and 03/31/2010 with a dessert when purchasing an entree. Because the reward is based on the first time the card is used between a specific set of dates, the member can receive the reward only one time. Selecting ‘Cards First Used’ enables you to configure the following settings for the metric:

•	Store Selection

•	Date Range

•	Profile Data (Optional)

•	Category Selection (Optional)

When you select ‘Cards First Used’ as the metric type, you cannot select additional metrics to apply to the reward.

Card Not Used

The cardholder receives the reward based on the last time the card was used. Use this metric to drive cardholders that have not used their card for a period of time to come back in to your store. For example, you reward a free appetizer to a cardholder that has not used their card in the past 60 days. The cardholder is only eligible for the reward once. Selecting ‘Card Not Used’ enables you to configure the following settings for the metric:

•	Store Selection

•	Date Range

•	Profile Data (Optional))

When you select ‘Card Not Used’ as the metric type, you cannot select additional metrics to apply to the reward.

Dollars Spent

The cardholder receives the reward based on the amount of dollars spent. You can qualify it by the amount of money spent, amount spent within day parts, hours, revenue centers, and or order modes. For example, you reward a cardholder a 20% discount when they spend at least $25.00 on five consecutive visits in the past 60 days. This reward is always available and resets after the member receives the discount. Selecting ‘Dollars Spent’ enables you to configure the following settings for the metric:

•	Store Selection

•	Date Range

•	Profile Data (Optional)

•	Category Selection (Optional)

•	Condition/Threshold Settings

•	Consecutive Assignments (Optional)

Items Purchased

The cardholder receives the reward based on the specific items or number of items purchased. For example, you reward a cardholder a free specialty coffee drink after they purchase at least 10 large coffees in the past 60 days. You configure the following settings for the metric:

•	Store Selection

•	Date Range

•	Profile Data (Optional)

•	Category Selection (Optional)

•	Condition/Threshold Settings

•	Consecutive Assignments (Optional)

Number of Visits

The cardholder receives the reward based on the number of visits the cardholder makes to your restaurant. For example, you reward a cardholder a one time voucher for a discounted meal after they have visited your store five times in the past three months. You configure the following settings for the metric:

•	Store Selection

•	Date Range

•	Profile Data (Optional)

•	Category Selection (Optional)

•	Condition/Threshold Settings

Store Selection

Expand Store Selection to select the locations monitored by the metric. You can monitor individual stores or all stores, areas, regions, store groups, or replication groups. When you expand Store Selection, the ‘Monitor’ drop-down list appears. When you select an option in the drop-down list it expands to provide the individual areas, regions, replication groups, stores, or store groups.

Monitor

— Specifies the locations the metric monitors for the reward.

All Stores

— Indicates you want to monitor all stores.

Area

— Indicates you want to monitor a specific area. Click the plus sign to select an area from the expanding list.

Region

— Indicates you want to monitor a specific region. Click the plus sign to select a region from the expanding list.

Replication Group

— Indicates you want to monitor a specific replication group. Click the plus sign to select a replication group from the expanding list.

Store

— Indicates you want to monitor an individual store. Click the plus sign to select a store from the expanding list.

Store Group

— Indicates you want to monitor an individual store group. Click the plus sign next to select a store group from the expanding list.

Date Range

You must define a date range to use for monitoring the smart reward. You can select a predefined date range or enter your own custom date range.

Use Selected Date Range

Indicates you are using one of the predefined date ranges. You must select a date range from the drop-down list, after which the dates display to the right of the drop-down list.

Refer to Date Range Facts located on the main Help page in the Aloha Insight FAQs section. Date Range Facts contains information and examples for each date range.

Last X Days

Enables you to select a number of days to monitor. For example, you can monitor the past 180 days. This will always monitor the past number of days you enter.

Use Custom Date Range

Enables you to enter a custom date range to monitor. When you select ‘Use Custom Date Range,’ it enables the ‘Start Date’ and ‘End Date’ text boxes. You can type the dates manually using the mm/dd/yyyy format, or select the dates from the calendar.

Start Date

— Contains the starting date to begin monitoring the metric for the reward. When you select ‘Use Custom Date Range,’ the ‘Start Date’ text box defaults to the previous system date.

End Date

— Contains the ending date for the reward.

Profile Data (Optional)

Enables you to filter the results by profile data specific to the cardholder. For example, you have a sports bar and you want to reward cardholders that have a local favorite team. You must capture their favorite team to select it from the drop-down list.

Companies that use one of the company defined fields to capture a preferred location can use this information to filter the reward by the location. The company defined field must be labeled ‘Preferred Location.’ The system populates the field ‘Preferred Location’ with the locations entered in the system in the drop-down list. For example, you want to reward customers that have a preferred location with an extra discount.

Category Selection (Optional)

Enables you to optionally filter the reward by sales or non-sales categories. All categories defined in the Aloha POS or via the Category Setup module are available in the list. For example, you can reward the cardholder with a 10% discount when they purchase an item from a particular category, such as from your “Appetizer” category.

All categories available to assign to the smart reward appear in the ‘Unassigned Categories’ list box. Move the categories to the ‘Assigned Categories’ list box to include the category in the smart reward.

Unassigned Categories

— Contains all available categories configured for your company that you can assign to the smart reward. The categories appear in alphabetical order.

Assigned Categories

— Contains all active categories assigned to the smart reward. The categories appear in the order in which you assign them to the bonus plan.

Condition/Threshold Settings

Enables you to define the reward based on a count or amount. For example, you reward the customer based on the number of visits, which you define. You can specify cardholders have visits greater than or even less than the number defined.

Threshold is a Count

— Indicates the metric is defined by a count based on the value entered in ‘Members Must Have X Visits.’

Members Must Have

— Contains one of six qualifiers for the threshold count. You select the qualifier and the system dynamically displays any additional text boxes that need configuration. For example, selecting ‘Between’ enables an additional text box to qualify the count. Select one of the following qualifiers from the drop-down list:

Greater Than

— Indicates the cardholder activity must be greater than the value entered in the threshold text box. For example, cardholders must have greater than five visits.

Greater Than or Equal To

— Indicates the cardholder activity must be greater than or equal to the value entered in the threshold text box. For example, cardholders must have spent greater than or equal to $100.00 dollars to qualify for the reward.

Less Than

— Indicates the cardholder qualifies for the reward if the activity is less than the value entered in the threshold text box. For example, cardholders with fewer than five visits in the last 60 days qualify for a discount.

Less Than or Equal To

— Indicates the cardholder qualifies for the reward if the activity is less than or equal to the value entered in the threshold text box.

Equal To

— Indicates the cardholder qualifies for the reward if the activity is equal to the value entered in the threshold text box. For example, cardholders with five items purchased are eligible to receive the reward.

Between

— Indicates the cardholder qualifies for the reward if the activity falls between the two values entered in the threshold text boxes. For example, cardholders that buy between five and ten coffees are eligible for the reward.

Qualify Metric By

The Qualify Metric By options enable you to further refine the active times and conditions for the metric. Select from the following:

•

Day Parts

•

Hours

•	Revenue Centers

•	Order Modes

Selecting Day Parts

Indicates you are qualifying bonus plan eligibility by the day part in which a guest places their order. For example, you can make a Smart Reward metric available only at specific times of the day, such as lunch or late night, to increase traffic. Select ‘Day Parts’ to select the eligible day parts. If you select ‘Day Parts,’ you cannot select ‘Hours.

Expand Day Parts to limit the Smart Reward metric to a specific time of the day. All available day parts appear in the ‘Unassigned Day Parts’ list box. Move the day parts for use in qualifying the bonus plan from ‘Unassigned Day Parts’ to ‘Assigned Day Parts.’

Unassigned Day Parts

— Contains all available day parts configured for your company. The day parts appear in alphabetical order.

Assigned Day Parts

— Designates the active day parts assigned to the Smart Reward metric. The day parts appear in the list box in the order in which the day parts are assigned.

Selecting Bonus Plan Hours

Indicates you are qualifying bonus plan eligibility by the hours in which a guest places their order. For example, you limit the metric to orders placed during late night hours. Click ‘Hours’ to define the hours of eligibility.

Expand Hours to limit the Smart Reward metric to specific hours of operation. All available hours appear in the ‘Unassigned Hours’ list box. Move the hours for use in qualifying the Smart Reward from ‘Unassigned Hours’ to ‘Assigned Hours.’

Unassigned Hours

— Contains all available hours for which you can make the smart reward active. The hours appear in numeric order.

Assigned Hours

— Designates the hours already assigned to the smart reward. The hours appear in the list box in the order in which the hours are assigned.

Selecting Revenue Centers

Indicates you are qualifying bonus plan eligibility by the revenue center in which the guest places their order. For example, you can limit the Smart Reward to specific revenue centers, such as your bar area or patio. Select ‘Revenue Centers’ to define the revenue centers that qualify for the Smart Reward.

Expand Revenue Centers to limit the Smart Reward to specific areas of your restaurant. All available revenue centers appear in the ‘Unassigned Revenue Centers’ list box. Move the revenue centers for use in qualifying the Smart Reward from ‘Unassigned Revenue Centers’ to ‘Assigned Revenue Centers.’

Unassigned Revenue Centers

— Contains all available revenue centers configured for your company. The revenue centers appear in alphabetical order.

Assigned Revenue Centers

— Designates the active revenue centers assigned to the Smart Reward. The revenue centers appear in the list box in the order in which you assign them to the bonus plan.

Selecting Order Modes

Indicates you are qualifying bonus plan eligibility by the order mode. For example, only items that are ordered in the ‘Dine-in’ order mode are eligible. Items that are ordered ‘To-Go’ are excluded. Select ‘Order Modes’ to define the order modes that qualify for the Smart Reward.

Expand Order Modes to limit the Smart Reward to specific order modes in your restaurant. All available order modes appear in the ‘Unassigned Order Modes’ list box. Move the order modes for use in qualifying the Smart Reward from ‘Unassigned Order Modes’ to ‘Assigned Order Modes.’

Unassigned Order Modes

— Contains all available order modes configured for your company. The order modes appear in alphabetical order.

Assigned Order Modes

— Designates the active order modes assigned to the Smart Reward. The order modes appear in the list box in the order in which you assign them to the Smart Reward.

Consecutive Assignments (Optional)

Enables you to qualify the bonus plan eligibility by what the cardholder orders on a consecutive basis and limit the number of assignments per day that count toward the reward. When qualifying a reward by consecutive assignments the system only honors the settings in ‘Threshold is a count’ and ‘Threshold is a percentage’ in Condition/Threshold Settings.

Members must have X consecutive assignments in order to be eligible for the Smart Reward

— Indicates you want to qualify the bonus plan based on consecutive assignments by the cardholder. Select the option and type the number of consecutive assignments in the text box. For example, you want to give away a free small coffee when the user orders muffins on at least five consecutive visits. If the cardholder does not order a muffin on the fourth visit, the counting starts over on the next visit.

Only the first X assignments per will count toward the consecutive assignments

— Indicates you are limiting the number of assignments in a day. This option is active when you select ‘Members must have X consecutive assignments in order to be eligible for the Smart Reward.’ Select the option and type the number of assignments you want to allow each day in the text box.