Configuring the Loyalty Smart Reward Settings

Use the Loyalty Smart Reward Settings screen to define characteristics for the plan, such as the name, active dates, reset options, and card types assigned to the plan.

Name

— Identifies the name of the Smart Reward-based bonus plan on reports and guest receipts. You can type up to 50 alphanumeric characters in the text box.

Description

— Describes the purpose and reward incentives of the Smart Rewards-based bonus plan. You can type a description up to 300 characters. The description entered is not used on any of your reports.

Start Date

— Indicates the date the bonus plan becomes effective and a Loyalty member can start earning credit toward the bonus plan. ‘Start Date’ defaults to the current date. You can enter a date in the future; however, you cannot enter a date in the past.

End Date

— Indicates the date the Loyalty member can no longer earn credit toward the bonus plan. The ‘End Date’ is optional. If you use an end date, verify it is a date in the future and after the date in the ‘Start Date’ text box.

Reset Options

Use the Reset Options to select when the smart reward plan resets.

When configuring a Smart Reward that uses the metric ‘Card First Used,’ the system auto selects “Reset plan only X times’ and automatically enters a value of 1 and both options in the Reset Options section are disabled.

Reset plan when member receives reward

— Indicates the bonus plan resets when the member receives the reward. If the plan has multiple tiers, the plan resets when the member achieves the last level reward.

Reset plan only X Times

— Indicates the Smart Reward bonus plan resets when the cardholder receives a reward. Use this option to limit the number of times a cardholder receives the reward. Aloha Loyalty enables you to reset the reward from 1 to 99 times.

Include Expired rewards in reset calculation

— Indicates a reward earned but not used by a guest before its expiration date is taken into consideration when determining whether to allow the guest another opportunity to use the reward. This option works in conjunction with the value you set in ‘Reset plan only X times.’ For example, a guest earns a 15% off coupon that expires in 30 days. If ‘Reset plan only X times’ is set to ‘1’ and you clear ‘Include Expired rewards in reset calculation,’ the system issues the reward again because it can be reset one time, allowing the guest another opportunity to use the reward. If you enable ‘Include Expired rewards in reset calculation’ the system will not issue the reward again.

Rewards

You define the rewards that a cardholder receives. The list contains the rewards you define for the Smart Reward bonus plan. There are different metrics upon which you can base the reward:

•	Card first used

•	Card not used

•	Dollars spent

•	Items purchased

•	Number of visits

You define your rewards on the Aloha Loyalty Smart Reward Definition screen.

Reward Name

— Contains the name of the reward defined on the Aloha Loyalty Smart Reward Definition screen.

Reward Type

— Contains the type of reward defined on the Aloha Loyalty Smart Reward Definition screen.

Add

Click Add to add a reward on the Aloha Loyalty Smart Reward Definition screen.

Edit

Select a reward level in the list box and click Edit to edit the reward settings on the Aloha Loyalty Smart Reward Definition screen.

Delete

Select a reward level in the list box and click Delete to delete a reward level. The Delete button is active when you have more than one reward level defined.

Assign to Card

Contains a list of Aloha Loyalty cards that you can assign to the Smart Reward bonus plan. One list contains the cards you can assign to the Smart Reward and the other list contains a list of the cards you have already assigned to the smart reward.

Unassigned Cards

— Contains all active Aloha Loyalty cards you can assign to the Aloha Smart Reward-based bonus plan. Select a card in the list and use the arrows to move the card to the ‘Assigned Cards’ list box.

Assigned Cards

— Contains all active Aloha Loyalty cards assigned to the Smart Reward-based bonus plan.

Member List Import (Optional)

You can import a list of Aloha Loyalty cardholder numbers who are eligible to receive a one time Smart Rewards-based bonus plan reward. You must query the database to obtain the list of card numbers, based on criteria you define. You then export the results to a .csv file, remove all data except the card numbers, and import the card number into the Smart Rewards-based bonus plan. When importing the list of card numbers, you must adhere to the following rules:

•	The list must contain valid 14-digit card numbers already in use in the Aloha Loyalty system.

•	The list cannot contain duplicate card numbers.

•	The list cannot contain any card numbers that were previously imported.

•	Each card number must begin on a new line.

•	The maximum file size is 8 MB, which is about 500,000 card numbers.

To import a list of cardholder numbers that are eligible to receive the reward, click Browse to navigate to the file on your local machine or network. The system imports the list of card numbers into the database, and the system creates a Manual Adjustment transaction that adjusts the members merit up to the selected threshold of the reward. The next time the member is assigned to a guest check, they receive the reward.

If you are importing a list of card numbers into the system, it is considered best practice to not import a member list into a Smart Reward-based bonus plan with multi-level rewards.

Choose a File to Upload

— Contains the path to the file containing the card numbers you are importing.

Browse

Click Browse to use the standard Windows screens to locate and select the .txt file to import. Once you select the file, click Open. A status bar appears, to indicate the import progress. After a successful import, you receive the following message:

If a card number had already been imported, you receive the following message: