Campaign General Notes
Campaigns are sorted by their Codes. A campaign with a code starting with 100 will take precedence over one beginning with 200. The same applies for rules, which are sorted by Sequence. During processing the system applies the first matching rule in the first matching campaign and then stops at that point.
A rewards campaign is required to allow customers to receive rewards points, and a redemption campaign is required to allow customers to redeem their points.
Creating a Rewards Campaign
To create a rewards campaign:
At the Loyalty module click Rewards under the Membership Campaign heading
Click New Campaign
Fill in the code, date, name and description. To apply a campaign to a specific branch or branches, fill in the branch codes.
Click Save and Commit.
Note: Please be sure to click the Save and commit button once you have entered the details or they will not be saved. When you have modified/added rules etc. to the campaign please click Save and commit or the campaign will not be saved.
Creating Rules
- Click Add Rule
- Fill in the sequence
- If you wish to apply the rule to a specific item code, or a few item codes, you may type in the codes separated by the | character. Example: ASUS-P750|HTC-TOUCH
- If you wish to apply the rule to a specific category, fill in the category level field in the same manner as the item code field. Example: HDD|GFC|PNTR
To apply a rule to all categories in a level or to all item codes, you may use .* (that's a dot followed by an asterisk). For further information on rule patterns, please refer to our page on Regular Expressions for Rules. Do not under any circumstances leave this blank, or put just a * or just a dot. It will render the system unable to perform cash-sales!
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For points calculation there are two modes
- Absolute point values give the customer the value entered per-item. Example: Absolute point value: 10. 3 items in cash sale. Customer gets 10*3 = 30 points
- Ratio point values give the customer the value entered per-item multiplied by the ratio. Example: Ratio of 0.1. 3 items in cash sale worth RM 45 total. Customer gets 45*0.1 = 4.5 points. This figure is then rounded down, so the customer gets 4 points
Selecting an upper cap prevents the customer from gaining more than a specific number of points per-cashsale
Selecting a lower cap ensures that all customers receive a minimum value per-cashsale
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Click Save and Close
Click Save and Commit. After saving, you will be returned to the same screen.
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The campaign will now take effect within the time periods specified.
Creating a Redemption Campaign
To create a rewards campaign:
At the Loyalty module click Redemption under the Membership Campaign heading
Click New Campaign
Fill in the code, date, name and description.
To apply a campaign to a specific branch or branches, fill in the branch codes
Click Save and Commit
Note: Please be sure to click the Save and commit button once you have entered the details or they will not be saved. When you have modified/added rules etc. to the campaign please click Save and commit or the campaign will not be saved.
Creating Rules
- Click Add Rule
- Fill in the sequence
- If you wish to apply the rule to a specific item code, or a few item codes, you may type in the codes separated by the | character. Example: ASUS-P750|HTC-TOUCH
- If you wish to apply the rule to a specific category, fill in the category level field in the same manner as the item code field. Example: HDD|GFC|PNTR
To apply a rule to all categories in a level or to all item codes, you may use .* (that's a dot followed by an asterisk).
For points calculation there are two modes
- Absolute point redemption allows the customer to exchange a fixed number of points for the product. Example: Product can be redeemed for 30 points. If the customer has enough points he may directly exchange points for the product instead of paying for it
- Ratio based point redemption allows the customer to exchange points based on the price*ratio. Example: RM100 * 0.2 = 20 points to redeem
- Selecting an upper cap prevents the customer from using more than a specific number of points per-cashsale
- Selecting a lower cap ensures that all customers have to use a minimum number of points per-cashsale or none at all
Click Save and Close
The campaign will take effect within the time periods specified
Click Save and Commit
Performing Cash Sales With Membercards
To perform a cash sale using the loyalty points, the procedure is mostly the same as a regular cash sale:
- Search for the customer by name or membership account number and select the customer.
- You will now be able to see how many points the customer has as well as his details.
- When adding items, you will see the reward point value at the bottom of the item code selection popup.
When adding an item that can be redeemed as well as earn the customer points, you will have to click either the Reward or Redeem button to specify which you wish to do.
If there is only a Redeem button, you will need to click it before the customer can redeem the item using his points.
If the item only allows the customer to earn points, you do not need to click the Reward button.
When clicking on the Redeem button it will reset the item price to 0 for this cash sale.
Confirm and save the cash sale as usual.