Rewards

Program Management

This page lets you add, edit or delete Rewards programs. Rewards programs allow you to set various point to dollar ratios for shoppers’ earning of points. For more information, see About Rewards. To refresh the page, click .

1. Click Rewards and choose Program Management.

2. If you have not entered contact information for the administrator of the Rewards program, you must do so before continuing.
   
   If you have previously set up an administrator for the Rewards program, go to Step 3.
   
   To set up an administrator or to edit administrator information, click the Manage Administrator button.

1. Enter the contact information of the person at your location who is responsible for managing the rewards program. Click Save. All emails concerning the rewards program are sent to the individual shown.

2. To edit existing information, click Edit. Enter the new information over the existing information. When finished, click Update.

3. Click Continue to return to the Manage Rewards Program page. Go to Step 3.

3. At this point, you can add, edit, and delete reward programs.
   
   Click to edit an existing reward program. Enter a new name and point value over the old. You cannot change the program type once the program is created. When finished, click .
   
   Click to delete an existing reward program. At the Are You Sure prompt, click OK..
   
   Click Add New Program. To add a new rewards program:

1. In the Name box, enter the reward program’s name. The reward program name you specify appears to the shopper on the Marketing Tools page.

2. In the Ratio Value box, enter the value which enables the shopper to earn points. For example, if shoppers can receive 1/2 point for each $1.00 spent, enter .5 in the Ratio Value box. If shoppers can receive one point for each $1.00 spent, enter 1 in the Ratio Value box.

3. Click the down arrow in the Type box to choose the reward program type. You can select either Account or Customer. Enter your response according to the following:

   • Account: This reward program requires program administrators. Only program administrators can receive and/or redeem points for purchases made by all shoppers within the customer’s account. Using this reward program, you must assign program administrators.

   • Customer: This reward program can be used by all shoppers regardless of the account number. This type of reward program does not require a program administrator.

4. Click to add the program.

   • If you added a Customer reward program, set up a marketing setting that uses this reward program. Go to Transaction History.

   • If you added an Account reward program, go to Step 4.

4. On the Manage Reward Program page, click beside the Account-type program to assign an account number and program administrator. The Manage Program Account Association page opens.

5. Click Assign Account and Program Administrators. To assign an administrator:

1. Click the down arrow in the Select Account box and choose the account. A list of available customers for the selected account appear.

2. In the Available Customers box, click each name that can receive and/or redeem points. To select more than one name, hold the Ctrl button and click each name. Click the Forward button to move the name appears in to the Program Administrators box. To remove a name from the Program Administrators box, click it and click the Back button. While all orders for this account earn points, only the program administrators you select have access to the points.

3. Click to apply the program administrators to this account-type reward program.

4. Click Continue.

6. Once you have assigned program administrators to an account-type program, you can change and delete them. On the Manage Reward Program page, click beside the Account-type program to select. When the Manage Program Account Association page opens, you can:

1. Click to edit. Enter the new information over the existing information. A list of customers who could be chosen as the administrator appears in the Available Customers box. Select the administrators to use. When finished, click .

2. Click beside the program administrator to disassociate from the program. At the Are You Sure prompt, click OK.