Difference between revisions of "Configuring Loyalty Cards"

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(Configuring Points)
(Configuring Rewards)
 
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=='''Ordering Loyalty Cards'''==
 
=='''Ordering Loyalty Cards'''==
  
See [[Mag Cards#Ordering_Mag_Cards | Ordering Mag Cards]] for instructions on how to order Loyalty cards.
+
See '''[[Mag Cards#Ordering_Mag_Cards | Ordering Mag Cards]]''' for instructions on how to order Loyalty cards.
  
==Configuring Points==
+
=='''Configuring Points'''==
 +
 
 +
==='''Configuring Concession Items to Earn Points'''===
 +
 
 +
First, ensure you have enabled Concessions Items earning points by going to <code>'''Setup -> Mag Cards -> Bonus Points -> Concessions'''</code> and making sure ''Enable Concession Points'' is checked. You can also set the number of points earned per dollar spent on concession items with the ''Points Per Dollar'' field.
 +
 
 +
 
 +
[[File:LoyaltyWindowNew.jpg|500px]]
 +
 
 +
 
 +
<span style="color:#000080">
 +
'''NOTE: The points per dollar field applies to all concession items, and is the only way of setting this.'''
 +
 
 +
To enable items to earn points,
  
=='''Configuring Concession Items to Earn Points'''==
 
 
1) Navigate to <code>'''Setup -> Concessions -> Items'''</code>.<br>
 
1) Navigate to <code>'''Setup -> Concessions -> Items'''</code>.<br>
  
  
[[File:Conc1.jpg|150px]]<br /><br/>
+
[[File:EarnPointsEnable.jpg|550px]]<br /><br/>
  
2) Highlight an item and click '''"Edit"'''.<br>
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2) Highlight an item and select the '''Settings''' tab.<br>
  
3) Check the box labeled '''Earn Points''' and select '''"Save"'''.<br>
+
3) On the line labeled '''Earn Points''' select the dropdown menu on the right and change the value to '''True'''.<br>
  
 
4) Repeat for every concession item that can earn points.<br><br>
 
4) Repeat for every concession item that can earn points.<br><br>
  
<span style="color:#800000">'''''NOTE: Concession items earn ONE point per $1 spent. This cannot be modified at this time.'''''
+
<span style="color:#000080">
 +
'''When creating new Concession items after changing multiple Settings, it is recommended to use the "Clone" button to import these settings to a new item and rename it.'''
 +
 
 +
==='''Enabling Tickets Types to Earn Points'''===
  
=='''Enabling Tickets Types to Earn Points'''==
 
 
1) Navigate to <code>'''Setup –> Tickets –> Price'''</code>.
 
1) Navigate to <code>'''Setup –> Tickets –> Price'''</code>.
  
  
[[File:SU_Tickets_Price.JPG|150px]]<br /><br />
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[[File:SU_Tickets_Price.JPG|150px]]
 +
 
 +
 
  
 
2) Highlight the desired price category and click '''"Edit"'''
 
2) Highlight the desired price category and click '''"Edit"'''
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5) Repeat for all ticket types that can earn rewards.
 
5) Repeat for all ticket types that can earn rewards.
  
====Adding Concession Rewards====
 
 
1) Navigate to <code>'''Setup -> Mag Cards -> Bonus Points'''</code>.
 
  
 +
[[File:Rts_tickets_Price.png|400px]]
  
[[File:SU_MagCards_BonusPoints.PNG|300px]]<br/><br/>
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=='''Configuring Rewards'''==
 +
==='''Adding Rewards'''===
  
2) Select '''"Reward"''' tab.
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1) Navigate to <code>'''Setup -> Mag Cards -> Bonus Points'''</code>.
 
 
3) Click '''"Add"'''.
 
 
4) Enter '''"Level"''' to earn the reward, i.e. '''"50"'''.
 
  
5) Select '''"Concessions"''' in Pop Up.
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2) Highlight the '''Reward''' Tab.
  
6) Choose the item that will receive the reward.
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3) Select '''Add''' at the bottom left of the window. <br/><br/>
  
7) Enter the number of days the reward will expire, '''"0"''' for never.
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[[File:AddingRewards.jpg|500px]] <br/><br/>
  
8) '''"Save"''' and '''"Close"'''.
 
  
====Adding Ticket Rewards====
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4) The following prompt will let you set which '''Reward Level''' you would like to add.
  
1) Navigate to <code>'''Setup -> Mag Cards -> Bonus Points'''</code>.
+
'''The following 3 boxes discussed will show one at a time after you have completed Step 4.'''
  
 +
5) The next prompt will be a menu asking whether you would like to grant a '''Ticket''' or '''Concession''' based reward.
  
[[File:SU_MagCards_BonusPoints.PNG|300px]]<br/><br/>
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6) '''Expire Setting''' This box will allow you to enable an expiration on the reward if desired. Leaving this value as "0" will set the reward to have no expiration.
  
2) Select '''"Reward"''' tab.
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7) '''Amount Selection''' This box will allow you to set the desired amount of the reward item.
  
3) Click '''"Add"'''.  
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==='''Spendable Point System'''===
 +
[[File:SpendablePointSystemSetup.PNG|500px]]<br/><br/>
  
4) Enter '''"Level"''' to earn the reward, i.e. '''"50"'''.
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5) Enter the cost to redeem this reward at retail and online.
  
5) Select '''"Tickets"''' in Pop Up.
 
  
6) Choose the item that will receive the reward.
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6) Enter the number of days the reward will expire, '''"0"''' for never.
  
7) Enter the number of days the reward will expire. <span style="color:#800000">''('''"0"''' for never)''
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7) Set the amount of this reward you will grant the customer. This can be either a set number, or unlimited.
  
 
8) '''"Save"''' and '''"Close"'''.
 
8) '''"Save"''' and '''"Close"'''.
  
=='''To setup mag card bonus points:'''==  
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== '''Setting up Registration rewards''' ==
  
1) Go to: <code>'''Setup -> Mag Cards -> Bonus Points'''</code>.
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In RTS navigate to: <code>'''Setup -> Mag Cards -> Bonus Points -> Registration Rewards'''</code>.
  
  
[[File:SU_MagCards_BonusPoints.PNG|300px]]<br/><br/>
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This feature will automatically add the configured items to the card after the registration has been completed.
  
 +
*Navigate to: <code>'''Setup -> Mag Cards -> Bonus Points'''</code>.
 +
*Select the '''"Registration Rewards"''' tab.
 +
*Select the item you wish to add to the card.
 +
*Select the Start Date Offset. (Set this to zero to allow the item to be available immediately.)
 +
*Select the End Date Offset. (Set this to zero if no expiration date is necessary.)
 +
*Press '''"Add Item"'''.
 +
*Press '''"Save"'''.
  
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<br>
2) At the '''"Tickets"''' tab
 
Check the '''"Enable Ticket Points"''' option - This will enable ticket points.
 
  
3) Choose the '''"Concessions"''' tab :
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'''Notes'''<br>
Check the '''"Enable Concession Points"''' option - This will enable concession bonus points.  
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*The '''"Hour"''' option on the start date offset will add the configured number of hours to the registration time. This will prevent the item from being redeemed until after this time.
 +
*The '''"Days"''' option on the start date offset will add the configured number of Days to the current day with hours removed.
 +
''(Example: If a card is registered on 1/1/18 6:30p with a one day start offset, then the item will be available for redemption on 1/2/18 12:00a.)''
 +
*The end date offset will add the configured number of days to the start date. Similar to the setting mentioned above.
 +
*These rewards are not retroactively added to previously registered cards. They will only be added to cards that are registered after the rewards have been configured.
  
4) Choose the '''"Reward"''' tab - This page allows you to configure what rewards will be issued and at what level they are issued:
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<br>
::Select '''"Add"''' - This will begin the configuration of the reward.
 
::Enter the number of points required to earn this reward.
 
::Select '''"OK"'''.
 
 
Select either:
 
:::-'''"Tickets"''' - if a ticket reward is being configured:
 
:::::<span style="color:#800000">''NOTE: You must add a ticket redemption for each possible price category.''
 
:::::Under the "Bonus Ticket Type" section, select '''"Add"'''.
 
:::::Choose the Price Category the ticket is in.
 
:::::Choose the Ticket Class you wish to reward.
 
:::-'''"Concession"''' - if a concession reward is being configured:
 
:::::Highlight the concession item you wish to reward.
 
:::::Select '''"OK"'''.
 
  
5) Define the '''"Earn Point Limit per Day"''' option - This configures how many possible points a customer can receive in one day. 0 (zero) is limitless.
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[[File:RegistrationRewardSetup.PNG|500px]]<br/><br/>
 
6) Select '''"Save"'''.  
 
  
  
After enabling Concession Points you will need to assign which concession items will reward with concession points:
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== '''Configuring Point Exchange Rates''' ==
  
1) Go to: <code>'''Setup -> Concessions -> Items'''</code>.
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In RTS navigate to: <code>'''Setup -> Mag Cards -> Bonus Points -> Point Exchange'''</code>.
  
 +
[[File:SpendablePointExchangeSetup.PNG|500px]]<br/><br/>
  
[[File:SU_Conc_Items.PNG|300px]]
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*Press '''"Add"'''.
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*Complete the Point Exchange Config.
2) Highlight an item you wish to issue reward points for.  
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*'''"Point Value"''' = Number of points needed to receive the Dollar Value associated with this exchange rate.
 +
*'''"Dollar Value"''' = Total money credits earned when exchanging the point value associated with this exchange rate.
 +
*'''"Is One Time Use"''' = Enabled if you only want the guest to be able to use these credits during a single transaction.
 +
*'''"Select the Start Date Offset"''' (Set this to zero to allow the item to be available immediately.)
 +
*Select the End Date Offset"''' (Set this to zero if no expiration date is necessary.)
 +
*Press '''"Save"'''.
  
3) Select '''"Edit"'''.
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[[File:AddPointExchangeWindow.PNG|300px]]<br/><br/>
 
4) Check the '''"Earn Points"''' option.
 
 
 
5) Select '''"Save"'''.
 
 
 
6) Repeat 2 - 5 for each item that will be rewarded.  
 
  
<span style="color:#800000">''NOTE: Concession points are earned at a rate of: 1 point per $1 spent.''
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*Press '''"Save and Close"'''.
  
====Adding Bonus Ticket Types====
 
  
1) Click '''"Add"''' under '''"Bonus Ticket Type"'''.
 
  
2) Select '''"Category"'''.  
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'''Availability Notes'''<br>
 +
*The '''"Hour"''' option on the start date offset will add the configured number of hours to the exchanged time. This will prevent the item from being redeemed until after this time.
 +
*The '''"Days"''' option on the start date offset will add the configured number of Days to the current day with hours removed.
 +
''(Example: If the money credits are exchanged on 1/1/18 6:30p with a one day start offset, then the credits will be available for redemption on 1/2/18 12:00a.)''
 +
*The end date offset will add the configured number of days to the start date. Similar to the setting mentioned above.
  
3) Select '''"Ticket Type"'''.
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=='''Setting Up a Membership Discount'''==
  
4) Click '''"Yes"'''.
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See [[Membership Discount Setup]] for instructions on how to set up discounts on items when a loyalty card is added to the purchase.
  
5) '''"Save"''' and '''"Close"'''.
 
  
==Registering Loyalty Members==
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=='''Registering Loyalty Members'''==
  
 
*From the '''"Selling Screen"''', select desired '''"Station Number"''', ''if applicable''  
 
*From the '''"Selling Screen"''', select desired '''"Station Number"''', ''if applicable''  
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:[[File:LoyaltyRegMagCard3.JPG|200px]]<br/><br/>
 
:[[File:LoyaltyRegMagCard3.JPG|200px]]<br/><br/>
  
==Redeeming Rewards==
+
=='''Redeeming Rewards'''==
  
 
*When completing transactions, the employee will associate the loyalty card with the transaction by selecting on the RTS selling screen '''"Enter Card"'''. This is the same procedure as entering a gift card.  
 
*When completing transactions, the employee will associate the loyalty card with the transaction by selecting on the RTS selling screen '''"Enter Card"'''. This is the same procedure as entering a gift card.  
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*If they are not ringing up any additional items, select '''"exact change"''', or continue the transaction as needed.
 
*If they are not ringing up any additional items, select '''"exact change"''', or continue the transaction as needed.
  
==Additional Loyalty Features==
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=='''Spending Points'''==
 +
 
 +
*During the transactions, the employee will associate the loyalty card with the transaction by selecting on the RTS selling screen '''"Enter Card"'''. This is the same procedure as entering a gift card.
 +
 
 +
*When the card is added to the tended window, their available points will be listed as well as all available rewards.
 +
 
 +
*You can now double click the card entry in the register window. This will prompt you with an option to '''"Spend Points"'''.
 +
 
 +
[[File:DoubleClickPrompt.PNG|300px]]
 +
 
 +
*The employee can then select the item, ticket, or exchange rate.
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*Select the rewards you wish to spend your points on and press '''"Add"'''. Repeat this for all applicable rewards.
 +
 
 +
[[File:SpendPointWindow.PNG|300px]]
 +
 
 +
*Press '''"Confirm"'''.
 +
 
 +
*The selling Screen will then update to reflect your additions.
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 +
[[File:UpdatedRegisterScreen.PNG|300px]]
 +
 
 +
=='''Additional Loyalty Features'''==
  
 
====Online Features====
 
====Online Features====
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:'''Allow Ticket Credit Redemption''': Ticket reward can be redeemed online.
 
:'''Allow Ticket Credit Redemption''': Ticket reward can be redeemed online.
  
====Membership Reports====
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=====Allowing Customers to Register Cards Online=====
 +
 
 +
Once enabled, customers can register loyalty cards online using the following link:<br>
 +
 
 +
https://RTN.formovietickets.com:2235/app/rtsweb/loyalty/info<br>
 +
 
 +
You will replace "RTN" in the link with your RTN number. If you do not know your RTN number, it can be found on [[RTS Title Bar | The title bar]]. If you would like to enable online loyalty registration, please contact RTS.<br>
 +
 
 +
=====Online Registration - Required Fields=====
 +
 
 +
You can determine for your customers what fields will need to be filled out in order for them to register their card online. To do this, navigate to <b>Setup -> Mag Cards -> Online Registration - Required Fields</b> and check off the desired fields. When done, select save and restart the internet server on your SERVER machine at <b>File -> Other -> Switch to -> Internet Server -> Restart Internet Server</b> for the changes to take affect.
 +
 
 +
[[File:RequiredFields.png|300px]]
 +
 
 +
When registering online, the boxes checked will appear with an asteric for customers online and will be required before the customer can register the card.
 +
 
 +
=='''Membership Reports'''==
  
1) <code>'''Reports –> Mag Cards –> Member Information'''</code>.
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Navigate to: <code>'''Reports –> Mag Cards –> Member Information'''</code>.
  
  
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2) Check which credentials you want on the report.
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*Check which credentials you want on the report.
  
3) '''"Print"''' or '''"Export"'''.
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*'''"Print"''' or '''"Export"'''.
 
<br>
 
<br>

Latest revision as of 18:18, 1 February 2021

This page discusses the configuration and features of the RTS loyalty program.

Ordering Loyalty Cards

See Ordering Mag Cards for instructions on how to order Loyalty cards.

Configuring Points

Configuring Concession Items to Earn Points

First, ensure you have enabled Concessions Items earning points by going to Setup -> Mag Cards -> Bonus Points -> Concessions and making sure Enable Concession Points is checked. You can also set the number of points earned per dollar spent on concession items with the Points Per Dollar field.


LoyaltyWindowNew.jpg


NOTE: The points per dollar field applies to all concession items, and is the only way of setting this.

To enable items to earn points,

1) Navigate to Setup -> Concessions -> Items.


EarnPointsEnable.jpg

2) Highlight an item and select the Settings tab.

3) On the line labeled Earn Points select the dropdown menu on the right and change the value to True.

4) Repeat for every concession item that can earn points.

When creating new Concession items after changing multiple Settings, it is recommended to use the "Clone" button to import these settings to a new item and rename it.

Enabling Tickets Types to Earn Points

1) Navigate to Setup –> Tickets –> Price.


SU Tickets Price.JPG


2) Highlight the desired price category and click "Edit"

3) Highlight the ticket type you would like to earn points.

4) In the box labeled Reward Points (located towards the center under the enable checkboxes), designate how many points the ticket should earn. This is a customized amount.

5) Repeat for all ticket types that can earn rewards.


Rts tickets Price.png

Configuring Rewards

Adding Rewards

1) Navigate to Setup -> Mag Cards -> Bonus Points.

2) Highlight the Reward Tab.

3) Select Add at the bottom left of the window.

AddingRewards.jpg


4) The following prompt will let you set which Reward Level you would like to add.

The following 3 boxes discussed will show one at a time after you have completed Step 4.

5) The next prompt will be a menu asking whether you would like to grant a Ticket or Concession based reward.

6) Expire Setting This box will allow you to enable an expiration on the reward if desired. Leaving this value as "0" will set the reward to have no expiration.

7) Amount Selection This box will allow you to set the desired amount of the reward item.

Spendable Point System

SpendablePointSystemSetup.PNG

5) Enter the cost to redeem this reward at retail and online.


6) Enter the number of days the reward will expire, "0" for never.

7) Set the amount of this reward you will grant the customer. This can be either a set number, or unlimited.

8) "Save" and "Close".

Setting up Registration rewards

In RTS navigate to: Setup -> Mag Cards -> Bonus Points -> Registration Rewards.


This feature will automatically add the configured items to the card after the registration has been completed.

  • Navigate to: Setup -> Mag Cards -> Bonus Points.
  • Select the "Registration Rewards" tab.
  • Select the item you wish to add to the card.
  • Select the Start Date Offset. (Set this to zero to allow the item to be available immediately.)
  • Select the End Date Offset. (Set this to zero if no expiration date is necessary.)
  • Press "Add Item".
  • Press "Save".


Notes

  • The "Hour" option on the start date offset will add the configured number of hours to the registration time. This will prevent the item from being redeemed until after this time.
  • The "Days" option on the start date offset will add the configured number of Days to the current day with hours removed.

(Example: If a card is registered on 1/1/18 6:30p with a one day start offset, then the item will be available for redemption on 1/2/18 12:00a.)

  • The end date offset will add the configured number of days to the start date. Similar to the setting mentioned above.
  • These rewards are not retroactively added to previously registered cards. They will only be added to cards that are registered after the rewards have been configured.


RegistrationRewardSetup.PNG


Configuring Point Exchange Rates

In RTS navigate to: Setup -> Mag Cards -> Bonus Points -> Point Exchange.

SpendablePointExchangeSetup.PNG

  • Press "Add".
  • Complete the Point Exchange Config.
  • "Point Value" = Number of points needed to receive the Dollar Value associated with this exchange rate.
  • "Dollar Value" = Total money credits earned when exchanging the point value associated with this exchange rate.
  • "Is One Time Use" = Enabled if you only want the guest to be able to use these credits during a single transaction.
  • "Select the Start Date Offset" (Set this to zero to allow the item to be available immediately.)
  • Select the End Date Offset" (Set this to zero if no expiration date is necessary.)
  • Press "Save".

AddPointExchangeWindow.PNG

  • Press "Save and Close".


Availability Notes

  • The "Hour" option on the start date offset will add the configured number of hours to the exchanged time. This will prevent the item from being redeemed until after this time.
  • The "Days" option on the start date offset will add the configured number of Days to the current day with hours removed.

(Example: If the money credits are exchanged on 1/1/18 6:30p with a one day start offset, then the credits will be available for redemption on 1/2/18 12:00a.)

  • The end date offset will add the configured number of days to the start date. Similar to the setting mentioned above.

Setting Up a Membership Discount

See Membership Discount Setup for instructions on how to set up discounts on items when a loyalty card is added to the purchase.


Registering Loyalty Members

  • From the "Selling Screen", select desired "Station Number", if applicable
  • Navigate to Menu –> Register Card.
  • Enter the desired information, then select "Register Card".
  • Cards can also be registered under Setup -> Mag Cards -> Register Card.

NOTE: To expedite the process, you may scan or swipe a driver's license. However, this is dependent on the state's driver's license.


LoyaltyRegMagCard3.JPG

Redeeming Rewards

  • When completing transactions, the employee will associate the loyalty card with the transaction by selecting on the RTS selling screen "Enter Card". This is the same procedure as entering a gift card.
  • When the card is added to the tended window, their available points will display along with their lifetime points (EXAMPLE: 50/150)
  • If they have a reward available to redeem, the reward will display in the window.
  • The employee then can select the item to redeem from the selling screen as they would normally sell the item.
  • A dialogue box will prompt asking the employee signaling they have a reward available and if they would like to redeem.
  • If they choose yes, the reward will then be removed from the card and money will not be expected from the drawer.
  • If they are not ringing up any additional items, select "exact change", or continue the transaction as needed.

Spending Points

  • During the transactions, the employee will associate the loyalty card with the transaction by selecting on the RTS selling screen "Enter Card". This is the same procedure as entering a gift card.
  • When the card is added to the tended window, their available points will be listed as well as all available rewards.
  • You can now double click the card entry in the register window. This will prompt you with an option to "Spend Points".

DoubleClickPrompt.PNG

  • The employee can then select the item, ticket, or exchange rate.
  • Select the rewards you wish to spend your points on and press "Add". Repeat this for all applicable rewards.

SpendPointWindow.PNG

  • Press "Confirm".
  • The selling Screen will then update to reflect your additions.

UpdatedRegisterScreen.PNG

Additional Loyalty Features

Online Features

1) To Enable, navigate to Setup –> Ready Ticket Network –> Options.

2) Allow RTN Gift TSYS, or Mercury Classic = True.

3) Allow E2E Gift, if Vantiv Secure (Chip Cards) = True.


RTNPassSU.JPG


Online Ticket Point Multiplier: When using their loyalty card online, their points will multiply.
Waive Internet Fee for Loyalty: Internet fee will be waived when using their loyalty card online.
Allow Ticket Credit Redemption: Ticket reward can be redeemed online.
Allowing Customers to Register Cards Online

Once enabled, customers can register loyalty cards online using the following link:

https://RTN.formovietickets.com:2235/app/rtsweb/loyalty/info

You will replace "RTN" in the link with your RTN number. If you do not know your RTN number, it can be found on The title bar. If you would like to enable online loyalty registration, please contact RTS.

Online Registration - Required Fields

You can determine for your customers what fields will need to be filled out in order for them to register their card online. To do this, navigate to Setup -> Mag Cards -> Online Registration - Required Fields and check off the desired fields. When done, select save and restart the internet server on your SERVER machine at File -> Other -> Switch to -> Internet Server -> Restart Internet Server for the changes to take affect.

RequiredFields.png

When registering online, the boxes checked will appear with an asteric for customers online and will be required before the customer can register the card.

Membership Reports

Navigate to: Reports –> Mag Cards –> Member Information.


Reports MagCards MemberInfo.JPG


  • Check which credentials you want on the report.
  • "Print" or "Export".