Customer Loyalty: Redeem Synergy Member Rewards (Win App)

Sites can administer loyalty programs to encourage customer loyalty by allowing customers to earn and redeem rewards. Synergy Loyalty Solutions is a loyalty and gift card provider that can be integrated with CBS NorthStar Order Entry.

Attach an existing customer

A customer must be attached to a check to redeem loyalty rewards.

• Attach to a location and open a check.

• To find an existing customer, tap the customer icon and enter customer details on the Customer page. Tap Search.  

• The search request will be submitted to Synergy to confirm the account. 

Open

• If confirmed, the loyalty account is attached to the check and the message Customer attached to order. is shown. A numeric indicator is shown on the customer icon to show the number of accounts attached to the check. 

• If the system is unable to match, an error is created. 

Open

Add a new customer

• Tap the customer icon on either the check ordering or payment screen.

• Tap Add new customer and enter the email address, customer name and phone number. Tap Add and attach.

• Note: A new loyalty member may not have redeemable rewards yet. Loyalty points are accrued when a customer is attached to a check and completes orders.  

• If successful, the loyalty account will be attached to the check and the message Customer attached to order. will be shown. A numeric indicator will be shown on the customer icon to show the number of accounts attached to the check. 

• If the system is unable to match, an error will be created. 

Redeem rewards

• Order item(s); send to the kitchen

• Tap Payment; the Rewards screen will automatically pop up and qualifying rewards for the ordered item(s) will be shown

• If applicable, make any adjustments to quantity to be redeemed

• Tap Redeem

  • The offer will be applied to the item and the view will return to the originating screen (payment screen or ordering menu screen) 

  • The redeemed reward is displayed below the menu item 

• Note: Currently, the adjustment is not shown under the Adjustments on the check

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