Loyalty Programs

A customer loyalty program is a rewards program offered by a company to customers. A loyalty program may allow a customer to earn and redeem rewards, such as discounts, free food and other special offers. 

Create loyalty programs

Loyalty programs are configured for an account by Paytronix, then the account's loyalty program data is imported to ECM. 

• Paytronix defines each loyalty program (known as a "wallet")per the account's business needs. The following information may be needed from ECM: 
  • Menu Items - external code
  • Menu Item Categories (Paytronix calls these "Major Groups") - external code
  • Areas ("Revenue Centers") - external code
  • For a "redeem wallet" adjustment, Paytronix and the merchant determine the external code the adjustment will use. ECM will import this automatically; the adjustment is not created in ECM.

Configuration

The Loyalty Programs page displays information for each site:

• Site Name
• Number of Active Programs
• Last Updated
• Update/Update All Sites

A Search tool helps to find information easily. Columns can be filtered to show a subset of records. 

Expanded wallet info by site

By default, the sites' wallet information is collapsed. Click the right-facing caret to display the wallet details:

• Name (wallet name)
• Type 
• Value Type
• External Code (Wallet Number)
• Discount Amount
• Is Percentage

Update program data

• To import the wallet information from Paytronix, go to Financial > Loyalty Progams
  • To update all sites, click Update All Sites
  • To update individual sites, click Update for the specific sites
• An error message will appear for errors such as: 
  • Site not configured for Paytronix
  • Menu item categories external code does not match required external code for updated Paytronix wallet 
    
    
• Publish menus by performing a site deployment: 
  • Go to Sites > select a site > click Deploy Site(s)