Loyalty Levels

Loyalty Levels

Loyalty - Loyalty Levels


iVend Retail includes a fully featured Customer Loyalty program. iVend Loyalty is a points and rewards application designed to enhance the opportunities to win and retain new customers and greatly improve the overall interaction and ongoing engagement with them.


iVend Loyalty forms an integral part of the iVend Retail solution, which is fully integrated and packaged with the iVend Enterprise.


Loyalty Levels Overview


Please refer to the other articles in this series on Loyalty, which cover the following topics:

· Loyalty Program Setup Overview

· Loyalty Plan Overview

· Loyalty Features at the POS

· Award and Redeem Loyalty Points at the POS


Loyalty Levels Overview – View Settings


The Loyalty Levels screen is used to calculate the award levels for loyalty customers. It is possible to create and maintain multiple loyalty levels in iVend.

The levels can be set to award a greater conversion rate of award points to currency units as the customer climbs the loyalty status ladder, thus providing a greater reward to long term loyalty customers that are also frequent and regular valued shoppers.

In this subject we will be viewing the settings for information purposes. The setup of the Loyalty level(s) will be a function that will be performed at the Enterprise and usually by Head Office administration.


To open the window, in the Management Console navigate to and choose:

Operations > Loyalty > Loyalty Level. This will open the Loyalty Level Search screen – Select a level and press the [F7 View] button.

Figure 1 - Loyalty Level Search Screen

 

We will look at the options that are used to configure a Loyalty Level for information purposes.

 General

Loyalty Program

This field displays the Loyalty Program that the Loyalty Level is assigned to.

Code

This field will display the code of the Loyalty Level, which must be unique code that can have a maximum of 20 alpha-numeric characters.

Description

This field will display the description of the Loyalty Level, which can have a maximum of 100 alpha-numeric characters.

Minimum Value to attain this level

This field will display the minimum points or currency required before the customer will achieve the Loyalty Level.

Depending on the setup of the Loyalty Program as per the Level Allocation Method, the value stipulated in this field may also indicate the value the customer must maintain to stay in the level.

Points Conversion Factor and Point to Local Currency

These fields displays the point’s conversion factor and number of points to local currency value, which are used by the Loyalty Program to calculate the redemption currency that will be made available to the customer.

Points To Local Currency

Enter the points to local currency. This is used to calculate the currency available for redemption along with Points Conversion Factor.

Maximum Redemption Percent Allowed Per Transaction

This field will display the Redemption percentage by which the Loyalty program will calculate the number of points that the Loyalty Customer can redeem within the level defined.

Buttons

[Ok]

When this button is selected, then all changes made to the Loyalty Level will be saved and the screen will be closed.

This button cannot be used in View mode.

[Cancel]

When this button is selected, then no changes made will be saved and the screen will be closed.

 

Figure 2 - Loyalty Level Setup Screen

 

This concludes the document on – Loyalty Levels.


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