iVend Retail - Enhancement of the Loyalty Customer Portal

The iVend Loyalty Customer Portal is an online website where Loyalty Customers can view their points, personal information and purchase history. It also provides the facility for customers to register themselves with various registration methods.

A complete re-design has been done for the Customer Portal for iVend versions 6.5 and above, to provide a better customer experience with new add-on functionalities and features.

Note: The Customer Portal is a separate website which the user needs to maintain, and it does not come standard with iVend Retail – It is a separate licensed component.

Benefits

Some of the key benefits of the iVend Customer Portal are:

1. Customers can register themselves through the portal.

2. Customers can refer another customer through the portal.

3. Loyalty details can be viewed through the portal.

4. Customers can obtain transaction details through the portal for all transactions regardless of where Loyalty points were awarded or redeemed in the transaction.

5. Customers can maintain their personal details and they can be updated at any point of time.

Business Case

In today’s business scenario, customers want to track their purchases, loyalty rewards and personal details over an online portal – the reasons for that are:

1. To obtain the latest offerings from the retailer.

2. To update their address and contact information quickly and easily should they move residential locations.

3. To obtain up to date loyalty rewards information at any point in time.

4. The seamless ability to refer new customers to the business and to be rewarded for doing so.

Configuring Customer Portal

Let see how we can configure the iVend Customer Portal.

There are two Login modes available under the iVend Customer Portal:

· Admin Login

· Customer Login

1. Admin Login

a. To log in with an Admin profile, the Portal link/rcAdmin needs to be used, where in place of the portal link the customer’s actual portal link needs to be replaced.

b. Log in with the Admin User Name and Password

c. The following screen below is first that will appear on the Customer Portal after logging in with the Admin profile. This will screen helps to configure the initial settings for the Customer logins on the Customer Portal.

Number Series

This webpage will help to define the number series for the Customer Loyalty Card generation that are registered through the portal.

Email Templates

The Email templates are the templates by which notifications will be sent to the end-customer on a configured event such as a password change for example. These templates provides the facility to the retailer to make any changes with respect of images, text or some other pre-defined values.

Pages

The Pages webpage will show the list of all webpages available to the retailer’s customers. This screen also provides the facility to design new pages and edit existing webpages as per the requirement of retailer.

Pages provide the facility to add widgets on any of the available webpages.

Widgets

Widgets provides the facility to display some additional information on the webpages from the pre-defined widgets. New widgets can also be created with the help of this screen.

Simple Menu

The Simple Menu shows the options available under each webpage. This webpage also provides the facility to remove any of the menu options or change the order of appearance on the webpage.

File Editor

The File Editor provides the facility to change the layout.

Configure Layout

This webpage provides the facility to select the layout from the available ones.

Change Password

This webpage provides the facility to change the password.

Registration Settings

This webpage display the options which are available for customer registration. It also provides the facility to decide which of the fields can be updated on the customer update from the customer portal. In the case of where the customer is already registered with iVend, then the detail registration method needs to be used for customer registration.

Customer search

This webpage provides the facility to search on customers and update them.

2. Customer Logon

To log in with the customer profile, the Portal link needs to be used, where in place of the portal link, the customer actual portal link needs to be replaced.

a. Log in with the Admin User Name and Password.

The screen below is first that will appear at Customer Portal after logging in with the Customer profile. This will help the customer to view their loyalty details.

Dashboard

The Customer Portal provides the facility to view the following:

1. An option to change their profile image if desired.

2. Their Loyalty details can be viewed in points or currency.

3. A points awarded or redeemed graph is visible based on the selection criteria.

4. Provides a facility to view their transaction receipts.

5. Provides an Action drop down in the top right-hand corner of the screen to navigate to other functions.

Add New Card

This webpage provides the facility to add a new Loyalty Card for the existing customer.

Invite Friend

This webpage provides the facility to invite somebody else to register themselves on the Customer Portal.

Invitations

This webpage display all the Referral Details (Invitations) by the customer until the time requested.

Update Contact Details

This webpage provides the facility for the customer so that they can update their address, contact information, birth and anniversary dates, etc. in their profile.

Change Password

This webpage provides the facility to the customer where they can change their password at any point in time.

Logout

This option allows the customer to log out from the Customer Portal.

Transaction receipt

In iVend versions 6.5 and above, a new feature of the Transaction Receipt has been introduced by which the customer can view the selected transaction receipt on the Customer Portal.

Note: All transaction receipts are available regardless of whether loyalty points or currency were awarded or redeemed.

Configuration

Let us see how we can configure the Transaction Receipt so that it is available on the Customer Portal.

1. The option to enable the Transaction Receipt is configured in the Loyalty Program Setup window and can be found in the Management Console under the following path:

Operations > Loyalty > Loyalty Setup > View Transaction Receipt on Customer Portal

2. Check the Enable Transaction Receipt checkbox so that the Transaction Receipts can be viewed on the Customer Portal.

3. The Customer Portal website link needs to be entered in the field, Loyalty Website Link.

4. Select the Loyalty Transaction Receipt report layout from the system look-up provided by clicking on the radio button located to the right of the Report Name field. The system comes with a pre-defined report layout ready to use with the Customer Portal. The layout can be edited to meet business requirements if desired. Refer to the following screen images for a guide on how the Transaction Receipt functions on the Customer Portal with this feature set.