This document serves as how to configure Points in DinePlan products. Before we go into the steps, let’s understand the basic terms necessary for the configuration
Terms | Descriptions |
|---|---|
Loyalty Program | A loyalty program is a marketing strategy designed to encourage customers to continue to buy items. Every Loyalty Program has the Start Date and End Date For Example, Emirates Airlines called it Emirates Skywards, For Singapore Airlines, called Kris Flyer |
Tier or Membership Tier | Tier is a part of the Loyalty Program where customers enjoy different loyalty program benefits depending on their rank For Example, Silver Tier, Gold Tier, Elite, etc. Tier will have conditions to move from One Tier to Another Tier. The conditions could be the Maximum Number of Points, Number of Visits, Total Value, etc. |
Point Campaign | A campaign is a planned set of activities that people carry out over a period of time. We will be creating the Point Campaign for each tier and it has Point Accumulation and Redemption. |
The document is divided into three sections.
Configuration at DineConnect → Helps to configure DineConnect for the Loyalty Program
Configuration at DinePlan → Send the Data to DineConnect for Points Calculation
Portal → For customers to see the points and redemption.
Configuration at DineConnect
Here are the steps to be done at DineConnect for the Loyalty Program to be done
Create Loyalty Program
Create Tier
Create Campaign
Create Member User Role
Create Loyalty Program
Go to Engage → Loyalty → Program
Create Tier
The tier can be created from Engage → Loyalty → Tier
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Create Campaign
The Points Campaign can be created from Engage → Campaigns → Points
Please create Campaign for Each tier
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Create User Role
Go to Administration → Roles
Create the Role as Member as below
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Configuration at DinePlan
Here are the configuration to be done at DinePlan for Creating, Editing, Attaching Members as below
The following Actions, Automation Commands and Rules should be added as below
Create action as below
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Create Automation Command Rules
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and its Rule is
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In POS, it will be as
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The point accumulation can be seen from
Portal
The portal is available for the user to view their points and its history. The code should be get from the Admin Team or request at (abdul@lfsolutions.net)
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