Campaings and Points

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

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

Create Campaign

The Points Campaign can be created from Engage → Campaigns → Points

Please create Campaign for Each tier

Create User Role

Go to Administration → Roles

Create the Role as Member as below

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

Create Automation Command Rules

and its Rule is

In POS, it will be as

By clicking the CRM, the following screen appears

We can search or create member

If the Member is not able to find, the following screen appears as below

On Successful of searching member, it adds the account to the ticket as below

Members and its points can be seen from

Engage → Member → Member screen as below

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)

The portal setting can be changed from Engage → Setup

It can be visible from

https://engageportal.cc/grabe

grabe → its the code retrieved from Admin Team

The sample screens are