Contents

Title and Copyright Information

Preface

1 Gift and Loyalty FAQ

• What is Gift and Loyalty?
• What are Programs and Rules?
• What is the Workflow for Creating a Program?

2 Card Programs

• Setting Up Basic Gift Cards
• Setting Up Gift Cards with Additional Stored Value
• Setting Up Reloading Meal Cards
• Setting Up Spend or Lose Programs
• Setting Up House Account Credit Cards
• Setting Up Discount Cards

3 Loyalty Programs

• Setting Up Points Per Amount Spent Loyalty Programs
• Setting Up Points Per Visit Loyalty Programs
• Setting Up Round Robin (Unique Purchases) Loyalty Programs

4 Loyalty Awards and Award Programs

• Setting Up Tiered Loyalty Awards
• Setting Up Birthday Discounts
• Setting Up a Registration Bonus
• Setting Up Bonus Cards for Gift Card Purchases

5 Customer Account Administration

• Account Administration Permissions
• Card and Account Numbers
  • Reviewing Existing Card Numbers
  • Creating Card Numbers
• Issuing an Fully-Functional and Active Account to a Customer
• Creating a Batch of Empty Accounts
• Creating Inactive Accounts for One or More Customers
• Managing Customer Accounts
• Managing Customer Transactions
• Managing the Customer Registration Form

6 Gift and Loyalty GPL Setup and Configuration

• Organization-wide Gift and Loyalty Configurations
• Setting Up myicard.net

7 Program Configuration References

• Gift or Debit Program Configuration Reference
  • Creating a Gift or Debit Program
  • Configuring Gift or Debit Programs
• Loyalty Programs Configuration Reference
  • Creating a Loyalty Program
  • Configuring a Loyalty Program
• Credit Card Programs Configuration Reference
  • Creating a Credit Card Program
  • Configuring a Credit Card Program
• Assigning Rules to Programs

8 Rule Configuration References

• Card Rule Configuration Reference
  • Creating Card Rules for iCard
  • Creating Card Rules for Third-Party Cards
• Eligibility Rule Configuration Reference
  • Configuring Eligibility Rules
  • Configuring Menu Item and Item Groups to an Eligibility Rule
  • Adding Time Restrictions to an Eligibility Rule
• Configuring Coupon Types
• Loyalty Rule Configuration Reference
  • Configuring How Loyalty Points are Issued
  • Configuring Loyalty Point Awards
• Configuring Redemption Rules
• Setting Up Stored Value Bonuses

9 Configuration References

• Configuring Point-of-Sale Touchscreen Keys
• Printing Chits and Receipts
  • General-Purpose Print Tokens
  • Coupon Print Tokens
  • Date Print Tokens
  • Customer Information Print Tokens
  • Print Directives
• Database Synchronization Jobs
• Scheduling Database Synchronization