In Reporting and Analytics, click the link to go to the Programs page in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click Add. If you cannot find the link, contact your system administrator.
Click the General tab, and then select Loyalty from the Program Type drop-down list.
Enter an identifying name in Program Name, and optionally enter a Description for comments or notes regarding the program.
Enter the name to be shown and used on myicard.net in Public Name.
Enter an identifying code up to 10 alphanumeric characters in Program Code. This code is not made public.
Leave the Coupon Code blank.
Select Same type, amount, and check from the Credit Reversal and Debit Reversal drop-down lists.
To use a separate landing page style, enter the name of the style dictionary in Override Style Directory.
Configure currency settings for the program:
Select the default currency type used by the program from the Currency Type drop-down list.
Select Allow Foreign Currency to allow the usage of other currency in transactions.
Configure whether to allow a card rule to be used with other programs. By default, a card rule can only be used for one program.
Select Allow Multiple Programs/Card Rule to allow the card rule for this program to be linked to other programs. Do not select this option if you want to keep the card rule unique to this program.
Select Prompt for Program at POS if you want the Point-of-Sale application to prompt the user to select which program to use. Enable this option to avoid confusion when a card can be used for more than one program.
Configure user authentication for the program:
Select or deselect Prompt for PIN on myiCard.net, Prompt for PIN with Swipe at POS, and Prompt for PIN with Manual Entry at POS to control when a customer must enter their personal identification number.
Select the method for generating the default PIN for a new user from the Pin Type drop-down list.
Leave the Web Password Type blank.
For programs with a limited duration, select the date range that the program is active using the Effective From and Effective To date selection fields. Leave the fields blank if the program has an indefinite duration.
Enter the name of the loyalty points in Loyalty Points Name. For example, points, chips, and bonus bucks.
For stored value awards, enter the name of the default award program used with this loyalty program in Default Award Program.
To configure whether points for this program expire or are indefinite:
Select the expiration rule from Points Valid Until Type:
Never Reset Points: Points do not expire.
Reset Points After x Periods: Points expire after a set number of periods worth of days have transpired since the date they are earned. For example, you can set points to expire 60 days after they have been earned.
Reset Points After x Rolling Periods: Points expire after a set number of periods have passed after the current period. For example, if you set points to expire after two months, and a customer earns points in the middle of May, then the points will expire at the end of July.
Set the interval until point expiration by setting the unit of time in Points Valid Until Period Type, and then entering the number of units in Points Valid Until Number Periods. For example, two set an expiration of 60 days, select Days and then enter 60.
To configure whether accounts for this program can become set to inactive:
Select the inactivity rule from Points Valid Until Type:
Always Valid: Accounts do not become inactive.
Set Inactive After x Periods: Accounts become inactive after a set number of periods have transpired since the last day they were used. For example, you can set accounts to become inactive after 120 days.
Set Inactive After x Rolling Periods: Accounts become inactive after a set number of periods have passed after the current period. For example, if you set accounts to become inactive after four months, and a customer does not visit the store after the middle of May, the account will go inactive at the end of November.
Set the interval until point expiration by setting the unit of time in Points Valid Until Period Type, and then entering the number of units in Points Valid Until Number Periods. For example, to set an expiration of 60 days, select Days and then enter 60.
When using the Stored Value Card interface version 2.5, or when using Stored Value Card interface version 4.x with Oracle MICROS RES 3700, you can select whether to redeem linked stored value before processing the loyalty points transaction:
Select whether to redeem linked stored value using the Combine Function on Issue Points drop-down list:
Do Not Combine Function: Select this for stored value cards that cannot use the combined function feature. Gift and Loyalty processes the point transaction and performs no other automated steps.
Combine Redemption: Gift and Loyalty redeems linked stored value and then issues points.
Combine Redemption Authorization: Gift and Loyalty redeems linked stored value and then issues points. If there is no linked currency program, Gift and Loyalty processes the points transaction and shows the message: Points have been issued. Cannot redeem, debit or credit account does not exist.
Select Non-iCare Redemption if the stored value will be redeemed using a third-party application.
Select the priority for the program in Precedence. If more than one program would apply to a transaction, Gift and Loyalty applies the programs according to their precedence values from highest to lowest.
Select Auto Create Loyalty Accounts to have Gift and Loyalty automatically create a new loyalty account when it encounters a new card number. If you do not select this option, a loyalty account number must be created before a card can be used.
Select Allow Multiple Cards in Same Transaction to accept more than one loyalty card in the same transaction. For example, this option allows a customer to use more than one gift card to pay for a purchase.
Select Check for Coupons to Issue or Redeem to force Gift and Loyalty to check the program rules that apply to the customer’s account, and then to apply any coupons available to the customer to the current transaction. This functionality can cause performance issues with points transactions.
Select Do not allow Double Dipping to prevent customers from using points in the same transactions that they were earned. For example, if a transaction awards a customer with enough points for a 15% discount on their next purchase, they cannot use the 15% discount on the same transaction.
Configure point redemption:
Select Enable Redeem Points to allow points to be redeemed at the Point-of-Sale.
Enter the monetary conversion value for each point in Point Redeem Value. For example, if each point is worth $0.10, then enter 0.1.
Enter the increments at which a customer can redeem points in Point Redeem Increments. For example, if you enter 5, customers can only redeem points in increments of 5 (such as 5, 10, 15, and 20).
Enter the minimum number of points that a customer must accrue before they can redeem points in Minimum Point Threshold. For example, enter 25 to require that a customer have 25 points in their balance before they can redeem points.
Configure Point-of-Sale prompts:
Select Prompt For Coupon At POS to show a list of available coupons for the loyalty card and transaction. You can then select a coupon and enter a serial number to apply the coupon to the transaction.
Select Prompt For Redeem On Issue Points to ask whether the customer wants to redeem stored value during a points transaction.
When using the Stored Value Card interface version 4.x with RES 3700, select Prompt For Accept Coupon On Issue Points to show a list of coupons that can be used for the current points transaction. You can then select a coupon to apply to the transaction.
Select Hide Point Balance to hide the point balance from the transaction chit and from myiCard.net.