Configuring Loyalty Point Awards

  1. In Reporting and Analytics, click the link to go to the Loyalty Rules page in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click Add. If you cannot find the link, contact your system administrator.
  2. Select Points Award Rule from the Type drop-down list.
  3. Enter a name for the awards rule. Oracle Hospitality recommends using an identifiable name based on the configurations, such as Frequent Visitor Award. You can enter a description for the rule for additional identification.
  4. Enter a customer-facing name for the rule in Public Name. This name is shown on the customer transaction record and on myiCard.
  5. Select the priority for the rule in Precedence. If more than one loyalty rule would apply to a transaction, Gift and Loyalty uses the rule with the highest precedence value.
  6. Select Print Points Until Award to calculate the amount of points needed by the customer after the current transaction to reach the next award. You can add the @PointsUntilAward@ print token to the POS print text to include the amount on the receipt.
  7. Select Points Round To Near to allow points to round up. If you do not select this option, Gift and Loyalty rounds down.
  8. Select an Eligibility Rule from the drop-down list to add an eligibility rule to this loyalty points rule.
  9. Click the Awards tab.
  10. Select the points total from Balance Use Type to use to determine the awards issued to a guest under this loyalty rule:
    • Point Balance Type: Current point balance.

    • Lifetime: Total points accumulated over the lifetime of the program.

    • Year to Date: Points accumulated in the current calendar year.

    • Month to Date: Points accumulated in the current calendar month.

    • New customer info provided: Award based on new customer data being registered with myicard.net.

  11. Enter the number of points required for the award in Point Threshold.
  12. Select the type of award from Award Type:
    • Issue stored value credit: Issue stored value to an award program.

    • Issue immediate discount: Issue a discount to the current transaction. Select a type of discount from the Award Discount Type.

      • Use POS Preset Discount: A discount configured in the Point-of-Sale application determines the amount and items discounted.

      • Use Fixed Value Amount: Set a subtotal discount, such as 5$ off the guest check. Enter the amount in Discount & Award Amount.

      • Use Percentage of Check Subtotal: Set a subtotal percentage discount, such as 5% off the guest check. Enter the percentage in Discount Percentage

      • Use Percentage up to Limit: Set a subtotal percentage discount but with an upper limit of a given amount, such as 5% off the guest check but only up to 15$. Enter the percentage in Discount Percentage and the upper limit in Discount Limit.

      • Use Price of Cheapest Item: Discount the entire price of the cheapest eligible item.

      • Use Percentage of Cheapest Item: Discount a percentage of the cheapest eligible item. Enter the percentage in Discount Percentage.

      • Use Price of Cheapest Item Not To Exceed: Discount the price of the cheapest eligible item but with an upper limit of a given amount. Enter the upper limit in Discount Limit.

      • Use Percentage of Cheapest Item Not To Exceed: Discount a percentage of the cheapest eligible item but with an upper limit of a given amount. Enter the percentage in Discount Percentage and the upper limit in Discount Limit.

      • Use Price of Most Expensive Item: Discount the entire price of the most expensive eligible item.

      • Use Percentage of Most Expensive Item: Discount a percentage of the most expensive eligible item. Enter the percentage in Discount Percentage.

      • Use Price of Most Expensive Item Not To Exceed: Discount the price of the most expensive eligible item but with an upper limit of a given amount. Enter the upper limit in Discount Limit.

      • Use Percentage of Most Expensive Item Not To Exceed: Discount a percentage of the most expensive eligible item but with an upper limit of a given amount. Enter the percentage in Discount Percentage and the upper limit in Discount Limit.

      • Use Percentage of Selected Items Not To Exceed: Discount a percentage of all eligible items but with an upper limit of a given amount. Enter the percentage in Discount Percentage and the upper limit in Discount Limit.

      • Use Price of Equal or Lesser than: Discount the entire price of an item that is equal to or lower than the qualified eligible item. For example, use this discount to allow customers to order two entrees and get a third free, provided the price of the third entree is equal to or lower than the first two.

      • Use Price of Equal or Lesser than Not to Exceed: Discount the price of an item that is equal to or lower than the qualified eligible item, but up to a given amount. For example, use this discount to allow customers to order two entrees and get a third entree discounted up to 15$, provided the price of the third entree is equal to or lower than the first two. Enter the upper limit in Discount Limit.

      • Use Percentage of Equal or Lesser than: Discount the a percentage off an item with a price that is equal to or lower than the qualified eligible item. For example, use this discount to allow customers to order two entrees and get 70% off a third, provided the price of the third entree is equal to or lower than the first two.

      • Use Percentage of Equal or Lesser than Not to Exceed: Discount the a percentage off an item with a price that is equal to or lower than the qualified eligible item, but up to a given amount. For example, use this discount to allow customers to order two entrees and get 70% off a third up to 15$, provided the price of the third entree is equal to or lower than the first two. Enter the upper limit in Discount Limit.

      • Use Price of All Eligible Items: Discount the entire price of all eligible items.

    • Issue coupon: Issue a coupon code to the account. Enter the Coupon Code that this award should issue, and then enter a limit to the number of coupons that can be earned for each coupon program in Max Coupons Per Program. By default, or with a null or 0 value, customers can earn a maximum of one coupon per program.

  13. Enter the loyalty points cost for this award in Point Cost.
  14. Enter text in POS Print Text that can be added to the chit to inform customers that an award was earned.
  15. Select Once per year if customers can only earn this award once per year.
  16. Select Once per lifetime if customers can only earn this award once per account.
  17. Select Require Customer info if customers must be registered on myiCard.net to earn this award. Customers without a registered account can earn points and can have awards listed as pending, but Gift and Loyalty will not issue awards until the myiCard.net information is updated as required.
  18. Select Cross point threshold to allow customers to continue earning points for additional awards after being issued this award.
  19. Click Save.