Setting Up Points Per Amount Spent Loyalty Programs

Follow these instructions to set up a loyalty program that accumulates a loyalty points based on the subtotal of a check.

1. Set up the loyalty program. Loyalty Programs Configuration Reference contains more information about setting up the program.
   1. Create a Loyalty program.
   2. On the Loyalty Programs tab, select Auto Create Loyalty Accounts to allow Gift and Loyalty to create a loyalty account for a customer being issued points for the first time. Do not select the option if you want to require customers create an account prior to the transaction.
2. Set up the card accounts for the loyalty program:
   1. Create the card rules depending on whether you are using Oracle MICROS Gift and Loyalty iCards or a third-party card:

      • Creating Card Rules for iCard

      • Creating Card Rules for Third-Party Cards

   2. Assign one or more card rules to the program and specify the applicable locations.
   3. Create card numbers for the program and card rule, and then have the cards printed.
3. Create an eligibility rule to require at least one purchase. You can also require the transaction to include purchases of specific items to be eligible for points. Eligibility Rule Configuration Reference contains more information about eligibility rules.
   1. Create a Use with Loyalty Rule eligibility rule.
   2. Select the Num Items in Transaction item rule type, and then enter 1 as the Item Quantity.
   3. To require that the transaction include specific sales itemizers, click the Sales Itemizers tab, and then select the required itemizers.
   4. To require that the transaction include specific items, click Save, select the eligibility rule, click Edit Item Rules, and then configure the list of eligible items.
4. Create and assign a loyalty rule to the program. Loyalty Rule Configuration Reference contains more information about loyalty rules.
   1. Create a Points Issue Rule loyalty rule, and then select the Eligibility Rule you created.
   2. Click the Points tab.
   3. In the Point Calc Method Type drop-down list:

      • To issue points for each dollar spent, select Per check value, and then enter the number of points per dollar in Point Factor.

      • To issue points for each dollar spent on selected items, select Value of selected items, and then enter the number of points per dollar in Point Factor.

      • To issue points for each dollar spent in the entire transaction if one or more selected items is purchased, select Per check value if any selected, and then enter the number of points per dollar in Point Factor.

      • To issue a point by incremental amount on the check, select Per defined check value, and then enter the dollars per point in Per Defined Value.

5. Configure the Point Issue touchscreen key, and then add it to the Point-of-Sale screens. Configuring Point-of-Sale Touchscreen Keys contains more information about the Point-of-Sale touchscreen keys.
6. If the loyalty program is for specific items, configure the following database sync jobs. Scheduling Database Synchronization contains instructions for configuring sync jobs.

   • Sync Menu Items

   • Sync Menu Item Masters

   • Sync Family Groups

   • Sync Family Group Masters

   • Sync Major Groups

   • Sync Major Group Masters