D-Force2 Loyalty Rewards Instructions

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Donald Wilfrid Owens
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1 D-Force2 Loyalty Rewards Instructions Overview You can create your own loyalty programs in D-Force2 that allow customers to earn reward points for each dollar spent. Customers can then use their accumulated points to purchase additional products or earn the benefits you have designated. You have total control over the program, including which accounts are eligible, the ratio of dollars spent to points earned, and the point value of specific items. You can even set up multiple reward programs, assigning different tiers to different groups of customers. Additional features include the ability to award points to individual users, even if they are not the final approver of the order and the option to apply all of a customer s reward points to a single reward account. NOTE: D-Force2 uses the terminology rewards to describe a loyalty program. In the terms of this guide, rewards and reward points are the mechanisms of how a loyalty program works if you choose to use D-Force2 to administer it. 1 st Step: Loyalty/Rewards Program Management This page lets you add, edit, or delete loyalty rewards programs you have created. The Rewards- Program Management tab allows you to set various point-to-dollar ratios that shoppers can earn. 1. In the D-Force2 admin panel, click Rewards and choose Program Management. 2. If you have not entered the contact information for the person who will administrate the loyalty/rewards program inside your business, you must do so before continuing (If you have previously set up an administrator for the program, skip to Step 3). To set up an administrator or to edit administrator information, click the Manage Administrator button as shown in the photo below: Enter the contact information of the person at your location who is responsible for managing the rewards program and click Save. All s concerning the rewards program are sent to the individual you entered as shown in the photo below. 1

Enter a new name and point value over the old. You cannot change the program type once the program is created. When finished, click. Click to delete an existing reward program.

2 To edit existing information, click Edit. Enter the new information over the existing information. When finished, click Update. Click Continue to return to the Manage Rewards Program page. Go to Step At this point, you can add, edit, and delete reward programs. Click to edit an existing reward program. Enter a new name and point value over the old. You cannot change the program type once the program is created. When finished, click. Click to delete an existing reward program. At the Are You Sure prompt, click OK. Click Add New Program to add a new rewards program as show below: In the Name box, enter the reward program s name. The reward program name you specify here appears to the shopper on the Marketing Tools page. 2

In the Ratio Value box, enter the value which enables the shopper to earn points. For example, if shoppers can receive 1/2 point for each $1.00 spent, enter.5 in the Ratio Value box.

3 In the Ratio Value box, enter the value which enables the shopper to earn points. For example, if shoppers can receive 1/2 point for each $1.00 spent, enter.5 in the Ratio Value box. If shoppers can receive one point for each $1.00 spent, enter 1 in the Ratio Value box. Click the down arrow in the Type box to choose the reward program type. You can select either Account or Customer. Enter your response according to the following: Account: With this type of program, you can award points to individual users, even if they are not the final approver of the order. You can then apply all of a customer s reward points to a single reward account. Depending on the customer's preferences, access to an account reward program can be restricted to one or more authorized end users, called program administrators. Other users and non-administrators will not even be aware of its existence. Suppose you have 20 users set up within one customer account, but only 10 are program administrators. Only these 10 program administrators can receive and/or redeem points for benefits no matter who submitted the order. When setting up account reward loyalty programs, you must specify program administrators. Without a program administrator, points cannot be redeemed. Customer: Using this type of program, you can set up multiple rewards programs and assign different parameters for specific customer groups. Customer reward programs are available to specific users regardless of their account number. It is not necessary to assign a program administrator. Instead, to enable the rewards program for your end users, customer reward loyalty programs require you to create or modify a marketing group setting. d. Click to add the program. If you added a Customer reward program, you can set up a filter setting that shows the activity of this reward program in the Transaction History tab. If you added an Account reward program, go to Step On the Manage Reward Program page, click beside the Account-type program to assign an account number and program administrator. The Manage Program Account Association page opens. 3

4 5. Click Assign Account and Program Administrators. To assign an administrator: Click the down arrow in the Select Account box and choose the account. A list of available customers for the selected account will appear. In the Available Customers box, click each name that can receive and/or redeem points. To select more than one name, hold the Ctrl button and click each name. Click the Forward button to move the name appears in to the Program Administrators box. To remove a name from the Program Administrators box, click it and the Back button. While all orders for this account earn points, only the program administrators you select have access to the points. Click to apply the program administrators to this account-type reward program. Click Continue. 6. Once you have assigned program administrators to an account-type program, you can change and delete them. On the Manage Reward Program page, click beside the accounttype program to select it. When the Manage Program Account Association page opens, you can: Click to edit. Enter the new information over the existing information. A list of customers who could be chosen as the administrator appears in the Available Customers box. Select the administrators to use. When finished, click. Click beside the program administrator to disassociate them from the program. At the Are You Sure prompt, click OK. 2 nd Step--Product Management You can create your own incentive programs that allow shoppers to earn reward points for each dollar spent. Shoppers can use accumulated points to purchase additional products. You have total control over the program including which accounts are eligible, the ratio of dollars spent to points earned, and the point value of reward items. You can even set up multiple rewards programs and assign different programs to different groups of shoppers. You can use the Product Management feature to add reward categories to the product list. You can add as many categories as needed. Note: The Rewards feature does not apply to guest users. 1. Click Rewards and choose Product Management. 2. The Rewards Categories page opens. You can: Click to edit existing categories. Enter the new description over the existing description. When finished, click. Click to delete existing categories. At the Delete This Reward Category prompt, click OK. Click to the left of the reward category name to view the items within that category. Click to hide the items again. 4

Click to Add New Reward Category. This button toggles between managing categories and individual reward products The Rewards Product page opens and the cursor moves to the Description box.

This category appears to the shopper when they click the Rewards link in the My Account drop down menu at the top of the Web page.

5 Click to Add New Reward Category. This button toggles between managing categories and individual reward products The Rewards Product page opens and the cursor moves to the Description box. Enter a description for this rewards category. Click and the rewards category is added to the list. This category appears to the shopper when they click the Rewards link in the My Account drop down menu at the top of the Web page. You can continue to add as many reward categories as necessary. 3. Once you have created a category, you can now add items to it. To do so, click the Manage Rewards Products button. 4. Click Add New Reward Product. Items you add to the reward category need to reside in your inventory database in the back end business system. To add reward items: 5

6 The page refreshes and the cursor moves to the Point Value box. Enter how many points the shopper must earn to exchange for this item. In the Name box, enter the name of the item. Click the down arrow in the Category box to select the category for this reward item. Each reward category you added appears in the drop down list. In the Description box, enter a description for the reward item. In the Product Image section, click Browse to select a picture of the item, up to 40 kb in size. In the Thumbnail Image section, click Browse to select a thumbnail sized picture of the reward item, up to 300x300 pixels. This step is optional; it is not required to add the reward item. Click to complete. You can continue to add as many items to the reward category as necessary. 5. Once you have added items to a reward category, you can edit and delete them. You can also view an image of the reward item. Click to edit existing reward category items. Enter the new information over the existing information. When finished, click. Click to delete existing items from a reward category. At the Delete This Product prompt, click OK. The item is removed from the list. To view an item image, click View Images. The item s image appears at the bottom of the page. Transaction History This tool lets you view rewards transaction history for account or customer programs. You can also make point adjustments to the account. 1. Click Rewards and select Transaction History. 2. The Rewards Transaction page opens, displaying all account numbers along with the points earned and points redeemed. You can filter the information that appears on this page. Click the box next to each category to set a filter. You can filter by: Name Total points earned Total points redeemed 3. You can set filters to the limit the information. For example, you can set a filter to only include information for a specific customer. To set a filter, click the down arrow to the right of the box and select a filter from the drop down box. 4. To view a detailed report of Rewards Earned, Rewards Redeemed, and Debits for an account, click the to the left of the name. Click to hide the report again. 6

7 5. You can also modify an account's points balance by clicking on the beside the name to change. The detailed report displays. Click Add Adjustment. Click the down arrow in the Type box and select Add points or Remove points. Click the Points box and enter the number of points to add or remove. Click the Reason box and enter the reason for the credit or debit to this account. Click to apply this change or to cancel Step 3 Create Marketing Settings for your customer You can create custom marketing settings for your customers under the Customer Config tab on the administration dashboard, which includes assigning the specific loyalty rewards program you want in effect. In the drop down menu under that tab, click on Marketing, which takes you to the main settings screen. Click on Add New button and the following window will open. On this screen you can control what kinds of offers, specials, and reward programs this marketing setting will display to the end user. Once you have completed configuring this specifically named setting you can apply it to your intended customer. Step 4 Assign marketing settings to your customer In order to assign the marketing setting (and related loyalty reward program) you have created to a customer, click on Customer Maintenance under the Consumer Admin tab at top of page. From there you can change the Marketing setting as illustrated by the circle below. 7

8 The End-User's Page When the end-user logs into the Home page, the My Account top navigation bar includes the Rewards link. From the Rewards page, users can view the Transaction History tab which displays the invoices that included reward points; the Questions tab which lets users submit questions to the Point Rewards administrator at the dealer s location; and the Rewards Catalog tab which displays the total points available, the reward items, and gives the user the ability to redeem reward points. The Rewards feature does not apply to guest users. Note: If you set up an account rewards program and the user is not identified as a program administrator, the user cannot view point reward information. Only program administrators have access to point rewards and can redeem points. However, points are calculated for all orders non-administrators place. 8

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