Overview

This article will explain how to setup and use Coupons as a loyalty reward.

Procedure

*Note* Before you setup any coupons as loyalty rewards you will need to have already created a Loyalty Program with at least basic rule parameters that define the products to apply loyalty to, and its assumed that you will also have defined an earn rule, and loyalty memberships already. Once you have this much done you can move on to creating the coupon.

Create the coupon definition.

• Open the Back Office and navigate to Admin > Coupon Definition.
• From here you can click "Create New Coupon Definition"
• Enter a Title that describes what this specific coupon is. If you are using Coupons outside of Loyalty Rewards then we would recommend putting something unique in the Title to identify this is a loyalty coupon. We would also recommend putting the amount of the coupon in the title. Some good examples are "Loyalty $5", "$10 Off Reward" or "Members 20%"  etc.
• The IsActive checkbox should be checked by default and you want to leave it that way.
• In the Discount definition data section you will see the option to set a Start Date and Expiration Date. If this coupon will be something you offer consistently with loyalty then you likely wont want to add any dates here, but if you only want the coupon to be valid during a certain date range then you can use these two fields as a beginning and ending date. The same generally goes for the Weekday selection and the Start Time and End Time.
• For the Discount Engine Type the selection you want to use here will be dependent on the type of coupon you plan to offer. For more information on the Discount Engine and Types feel free to check out our knowledge base article on Discount Engine Types and Options.
• In the coupon definition data section the first setting is Coupon type. For use with loyalty you will want to select "Static Coupon Code" since we will just be setting this code in loyalty once and we don't want it to change.
• In the Coupon Code field we would suggest assigning this coupon a code very similar to the Title. Its not as important that this code be readable as long as its something unique for this coupon. Some examples would be "LOYALTY5", "CLUB10OFF", or "20%MEMBER"
• The last field here is the Number of Uses setting. For this setting we want to leave it blank so that the coupon has unlimited uses. Since we will be assigning this coupon to loyalty we generally don't want to limit the number of uses.
• The Define products filter section is where we can set which items we want the coupon to apply to. Set one or more filters here to specify which items this loyalty reward can be applied to.

• Once you're done, just click Save and move on to the next step.

Add new Redeem Rule to the Loyalty Program

• Open the Back Office if you haven't already, then go to Admin > Loyalty Programs
• From here find the Loyalty Program that you would like to add the coupon to, select it, then click Edit Selected Loyalty Program
• You should now see the Edit Loyalty Program screen. Scroll down on this screen until you see the section labelled "Loyalty Program Redeem Rules Form"
• Click "Add redeem rule"
• Give the redeem rule an appropriate name and description. This redeem rule will be specific to the individual coupon you set up so you will want the name and description to reflect that coupon in some way. For example if the coupon was for $10 off and the customer will need to redeem 1000 points for that, we might call the rule "1000 for 10" or something to that effect. This name will appear on the Show Reward screen on the POS so its best to make it somewhat descriptive.
• Give the redeem rule a fitting description in the next text box although this will only be visible in the back office and not on the POS.
• Select "Reward Rule" as the Rule Engine Type from the dropdown, then click Save.
• Once you have saved the Loyalty Program with the Redeem Rule added, you should see a new Blue Edit button appear on the Redeem Rule. Click this button.
• On the Edit Loyalty Redeem Rule screen scroll down to the Rule engine parameters. Here we have a few options that can be set including:
  • Min Points - This is the minimum number of loyalty points that the customer is required to have in order to be able to redeem this reward. If this is set to zero then the customer will be able to redeem the reward as long as they have enough points to redeem the reward. (Customer Points >= Take Points) If this setting is set above 0, then the customer will need at least this many points to redeem the reward even if that amount is higher than the reward itself. However, this does not effect the number of points that will be deducted when the reward is redeemed.
  • Take Points - This is the actual number of points that will be taken from the customer when this reward is redeemed.
  • Min Parameter, Min Parameter Price, and Min Parameter Quantity - These are all used for situations where you want the redeem rule to be dependent on more  than one rule. In this case we don't need to set these.
  • Reward Type - Here you will select the type of reward being configured. Since this will be used as a Loyalty Coupon, you will select "Coupon" as the Reward Type.
  • Reward Code - This is where you will enter the " Coupon Code" that was configured on the Coupon Definition. This value must match the "Coupon Code" exactly otherwise you will get a message "Cannot redeem reward. Reason: Cannot find available reward item for loyalty program" on the POS. If you see this message when trying to redeem the new reward then you may want to check this setting.
  • Allow Manual Adjustment - This setting allows the cashier to edit the number of loyalty points the item will consume when it is redeemed. This will open up an additional button on the Reward Redeem screen where they will be prompted to define the number of points to be redeemed.
• Once you have configured the Redeem Rule the way you would like it, all you have to do is save then you're done!

Redeeming the Coupon

• Open the POS (You may also need to sync if you haven't yet since saving the loyalty changes.)
• Select the loyalty customer that would like to redeem this coupon.
• Scan the products that this customer is buying.
• Click Subtotal. When you click subtotal if the customer is part of a loyalty program you will be prompted with the Show Rewards screen. This screen will list each of the coupons that you have configured for this loyalty program in the previous steps. Note that this is where we will see the name that we configured earlier. It will also tell us how many points are required, how many it will take, and what the customers current balance is.
• Find the coupon that you would like to apply and select it, then click Redeem. A new prompt will appear letting you know how many points were taken and what the customers new balance is.
• You will have the option to choose to redeem another coupon for this customer and as long as they have a sufficient number of points you may do that at this time. When you are done you can close this screen.
• That will bring you to the Transaction Payments screen where you should now wee the updated amount due after all coupons. From here you can complete the transaction normally!