Aloha Loyalty

User Guide
Copyright

Copyright © 2012, NCR Corporation - All rights reserved. The information contained in this publication is confi-
dential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in
a retrieval system, or translated into any language, in any form, by any means, without written permission of
NCR Corporation.

NCR Corporation is not responsible for any technical inaccuracies or typographical errors contained in this publi-
cation. Changes are periodically made to the information herein; these changes will be incorporated in new edi-
tions of this publication. Any reference to gender in this document is not meant to be discriminatory. The
software described in this document is provided under a license agreement. The software may be used or copied
only in accordance with the terms of that agreement.
Aloha Loyalty
User Guide

Table of Contents
About Aloha Loyalty ................................................................................................1
Getting Started with Aloha Loyalty ............................................................................3
Ordering your Aloha Loyalty Cards..........................................................................3
Signing Up for Aloha Loyalty Training......................................................................3
Configuring Aloha POS to work with Aloha Loyalty ....................................................4
Configuring your Aloha Loyalty Web Site .................................................................4
Configuring Aloha Loyalty Configuration ..................................................................4
Creating your Card Types ......................................................................................5
Creating your Bonus Plans.....................................................................................5
Training your FOH Employees ................................................................................6
Available Reference Materials.................................................................................6
Managing Aloha Loyalty ...........................................................................................7
Using Loyalty Member...........................................................................................7
Viewing Member History........................................................................................7
Aloha Loyalty Reporting ........................................................................................8
Maintaining Excitement .........................................................................................8
Sample Bonus Plan Configurations ............................................................................8
Creating a Be My Guest-Based Bonus Plan ...............................................................8
Creating a Currency-Based Bonus Plan .................................................................. 10
Creating an Employee Comp-Based Bonus Plan ...................................................... 12
Creating a Frequency-Based Bonus Plan ................................................................ 14
Creating an Items-Based Bonus Plan..................................................................... 16
Creating a Lottery-Based Bonus Plan .................................................................... 18
Creating a Points-Based Bonus Plan ...................................................................... 20
Creating a Smart Rewards-Based Bonus Plan ......................................................... 22
Configuring Aloha POS for Loyalty ........................................................................... 24
Defining Access Levels for Aloha Loyalty................................................................ 24
Setting Up Aloha Promotions and Comps for Aloha Loyalty....................................... 28
Configuring Aloha Loyalty Settings .......................................................................... 33
Configuring the Member Lookup Tab ..................................................................... 36
Configuring the Member Profile Tab ...................................................................... 39
Configuring the Print/Display Tab ......................................................................... 43
Configuring the Rewards Tab ............................................................................... 47
Configuring the Company-Defined Member Fields Tab ............................................. 50
Advanced Settings Tab........................................................................................ 53
Configuring Bonus Plans for Aloha Loyalty ................................................................ 55
Configuring the General Tab ................................................................................ 57
Configuring the Rewards Tab ............................................................................... 63

Aloha Loyalty User Guide iii

 Defining your Voucher Settings ............................................................................ 71
Configuring the Schedule Tab .............................................................................. 72
Configuring the Reset Options Tab........................................................................ 79
Configuring the Bonus Events Tab ........................................................................ 81
Configuring Smart Rewards.................................................................................... 88
Configuring the Loyalty Smart Reward Settings ...................................................... 89
Configuring Aloha Smart Rewards......................................................................... 92
Using the Aloha Loyalty Member Profile ................................................................. 106
Entering a Member Profile ................................................................................. 113
Using Lookup Member History ............................................................................ 115
Exporting a Loyalty Query ................................................................................. 116
Using the Aloha Loyalty Card Lookup..................................................................... 117
Loyalty FOH Operations ....................................................................................... 125
Glossary ......................................................................................................... 136

iv Aloha Loyalty User Guide

About Aloha Loyalty
Aloha Loyalty User Guide is intended for anyone who uses Aloha Loyalty as an administrator, manages
your customer loyalty program, or trains FOH employees to use Aloha Loyalty.

This guide assumes you have the following knowledge:

• Basic understanding of restaurant operations, terminology, and concepts.

• Basic understanding of PCs, Microsoft® Windows®, and Internet Explorer®.
• Understanding of the operation of a computer mouse and keyboard.
• Basic understanding of how to work with Microsoft Windows menu structures and basic applica-
tion components, such as scroll bars, buttons, drop-down lists, text boxes, radio buttons, and
check boxes.

What is Aloha Loyalty?

Aloha Loyalty is a Web-based back-office application that tracks the buying habits of your customers in
real-time via an Internet connection. Aloha Loyalty uses the sophisticated infrastructure of Aloha
Insight and integrates into the Aloha POS for security and ease of use. You can select from different
types of bonus plans and offer your customer a reward using one of the many different types of rewards
available in Aloha Loyalty.

Benefits of Aloha Loyalty include:

• Tight integration with the Aloha POS system, enabling you to reward customers in real-time.
• Customers receive their reward status on a guest check or voucher.
• Custom messages for your customers.
• Ease of use for your staff.
• Different bonus plan types.
• The ability to configure stores from one location.
• The ability to run and schedule individual store reports and enterprise-wide reports.
• Access your Aloha Loyalty Web site anywhere you have an Internet connection.
• Safe and secure data backups done at an off-site location.
• The ability to integrate Aloha Loyalty and Aloha Stored Value on a single card. You must be
licensed for both Aloha Loyalty and Aloha Stored Value to make a combination card.

What can Aloha Loyalty do for you?

You can establish a customer loyalty program to track the buying of your customers via the Aloha POS
without interrupting your speed of service. You can create bonus plans to focus on new menu items or
even under-performing menu items. For example, create a bonus plan that rewards the customer after
they purchase five desserts by making the fifth dessert free or offer a discount on their next visit. Not
only do you have the opportunity to view your customer’s purchases, but the bonus plan can create
add-on sales; therefore, increasing your per person average.

Bonus Plans

Your bonus plans are the heart of your customer loyalty program and a well thought out bonus plan
structure enables you to entice customers to sign-up for your loyalty program and keep them coming
back for repeated visits. Aloha Loyalty enables you to offer the following bonus plans to your custom-
ers:

• Be My Guest-based — The member earns plan credit for every dollar they spend.
• Employee Comp-based — An employee receives a percentage or dollar discount each time
they use the card to dine in the restaurant.
• Frequency-based — The member earns plan credit based on the number of visits.
• Items-based — The member earns plan credit based on the items they purchase.

Aloha Loyalty User Guide 1

 • Lottery-based — A sweepstakes style plan in which the member never knows when they
might win a reward.
• Points-based — The member earns points for every dollar they spend.
• Smart Rewards-based — The historical data determines which members receive a reward.

Aloha Loyalty enables you to create a tour style bonus plan (items-based), which is popular for around-
the-world beer promotions, to bonus plans that reward the customer based on odds (lottery-based). A
lottery-based bonus plan enables you to offer customers a chance to win every time they visit your
store. Refer to Sample Bonus Plan Configurations for more information on configuring a bonus plan.

Modules

Aloha Loyalty uses different modules to guide you through a logical progression of steps to configure
stores, create card types, and configure your bonus plans. Additionally, each module has online Help
that enables you to find information quickly.

Reports

Aloha Loyalty uses the reporting power of Aloha Insight to generate reports for individual stores or
across the enterprise.

2 Aloha Loyalty User Guide

Getting Started with Aloha Loyalty
After signing up for Aloha Loyalty, you will need to do the following:

• Order your Aloha Loyalty cards.

• Sign-up for Aloha Loyalty training.
• Configure Aloha POS to work with Loyalty.
• Configure your Aloha Loyalty Web site.
• Configure your Aloha Loyalty store settings.
• Create your Aloha Loyalty cards.
• Create your bonus plans.
• Train your FOH employees.

Refer to Available Reference Materials for a list of additional resources.

Ordering your Aloha Loyalty Cards

Once you sign-up for Aloha Loyalty, work with your Aloha sales representative and National Business
Products to order your Loyalty cards as soon as possible. For future reorders, select Aloha Loyalty >
Card Order Form to order your cards from National Business Products. You complete the information in
the form, such as company name, address, contact information for the person ordering the cards, and
the sequence numbering for your cards. There are examples and detailed instructions for submitting
custom artwork. All custom artwork must be print quality and created in one of the following programs:
Quark, Photoshop, Illustrator, or Pagemaker and you must include the original file. National Business
Products is on the Macintosh platform and they must be able to open the file; therefore, save your files
so they are cross-platform ready.

Contact National Business Products for a time estimate on card delivery.

Signing Up for Aloha Loyalty Training

Aloha Insight offers various training classes via the Internet that train you on how to get the most from
Aloha Loyalty. If you are a new user, you can take classes on configuring Aloha Loyalty and configuring
Aloha Loyalty bonus plans. Consult your Aloha Loyalty Web site for class descriptions and a schedule of
classes.

All you need to participate is an Internet connection and a phone line. All training classes are done via a
Web conference.

To sign-up for an Aloha Loyalty training class:

1. Log in to your Aloha Loyalty Web site.

2. Click the click here link in the middle-right section of the page. ‘Click here’ is in blue text.
3. Locate the class you want to attend in the list and make a note of the date, time, and title of
the class. You will need this information on the next screen.
4. Select Sign up now. The Insight Training Sign Up Form appears.
5. Complete all options on the screen.
6. Click Submit.

A representative of Aloha Insight will send you an e-mail with the phone number and information that
you need to attend the training session. You might want to create a reminder in your scheduling pro-
gram to remind you of the date and time of the class. If this is your first Web conference with Aloha
Loyalty, please allow some extra time to get logged in to the Web site before the class starts. You may
need to download a small java applet beforehand, and depending on your network configuration, you
may need administrative rights.

Aloha Loyalty User Guide 3

Configuring Aloha POS to work with Aloha Loyalty
You have ordered your cards and attended training, next configure your store(s) to work with Aloha
Loyalty. To interface Aloha Loyalty with Aloha POS, complete the following:

• Define your access levels in Maintenance > Labor > Access Levels.
• Configure the ‘Assign Member’ and ‘Member Report’ buttons. If you are using Aloha Quick Ser-
vice, you must define these buttons in Panel Editor. If you are using Table Service, these but-
tons become active on the ‘Close’ screen automatically after the Aloha Insight install team
installs the required Aloha Loyalty components at your stores; however, you can still configure
the Table Service FOH button text in the Loyalty Configuration. Optional, configure the Member
Information button in the Loyalty Configuration for both Table Service and Quick Service.
• Define your real-time comps and promotions (promos) that you intend to offer as rewards for
your members.

Refer to Configuring Aloha POS for Aloha Loyalty for detailed instructions.

Continue to Configuring your Aloha Loyalty Web Site.

Configuring your Aloha Loyalty Web Site

If you are not an existing Aloha Insight customer, you will need to configure the following:

• Company Setup
• Site Setup
• Security Class Setup
• User Account Setup
• Alerts

In Site Setup you must:

• Enter the store ID, name, address, and phone number on the Store Setup tab.
• License the store for Aloha Loyalty on the Store Setup tab.
• Enter the pcAnywhere login information, such as login, Phone number or IP address for the site,
and password. If the site has a dynamic IP address, please type ‘Dynamic’ without the quotes in
the text box.
• Enter the Internet service provider (ISP) and back-up ISP on the Polling configuration tab.

Continue to Configuring Aloha Loyalty Configuration.

Configuring Aloha Loyalty Configuration

You must define the settings that determine how Loyalty interacts with Aloha on your Loyalty Web site.
For example, you define the default Loyalty settings for your company, such as the FOH screen text, the
profile information you want to capture, reward priority, and rounding options for points-based plans.
After defining your default store settings, you can make changes to individual stores that require set-
tings other than the default settings.

Refer to Loyalty Configuration in the Loyalty User Guide, for detailed instructions on configuring your
default store, and making changes to specific stores.

Continue to Creating your Card Types.

4 Aloha Loyalty User Guide

Creating your Card Types
Your Loyalty program can support as many different cards as you can dream up. Creating different
cards is a great way to offer specific guests an extra touch of hospitality. For example, you give custom-
ers who have a bad experience in your restaurant a comp card for $10.00 on their next visit. When they
use the card, it will require manager approval and the manager can always stop by the table to verify
that the service and the food was satisfactory. In most cases, you will create only one Loyalty card and
assign it to a bonus plan.

When you create a card, you determine if the card is for Aloha Loyalty, or if the card can support Stored
Value. You must be licensed for Stored Value and Aloha Loyalty to create combo cards. For purposes of
this section, it will only pertain to Aloha Loyalty.

Configuring your Aloha Loyalty cards enables you to determine the following:

• Configure the card type.

• Configure the card prefix.
• Configure where you can sell, redeem, and use the card.
• Assign bonus plans to an Aloha Loyalty card.

Continue to Creating your Bonus Plans.

Creating your Bonus Plans

Your bonus plans entice customers to sign-up for your frequency program. If you keep the bonus plans
fresh and lively, your customers will feed off the excitement and keep coming back year after year.

You can create the following types of bonus plans in Aloha Loyalty:

• Be My Guest-based
• Currency-based
• Employee Comp-based
• Frequency-based
• Items-based
• Lottery
• Points-based
• Smart Rewards-based

Each bonus plan requires you to make different selections, and the bonus plan configuration will assist
you with the right choices. For example, when you select a points-based plan, you complete only the
options that are for a points based plan.

Refer to Bonus Plan, for detailed information on the options in the Bonus Plan.

Refer to Sample Bonus Plan Configurations, for instructions on creating some of the most common
types of bonus plans. If you need additional information on specific options within the Bonus Plan, click
to access help for that screen.

Continue to Training your FOH Employees.

Aloha Loyalty User Guide 5

Training your FOH Employees
You have now successfully configured Aloha Loyalty and need to train your FOH staff. Aloha Loyalty
integrates with Aloha Table Service or Quick Service and requires minimal staff training. You can use
Aloha Loyalty FOH Operations as a guideline to train your staff. This section contains comprehensive
instructions on the following:

• Assigning a member to a check.

• Using the Look-up screen.
• Un-assigning and re-assigning a member to a check.
• Deleting a member from a check.
• Printing a Loyalty member report.

After configuring Aloha Loyalty, use the Managing Aloha Loyalty section to learn how to get more from
your customer loyalty program.

Available Reference Materials

Radiant Systems produces many additional resources to aid you in deploying and configuring Aloha POS
and Aloha Loyalty. Here is a partial list of resources.

Aloha Loyalty Web Site

The Aloha Loyalty Web site contains a list of documents and links to Online Help that will assist you in

configuring Loyalty. To access the list, click on the main screen to access the Aloha Loyalty User
Guide

There are links to additional Online Help files that assist with Company Setup, Site Setup, Reports
Viewer, and Alerts. If you have a question about Loyalty, check the Aloha Loyalty FAQ documents for
answers.

Aloha POS Manuals

Contact your Aloha sales representative for the following manuals:

• Table Service User Guide

• Quick Service User Guide

6 Aloha Loyalty User Guide

Managing Aloha Loyalty
Now that you have configured your Aloha Loyalty program, your customers are signing up, and they are
starting to earn rewards. You will need to add new members into the system once they sign up for your
frequency program, view the history for a member, and generate reports. Aloha Loyalty offers you sev-
eral Web-based tools to manage your Aloha Loyalty program. You can use Loyalty Member to search
the Aloha Loyalty database, and add new members to Loyalty. Aloha Loyalty Card Lookup enables you
to manage individual members by viewing their history. You can schedule one of the many Aloha Loy-
alty reports to get up to the minute data from all your restaurants.

The excitement that customers exhibit about the program is great for your bottom line and will attract
new customers. To keep this excitement growing, you will want to add new rewards.

The Managing Loyalty section contains the following sections:

• Using Loyalty Member

• Viewing Member History
• Aloha Loyalty Reporting
• Maintaining Excitement

Using Loyalty Member

Loyalty Member enables you to search your Aloha Loyalty database, add new members, and edit exist-
ing member profile information.

Loyalty Member contains different filters, such as card number, member birthday, and member name.
For example, you can query your database to view which members have an upcoming birthday and
send them a greeting or coupon to entice them back in to your restaurant.

When your members complete a sign-up voucher, you need to enter the information into the database.
Loyalty enables you to accomplish this task using an online. On the Loyalty Member screen, click Add.
The Enter Member Profile Information screen appears. The Enter Member Profile screen enables you to
type the information for an option and “tab” to the next option using the tab key on a keyboard. This is
for rapid data entry. After completing the required options, you tab to the “Save and New” button and
press Enter on your keyboard. This saves the information you entered and starts a new record.

Refer to Loyalty Member in the Aloha Loyalty User Guide for more information.

Viewing Member History

You can use the Aloha Loyalty Card Lookup to manage individual Aloha Loyalty accounts, such as the
historical data about an individual member. You can also view the profile for an individual, adjust the
bonus plan credit for a member, and view check level history.

When you want to view the data on an individual, use Aloha Loyalty Card Lookup. For example, a mem-
ber calls you up and wants to know how close they are to a reward. You can get their Aloha Loyalty
number and use Aloha Loyalty Card Lookup to view their totals. You can even print the report and offer
to give it to the customer the next time they come to your store, and make adjustments, if they feel
there is a discrepancy.

Refer to Aloha Loyalty Card Lookup in the Aloha Loyalty User Guide for more information.

Aloha Loyalty User Guide 7

Aloha Loyalty Reporting
Aloha Loyalty comes standard with detailed reports that enable you to manage your loyalty program.
You can view your reports online, or have them delivered to your email. Select Reports > Reports
Viewer to access the Aloha Loyalty reporting tool. Select Aloha Loyalty in the Category drop-down list to
view a list of available Aloha Loyalty reports. You can select a report in the list and click Example, to
view a sample report with detailed explanations for the report. Reports with an asterisk indicate custom
reports your company created. Custom reports will not have samples with report definitions.

Refer to Reports Viewer online Help for information on scheduling and viewing reports.

Maintaining Excitement
Aloha Loyalty provides you with many different tools to manage your frequency program; however, it is
up to you to add new bonus plans and keep the program fresh and exciting for members. Adding new
bonus plans encourages members to stop in frequently. Encouraging your staff to promote the program
will foster new customers and add additional excitement. Making each customer feel special generates
repeat customers. Aloha Loyalty gives you all the tools for you and your staff to make all your custom-
ers frequent customers.

Sample Bonus Plan Configurations

The following sections outline how to create different types of bonus plans in Bonus Plan Setup. The
scenario highlights how you can use Aloha Loyalty to create common types of bonus plans. You can
modify each scenario to fit the needs of your company. To help you understand how to create your own
bonus plans each section contains the following information:

• Bonus plan description, to highlight the basics of the bonus plan.

• Bonus plan outline, to extract the details out of the scenario and to configure the bonus plan,
reward, and bonus event.
• Steps to configure the bonus plan.

Use the following links to go to each bonus plan scenario.

• Creating a Be My Guest-Based Bonus Plan

• Creating a Currency-Based Bonus Plan
• Creating an Employee Comp-Based Bonus Plan
• Creating a Frequency-Based Bonus Plan
• Creating an Items-Based Bonus Plan
• Creating a Lottery-Based Bonus Plan
• Creating a Points-Based Bonus Plan
• Creating a Smart Rewards-Based Bonus Plan

Refer to Bonus Plan Setup for detailed descriptions on the options within the Bonus Plan Setup. The
steps in each scenario contain information that pertain to the scenario.

Creating a Be My Guest-Based Bonus Plan

A Be My Guest-based bonus plan enables you to:

• Reward a guest or VIP visiting your restaurant

• Entice new customers in to your restaurant
• Reward loyal customers that visit on a regular basis

8 Aloha Loyalty User Guide

 • Offer a complimentary meal to a customer that had a bad experience
• Give the card to a charity auction

Scenario Description

You need to create a Be My Guest-based bonus plan so you can donate to a local school sponsoring a
charity auction. You donate three Be My Guest-based bonus plan cards that entitles a customer to
100% off on their next visit, up to $25.00 off. The customer can receive the discount on the maximum
of five items. A customer can use the card once, and if they do not use all $25.00, the balance is not
carried over on any future visits.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is a Be My Guest-based bonus plan.

• The customer receives 100% off on their next visit.
• The maximum discount is limited to $25.00.
• The customer is limited to a discount on five items.
• The card is good on a single visit.

Refer to Bonus Plan Setup for detailed descriptions on the options in Bonus Plan Setup.

Configuring a Be My Guest-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Be My Guest in the ‘Bonus Plan Type’ drop-down list.
6. Select All Items in the ‘Eligible Items’ drop-down list.
7. Enter a start date for the bonus plan. The system defaults to the current date; however, you
can enter a date in the future. You can also type an optional ending date.
8. Click Save and Continue.

Creating the Be My Guest-based bonus plan reward:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “Be My Guest Reward.”
4. Type 1 in the ‘Reward is earned every X visits’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6. Select Real-Time Discount in the ‘Reward Type’ drop-down list.
7. Select either Comp Type or Promo Type.
8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
9. Select Percent Off in the ‘Discount Type’ drop-down list.
10. Type 100 in the ‘Amount’ text box. This indicates the reward is 100% off.
11. Select Limit total discount amounts.
12. Type 25.00 in the adjacent text box.
13. Select All Items in the ‘Select the items that will be discounted’ drop-down list.

Aloha Loyalty User Guide 9

 14. Type 5 in the ‘Number of items that will be discounted’ text box.
15. Click the Voucher Settings tab.
16. Select Print voucher at POS when reward is earned.
17. Click .
18. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to thank the customer and welcome them back or about any new menu
items.
When creating your messages, keep the lines to 40 characters or less, due to the size limita-
tions of a receipt printer.
19. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
20. Click Next.
21. Click Save, after completing your message.

Configuring your bonus plan schedule and reset options:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores.
4. Click the Reset Options tab.
5. Select Member can only use card once, to limit the card to one use.
You can optionally select ‘Member can use card until total discount amount is reached,’ if
you are allowing the customer to continue to use the card until they reach the amount defined
in the ‘Discount Amount’ text box on the Reward Settings tab.
6. Click Save.
7. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click
Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
8. Click Save.

Creating a Currency-Based Bonus Plan

A Currency-based bonus plan enables you to reward the member based on the amount of dollars spent
in your restaurant. For example, you can create a bonus plan that rewards the customer for every
$100.00 they spend.

Scenario Description

Your restaurant is a burger cafe and tends to appeal to the lunch crowd. You want to encourage a stron-
ger dinner crowd on slower nights. You know that most tickets are single orders and tend to range from
$5.00 to $10.00 per person. To make the bonus plan more attainable, you want to include all items.
With this in mind, you offer a Currency-based plan that rewards the customer with a personalized
voucher for 15% off on their next visit after they spend $100.00. To help increase business on slow
weeknights, you offer double-credit on Mondays and Tuesdays after 5:00 p.m. To keep the program
interesting and exciting, you offer an additional 20% off reward when the customer spends $250.00.

10 Aloha Loyalty User Guide

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is a Currency-based bonus plan.

• You want to include all items.
• The customer spends $100.00 and receives a 15% off voucher.
• The customer spends $250.00 and receives a 20% off voucher.
• The voucher is good on the next visit.
• The bonus plan is active every day.
• The bonus plan earns double credit/dollars on Mondays and Tuesdays after 5:00 p.m.

Refer to Bonus Plan Setup for detailed descriptions to configure your bonus plans.

Configuring a Currency-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Currency Based in the ‘Bonus Plan Type’ drop-down list.
6. Select All Items in the ‘Eligible Items’ drop-down list.
7. Enter a start date for the bonus plan. The system defaults to the current date; however, you
can enter a date in the future. You can also type an optional ending date.
8. Select Allow Discounted Items to enable the member to receive credit when you discount an
item with a coupon or promotion.
9. Select Use Discounted Price for rewards. The discounted items count toward the plan, but
only at the discounted price, not the original price.
10. Select Allow modifiers to count toward plan rewards. If you charge for certain modifiers,
such as cheese, the price of the modifier counts towards the bonus plan.
11. Click Save and Continue.

Creating your rewards:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “15% off Voucher.”
4. Type 100.00 in the ‘Reward is earned when the member spends’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest. A
reward with a higher priority gets applied before rewards with lower priorities.
6. Select Reward Voucher from the ‘Reward Type’ drop-down list.
7. Click the Voucher Settings tab.
8. Select Print voucher at POS when reward is earned.
9. Click .
10. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to inform the member they received a reward, and customize it to make
the customer feel good about earning the reward.
When creating your messages, keep the lines to 40 characters or less, due to the size limita-
tions of a receipt printer.

Aloha Loyalty User Guide 11

 11. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
12. Click Next.
13. Click Save, after completing your message.
14. Repeat Step 1 through Step 13 to add an additional reward.

Configuring your bonus plan schedule and reset options:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores.
4. Click the Reset Options tab.
5. Select Reset plan when member receives reward, if you are configuring multiple tier
rewards. The plan resets when the member receives the last reward level.
You can optionally select ‘Never reset plan,’ if the reward is issued once.

Configuring your bonus events:

1. Click the Bonus Events tab.

2. Click Add.
3. Select Active to make the bonus event active.
4. Type a name for the bonus event.
5. Type 2 in the ‘Multiply member credit by X for qualified purchases during the bonus event
schedule.’ The system uses this number to multiply the bonus amount.
6. Select one of the following bonus event settings:
• Select All Stores to make the bonus plan available in all stores.
• Select Stores in this Replication Group and select the replication group in the drop-
down list to make the bonus event active in specific stores or a single store.
7. Type the Start and Ending dates for the bonus event.
8. Click the Schedule tab.
9. Select Weekly.
10. Select 1 in the ‘Every Weeks on’ drop-down list.
11. Clear all days except Monday and Tuesday.
12. Select Day Parts or Hours.
13. Click .
14. If you selected Day Parts in Step 12, move the day part that includes the times you want the
bonus event active to the ‘Assigned Day Parts’ list box.
If you selected Hours in Step 12, move the hours you want to make the bonus event active
from the ‘Unassigned Hours’ list box to the ‘Assigned Hours’ list box.
15. Click Next to return to the Bonus Event screen.
16. Click Next.
17. Click Save.
18. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click
Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
19. Click Save.

Creating an Employee Comp-Based Bonus Plan

An Employee Comp-based plan enables you to create an employee comp program for your employees
or managers. For example, you can create a bonus plan that issues an employee comp for a percentage
off or dollar off each time the employee uses the card to dine in the restaurant. An employee comp card
works well in situations where you have several restaurants located in an area and your employees may
be dining in locations where they do not work.

12 Aloha Loyalty User Guide

Scenario Description

Your company owns a chain of restaurants and operates a central office for your IT and accounting
staff. As a perk to your employees, you issue each employee an employee comp card. This enables an
employee to visit any location and get their employee discount, 50% off a single item. There is a
$50.00 per month limit, and you are limiting the discount to entrees to prevent abuse. Each month the
limit reset; if they do not use the full $50.00 every month, it does not roll over to the next month.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is an Employee Comp-based bonus plan.

• The discount happens in real-time.
• The employee receives 50% off a single entree.
• The employee can receive up to $50.00 a month.
• The plan resets every month.

Configuring an Employee Comp-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Employee Comp in the ‘Bonus Plan Type’ drop-down list.
6. Select either All Items or Select Category. ‘Select Category’ enables you to use specific items
in categories on your bonus plan. In this example, select All Items.
7. Enter a start date and an optional ending date.
8. Click Save and Continue.

Adding the 50% off employee comp reward:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “Employee Meal.”
4. Type 1 in the ‘Reward is earned every X visits’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6. Select Real-Time Discount in the ‘Reward Type’ drop-down list.
7. Select either Comp Type or Promo Type.
8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
9. Select Percent Off in the ‘Discount Type’ drop-down list.
10. Type 50 in the ‘Amount’ text box. This indicates the reward is 50% off.
11. Select Limit total discount amounts.
12. Type 50.00 in the adjacent text box.
13. Select Category in the ‘Select the items that will be discounted’ drop-down list.
14. Click . The Select Categories screen appears with all available categories in the ‘Unassigned
Categories’ list box.
a. Select the eligible categories in the ‘Unassigned Categories’ list box.
b. Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit cat-
egories, click Category Setup.
c. Click Next, to return to the Bonus Plan Setup.
15. Type 1 in the ‘Number of items that will be discounted’ text box.
16. Click the Voucher Settings tab.

Aloha Loyalty User Guide 13

 17. Select Print voucher at POS when reward is earned.
18. Click .
19. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to inform the employee they received a reward.
When creating your messages, keep the lines to 40 characters or less, due to the size limita-
tions of a receipt printer.
20. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
21. Click Next.
22. Click Save, after completing your message.

Configuring the bonus plan schedule and reset options for the reward:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in
this Replication Group and select the replication group in the drop-down list.
4. Click the Reset Options tab.
5. Select Employee can use card until total discount amount is reached.
6. Select Reset total discount amount every X.
7. Select Month from the interval drop-down list.
8. Click Save.
9. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save
and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
10. Click Save.

Creating a Frequency-Based Bonus Plan

A Frequency-based bonus plan enables you to reward the member based on the number of times they
visit your store. For example, you can create a bonus plan that rewards the member after they visit
your restaurant three times, and then again after five visits.

Scenario Description

You operate a casual coffee diner and offer an Aloha Loyalty card to your customers. The customer
receives 25% off food items when they sign-up for their Loyalty card and again on their fifth visit. For
example, the customer signs up for the Loyalty card and they receive an immediate 25% real-time dis-
count on food items. To keep the customer coming back, you offer the customer another 25% off on
every fifth visit.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is a Frequency-based bonus plan.

• The customer receives 25% off at the time of sign-up.
• The discount happens in real-time.
• The customer receives another 25% off after five visits.

14 Aloha Loyalty User Guide

The following procedure outlines the steps to configure your bonus plan. To create a real-time discount,
you need to configure a comp or promo in the Back-of-House (BOH) to accept a real-time discount in
the Front-of-House (FOH). For more information on configuring comps and promos for Loyalty, refer to
Configuring Aloha POS for Loyalty.

Refer to Bonus Plan Setup for detailed descriptions on configure your bonus plans.

Configuring a Frequency-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Frequency Based in the ‘Bonus Plan Type’ drop-down list.
6. Select either All Items or Select Category. ‘Select Category’ enables you to use specific items
in categories on your bonus plan. In this example, select All Items.
7. Enter a start date and an optional ending date.
8. Click Save and Continue.

Adding the 25% off initial sign-up reward:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “25% off Sign-up.”
4. Type 1 in the ‘Reward is earned every X visits’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6. Select Real-Time Discount in the ‘Reward Type’ drop-down list.
7. Select either Comp Type or Promo Type.
8. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
9. Select Percent Off in the ‘Discount Type’ drop-down list.
10. Type 25 in the ‘Amount’ text box. This indicates the reward is 25% off.
11. Select Category in the ‘Select the items that will be discounted’ drop-down list.
12. Click . The Select Categories screen appears with all available categories in the ‘Unassigned
Categories’ list box.
a. Select the eligible categories in the ‘Unassigned Categories’ list box.
b. Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit cat-
egories, click Category Setup.
c. Click Next, to return to Bonus Plan.
13. Click Save.

Adding the 25% off after five visits:

1. Click Add.
2. Type the reward name. For example, “25% off 5th Visit.”
3. Type 5 in the ‘Reward is earned every X visits’ text box.
4. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
5. Select Real-Time Discount in the ‘Reward Type’ drop-down list.
6. Select either Comp Type or Promo Type.

Aloha Loyalty User Guide 15

 7. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
8. Select Percent Off in the ‘Discount Type’ drop-down list.
9. Type 25 in the ‘Amount’ text box. This indicates the reward is 25% off.
10. Select Category in the ‘Select the items that will be discounted’ drop-down list.
11. Click . The Select Categories screen appears with all available categories in the ‘Unassigned
Categories’ list box.
a. Select the eligible categories in the ‘Unassigned Categories’ list box.
b. Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit cat-
egories, click Category Setup.
c. Click Next, to return to Bonus Plan.
12. Click Save.

Configuring the bonus plan schedule and reset options for the reward:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in
this Replication Group and select the replication group in the drop-down list.
4. Click the Reset Options tab.
5. Select Reset plan when member receives reward, if you are configuring multiple tier
rewards. The plan resets when the member receives the last reward level.
You can optionally select ‘Never reset plan,’ if the reward is issued once.
6. Click Save.
7. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save
and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
8. Click Save.

Creating an Items-Based Bonus Plan

An Items-based plan enables you to reward the member based on the items they purchase, such as the
quantity of items purchased, or you can track the items they purchase and reward the member after
they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert
tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the cus-
tomer after they purchase one of every dessert.

Scenario Description

You have a series of sports bars and specialize in offering over 100 different types of beers from around
the world. You want to create a beer tour for your patrons and send them a t-shirt advertising your
restaurant after they complete the tour. Each beer only counts once and the patron does not have to
drink the beers in any specific order.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is an Items-based bonus plan.

• You must have a category that contains all the beers you want to include in the plan.
• You must determine the number of beers the customer must purchase before earning a reward.
• The customer receives a t-shirt from the corporate office after successfully completing the beer
tour.
• You must configure your reset options.

16 Aloha Loyalty User Guide

You will need to know the customer’s t-shirt size; therefore, request the t-shirt size on the sign-up
voucher. Refer to Loyalty Configuration for more information on creating sign-up vouchers.

Refer to Bonus Plan Setup for detailed descriptions on configuring your bonus plans.

Configuring an Items-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Items Based in the ‘Bonus Plan Type’ drop-down list.
6. Select Category in the ‘Eligible Items’ drop-down list.
7. Click .The Select Categories screen displays.
a. Select the categories that contain your beer in the ‘Unassigned Categories’ list box.
b. Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit cat-
egories, click Category Setup.
c. Click Next, to return to the Bonus Plan Setup.
8. Type a start date for the bonus plan. The system defaults to the current date; however, you
can enter a date in the future. You can also type an optional ending date.
9. Select Allow Discounted Items to count towards rewards to enable the member to receive
credit when you discount an item with a coupon or promotion.
10. Select Item only counts once toward plan rewards to prevent the member from buying
their favorite beer 100 times.
11. Click Save and Continue.

Creating your rewards:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “Free T-shirt.”
4. Type the number of beers the customer must purchase in the ‘Reward is earned when the
member purchases X items’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6. Select Corporate Issued Reward from the ‘Reward Type’ drop-down list. A corporate issued
reward is not issued at the store at the time the member earns the reward, rather it is sent
from the Corporate office at a later date.
7. Click the Voucher Settings tab.
8. Select Print voucher at POS when reward is earned.
9. Click .
10. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to inform the member they received a reward, and customize it to make
the customer feel good about earning the reward.
When creating your messages, keep the lines to 40 characters or less, due to the size limita-
tions of a receipt printer.
11. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
12. After completing your message, click Save.
13. Repeat Step 1 through Step 12 to add an additional reward.

Aloha Loyalty User Guide 17

Configuring the bonus plan schedule and reset options for the reward:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in
this Replication Group and select the replication group in the drop-down list.
4. Click the Reset Options tab.
5. Select Reset plan when member receives reward.
6. Click the Bonus Events tab, if you want to add a bonus event.
7. Click Save.
8. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save
and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
9. Click Save.

Creating a Lottery-Based Bonus Plan

A lottery based plan enables you to offer your members a one in x chance at earning a reward. For
example, you offer a one in 10 chance of winning a free coffee. Keep in mind that each person has a
one in 10 chance of winning, so conceivably you could have five customers come in and each one win a
free coffee. This is not the same as one out of every ten customers wins a free coffee. A Lottery-based
plan is similar to a slot machine, where each person has the exact same odds of winning.

Scenario Description

Your bonus program in the casual coffee diner is attracting new business and is generating excitement
with your customers. With the holidays fast approaching, you want to offer your loyal guests an added
incentive to come in to your store and carry it past the holidays when business is typically slow. You
create a bonus program that offers the customer a one in five chance at winning a large coffee each
time they come in to the store and present their card. After creating the bonus program, assign it to an
existing card, so that all your members are immediately eligible.

18 Aloha Loyalty User Guide

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is a Lottery-based bonus plan.

• The customer has a one in five chance at winning a large coffee.
• The plan resets after the customer wins.
• The plan is active from 11/1 through 1/31.

Refer to Bonus Plan Setup for detailed descriptions on configuring your bonus plans.

Configuring a Lottery-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Lottery Based in the ‘Bonus Plan Type’ drop-down list.
6. Select All Items in the ‘Eligible Items’ drop-down list.
7. Type a current date in the ‘Start Date’ text box. The system defaults to the current date; how-
ever, you can enter a date in the future.
8. Type an ending date in the ‘End Date’ text box.
9. Type 5 in the ‘Each member will have a 1 in X chance to receive a reward at random’ text box.
In the example for this scenario, the customer has a one in five chance of receiving a reward.
10. Click Save and Continue.

Creating your rewards:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “Free coffee.”
4. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
5. Select Real-Time Discount in the ‘Reward Type’ drop-down list.
6. Select either Comp Type or Promo Type.
7. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
8. Select Dollar Off in the ‘Discount Type’ drop-down list.
9. Type the amount of a large coffee in the ‘Amount’ text box.
10. Select Category in the ‘Select the items that will be discounted’ drop-down list.
11. Click . The Select Categories screen appears with all available categories from which you
can select in the ‘Unassigned Categories’ list box.
12. Select the eligible categories in the ‘Unassigned Categories’ list box and move them to
‘Assigned Categories’ list box. If you need to create or edit categories, click Category Setup.
13. Click Next.
14. Click Save.

Configuring the bonus plan schedule and reset options for the reward:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.

Aloha Loyalty User Guide 19

 3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in
this Replication Group and select the replication group in the drop-down list.
4. Click the Reset Options tab.
5. Select Reset plan when member receives reward.
6. Click Save.
7. Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save
and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you
must create your card type in Card Setup and then assign the bonus plan to the card type in
Card Setup.
8. Click Save.

Creating a Points-Based Bonus Plan

A Points-based plan enables you to reward the member based on the number of points earned for the
amount of money spent, or by the item purchased. For example, you can create a bonus plan that
rewards the member a point for every dollar they spend, which is a basic one to one relationship. You
can also create a Points-based plan where the member earns 10 points for every appetizer they pur-
chase. With any Points-based plan, you set the number of points it takes to earn a reward.

Scenario Description

You want to reward the customer on the number of points earned. You create a plan that rewards the
customer one point for every dollar they spend. When the customer reaches the 200 point level, they
receive a reward voucher good for 50% off on their next visit. Once the customer receives a reward,
the reward plan resets and the customer starts over.

20 Aloha Loyalty User Guide

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

• The plan is a Points-based bonus plan.

• The customer earns one point per dollar spent.
• The customer must earn 200 points to receive a reward.
• The customer receives a 50% off voucher on their next visit.
• The reward plan resets after the customer receives a reward.

Refer to Bonus Plan Setup for detailed descriptions on configuring your bonus plans.

Configuring a Points-based bonus plan:

1. Select Aloha Loyalty > Bonus Plan Setup.

2. Click Add.
3. Type a unique name for your bonus plan. Use a descriptive name, because this is the name
the customer sees if you include the bonus plan name on a customized voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Select Points Based in the ‘Bonus Plan Type’ drop-down list.
6. Select All Items in the ‘Eligible Items’ drop-down list.
7. Type a start date for the bonus plan. The system defaults to the current date; however, you
can enter a date in the future. You can also type an optional ending date.
8. Select Allow Discounted Items to count towards rewards to enable the member to receive
credit when you discount an item with a coupon or promotion.
9. Select Use Discount Price for Rewards.
10. Select Allow modifiers to count toward plan rewards.
11. Select Points per Unit Currency.
12. Click . The Welcome to Points Conversion screen appears.
a. Click Add.
b. Select your unit of currency in the ‘Currency’ drop-down list.
c. Type the points per unit and currency in ‘The member earns X point(s) per X’ text boxes.
In this example, type 1 in the first text box and 1.00 in the second text box.
d. Click Save.
e. Click Done.
13. Click Save and Continue.

Creating your rewards:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, “50% off Coupon.”
4. Type the number of points it takes for the customer to receive the reward in the ‘Reward is
earned when the member accumulates X points’ text box.
5. Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6. Select Reward Voucher from the ‘Reward Type’ drop-down list.
7. Click the Voucher Settings tab.
8. Select Print voucher at POS when reward is earned.
9. Click .

Aloha Loyalty User Guide 21

 10. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to inform the member they received a reward, and customize it to make
the customer feel good about earning the reward.
When creating your messages, keep the lines to 40 characters or less, due to the size limita-
tions of a receipt printer.
11. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
12. After completing your message, click Save.
13. Repeat Step 1 through Step 12 to add any additional rewards.

Configuring the bonus plan schedule and reset options for the reward:

1. Click the Schedule tab to configure the active days of the plan.
2. Select Daily.
3. Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in
this Replication Group and select the replication group in the drop-down list.
4. Click the Reset Options tab.
5. Select Reset plan when member receives reward.
6. Click Save.
7. Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card type,
click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card
type, you must create your card type in the Card Setup and then assign the bonus plan to the
card type in the Card Setup.
8. Click Save.

Creating a Smart Rewards-Based Bonus Plan

A Smart Rewards-based plan enables you to use historical data to determine the members who will be
eligible to receive a one-time reward upon their next visit to your restaurant. The type of reward and
who is eligible to receive it is up to you.

Scenario Description

You have a new menu and would like to entice cardholders who have not recently visited your restau-
rant to come in and try it out. You can create a Smart Rewards-based bonus plan to offer all cardhold-
ers who have not used their card within the last 30 days a $5.00 discount on their next visit.

Bonus Plan Details

The following details are used for creating a bonus plan:

• The scenario requires a Smart Rewards-based bonus plan.

• A Smart Rewards-based plan requires historical data to determine who is eligible.
• The plan will reward the eligible customers with up to a 5.00 discount on their next visit.
• The cardholder receives the reward once, and is not eligible to receive the reward again.

Refer to Configuring Smart Rewards for detailed descriptions on the options in Aloha Loyalty
Bonus Plan Setup.

Configuring a Smart Reward:

1. Select Aloha Loyalty > Smart Rewards.

2. Click Add.

22 Aloha Loyalty User Guide

 3. Type a unique name for your smart reward-based bonus plan. Use a descriptive name,
because this is the name the customer sees if you include the plan name on a customized
voucher.
4. Type an optional description. You can include details about the plan, such as a general state-
ment about the plan, the customer reward, and other relevant information about the bonus
plan. The description is not visible to your guests.
5. Type a start date for the smart reward. The system defaults to the current date; however, you
can enter a date in the future. You can also type an optional ending date.
6. Select a reset option. Choose to reset the plan when the member receives the reward or
select allow the plan to reset a specific number of times. For this example, select ‘Reset plan
only X times(s)’ and type a ‘1’ in the text box.
7. Click Save and Continue. The screen expands to show additional options.
8. Move the cards the you want eligible for the reward from the ‘Unassigned Cards’ to the
‘Assigned Cards’ list box.
9. In the Rewards section, click Add and continue with the following section to configure the
reward.

Adding a reward:

1. Type the name of the reward.

2. Select a reward priority, with one being the highest priority and taking precedence over other
rewards.
3. Select the reward type from the drop-down list. In this example, select ‘Real-Time Discount.’
4. Select the locations where the reward is available. In this example, if the menu was a limited
test, you would need to create a store group with the stores offering the new menu. You would
then select the store group from the drop-down list. Refer to Site Setup for information on con-
figuring Store Groups.
5. Select either Comp Type or Promo Type.
6. Select the appropriate comp or promo in the drop-down list. Select a comp or promo config-
ured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more
information on configuring your Aloha Loyalty comps and promos.
7. Select Dollars Off in the ‘Discount Type’ drop-down list.
8. Type 5.00 in the ‘Discount Amount’ text box. This indicates the maximum reward is 5.00 off.
9. Select Discount the eligible items up to the real-time discount amount to allow a maxi-
mum reward of 5.00.
10. Type 1 in the ‘Number of items that will be discounted’ text box.
11. Select All Items in the ‘Select the items that will be discounted’ drop-down list.
12. Select Daily from the Issue Rewards section.
13. Expand the Reward Notification and Expiration section.
14. Select Issue reward during next visit. If you want the reward to expire, enter the number of
days after it is issued it expires.
15. Move the Card Not Used metric type from the Available Metrics list to the Selected Metrics list
in the Metric Type section box. Your metric type configuration appears below the Metric Type
list box.

Configure the metric type:

1. Expand the Store Selection section.

2. Select the stores you want to monitor from the ‘Monitor’ drop-down list. You can monitor all
stores, an individual store, area, region replication group, or a store group. Expand the list and
make your selection.
3. Complete the date range section to monitor the dates you want.
4. Click Save.

Contact your account manager, or reseller for information on creating a marketing program
for notifying your customers on Loyalty rewards and promotions.

Aloha Loyalty User Guide 23

Configuring Aloha POS for Loyalty
The Aloha Loyalty program interfaces with the Aloha POS system, allowing you to apply Aloha Loyalty
rewards to members who frequent your restaurant. You accomplish most of the configuration required
for using Aloha Loyalty within the Aloha Loyalty program; however, you must do some minimal configu-
ration within the Aloha POS system.

To configure the Aloha POS system to interface with Aloha Loyalty, you must do the following:

• Define new Access Level settings for Aloha Loyalty features.

• Configure your FOH buttons. For Quick Service installations, you must add the Assign Member
and Member Report buttons to the FOH, using Panel Editor. For Table Service operations, the
Assign Member and Member Report buttons appear on the FOH Close screen automatically;
however, you configure the button text for these buttons using the Loyalty Configuration. You
configure the Member Information button for both products using the Loyalty Configuration.
• Set up Aloha promotions and comps for Aloha Loyalty.

Aloha Insight support recommends making your configuration changes well in advance of going live
with Aloha Loyalty. You perform Aloha POS configuration changes using Aloha Manager. Your changes
become available after the next End-of-Day.

Defining Access Levels for Aloha Loyalty

In Aloha Loyalty, you determine if the system allows manual entry of card numbers, the maximum
times per day you can assign a member to a guest check in the FOH, and whether a card type requires
manager approval to count towards member rewards. When an employee without sufficient access
attempts to override these settings in the Aloha POS system, the Manager Approval screen appears.
Using settings in Access Levels, you can provide certain employees the ability to override the Aloha
Loyalty configuration, without displaying the Manager Approval screen. These settings also allow these
same employees to enter a password to proceed, when the Manager Approval screen appears for
employees without sufficient access to override the Aloha Loyalty configuration.

To configure access level settings for Aloha Loyalty:

1. Log in to Aloha Manager.

2. Select Maintenance > Labor > Access Levels. The Access Levels function tab appears.
3. Select an access level, such as Manager, from the ‘Level’ drop-down list, and press Enter.

24 Aloha Loyalty User Guide

 4. Select the Financials 2. See Figure 1 for Table Service. See Figure 2 for Quick Service.

Figure 1 Access Levels, Table Service

Figure 2 Access Levels, Quick Service

5. Select Loyalty Max Visits, if necessary.

Loyalty Max Visits — Enables an employee to go ahead and allow the check to count toward
Loyalty rewards, as configured in the Loyalty program, after the member has reached the max-
imum number of visits per day. This setting overrides the ‘Max Visits’ option in the Loyalty Con-
figuration.

6. Select Loyalty Manual Card #, if necessary.

Aloha Loyalty User Guide 25

 Loyalty Manual Card # — Enables an employee to manually enter a Loyalty card number,
without encountering the Manager Approval screen. It also allows this same employee to enter
a password to continue, when an employee without sufficient access attempts to manually
enter the Loyalty card number. This setting overrides the ‘Must Use Mag Card’ option in the Loy-
alty Configuration.

7. Select Loyalty Card Use, if necessary.

Loyalty Card Use — Enables an employee to approve the assignment of a member to a check
for cards with ‘Require Manager Approval’ selected in the Card Setup.

8. Click Save and exit the Access Levels function.

Adding Loyalty Buttons to the FOH

There are two required buttons for Loyalty FOH operations in the POS system, Assign Member, and
Member Report. For Aloha Table Service installations, these buttons automatically appear on the FOH
Close screen when you activate Loyalty; however, you can customize the text that appears on these
buttons on the Member Lookup tab in the Loyalty Configuration. For Aloha Quick Service installations,
you must use Panel Editor to add and configure these buttons to appear on a FOH panel.

There is also an optional button for Loyalty FOH operations, Member Information. This button enables
your employees to look up a member using an alternate form of ID, such as their driver license or
phone number. For both Aloha Table Service and Aloha Quick Service, you configure this button in the
Loyalty Configuration.

This section covers how to configure the Member Assign and Member Report buttons for Aloha
Quick Service. Refer to Loyalty Configuration > Member Lookup tab for information on how to
configure the Member Assign and Member Report buttons for Aloha Table Service, and how to
configure the Member Information button for both POS products.

Use the following tables to determine where you configure the Loyalty FOH buttons:

Button Table Service Quick Service

Assign Member Loyalty Configuration Aloha Manager > Panel Editor
Member Information Loyalty Configuration Loyalty Configuration
Member Report Loyalty Configuration Aloha Manager > Panel Editor

Adding the Assign Member Button

For Quick Service installations, you must add the Assign Member button to a panel, to enable you to
assign and un-assign a Loyalty member to a check.

To add the Assign Member button to a panel for Quick Service:

1. Log in to Aloha Manager.

2. Access Panel Editor.
3. Select Open Existing Panel > Button Functions from the Commands menu and select a
panel for editing.
4. Double-click an available button. The Edit Button dialog box appears.

26 Aloha Loyalty User Guide

 5. Select Customer Information from the ‘Function’ drop-down list.(Figure 3)

Figure 3 Customer Information Button Function (Quick Service)

6. Type a descriptive name for the button text. We recommend using ‘Assign Member’ because
when you assign a member to a check, the button text changes to ‘Un-assign Member’.
7. Select Loyalty Member, located on the right side of the dialog box, which designates this but-
ton is for looking up Loyalty customers, not Delivery/Frequent Buyer customers.
8. Complete the text, background, and bitmap options, using the Preview window as a guide.
9. Click OK to return to the panel.
10. Select Save All Panels from the Commands menu and exit the Panel Editor function.

Adding the Member Report Button

For Quick Service installations, you must add the Member Report button function to a panel to enable
you to print the Loyalty Member report to a local receipt printer. The report prints information pertain-
ing to all bonus plans to which the member is associated, the credit earned up to the time of the current
transaction, and how much credit the guest needs to receive additional credits.

To add the Member Report button to a panel for Quick Service:

1. Log in to Aloha Manager.

2. Access Panel Editor.
3. Select Open Existing Panel > Button Functions from the Commands menu and select a
panel for editing.
4. Double-click an available button. The Edit Button dialog box appears.

Aloha Loyalty User Guide 27

 5. Select Customer Reward Report from the ‘Function’ drop-down list.(Figure 4)

Figure 4 Customer Reward Report Button Function (Quick Service)

6. Type a descriptive name for the button text, such as ‘Member\nReport’.

7. Select Loyalty Member, located on the right side of the dialog box, which designates the but-
ton is for running a Loyalty report, not a Delivery/Frequent Buyer report.
8. Complete the text, background, and bitmap options using the Preview window as a guide.
9. Click OK to return to the panel.
10. Select Save All Panels from the ‘Commands’ menu and exit the Panel Editor function.

Setting Up Aloha Promotions and Comps for Aloha

Loyalty
When using Aloha Loyalty with the Aloha POS system, you define all promotions and comps for which
all your guests are eligible, not just your Aloha Loyalty members, in the Aloha POS system. You define
promotions and comps specific to your Aloha Loyalty members using the Loyalty Bonus Plans Setup.
However, if you define any bonus plan in Loyalty as a promotion with a ‘real-time discount’ reward type,
to discount the guest check in the FOH, and report it correctly within the Aloha POS reporting system,
you must set up a minimum of one ‘Loyalty real-time’ promotion in the Aloha POS system. Likewise, if
you define any bonus plan in Loyalty as a comp with a ‘real-time discount’ reward type, you must set up
a minimum of one ‘Loyalty real-time’ comp in the Aloha POS system

The system considers any bonus plan in Loyalty with Real-Time Discount selected as the
‘Reward Type’ in the Bonus Plan Setup as a real-time discount

Any Aloha POS promotion or comp in which you select ‘Loyalty Real Time’ is strictly
for use when applying a Loyalty discount to a FOH check. You cannot place it on the
FOH Promo or Comp Lookup screens, include it in a script, activate it using an event,
place it on a button on a Floor Plan screen, or place it on a panel in Quick Service.
Doing so results in an error in the FOH.

28 Aloha Loyalty User Guide

After you create the Aloha promotions and comps for Loyalty, you map each Loyalty real-time discount
bonus plan to a promotion or comp in the Aloha POS system. You can map the Loyalty real-time dis-
count bonus plans using a one-to-one-relationship, a one-to-some relationship, or a one-to-many rela-
tionship, depending on how you want them to report in the Aloha POS system.

Use the Reward Settings tab within the Loyalty Bonus Plan Setup to map the Loyalty bonus
plan to a promotion or comp in the Aloha POS system.

Establishing a One-to-One Reporting Relationship

Using a one-to-one reporting relationship, you map each Loyalty real-time discount bonus plan to a
matching promo ID or comp ID in the Aloha POS system, as depicted in the following example. This
method allows you to report each Loyalty real-time discount under its own name in the Aloha POS sys-
tem; however, this type of detail is available in the Insight reporting system, and may not be necessary
in the Aloha POS reports.

Promo
Aloha Loyalty Bonus Plan Aloha POS Promotion
ID
‘5 Visits, 10% Off’ — 10 5 Visits, 10% Off
‘Buy $25.00, Get 10% Off’ — 11 Buy $25.00, 10% Off
‘Buy 10 Salads, Get 50% Off’ — 12 Buy 10 Salads, 50% Off

1. Create three promotions in the Aloha POS system, one for each real-time discount bonus
plan, naming each promotion so that you associate it with the corresponding Loyalty bonus
plan, and select ‘Loyalty Real Time’ for each.
2. Access each real-time discount bonus plan in Loyalty and select the corresponding promo-
tion from the ‘Apply Promo to Check’ drop-down list or type the promotion ID in the ‘Enter
Promo ID’ text box. In this example, select promo ID 10 for the first Loyalty bonus plan,
promo ID 11 for the second bonus plan, and promo ID 12 for the third bonus plan.

In the Loyalty program, only the Aloha promotions and comps for which you select ‘Loyalty
Real Time’ display in the drop-down list.

Establishing a One-to-Some Reporting Relationship

Using a one-to-some reporting relationship, you map each Aloha Loyalty real-time discount plan to a
promo ID or comp ID in the Aloha POS system according to its discount value, as depicted in the follow-
ing example. This method allows you to report each Aloha Loyalty real-time discount according to its
discount value in the Aloha POS system. This is the relationship we recommend you use when setting
up your bonus plans and their corresponding promotions or comps in the Aloha POS system.

Promo
Aloha Loyalty Bonus Plan Aloha POS Promotion
ID
‘5 Visits, 10% Off’ — 10 Loyalty 10% Off
‘Buy $25.00, Get 10% Off’ — 10 Loyalty 10% Off
‘Buy 10 Salads, Get 50% Off’ — 11 Loyalty 50% Off

1. Create two promotions in the Aloha POS system, one for each real-time discount value,
naming each promotion so that you associate it with the corresponding Aloha Loyalty bonus
plans, and select ‘Loyalty Real Time’ for each.

Aloha Loyalty User Guide 29

 2. Access each real-time discount bonus plan in Aloha Loyalty and select the promotion with
the corresponding discount value from the ‘Apply Promo to Check’ drop-down list, or type
the promotion ID in the ‘Enter Promo ID’ text box. In this example, the ‘5 Visits, 10% Off’
and ‘Buy $25.00, Get 10% Off’ bonus plans both offer a 10% discount; therefore, select
Promo ID 10. The ‘Buy 10 Salads, Get 50% Off’ bonus plan offers a 50% discount; there-
fore, select Promo ID 11.

Establishing a One-to-Many Reporting Relationship

Using a one-to-many reporting relationship, you map all Aloha Loyalty real-time discount bonus plans
to a single promo ID or a single comp ID in the Aloha POS system, as depicted in the following exam-
ple. This method allows you to report all Aloha Loyalty real-time discounts defined as a promotion
under one name, and all Aloha Loyalty real-time discounts defined as a comp under another name, in
the Aloha POS system. In this example, the Aloha Loyalty real-time discount bonus plans defined as a
promotion report under the name ‘Loyalty Promo’ in the Aloha reports.

Promo
Aloha Loyalty Bonus Plan Aloha POS Promotion
ID
‘5 Visits, 10% Off’ — 10 Loyalty Promo
‘Buy $25.00, Get 10% Off’ — 10 Loyalty Promo
‘Buy 10 Salads, Get 50% Off’ — 10 Loyalty Promo

1. Create a promotion in the Aloha POS system, naming the promotion so that you associate it
with promotions awarded from Aloha Loyalty, and select ‘Loyalty Real Time’.
2. Access each real-time bonus plan in Loyalty and select the single Loyalty promotion from
the ‘Apply Promo to Check’ drop-down list, or type the promotion ID in the ‘Enter Promo ID’
text box.

To define a POS real-time promotion for Aloha Loyalty:

1. Select Maintenance > Payments > Promotions. The Promotion function tab appears. See
Figure 5 for Table Service. See Figure 6 for Quick Service.

Figure 5 Aloha Loyalty Promotion in Table Service

30 Aloha Loyalty User Guide

 Figure 6 Aloha Loyalty Promotion in Quick Service

2. Type an unused number in the ‘Number’ drop-down list, and press Enter.
3. Type a descriptive name for the promotion, such as ‘Loyalty Promo’, depending on the report-
ing relationship you want to use.
4. From the ‘Type’ drop-down list, select New Price.
5. Select Loyalty Real Time.

Loyalty Real Time — Defines the promotion as a real-time promotion to use with the Loyalty
rewards program, and disables most of the options available on the Promotions function tab.

6. Select Print Check to immediately print a revised guest check for the guest to view after
applying the promotion.
7. For Table Service installations, select Amount Tippable to use the value of the guest check,
after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest
check, after discount, to calculate automatic gratuity.
8. Click Save to complete the next step.
9. Select the name of the promotion from the ‘Report as’ drop-down list to report the promotion
as itself, or select an existing promotion name to report the Loyalty real-time promotion in
combination with another promotion.
10. Click Save and exit the Promotions function.

Aloha Loyalty User Guide 31

To define a POS real-time comp for Loyalty:

1. Select Maintenance > Payments > Comps. The Comps function tab appears. See Figure 7
for Table Service. See Figure 8 for Quick Service.

Figure 7 Comps Function Tab Table Service

Figure 8 Comps Function Tab Quick Service

2. Type an unused number in the ‘Number’ drop-down list, and press Enter.
3. Type a descriptive name for the comp, such as ‘Loyalty Comp’, depending on the reporting rela-
tionship you want to use.
4. Select Loyalty Real Time.

Loyalty Real Time — Defines the comp as a real-time comp to use with the Loyalty rewards
program, and disables most of the options available on the Comp function tab.

5. Select Print Check to immediately print a revised guest check for the guest to view after
applying the comp.
6. Select Open Drawer to open the drawer each time you apply the comp.

32 Aloha Loyalty User Guide

 7. For Table Service installations, select Amount Tippable to use the value of the guest check,
after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest
check, after discount, to calculate automatic gratuity.
8. Click Save to complete the next step.
9. Select the name of the comp from the ‘Report as’ drop-down list to report the comp as itself,
or select an existing comp name to report the Loyalty real-time comp in combination with
another comp.
10. Click Save and exit the Comps function.

Configuring Aloha Loyalty Settings

The Loyalty Configuration enables you to configure your store settings, such as:

• FOH screen text.

• Member Profile fields you want to capture.
• Additional member profile options specific to your company, such as shirt size.
• Print and display options.
• Reward priority.
• Rounding options for points-based plans.
• Number of times a member can use their card in one day without manager approval.

Because not all stores are exactly alike, you can make changes to individual stores, as needed. If your
company has multiple concepts, you can establish the default settings for your company, and then devi-
ate from the default values for the various concepts. You can create different Front-of-House (FOH) text
prompts for each concept, create different print messages, and change the maximum number of
rewards applied to each transaction. For example, if you have a fine-dining concept, you can tailor the
loyalty program to emphasize the personal touch on your reward vouchers. For your sports bar concept,
you can create reward vouchers that highlight your nightly specials.

To access the Loyalty Configuration, select Aloha Loyalty > Configuration and the Welcome to Loyalty
Configuration appears (Figure 9). Your access and rights to the functions you can perform in the Loyalty
Configuration depend on your security class settings. Contact your system administrator to edit your
security settings.

The first time you set up Loyalty, you establish your company default settings, which determine the set-
tings for all your stores licensed for Loyalty. After you establish a company default, you can then make
changes to individual stores. To return a store back to the company default, select the individual store
in the list and click Delete.

Figure 9 Welcome to Loyalty Configuration Screen

Aloha Loyalty User Guide 33

Store Name — Indicates the name of the store for which you have established Loyalty settings. When
you first sign-up with Loyalty, only ‘Loyalty Company Settings’ appears in the list box. The ‘Loyalty
Company Settings’ profile establishes the default settings for your company. Refer to Configuring Your
Default Loyalty Company Settings for more information. When you make overrides for a store, that
store name appears in the list box beneath the ‘Loyalty Company Settings’ profile.

Store ID — Contains the store ID assigned to the store in Site Setup. The default ID number for the
Loyalty Company Settings profile is 0.

Configuring Your Default Loyalty Company Settings

When you first sign-up with Loyalty, only ‘Loyalty Company Settings’ appears in the list box with a store
ID of zero. This entry contains the default global settings for all your company stores. You must first
configure your ‘Loyalty Company Settings’ profile, and then you can make overrides for individual
stores. Once you create overrides for a specific store, that store appears in the list box beneath the
Loyalty Company Settings entry.

To configure or edit your ‘Loyalty Company Settings’ profile:

1. Select Aloha Loyalty > Loyalty Configuration.

2. Select Loyalty Company Settings.
3. Click Edit and perform the following procedures as needed for your stores.
• Configuring the Member Lookup Tab
• Configuring the Member Profile Tab
• Configuring the Print/Display Tab
• Configuring the Rewards Tab
• Configuring the Company-Defined Member Fields Tab
4. Click Save to save your Loyalty Company Settings.

The Member Profile tab is only available when you edit your company settings profile.

Add

Click Add to display the Selecting a Store screen, where you select the store you are changing from the
default company settings.

There are times when a store needs to have different configuration settings from your default Loyalty
company settings. For example, you want to change the FOH button text at one of your Table Service
restaurants from “Assign Member” to “Frequent Customer.” Click Add and then select the store in the
‘Select a Store’ list box. After selecting the store, click Next and you can go through each tab and make
the modifications for the selected store.

Adding a store in Loyalty Configuration is not the same as licensing a store. Refer to Site Setup to
license a store for Loyalty.

To add a store and override the default settings:

1. Select Aloha Loyalty > Configuration.

2. Click Add.
3. Select the store in the ‘Store Name’ column.
4. Click Next.
5. Select the tab to edit and make all changes necessary for that store. Refer to the following pro-
cedures for additional information on an individual tab.
• Configuring the Member Lookup Tab
• Configuring the Print/Display Tab
• Configuring the Rewards Tab
• Configuring the Company-Defined Member Fields Tab
6. Click Save, when you are through editing the new configuration settings for the store.

34 Aloha Loyalty User Guide

Edit

To edit your company-wide settings, select ‘Loyalty Company Settings’ in the list box and click Edit.
Refer to Configuring the Member Lookup Tab, for more information. To make changes to individual store
settings, select the store in the list and click Edit. You must have adequate security rights to make
changes to either a store or your company-wide settings.

To edit your company-wide settings, or the override settings for a store:

1. Select Aloha Loyalty > Configuration.

2. Select a store in the ‘Store Name’ column. To edit your global Loyalty company settings, select
Loyalty Company Settings.
3. Click Edit.
4. Select a tab to edit and make your changes. Refer to the following procedures for additional
information on an individual tab.
• Configuring the Member Lookup Tab
• Configuring the Member Profile Tab
• Configuring the Print/Display Tab
• Configuring the Rewards Tab
• Configuring the Company-Defined Member Fields Tab
5. Click Save, when you are through editing the configuration settings.

The Member Profile tab is only available when you edit your company settings profile.

Delete

Select a store in the list and click Delete to remove a store override and reset the store back to the
company default settings.

To remove a store override:

1. Select Aloha Loyalty > Configuration.

2. Select a store in the ‘Store Name’ column.
3. Click Delete.
4. Click Yes at the verification prompt.

Copy

Select a store, or the default company settings, and click Copy to copy the settings. You must have
security rights to copy settings from one store to another.

To copy store settings to another store:

1. Select Aloha Loyalty > Configuration.

2. Select the store containing the settings you want to copy in the ‘Store Name’ column.
3. Click Copy.
4. Select the store to which you want to copy the settings in the ‘Store Name’ column.
5. Click Next.
6. Make any additional changes on the tabs. Refer to the following procedures for additional
information on an individual tab.
• Configuring the Member Lookup Tab
• Configuring the Print/Display Tab
• Configuring the Rewards Tab
• Configuring the Company-Defined Member Fields Tab
7. Click Save.
8. Click Yes at the verification prompt to apply the new settings.

Aloha Loyalty User Guide 35

Selecting a Store
When you click Add on the Welcome to the Loyalty Configuration screen, the Select a Store screen (Fig-
ure 10) appears.

Figure 10 Select a Store Screen

Store Name — Contains the stores licensed for Loyalty that do not already have store specific over-
rides.

Store ID — Identifies the store using a numeric value. The store ID is the ID number assigned to the
store in Site Setup.

Configuring the Member Lookup Tab

There are two required buttons for Front-of-House (FOH) operations in the POS system, Assign Mem-
ber, and Member Report, and one optional button, Member Information. Use the Member Lookup
tab(Figure 11) to configure:

• The button text that appears on the Assign Member and Member Report buttons (Table Service
only).
• The Table Service FOH prompt text that appears when an employee selects the Assign Member
button (Table Service only).
• The Table Service FOH prompt text that appears when an employee selects the Member Report
button (Table Service only).
• The Table Service and Quick Service FOH button and prompt text that appears when an
employee selects the Member Information button (optional)..

This section covers how to configure the Assign Member and Member Report buttons for Aloha
Table Service, and how to configure the Member Information button for both products. Refer
to Configuring Aloha POS for Loyalty, for information on how to configure the Assign Member
and Member Report buttons for Aloha Quick Service.

36 Aloha Loyalty User Guide

 Figure 11 Member Lookup Tab

Loyalty Member Lookup Settings

The Loyalty Member Lookup Settings area of the screen enables you to configure the Loyalty Assign
Member button for Aloha Table Service.

POS button text for assigning a member — Designates the text to appear on the FOH button you
use to assign a member to a guest check. There are two text boxes and each text box equates to a line
on the button. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default val-
ues for ‘Line 1’ and ‘Line 2’ are ‘Assign Member.’

POS prompt text for swiping member’s Loyalty card — Designates the text to appear when the
FOH prompts the employee to slide the Loyalty card through the magnetic card reader (mag card
reader). The default text is ‘Swipe Member’s Card.’ Exercise caution if the text contains more than 60
characters. You can add line breaks to the text by using ‘\n’ before the 30th character, so that all text
displays on the FOH.

Require Loyalty member card to be swiped and disallow manual entry unless approved by a
manager — Indicates you want to force your employees to slide all Loyalty member cards across a
mag card reader. If an employee attempts to manually enter a card number, they encounter a FOH
prompt that requires manager approval.

Allow Members to Use Other Forms of ID

The Allow Members to Use Other Forms of ID area of the screen enables you to configure the Member
Information button for Aloha Table Service and Aloha Quick Service. You only need to configure this
button if you want to allow your employees to look up a member using an alternate form of ID, such as
their driver license or phone number, in the case where the member does not have their Loyalty card
with them.

Allow Members to Use other Forms of ID — Activates the Member Information button in the Aloha
POS FOH screen. When an employee selects this button, a searchable profile information screen
appears allowing the employee to search the Loyalty database using criteria other than the member’s
Loyalty card number. You determine the criteria by which the employee can search using the Member
Profile tab. Selecting this option enables the following text boxes:

Aloha Loyalty User Guide 37

POS button text for entering member’s other form of ID — Designates the text to appear on the
FOH button you use to access a searchable profile information screen. There are two text boxes, and
each text box equates to a line on the button. Type the first line of text in ‘Line 1’ and the second line of
text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Member Information.’

POS prompt text for entering member’s other form of ID — Designates the text to appear in the
prompt to slide the Loyalty card through the mag card reader. The default text is ‘Enter Member Infor-
mation.’ Exercise caution if the text is more than 60 characters. You can break the text by using ‘\n’
before the 30th character, so that all text appears on the FOH.

POS Loyalty Report Button

The POS Loyalty Report Button area of the screen enables you to configure the Loyalty Member Report
button for Aloha Table Service.

POS button text for Loyalty report — Designates the text to appear on the FOH button for the Loy-
alty member report in Aloha Table Service. Type the first line of text in ‘Line 1’ and the second line of
text in ‘Line 2.’ The default values for ‘Line 1’ and ‘Line 2’ are ‘Member Report.’

POS Aloha Loyalty Member Lookup Search Buttons

The POS Aloha Loyalty Member Lookup Search Buttons section enables you to configure which alternate
search methods appear on the FOH. If you have a large memeber database, searches can take time
searching through every field selected in the Member Profile tab in the ‘Other Member Profile Ids’ col-
umn. This section enables your FOH staff to only search by name, or email; therefore, reducing search
times. You configure both Table Service and Quick Service FOH buttonn text in this section.

The following requires Aloha POS 12.3 or higher. Please consult your Aloha repre-
sentative for more information.

POS button text for member Name search — Contains the text on the button to intiate a member
search by their first and last name. There are two text boxes, and each text box equates to a line on the
button. Type the first line of text in ‘Line 1’ and the second line of text in ‘Line 2.’ The default values for
‘Line 1’ and ‘Line 2’ are ‘Member Name.’

POS prompt text for member First Name search — Contains the text used on the POS screen
when entering the first name when searching for the member number.

POS prompt for member Last Name search — Contains the text used on the POS screen when
entering the last name when searching for the member number.

POS button text for member Phone search — Contains the text on the button to initiate a member
search by their phone number. There are two text boxes, and each text box equates to a line on the
button.

POS prompt text for member Phone search — Contains the text used on the POS screen when
entering a phone number

POS button text for member Email Address search — Contains the text on the button to intiate a
member search by their email address. There are two text boxes, and each text box equates to a line
on the button.

POS prompt text for member Email Address search — Contains the text used on the POS screen
when entering an email address.

38 Aloha Loyalty User Guide

To configure the Member Lookup tab:

1. Type the text to appear on the FOH button used to assign a member to a guest check. If you
are using Quick Service, you define your POS button text in Panel Editor. Refer to Adding the
Assign Member Button in Configuring Aloha POS for Loyalty for information on creating the
assign member button in Aloha Quick Service.
2. Type the FOH text used to prompt the employee to assign the Loyalty member to a guest
check.
3. Select Require Loyalty member card to be swiped and disallow manual entry unless
approved by a manager, to force the employee to enter Loyalty cards using a mag card
reader.
4. Select Allow Members to Use other Forms of ID to enable your employees to look up mem-
bers using another form of identification. Steps 4 through 6 applies to both Aloha Table Service
and Aloha Quick Service.
5. Type the FOH text used to prompt for an alternate form of ID.
6. Type the text to appear on the FOH button used to look up a member using an alternate form
of ID.
7. Type the text to appear on the FOH Loyalty report button. If you are using Quick Service, you
define your POS button text in Panel Editor. Refer to Adding the Member Report Button in Con-
figuring Aloha POS for Loyalty for more information.
8. Select the Member Profile tab to continue the configuration, if necessary.

Configuring the Member Profile Tab

The Member Profile tab (Figure 12) enables you to configure the information that is required on the
Enter Member Profile Information screen in the Loyalty Member, the information that a member can use
as an alternate form of identification, and the information that appears on the POS system when
searching for a member using an alternate form of identification. If you are making changes to the pro-
file of a store, the Member Profile tab is unavailable.

The tab is comprised of five columns, the first column contains a list of all available member profile
options in alphabetical order. The last four columns contain check boxes from which you select the
information to collect for your loyalty program.

Figure 12 Member Profile Tab

Aloha Loyalty User Guide 39

Default Member Profile Fields — Indicates the member profile options that appear on the Enter
Member Profile Information screen in the Loyalty Member and on the Profile/Bonus Plan Balance page,
if you are using MemberLink.

Required Member Profile Fields — Contains all available member profile options. Selecting an option
indicates you must enter the information on the Enter Member Profile Information screen in the Loyalty
Member and the Profile/Bonus Plan Balance page in the MemberLink Web site. The system denotes
required options with a red asterisk on the Member Profile Information screen and Member Profile sec-
tion in MemberLink, you cannot save the member profile until all required fields contain valid informa-
tion. Card Type and Card Number are required; therefore, you cannot disable them and they are always
selected. Use caution when designating required fields; some members may not want to give out per-
sonal information, such as company name and drivers license number.

The fields you enable in this column become available to use as a security validation field for Member-
Link. You define the actual field used for security validation in the Card Setup on the Loyalty Settings
tab in ‘Card numbers that don’t require ePin validation use the member profile security validation of.’

Other Member Profile IDs — Indicates the alternate forms of ID you can use to assign a Loyalty
member to a guest check. For example, you can allow a member to use their telephone number when
assigning them to a guest check. Select only the member profile options that you want to allow as
alternate forms of identification, such as Drivers License, or Phone #. Do not select options that contain
generic information, to prevent the system from returning large numbers of records. If the returned set
of records is too large, the POS system displays a message to redefine the search criteria.

Display on POS Look-up List — Indicates the Member Profile options that appear on the POS when
an employee looks up a member using an alternative form of ID. For example, you look up a member
with the last name of ‘Doe,’ and the POS displays a list of all members with the last name of Doe. This
column determines the extra information that appears on the screen to further identify this member to
you, such as first name and telephone number. You should select information that enables you to iden-
tify the correct member, such as last name, first name, and phone number.

Select from the following member profile options:

Member Profile
Description
Information
Anniversary Date Enables you to enter an anniversary date for the Loyalty member. This is typi-
cally a wedding or other special occasion.
Birth Date Enables you to enter the date of birth for the Loyalty member.
Card Number Enables you to enter the unique 14-digit Loyalty card number assigned to the
member.
Card Type Enables you to select the type of Loyalty card from a drop-down list.
City/Town/Suburb Enables you to enter the city where the Loyalty member lives.
Company Enables you to enter the company where the Loyalty member works.
Country Enables you to enter the name of the country where the Loyalty member resides.
Email Address Enables you to enter the email address of the Loyalty member.
First Name Enables you to enter the first name of the Loyalty member.
Last Name/Surname Enables you to enter the last name of the Loyalty member.
Other Phone # Enables you to enter a secondary phone number for the Loyalty member, such as
a cell phone, or work number.
Phone # Enables you to enter the primary phone number of the Loyalty member.
Postal Code Enables you to enter the zip code or international zip code of the Loyalty mem-
ber.
State/Region/Province Enables you to enter the state where the Loyalty member lives.
Street 1 Enables you to enter the mailing or street address of the Loyalty member.
Street 2 Enables you to enter any additional street information, such as suite number or
apartment number.

40 Aloha Loyalty User Guide

Your company can define up to ten additional options on the General tab that appear in the list with an
asterisk and in alphabetical order. Because these fields are defined by your company, the list above
does not include any company-defined fields. Defining your own options enables you to collect addi-
tional information about your members that is important to your business. For example, you can collect
information about a favorite wine, dessert, or sports team. The options that you define on the General
tab display in the list with an asterisk.

Print Sign-up Voucher upon Card Activation — Indicates the sign-up voucher you create on the
Creating a Sign-up Voucher screen prints the first time the card number gets assigned to a guest check.
Selecting ‘Print Sign-up Voucher upon Card Activation’ enables the ‘Print Sign-up Voucher until Member
Information is Entered’ check box. If you want to use a preprinted voucher, you are responsible for cre-
ating it in an external application and having it printed.

To create a sign-up voucher that prints when a Loyalty card is activated, click to display the Creating
a Sign-up Voucher screen. You must type the text you want to collect on the sign-up voucher in the
‘Custom Text’ text box. Refer to Creating a Sign-up Voucher for complete instructions on customizing a
sign-up voucher.

Print Sign-up Voucher until Member Profile Information is Entered — Indicates you want to
print a sign-up voucher each time the card gets used until you enter the member profile information on
the Enter Member Profile Information screen in the Loyalty Member. The voucher continues to print
until you enter additional information about the member on their profile other than their card number.
If you just add their name, and not their address, the system no longer prints the voucher.

To configure the Member Profile tab:

1. Select the member profile options you want to enable on the Enter Member Profile Informa-
tion screen in the Loyalty Member.
2. Select the member profile options in the ‘Required Member Profile Fields’ column that you
want to denote as required on the Enter Member Profile Information screen in the Loyalty Mem-
ber.
3. Select the member profile options that you want to use as an alternate form of ID in the
‘Other Member Profile IDs’ column. Your employees use these options to look up a member who
does not have their card.
4. Select the member profile options to appear on the FOH when an employee looks up a mem-
ber in the FOH in the ‘Display on POS Lookup List’ column. Select options that enable your
employees to identify a member quickly. For example, you may want to include Phone Number
and Street Name.
5. Select Print sign-up voucher card upon activation to enable the POS system to print a
sign-up voucher. To create the sign-up voucher, click ; otherwise, continue to Step 7. Refer
to Creating a Sign-up Voucher, for more information.
6. If you selected ‘Print sign-up voucher card upon activation’ in Step 5, you can select Print
sign-up voucher until member profile information is entered, to continue printing the
sign-up voucher until you enter the member profile.
7. Select the Print/Display tab to continue with the configuration, if necessary.

Creating a Sign-up Voucher

If you want to print a sign-up voucher when you activate the card, select ‘Print Sign-up Voucher upon
Card Activation’ on the Member Profile tab and click to create your sign-up voucher. A sign-up
voucher contains a predefined heading that includes the store name, store address, store phone num-
ber, guest table number, check ID, server name, time, and card number.

Do not type in the custom text box, unless you want to print a voucher when a card gets activated. If
you are supplying your own sign-up vouchers, do not select ‘Print Sign-up Voucher upon Card Activa-
tion.’

Aloha Loyalty User Guide 41

Refer to Figure 13 for an example of the Create Sign-up Voucher screen.

Figure 13 Create Sign-up Voucher Screen

Keywords

Select Keywords from the drop-down list to display a list of all available keywords for your sign-up
voucher. A keyword enables you to dynamically populate the sign-up voucher with customer specific
information. For example, ‘Store Name’ returns the name of the store where the member is signing up
for the frequency program.

Font Settings

Select Font Settings in the drop-down list to display a list of font settings for your sign-up voucher. By
default, text displays as left justified, normal, and in black on the sign-up voucher. You can change
these settings; however, your printer must support the new settings. Printers that do not support the
new settings ignore the settings and print in the default black font. Select a font setting and click Defi-
nition to obtain more detail about the font setting.

Definition — Select a Keyword or Font Setting in the list and click to view a detailed definition.

Insert — Select a Keyword or Font Setting in the list and click to add it to the custom text.

Custom Text — Designates the custom text to print on every voucher. Any text you type prints on
every voucher. Your sign-up voucher retains any manual line break you enter in the text box. Use key-
words to dynamically insert text in the sign-up voucher. You can manually type your keywords or font
settings in the text by enclosing them with the % character. If you insert the keyword or font setting in
the text, it automatically inserts it at the end of the text, regardless of where you place your cursor.

To create a sign-up voucher:

1. Select Print sign-up voucher upon card activation on the Member Profile tab.
2. Click . The Create Sign-up Voucher screen appears.
3. Place your cursor where you want to enter your custom text and type your text.
Because all vouchers print with a predefined header, any text you enter prints after the header
text.
Use keywords and font settings to add a more personal touch to the sign-up voucher.
4. Click Save, after completing your custom sign-up voucher, to return to the Member Profile tab.

42 Aloha Loyalty User Guide

Configuring the Print/Display Tab
Use the Print/Display tab to configure the information that prints on the guest check or Loyalty voucher,
and the FOH screen. (Figure 14)

Figure 14 Print/Display Tab

POS Print and Display Options

Select the options you want to print on the guest check, or Loyalty voucher. When you select an option,
an example appears in the ‘Example Text’ window to the right.

Member Name — Indicates you want the member name to appear on the guest check or Loyalty
voucher. Loyalty uses the member name entered on the Member Profile screen. If you have not entered
a name for the member, “Valued Member” appears in place of a name.

Card Type — Indicates you want to include the card type on the guest check or Loyalty voucher. The
card type determines the functionality of a specific card. When you create a card type in Card Setup,
you assign it specific characteristics, such as the card prefix and whether the card is an Stored Value,
Loyalty card, or combination Stored Value and Loyalty card. You must be licensed for both Loyalty and
Stored Value to make a combination card.

Card Number — Indicates you want to include the member’s card number on the guest check or Loy-
alty voucher. The card number uses the masking rules defined in the Mask Profile Information on POS
and Insight settings.

Credit Earned for Current Visit — Indicates you want to include the bonus plan name, amount of
credit, and plan type on the guest check or Loyalty voucher. For example, “Aloha Cafe Breakfast Club -
14 points,” where Aloha Cafe Breakfast Club is the name of the bonus plan followed by the amount of
credit earned by the guest.

Aloha Loyalty User Guide 43

The following table shows examples of the text that prints when you select ‘Credit Earned for Current
Visit.’

Bonus Plan Type Description Example Text

Currency-Based Spent Jazz Cafe-10.00 Spent
Frequency-Based Visits Jazz Cafe-5 Visits
Items-Based Items Jazz Cafe-14 Items
Points-Based Points Jazz Cafe-25 Points
Lottery-Based Jazz Cafe Lottery odds of winning-1 in 15 (Prints only if you
receive a bonus.)
Occasion-Based Birthday Lunch available-07/14/2005

If the Loyalty member is currently enrolled in an occasion-based bonus plan, the bonus plan name and
the date or range of dates for which the member is eligible for a reward appear on the guest check and
FOH screen. For example, “Birthday Lunch available-07/14/2005.” If the member did not provide a birth
date, “Not Eligible” appears on the receipt/voucher.

Reward Earned for Current Visit — Indicates you want to include the rewards earned for the current
visit on the guest check or Loyalty voucher, and FOH screen. For example, “Aloha Cafe Breakfast Club -
Free Green Eggs and Ham Breakfast.” If the Loyalty member does not earn a reward, “None” prints on
the receipt/voucher.

Current Balance for Affected Bonus Plans — Indicates you want to include the current balance for
the bonus plans for which the Loyalty member earned credit on the current transaction. If the member
does not earn credit toward a bonus plan in which they are participating, “None” prints on the receipt/
voucher.

Current Balance for All Bonus Plans — Indicates you want to include the current balance for all
bonus plans in which the Loyalty member participates. For example, the member earns credit towards
a currency bonus plan but did not earn credit towards the items based plan, the receipt/voucher still
prints the status. If you select ‘Current Balance for All Bonus Plans,’ the ‘Current Balance for Affected
Bonus Plans’ check box is unavailable.

Create/Print Custom Member Message — Indicates you want to print the custom text that you
define in the Create Custom Message dialog box. Click to access the Create Custom Message dialog
box.

Refer to Creating a Custom Member Message, for steps on how to add a custom message to a guest
check or voucher.

Display Stored Value Balance on Member Report — Indicates any stored value balance appears on
the guest check if using Aloha Stored Value.

Display Available Queued Rewards — Indicates any rewards queued for future use appear on the
guest check.

Display Available Smart Rewards — Indicates any smart rewards available to the cardholder appear
on the guest check.

Print On

Use the Print On options to select whether the data selected on the Print/Display tab prints on the guest
check or the voucher.

Guest Check — Indicates you want the data selected on the Prints/Display tab to print on the guest
check. This data prints at the bottom of the guest check, which contains the itemized order detail and
check total. If you select ‘Guest Check,’ the member gets a single receipt that includes all information.

44 Aloha Loyalty User Guide

Voucher — Indicates you want the data selected on the Print/Display tab to print on a voucher instead
of the guest check. If you select ‘Voucher,’ the guests receives two receipts, the normal guest check
with item detail and a voucher with their Loyalty information and program credit. A voucher contains
Loyalty information and does not contain any check detail. Vouchers print as separate receipts and are
hard coded to contain the following information:

Voucher Data Example Text

POS unit name Aloha Jazz Cafe
Store Address 1 1234 Anywhere St.
Store Address 2 City, State
Store Phone Number 111-111-1111
Table Number Table 21
Check Number 12345
POS Employee Name John
Time assigned to a check 7:20 pm

Mask Profile Information on POS and Insight

Use these options to mask sensitive data on the guest check or Loyalty voucher, and FOH Aloha POS
screens. When you enable a check box, a read-only example appears to the right of each check box.

Credit Card Number — Indicates you want to mask all but the last four numbers of the credit card
number on the guest check or voucher, and the FOH Aloha POS screens. For example,
**********1234.

Drivers License Number — Indicates you want to mask all but the last four numbers of the drivers
license number on the guest check or voucher, and the FOH Aloha POS screens. For example, ****1230

Social Security Number — Indicates you want to mask all but the last four numbers of the Social
Security number on the guest check or voucher, and the FOH Aloha POS screens. For example,
*****1234.

Card Number — Indicates you want to mask all but the first five and last four numbers of the card
number on the guest check or voucher, and the FOH Aloha POS screens. For example,
12345*****2422.

To configure the Print/Display tab:

1. Select the options you want to print on the guest check or voucher in the POS Print and Dis-
play Options section. When you click an option, you can visually see example text in the text
box on the right.
2. Select either Guest Check or Voucher.
3. Select from the following masking options:
• Credit Card Number
• Drivers License Number
• Social Security Number
• Card Number
4. Select the Rewards tab to continue with the configuration, if necessary.

Creating a Custom Member Message

You can create a customized message to print on your guest checks and vouchers to add a personal
touch to your Loyalty program. Personalized messages increase participation in your Loyalty program.

The Create Custom Member Message screen enables you to insert keywords and add your own text to a
message. You can use different font settings to control the appearance on the custom message, for
impact.

Aloha Loyalty User Guide 45

Refer to Figure 15 for an example of a custom message.

Figure 15 Create Custom Member Message

Keywords

Select Keywords from the drop-down list to display a list of all available keywords for your custom mes-
sage. A keyword enables you to dynamically populate the guest check or voucher with member specific
information. For example, ‘Member First Name’ returns the member’s first name on the guest check or
voucher.

Font Settings

Select Font Settings in the drop-down list to display a list of font settings for your custom message. By
default, text displays as left justified, normal, and in black on the message. You can change these set-
tings; however, your printer must support the new settings. Printers that do not support the settings
ignore the settings and print in the default black font. Select a font setting and click Definition to obtain
more detail about the font setting.

Definition — Select a Keyword or Font Setting in the list and click to view a detailed definition.

Insert — Select a Keyword or Font Setting in the list and click to add it to the custom text.

Custom Text — Designates the custom text to print on every voucher or guest check. Type your cus-
tom message in the text box. Any text you type prints on every voucher or guest check. Your message
retains any manual line breaks you enter in the text box. Use keywords to dynamically insert text in the
message. You can manually type your keywords or font settings in the text by enclosing them with the
% character. If you insert the keyword or font setting in the text, it automatically inserts it at the end of
the text, regardless of where you place your cursor.

Print on Guest Check — Indicates you want the custom message to print on the guest check. If you
selected pre-defined data elements on the Print/Display tab, those elements print before your custom
message on the guest check.

Print on Voucher — Indicates you want the custom message to print on the voucher. If you selected
pre-defined data elements on the Print/Display tab, those elements print before your custom message
on the voucher.

46 Aloha Loyalty User Guide

To create a custom message:

1. Select Create/Print Custom Member Message on the Print/Display tab.

1. Click .
2. Type your custom text in the ‘Custom Text’ text box.
3. Insert different keywords from the list to dynamically insert pieces of text into a message.
4. Format your text using font settings to add visual impact if you have a printer that supports
font settings that are different from the default settings.
5. Select whether to print on the ‘Guest Check’ or ‘Voucher.’
6. Click Save.

Configuring the Rewards Tab

Use the Rewards tab to configure:

• The maximum number of rewards that you can issue on one transaction.
• The way Loyalty handles a queued reward.
• The way Loyalty rounds your points-based plans. (Figure 16)

Figure 16 Rewards Tab

Reward Options

Use these options to configure:

• The maximum number of rewards that you can apply to one transaction.
• The priority of the reward.
• The order in which to apply the rewards on the guest check.
• How Loyalty handles rewards, should the guest check exceed the maximum number on a trans-
action.
• How Loyalty can queue rewards for future use.

Aloha Loyalty User Guide 47

A member can participate and earn credit in more than one bonus program on a single visit. For exam-
ple, a member can participate in a ‘buy five entrees and get one free’ reward plan, and ‘get a free des-
sert on your tenth visit’ reward plan. The member could conceivably be eligible for two rewards on the
same visit. You determine the maximum number of rewards a member can receive on a single transac-
tion, and if Loyalty queues any extra rewards until the next visit.

Maximum Number of Rewards that can be Applied to a Guest Check in one transaction —

Contains the maximum number of rewards you can issue to a member on a single transaction. If the
member exceeds the number of rewards, you can elect to queue the rewards for future use by selecting
‘Allow Rewards to be queued for Future Visits.’ To allow your Loyalty member to be eligible for unlimited
rewards on a guest check, type the number zero; otherwise, type a positive number in the text box.

Apply the Rewards first to check when maximum reward per check threshold is met — Indi-
cates the bonus plan reward that gets issued on the check. You can apply a reward based on the prior-
ity established in the Bonus Plan Setup, or apply a reward based on when it was earned. For example,
the member can only receive one reward per visit. On this particular visit, they earned a free entree on
bonus plan A, and a free dessert on bonus plan B, and had a percent off the entire meal reward they
earned on a previous visit on bonus plan C. If you issue rewards based on priority, Loyalty checks the
priority of the reward established in Bonus Plan and uses that criteria as the deciding factor when issu-
ing rewards. You can select either highest priority or lowest priority. You can also issue the reward
based on when the member earned the reward. If you issue rewards based on when they are earned,
and select ‘Oldest’ from the drop-down list, Loyalty checks to see when the reward was actually earned
and issues older rewards first.

Select one of the following options from the drop-down list:

Highest Priority — Distributes rewards in ascending order of how they are ranked in the
Bonus Plan Setup. Rewards ranked as a ‘1’ get distributed over a reward ranked as a ‘2’.

Lowest Priority — Distributes rewards in descending order of how they are ranked in the
Bonus Plan Setup. Rewards ranked as a ‘2’ get distributed over a reward ranked as a ‘1’.

Most Recent — Distributes the most recently earned reward first. Bases the rewards earned in
ascending order of date/time.

Oldest — Distributes the oldest earned reward first. Bases the rewards earned in descending
order of date/time.

Calculate Real-time Discount rewards based on the remaining check balance — Indicates how
the system calculates a second real-time discount, if allowed on a check. The system calculates the dis-
count on the remaining check total after applying the first discount. If you clear this option, the system
bases the second real-time reward on the original check total.

For example, you allow more than one real-time discount reward per check.The first reward is 20% off
all items, and the second reward is 10% off all items. Refer to the following table to determine how the
system would calculate both discounts on a $20.00 check:

Calculate Real-Time Discount rewards

Calculation
based on the remaining check balance
Option selected 20.00 – 4.00 (20% off) = 16.00 - 1.40 (10% off) =
14.40
Option cleared (not selected) 20.00 - 6.00 (20% + 10% =30%) =14.00

Sort eligible check items to discount based on — Designates how the system applies multiple
rewards to a check. This is an alternative pricing method, and is only available if you clear ‘Calculate
Real-time discount rewards based on the remaining check balance.’

48 Aloha Loyalty User Guide

If you select ‘Original Price,’ the system applies the rewards based on the highest original price of the
eligible items. For example, the check contains three eligible items priced at $11.00, $9.00, and $8.00.
Because the $11.00 item is the highest priced eligible item on the check, the system calculates a 20%
discount ($11.00 x .20 = $2.20) and an additional 10% discount off the original price of this item
($11.00 x .10 = $1.10), for a total discount of $3.30.

If you select ‘Remaining Balance,’ the system applies the rewards based on the highest price of the eli-
gible items, but re-sorts the items by highest price after applying the first discount, to determine to
which item the second reward should apply. Using the same example of three eligible items priced at
$11.00, $9.00, and $8.00, because the $11.00 item is the highest priced eligible item on the check, the
system calculates a 20% discount off this item ($11.00 x .20 = $2.20), making the discounted price of
this item $8.80. The system then re-sorts the eligible items by highest price, now $9.00, $8.80 (dis-
counted item), and $8.00, and applies an additional 10% discount (.90) off the $9.00 item, for a total
discount of $3.10.

Allow Rewards to be Queued for future visits — Indicates how you queue rewards that a card-
holder has earned but not yet been issued. You can select from the following options:

Rewards will not be Queued — Indicates all rewards are not queued. Selecting this option
disables the ‘Queue rewards for this Bonus Plan’ on the General tab in Bonus Plan Setup.

Select plans to Queue Rewards — Indicates the system will queue rewards by selected
bonus plans. You select which bonus plans you want to queue the rewards. Click to add
bonus plans from the Unassigned Plans list box to the Assigned Plans list box.

You must have at least one bonus plan configured before selecting ‘Select plans to Queue
Rewards.’ Having bonus plan configured enables you to select at least one bonus plan.

Rounding Options

Use these options to configure how Aloha Loyalty rounds rewards. For example, when you use a dollar-
based bonus program and a member spends $6.58, you can round up, do not round at all, or round
down. If you round up and to the nearest dollar, the member earns $7.00 toward their bonus plan.

Rounding Options for Points-Based plans — Indicates the rounding method you want to use at
your stores. You can select from the following options:

Do Not Round — Does not round up or down. For example, a member spends $15.56 and
they earn 15.56 points toward their reward.

Round Up — Rounds up to the nearest decimal point. For example, if you round to the nearest
tenth cent and a member spends $15.56, they earn 15.60 points toward their reward. If you
round to the nearest dollar, they receive 16.00 points toward their reward.

Round Down — Rounds down to the nearest decimal point. For example, if you round to the
nearest tenth cent and a member spends $15.56, they earn 15.50 points toward their reward.
If you round to the nearest dollar, they receive 15.00 points toward their reward.

The Round Up and Round Down options are dependent on the ‘Round to the Nearest Dollar’ and
‘Round to the Nearest Tenth Cent’ options.

Round to the Nearest Dollar — Indicates you want to round your rewards to the nearest dollar.

Round to the Nearest Tenth Cent — Indicates you want to round your rewards to the nearest tenth
cent. For example, spend $12.46 and either round up to $12.50 or round down to $12.40.

Aloha Loyalty User Guide 49

Smart Rewards

Use the ‘Total number of Smart Rewards available’ option to limit the number of Smart Rewards a qual-
ifying member is eligible for at a given time. Members can be eligible for multiple rewards at a time.
Once a reward is issued, the member can be eligible for additional rewards after the system runs the
nightly Smart Reward process.

Total number of Smart Rewards available — Specifies the total number of rewards available to a
member. If you want to have unlimited rewards available to the member, enter a zero in the text box.
When a member qualifies for more smart rewards than allowed, the system will issue smart rewards
based on priority.

To configure the Rewards tab

1. Type the maximum number of rewards that Aloha Loyalty can apply to a single guest check
in one transaction.
2. Select one of the following reward hierarchies to apply to the check:
• Highest Priority
• Lowest Priority
• Most Recent
• Oldest
3. Select Allow rewards to be queued for future visits to allow a member to queue an unused
reward to receive it at a later date.
4. Select one of the following rounding options for your rewards. Refer to Rounding Options for
more information.
• Do Not Round
• Round Up
• Round Down
5. If you selected either Round Up or Round Down, select to round to the nearest dollar or to
the nearest tenth of a cent.
6. Select the General tab to continue with the configuration, if necessary.

Configuring the Company-Defined Member Fields

Tab
Use the Company-defined Member Fields tab (Figure 17) to:

• Configure the system to gather additional information about the member.

• Determine how many times a member can earn rewards in one day.

50 Aloha Loyalty User Guide

 • Configure the number of minutes to hold a connection when the store is using a dial-up ISP.

Figure 17 General Tab

Company-Defined Member Fields

Aloha Loyalty enables you to capture plenty of information about a member so that you can manage
your Aloha Loyalty program; however, there are times when you want to know something else about
your member. For example, you might want to know their favorite dessert, shirt size, favorite sports
team, even college alma mater. You can configure the system to capture up to 30 additional pieces of
information from the member.

Field 1 through Field 30 — Designates the labels for the user defined options that can appear on the
sign-up voucher in the Aloha Loyalty Member application and in MemberLink. For example, type “T-shirt
Size” to collect the t-shirt size of the member. Try to make this as descriptive as possible for the mem-
ber. The names entered here appear on the Member Profile tab and Enter Member Profile Information
screen. Additionally, these labels appear on the Profile page in MemberLink.

You can configure your company-defined member fields as text boxes in which a member types text, or
as a drop-down list in which the member selects answers from a pre-defined list.

Free-form text — Indicates the company-defined member field is a text box in which the member
types their answer. You are at the mercy of a member typing their answer. If you want specific answers
from your questions, use the ‘Pre-defined’ option.

Aloha Loyalty User Guide 51

For example, you ask ‘Favorite Ice Cream.’ You can receive many different variations of the word choc-
olate. If you run a query for chocolate, only members that spelled the word exactly as you are querying
appear. If you provide the member with a list, you control the choices for more accurate queries.

You can use the additional information you are capturing for your company as an alternate
form of identification. For example, if you have an existing loyalty program, you can use ‘Field
1’ through ‘Field 30’ as a way to allow existing members to use their older cards. Title it a
descriptive name, such as ‘Former Card Number.’ Contact Aloha Insight support for more
information on importing existing members into Aloha Loyalty. Aloha Insight support facili-
tates this process. Be sure to enable this option as an alternate form of ID on the Member Pro-
file tab, so that a member can use their old cards as identification.

Pre-defined — Indicates you are providing the customer a drop-down list from which to select an
answer. The pre-defined answers are a good way to control the data you get from your users. You
define the answers by clicking to enter your options in the text box.

Figure 18 Company-defined Profile Field Answers

Type an answer in the text box at the bottom of the screen and click Add. Repeat until you add all pos-
sible answers. If you need to delete the text, select the answer in the list and click Delete. After adding
your list of possible answers, click Close to return to the General tab.

To configure the General tab:

1. Type the custom text in Field 1, if your are using custom fields. You can define up to ten cus-
tom fields. Refer to Company-Defined Member Fields for more information on using custom
company fields.
2. Select Free-form text to require the user to enter their answer in a text-box, or Pre-defined
to create a list of answers from which the member can make a selection. If you select Pre-
defined, click and type an answer in the text box. Click Add and repeat until you add all pos-
sible answers.
3. Repeat Steps 1 through 2 until you configure all your company-defined fields.
4. Type the number of times you can assign the Aloha Loyalty member to a check before need-
ing approval from a manager.

52 Aloha Loyalty User Guide

Advanced Settings Tab
Use the Advanced Bonus Plan Options tab to determine the bonus plans for which you want the bonus
plan status to appear on the POS guest checks and on member reports. These options also control the
bonus plans a member is able to view using MemberLink, via the Internet. Refer to Printing a Loyalty
Member Report for a sample guest check with the bonus plan status included. You can limit which
bonus plans appear on the guest check, or further limit the bonus plan to members from a specific rep-
lication group.

Replication Groups enable you to control which stores have access to specific bonus plans. You
can divide your stores into logical groups by geographical areas or by franchisee owner.

The screen provides two list boxes. One list box contains all the bonus plans that you want to appear
and the other list box contains all the bonus plans you want to suppress. To prevent a bonus plan from
appearing on the guest check or appearing in MemberLink, select a bonus plan in the ‘Bonus Plans
Assigned to Display’ list box and use the arrows to move it to the ‘Bonus Plans Suppressed from Dis-
play’ list box.

Figure 19 Advanced Settings Tab

Only Display Bonus Plan if Member Still Eligible for a Reward — Indicates the expired, inactive,
or bonus plans the member has already received no longer appear on guest receipts, reports, vouchers,
and/or Memberlink when the member is no longer eligible for the bonus plan.

Print Bonus Plan information based on Replication Groups — When selected, the rewards earned
by the customer for the current visit print on their guest check when (1) you add the bonus plan to the
‘Bonus Plans Assigned to Display’ list and (2) the member uses their card while visiting a store that
resides in a replication group assigned to the bonus plan.

Aloha Loyalty User Guide 53

Scenario: You create two replication groups, the first containing your Texas stores, and the second
containing your Colorado stores. You create a bonus plan, and assign the replication group for the
Texas stores to the plan. When a Texas customer visits a restaurant in Texas, the bonus plan rewards
earned for the visit print on their guest check; however, if the customer visits one of the restaurants in
Colorado, the bonus plan status earned in Texas does not appear on the guest check the customer
receives in Colorado.

Print Bonus Plan information based on Bonus Plan merit assigned — When selected, the mem-
ber’s bonus plan rewards for the current visit print on the member’s guest check when (1) you add the
bonus plan to the ‘Bonus Plans Assigned to Display’ list and (2) the member has earned rewards on the
bonus plan. Selecting this option overrides ‘Print Bonus Plan information based on Replication Groups.’

Other Settings

Contains options that enable you to configure how many times you can assign the member to a check
before prompting for manager approval, and how long Aloha Loyalty will hold a connection after con-
necting to the Aloha Loyalty data center.

Members can be assigned to a check X times per day unless approved by a manager — Indi-
cates the number of times you can assign the same Aloha Loyalty member to different checks on a sin-
gle business day before prompting for manager approval. You can type a number from 0 to 100 in the
text box. If you want to assign the Aloha Loyalty member to a check an unlimited number of times,
type a zero in the text box.

You can use ‘Members can be assigned to a check X times per day unless approved by a manager,’ to
prevent employees from using their own card, or a friend’s card, to get bonus points.

Deleted members will not count toward max checks per day — Indicates deleting the Aloha Loy-
alty member from a check does not count toward the number of times the member can be assigned to
a check.

Hold the connection for new transactions X minutes — Indicates the number of minutes you
want to hold a connection with the Aloha Loyalty data center. You can enter up to 99 minutes; however,
you should check with your ISP to determine the amount of time a connection can be maintained with-
out any activity. If you have another transaction within the time frame, the time resets back to zero and
starts over.

For example, you enter 10 minutes in the ‘Hold the connection for new transactions’ text box. You
authorize an Aloha Loyalty transaction that requires your store to connect to the central database at
12:00 p.m. If you do not have another transaction in the next 10 minutes, the line disconnects. How-
ever, in this example, if another transaction occurs at 12:09 p.m., the time resets and does not discon-
nect until 12:19p.m., barring any further transactions.

If you are using Aloha Stored Value, you must enter the same time on the General tab as you do in the
‘Hold the connection for new transaction X minutes’ text box on the Connection Settings tab. The sys-
tem verifies the two times are the same. If the times are different, you receive a prompt asking you to
verify you want to change the setting. If you select Yes on the ‘Hold Transaction Settings Changed’
message box, the Gift Card Store Configuration is updated to reflect the number entered here. If you
click No, the settings are not saved and you return to the General tab.

54 Aloha Loyalty User Guide

Configuring Bonus Plans for Aloha
Loyalty
Use Bonus Plan Setup to create your bonus plans and rewards for your Loyalty program. A bonus plan
refers to how the customer earns credit. For example, you can create a Points-based bonus plan that
accumulates points based on the dollars a member spends in your restaurant. When the customer
accumulates the predetermined amount of points, they earn a reward, such as a 15% discount on their
current check.

You can create the following types of bonus plans:

• Be My Guest-based — The member receives a card with a pre-defined bonus plan reward.
• Currency-based — The member earns plan credit for every dollar they spend.
• Employee Comp-based — An employee receives a percentage or dollar discount each time
they use the card to dine in the restaurant.
• Frequency-based — The member earns plan credit based on the number of visits.
• Items-based — The member earns plan credit based on the items they purchase.
• Lottery-based — A sweepstakes style plan in which the member never knows when they
might win a reward.
• Points-based — The member earns points for every dollar they spend.
• Smart Rewards-based — The historical data determines which members receive a reward.

When you create a bonus plan, you can create a single reward or multiple rewards for the bonus plan.
You can create the following types of rewards:

• Real-Time Discount — Automatically applies a promotion or comp to the current member

check, when the member reaches a new level. The server or cashier does not have to press any
comp or promotion button to apply the discount.
• Reward Voucher — Prints a coupon on a receipt printer that the member can use on their
next visit – or you can simply print a special congratulatory message to the member.
• Corporate Issued — Sent to the customer by mail at a later date either by corporate or a third
party. You can issue rewards, such as jackets, t-shirts, or mugs via a corporate issued reward.
Corporate issued rewards are also used for charities and school programs, where corporate
might issue a check for $10 to the school band or little league teams for every $100 the mem-
ber spends.
• Stored Value Deposit — Adds dollars to the member’s Stored Value. Customers can use the
added dollars as a form of payment the next time they visit the restaurant. Your company must
be licensed for Stored Value to use this reward type.

You can create a very flexible bonus plan structure and allow your customers to earn extra credit during
different times of the day or in different parts of the restaurant. For example, you can double the points
earned during a late night happy hour, or during a Monday lunch. Offering additional plan credit on a
bonus plan is a bonus plan event. Your bonus plan events are similar to Aloha POS events. You can con-
trol the days or date range, the hours or day part in which a bonus event is active, and the revenue
center in which a bonus event is active. You can even activate a bonus event based on the item
ordered, such as an appetizer or dessert.

You specify the extra credit in the way of a multiplier. For example, a multiplier of “2” earns double
credit, and “3” earns triple credit. You can apply the multiplier to the entire plan credit the member
earned on the check, or to just select items on the check.

Bonus plans are assigned to Loyalty cards. A card can have many simultaneous bonus plans, or you
might choose to activate only a single bonus plan with a card.

Refer to Sample Bonus Plan Configurations for more ideas and step-by-step instructions on creating
bonus plans. This section contains detailed descriptions of the options in the Bonus Plan.

Aloha Loyalty User Guide 55

Welcome to the Loyalty Bonus Plan

The ‘Welcome to the Loyalty Bonus Plan’ screen displays the names of the active bonus plans created
by your company. From this screen, you can add new bonus plans, edit existing bonus plans, copy
existing bonus plan settings to a new bonus plan, and delete bonus plans. A bonus plan has a unique
name with the defined settings that control when a member receives a reward. You can create one
bonus plan, or create multiple bonus plans, and assign them to a card series.

When you select Aloha Loyalty > Bonus Plan Setup, the Welcome to the Loyalty Bonus Plan appears
with all your active bonus plans. You can sort your active bonus plans using the columns in the list box.
Refer to Figure 20 for an example of the Welcome to Loyalty Bonus Plan.

Figure 20 Welcome to the Loyalty Bonus Plan

Bonus Plan Name — Contains the name of the bonus plan defined by your company. Each bonus plan
must have a unique name, such as “Aloha Dessert Tour” or “Aloha Coffee Plan.”

Type — Indicates the type of bonus plan. You select the type of bonus plan on the General tab. You can
choose from one of the following types of bonus plans, such as Be My Guest-based, Employee comp-
based, Frequency-based, Items-based, Points-based, Lottery-based, or Currency-based.

Active — Indicates the status of the bonus plan. Active bonus plans contain a check mark in the
‘Active’ column. To make a bonus plan inactive, clear the ‘Active’ check box. Use caution when making a
bonus plan inactive, as it will prohibit customers from earning credit towards the bonus plan.

Modified Date — Indicates the last date any modifications were made to the bonus plan.

Modified By — Contains the first and last name of the user who last modified the bonus plan.

Show Inactive Bonus Plans — Indicates that you want to view your inactive bonus plans along with
your active bonus plans in the list box. To activate an inactive bonus plan, select the ‘Active’ check box
in the row of the inactive bonus plan.

Add

Click Add to add a bonus plan and assign individual characteristics to the bonus plan, such as the type
of bonus plan, reward settings, and reset settings. To add a new bonus plan, you must have the “Bonus
Plan - Add” security right assigned to your security class. Refer to Security Class Online Help for more
information.

Refer to Sample Bonus Plan Configurations for detailed instructions on creating bonus plans.

56 Aloha Loyalty User Guide

Edit

Select a bonus plan in the list box and click Edit to make changes to an existing bonus plan. Once the
bonus plan is in use, you should limit the characteristics you edit.

Delete

Select a bonus plan in the list box and click Delete to delete the bonus plan. If a member has earned
credit toward the bonus plan, you cannot delete the bonus plan.

Copy

Select a bonus plan in the list box and click Copy to copy the characteristics of one bonus plan to a new
bonus plan. You must assign the new bonus plan a unique name.

Configuring the General Tab

Use the General tab to configure the name and bonus plan type. Configuration options vary by the
bonus plan selected. For example, when you select an Items-based bonus plan type you have specific
options that pertain only to an Items-based bonus plan; however, if you select Lottery-based bonus
plan, you receive a different set of options. In the following definitions, the bonus plan type associated
with the option is in parenthesis to the right of the option name. If it applies to all bonus plans, it is
denoted with the word (all). Refer to Figure 21 for an example of the General tab.

Figure 21 General Tab with Currency Options Enabled

Active

Indicates an active bonus plan. If you create a new bonus plan, the bonus plan defaults to active. To
make the bonus plan inactive, clear the check box.

Name (all) — Identifies the bonus plan. Type a unique name to identify the bonus plan, such as “200
Point Club.” You can type up to 50 characters in the text box. This is the name that identifies the bonus
plan on reports and prints on guest receipts; therefore, use a name that is descriptive and customer
friendly. You configure the information that prints on guest receipts or vouchers in the Loyalty Configu-
ration.

Description (all) — Describes the purpose of the bonus plan. Enter an optional description, such as
the purpose of the bonus plan, and reward incentives. You can type a description up to 300 characters.
The description entered is not used on any of your reports.

Aloha Loyalty User Guide 57

Bonus Plan Type (all) — Indicates the type of bonus plan. The type of bonus plan selected deter-
mines how the member earns credit toward a reward. You can select from the following bonus plan
types:

Be My Guest-based — Indicates the bonus plan rewards the guest on their next purchase. For
example, you can create a bonus plan that rewards a guest with 100% off on their next visit.

Currency-based — Indicates the bonus plan rewards the member based on the amount of
dollars spent in your restaurant. For example, you can create a bonus plan that rewards the
member for every $100.00 they spend.

Employee Comp-based — Indicates the bonus plan rewards an employee with a comp on
their meal purchase. For example, you can create a bonus plan that rewards an employee with
a 50% discount on an entree.

Frequency-based — Indicates the bonus plan rewards the member based on the number of
times they visit your store. For example, you can create a bonus plan that rewards the member
after they visit your restaurant three times, and then again after five visits.

Items-based — Indicates the bonus plan rewards the member based on the items they pur-
chase, such as the quantity of items purchased, or you can track the items they purchase and
reward the member after they purchase one of every item in a category. Use an Items-based
plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu,
create a bonus plan that rewards the customer after they purchase one of every dessert.

Lottery-based — Indicates the bonus plan rewards the member on an odds-based scale. You
can offer your members a one in x chance at earning a reward. For example, you offer a one in
10 chance of winning a free coffee. Keep in mind that each person has a one in 10 chance of
winning, so conceivably you could have five members come in and each one win a free coffee.
This is not the same as one out of every ten members wins a free coffee. A Lottery-based plan
is similar to a slot machine, where each person has the exact same odds of winning.

Points-based — Indicates the bonus plan rewards the member based on the number of points
earned for the amount of money spent, or by the item purchased. For example, you can create
a bonus plan that rewards the member a point for every dollar they spend, which is a basic one
to one relationship. You can also create a Points-based plan where the member earns 10 points
for every appetizer they purchase. With any Points-based plan, you set the number of points it
takes to earn a reward.

Smart Rewards-based — Indicates the bonus plan rewards only the member card numbers
that you import into the system from historical data, based on any criteria you want. A Smart
Rewards-based bonus plan is a one time reward. Once the member receives the reward, they
cannot receive the reward again. If you want the member to receive the reward again, you
would have to create a new Smart Rewards-based bonus plan.

Eligible Items (all) — Indicates the items you want to include in the bonus plan. You can elect to
include all items in the bonus plan, or select a specific category for the bonus plan. If you select ‘Select
Category,’ you must click and select the item categories included in the bonus plan on the Select
Categories. Select one of the following:

Select Category — Enables you to include specific categories of items on the bonus plan. Use
‘Select Category’ to limit the items that earn credit toward the bonus plan. For example, you
only want to include appetizers in the bonus plan. You add the category that contains the appe-
tizers via the Select Categories.

58 Aloha Loyalty User Guide

 All Items — Indicates you want to make all items eligible for the bonus plan. When you create
a new bonus plan, ‘All Items’ is the default selection.

If you are not an existing Aloha Insight customer, you must install Loyalty at the store level
before you can view your items and categories.

Start Date (all) — Indicates the date the bonus plan becomes effective and a Loyalty member can
start earning credit toward the bonus plan. ‘Start Date’ defaults to the current date. You can enter a
date in the future; however, you cannot enter a date in the past.

End Date (all) — Indicates the date the Loyalty member can no longer earn credit toward the bonus
plan. The ‘End Date’ is optional. If you use an end date, verify it is a date in the future and after the
date in the ‘Start Date’ text box.

Members cannot accrue credit until profile is registered (Be My Guest-based, Currency-
based, Frequency-based, Items-based, Points-based) — Indicates a new member does not start
earning rewards for a loyalty plan until they go online and complete their registration.

Provide members with ___ in credit when they register their profile (Be My Guest-based,
Currency-based, Frequency-based, Items-based, Points-based) — Indicates the system credits
a new loyalty member with x times the standard reward for the selected bonus plan as soon as they go
online and complete their registration, to encourage them to register their profile and start earning
credits. For example, for a frequency-based bonus plan, the system can credit the new member with
two visits just for completing their registration.

Automatically provide members with their next eligible reward when they register their
profile (Be My Guest-based, Currency-based, Frequency-based, Items-based, Points-
based) — Indicates the system issues the next reward the member is eligible for when the member
registers their account online.

Minimum purchase amount per check (Frequency-based only) — Indicates the minimum
amount the loyalty member must purchase during a visit to the restaurant before earning credit for that
visit. Using additional Loyalty options, you can control whether the guest qualifies for the minimum
amount spent based on the original or discounted check total. All items on the guest check are used to
determine if the guest qualifies for the reward, not just the items that are qualified in the bonus plan.

Queue rewards for this bonus plan (all) — Indicates the system places rewards that are earned
but not yet issued into a queue and applies the reward to the guest check the next time the member
uses the loyalty card at a store that supports the bonus plan. For example, when a member earns two
rewards in one visit and the system can only issue one reward, Aloha Loyalty queues the reward not
issued for the next visit.

Item Settings

The Item Settings options apply to Currency-based, Items-based and Points-based bonus plans. You
can use these options to determine the types of items that earn credit toward the bonus plan.

Allow Aloha POS Discounted items to count towards rewards (Items-based, Currency-based,
and Points-based) — Indicates you want to allow a discounted item on the guest check, via a promo-
tion or a comp, to apply toward the bonus plan. For example, the member uses a coupon to get 25% off
an entree. If you select this option, the discounted entree earns credit on the bonus plan.

Use Discount Price for rewards (Items-based, Currency-based, and Points-based) — Indi-
cates you want to use the discounted price to count toward the reward. When you select ‘Allow Dis-
counted items to count towards rewards,’ it enables the ‘Use Discount Price for rewards’ check box. If
you are creating an Items-based bonus plan, this option is not available.

Aloha Loyalty User Guide 59

Allow modifiers to count toward plan rewards (Items-based, Currency-based, and Points-
based) — Indicates items ordered as a modifier count toward the bonus plan. For example, the mem-
ber can add an extra slice of cheese to their burger for an additional fee and the extra price counts
toward the bonus plan. ‘Allow Modifiers to count toward plan rewards’ is the default selection when cre-
ating a Currency-based, items based, or Points-based bonus plan.

Item only counts once towards plan rewards (Items-based only) — Indicates you want to allow
an item to count one time toward a bonus plan. If you are creating a bonus plan that requires a mem-
ber to purchase one of every eligible item, enable this option. For example, your bonus plan requires
the member to drink one of every type of beer you sell. This option forces the member to buy at least
one of every beer before earning the bonus plan reward.

Plan Settings

The Plan Settings options apply to Lottery-based plans and Points-based plans. The options for a Lot-
tery-based plan differ from the options for a Points-based plan. On a Lottery-based plan, you determine
the odds of the reward. On a Points-based plan, you select either to use a master points plan, which
uses the plans own settings and reset options, or you can combine the points with another bonus plan.

Each member will have a 1 in x chance to receive a reward at random (Lottery-based

only) — Specifies the odds the bonus plan uses for the reward. Type a number in the text box. For
example, if you type 5 in the text box, each member that purchases a qualifying item has a one in five
chance of winning a reward. This is not the same as one out of every five members earns a reward.

Master Points Plan (Points-based only) — Indicates the Points-based plan uses the settings you
define for the bonus plan and designates the plan as a master plan.

A master points plan combines points earned from multiple Points-based plans and counts those points
toward a single Points-based reward. For example, you have the Aloha Points Plan that offers a reward
for every 1000 points, and this bonus plan is always in effect. You create another bonus plan, the
Mauna Loa Points Plan, to coincide with a special event or promotion, but make it available for a limited
time. Designate the Aloha Points Plan as the master bonus plan and the points earned on the Mauna
Loa Points plan count toward the 1000 point reward threshold.

Combine Points with: (Points-based only) — Indicates the bonus plan that links to the Master
Points Plan. The two Points-based bonus plans can earn points differently; however, they can use the
same reward program, reset options, and bonus events. When you combine a points plan with another
points plan, the only active tab is the Schedule tab.

To combine points with another bonus plan:

1. Select ‘Combine Points with.’

2. Answer the prompt.
3. Select another Points-based plan in the drop-down list that is not linked to another plan.

Points Settings

The Points Settings options enable you to tie the points to an amount of currency spent, or to the num-
ber of items purchased. You can use a one-to-one conversion, or you can use a many-to-one conver-
sion, such as 10 points per unit of currency. If you base the number of points on the number of items
purchased, and use a one-to-one ratio, a member can purchase one item at $10.00 and earn one point
and another member purchase a single item at $5.00. Both members earn the same number of points.

Points per Unit Currency (Points-based) — Indicates you want to use a currency as the basis for
your Points-based bonus plan. If you select ‘Points per Unit Currency,’ you must define at least one cur-
rency in the Points Conversion. Refer to Points Conversion for more information on selecting a currency.

X Points per X items (Points-based) — Indicates the number of points earned is based on the num-
ber of items purchased. Members earn the same bonus points for an item that costs $5.00 as they do
for a $10.00 item.

60 Aloha Loyalty User Guide

Selecting a Category

The Select Categories enables you to include specific categories of items in the bonus plan. For exam-
ple, you can select a category that contains your appetizers and limit the bonus plan to the items in the
category.

The Select Categories appears with all categories available to assign to the bonus plan in the ‘Unas-
signed Categories’ list box. Move the categories to the ‘Assigned Categories’ list box to include the cat-
egory in the bonus plan. Refer to Figure 22 for an example of the Select Categories.

Figure 22 Select Categories

You can also create categories in the Category Setup in Aloha Insight. Categories created in
Aloha Insight do not necessarily equate to the categories configured in the Aloha POS. If you
are not sure of the items in the category, click Category Setup to verify the item(s).

Unassigned Categories — Contains all available categories configured for your company that you can
assign to the bonus plan. The categories appear in alphabetical order.

Assigned Categories — Contains all active categories assigned to the bonus plan. The categories
appear in the order you assign them to the bonus plan.

Category Setup

Click Category Setup to create and edit your categories in the Category Setup.

To assign a category to a bonus plan:

1. Select the category in the ‘Unassigned Categories’ list box.

2. Use the arrows to move the category to the ‘Assigned Categories’ list box.
3. Click Next, to return to the Bonus Plan.

Aloha Loyalty User Guide 61

Defining your Points Conversion

Use the Points Conversion to configure the number of points a specific unit of currency earns. Generally,
you define the points as a one-to-one ratio. For example, for each monetary unit the member spends,
they earn one point. If you support more than one currency in your stores, you can define multiple con-
version rates for the bonus plan. Refer to Figure 23 for an example of Points Conversion.

Figure 23 Welcome to the Points Conversion

Currency Name — Contains the currency name you are converting to points.

Points — Specifies the number of points earned per the unit of currency.

Amount — Specifies the amount of currency the member must spend to earn the number of points in
the Points column.

Add

Click Add to display Points Conversion and add a new currency points conversion. When you add a new
currency points conversion, you select the currency and define the number of points per amount spent.

To add a currency for points conversion:

1. Click Add.
2. Select the currency to convert.
3. Type the number of points the currency earns in the first text box.
4. Type the monetary rate in the second text box. For example, in a one-point-per-one dollar
ratio, type ‘1’ in each text box. For the member to earn one point per $10.00 spent, type ‘1’ in
the first text box and ‘$10.00’ in the second text box.
5. Click Save.

Edit

Select a currency points conversion in the list box and click Edit to make changes to an existing points
conversion setting.

Delete

Select a currency points conversion in the list box and click Delete to delete the currency points conver-
sion. You must answer a prompt to verify you want to delete the currency points conversion.

62 Aloha Loyalty User Guide

Points Conversion Settings

You establish the currency and the number of points the member earns for amount of currency on the
Point Conversion Settings screen. Refer to Figure 24 for an example of the Points Conversion Settings
screen.

Figure 24 Points Conversion Settings

Currency — Indicates the currency to use as the base for the points conversion. Select a currency from
the drop-down list. Aloha Loyalty supports the same currency codes as the Aloha POS. Only currencies
not already selected appear in the list.

The member earns x point(s) per x — Specifies the number of points the member earn per unit of
currency. Type the number of points in the first text box and the amount of currency the member needs
to spend to earn the number of points in the second text box.

Click Save to return to Points Conversion dialog. You can continue to add additional currency conversion
settings, or click Done to return to the General tab.

Configuring the Rewards Tab

The Reward tab enables you to view all rewards associated with the bonus plan, add new rewards, edit
existing rewards, and delete rewards. The columns in the Reward Settings list box are dependent upon
the type of bonus plan selected on the General tab.

Aloha Loyalty User Guide 63

The first column is dependent on the bonus plan type; therefore, the bonus plan type associated with
the column heading appears in parenthesis. Refer to Figure 25 for an example of the Rewards tab.

Figure 25 Rewards Tab

Must Spend x Dollars (Currency-based) — Contains the amount of currency the member must
spend before earning the reward for the reward level. This is the amount in the ‘Reward is earned when
the member spends’ text box on the Reward Settings tab.

Specified Occasion (Frequency-based) — Contains the number of times the member must visit
before earning a reward. This is the number in the ‘Reward is earned every x visits’ text box on the
Reward Settings tab.

Must Purchase x Items (Item-based) — Contains the number of items the member must purchase
before earning a reward. This is the number of items in the ‘Reward is earned when the member pur-
chases x items’ text box on the Reward Settings tab.

Points Threshold (Points-based) — Contains the number of points the member must earn before
earning a reward. This is the number of points in the ‘Reward is earned when the member accumulates
x points’ text box on the Reward Settings tab.

Reward Name — Contains the name of the reward as in the ‘Reward Name’ text box on the Reward
Settings tab.

Reward Type — Contains the type of reward as in the ‘Reward Type’ drop-down list on the Reward
Settings tab.

Maximum credit per bonus plan per Loyalty assignment: x Dollars (Currency-based) — Speci-
fies the maximum dollar amount the member can earn for the bonus plan.

Maximum credit per bonus plan per Loyalty assignment: x Items (Items-based) — Specifies
the maximum number of items that can earn credit on the bonus plan.

Maximum credit per bonus plan per Loyalty assignment: x Points (Points-based) — Specifies
the maximum number of points the member can earn for the bonus plan.

64 Aloha Loyalty User Guide

Maximum credit per bonus plan per Date Of Business: — Specifies the maximum credit a mem-
ber can receive each day per bonus plan setup. The bonus plan type determines if you are limiting dol-
lar amounts, visits, items, or points. Refer to the following chart:

Bonus Plan Type Merit Type

Be My Guest Visits
Currency Based Dollars
Employee Comp Visits
Frequency Based Visits
Items Based Items
Points Based Points

If you do not want to limit the amount of credit a member can earn per date of business, type a zero in
the text box.

Add

Click Add to access the Reward Level and add a new reward level.

You can only define one reward level for a Be My Guest-based bonus plan and Employee
Comp-based bonus plan. After you define one reward level, Add is no longer enabled.

To add a reward:

1. Click the Rewards tab.

2. Click Add.
3. Type the reward name. For example, ‘50% off Coupon.’
4. Type the reward threshold it takes for the customer to receive the reward in the text box. The
name of the text box depends on the type of bonus plan selected on the General tab.
5. Assign a reward priority to the reward, with one being the highest and five being the lowest.
6. Select the reward type and select the appropriate options available with the reward type.
7. Click the Voucher Settings tab to configure your voucher options.
8. Select Print voucher at POS when reward is earned to print a voucher.
9. Click .
10. Type your custom text in the text box, and use the keywords to insert customized pieces of
text in your message. Keep in mind this is the message printing on your voucher. Provide
enough information to inform the customer they received a reward and customize it to make
the customer feel good about earning the reward.
11. After completing your message, click Next.
12. Click Save.
13. Repeat Step 2 through Step 12 to add any additional rewards. If you are configuring a Be My
Guest-based, or Employee Comp-based bonus plan, you are limited to one reward per bonus
plan.

Edit

Select a reward level in the list box and click Edit to make changes to the reward level. Modifications
made to a reward level take place on the next refresh of data.

Delete

Select a reward level in the list box and click Delete to delete a reward level. The Delete button is active
when you have more than one reward level defined.

Aloha Loyalty User Guide 65

Defining the Reward Level Settings
Use Reward Level Settings to configure the bonus plan reward levels. You can create different tiers or
levels of rewards for your bonus plans so that a member has a lower threshold on one reward and then
stagger to a higher threshold on a larger reward. You define the reward level, the reward name, reward
type, and discount settings on the Reward Settings tab. The Voucher Settings tab enables you to define
a custom message when a member earns the reward. A real-time discount and a Stored Value Add
Value reward type require additional configuration. Refer to Figure 26 for an example of the Reward
Settings tab for a Currency-based bonus plan.

Figure 26 Reward Settings Tab for a Currency-Based Plan

Bonus Plan Reward Level Settings

Use the Bonus Plan Reward Level Settings to configure the reward name, reward threshold, reward pri-
ority, and reward type.

Reward Name — Identifies the reward. The reward name does not need to be a unique name and can
contain up to 50 alphanumeric characters.

Reward is earned when the member spends (Currency-based) — Specifies the number of dol-
lars the member must spend to earn a reward.

Reward is earned every x visits (Frequency-based and Be My Guest-based) — Specifies the

number of times the member must visit before earning the reward. The default number for a Be My
Guest-based plan is one.

Reward is earned when the member purchases x items (Items-based) — Specifies the number
of items the member must purchase to earn the reward.

66 Aloha Loyalty User Guide

Reward is earned when the member accumulates x points (Points-based) — Specifies the
number of points the member must collect before earning the reward.

You do not need to define a reward threshold on the Reward Settings tab for a Lottery-based
plan. You define the odds of winning on the General tab.

Reward Priority — Indicates the priority of the reward. The priority determines the order of the
rewards when a member earns more than one reward on a check. The priority also determines the
order the rewards get depleted from the reward queue, when there are multiple rewards in the queue.
Refer to the Rewards tab in Loyalty Configuration, for more information.

Reward Type — Specifies the type of reward to issue to the member. The reward type you select con-
trols the options that appear on-screen. The Stored Value Add Value reward type is available for
licensed Stored Value customers only. If you select Stored Value Add Value, or Real-Time Discount, you
must complete the additional options. Choose from the following reward types:

Corporate Issued Reward — Indicates the member receives the reward from the store or
corporate office at a later date. For example, you want to personalize a shirt and send it to the
member.

Stored Value Add Value — Indicates the member receives the reward on their Stored Value.
For example, you want to add $10.00 to a member’s Stored Value card. ‘Stored Value Add
Value’ is only available if you have a license to use Stored Value. When you select ‘Stored Value
Add Value,’ the options in Stored Value Add Value Settings appear.

Real-Time Discount — Indicates the member receives the reward on the current guest check.
For example, if the member receives 10% off the current bill, the Aloha POS applies a promo-
tion or comp to the current member check automatically. Real-time discounts report like regular
comps and promotions, and you can report them in net or gross sales. When you select ‘Real-
Time Discount,’ the options in Real-Time Discount Settings appear.

Reward Voucher — Indicates the member receives a reward voucher. For example, the mem-
ber receives a 25% off voucher good for their next visit. A voucher prints separate from the
guest check.

Members cannot receive this reward until their profile is registered — Indicates the cardholder
does not receive the reward until they update and register their profile in the MemberLink Web site. All
rewards are suppressed until an account is associated with the profile. Selecting ‘Members cannot
receive this reward until their profile is registered’ enables ‘Purge earned rewards due to lack of profile
once profile is registered’ and ‘Issue all retroactive rewards that were earned once profile is registered.’

Purge earned rewards due to lack of profile once profile is registered — Specifies the system
purges any prior earned rewards after the member registers their profile. This includes any rewards
earned but not issued because the member did not register the profile.

Issue all retroactive rewards that were earned once profile is registered — Specifies the sys-
tem issues all rewards earned prior to the member registering their profile at the actual time the mem-
ber registers their profile, not before.

If queued, print this reward name on the POS Member Report — Specifies any rewards queued
for future issue print on the POS Member report when printed on the POS. If a bonus plan is currently
not configured to print on the POS Member report and a reward has been earned and queued, the
reward queued prints on the POS Member report. You configure which rewards appear on guest reports
and the POS Member report on the Aloha Loyalty Configuration > Advanced Settings tab.

Aloha Loyalty User Guide 67

Real-Time Discount Settings

The real-time discount settings appear when you select Real-Time Discount in the ‘Reward Type’ drop-
down list. The real-time discount settings enable you to:

• Define the discount by selecting the comp or promo type.

• Define the discount as a dollar off amount or percentage off.
• Specify the items to discount.

Comp Type — Specifies the comp to use for the real-time discount. The ‘Comp Type’ drop-down list
contains all comps defined in the Aloha POS system. You must select a comp for which the ‘Loyalty Real
Time’ option is enabled.

Promo Type — Specifies the promotion to use for the real-time discount. The ‘Promo Type’ drop-down
list contains all ‘New Price’ promotions defined in the Aloha POS system. You must select a promo for
which the ‘Loyalty Real Time’ option is enabled.

Refer to Setting Up Aloha Promotions and Comps for Aloha Loyalty for additional information
on configuring the Aloha POS. If you need additional information on Comps and Promos, refer
to the Table Service or Quick Service User’s Guide.

Amount Settings

The amount settings enable you to define either a dollar amount off or percentage off discount on your
real-time reward. The amount settings appear when you select Real-Time Discount in the ‘Reward Type’
drop-down list.

If you are configuring a Be My Guest-based plan, the default discount type and amount is
100% off. If you are configuring an Employee Comp-based plan, the default discount type and
amount is 50% off.

Discount Type — Indicates the discount type for the reward. Select either Dollars Off or Percent Off
from the drop-down list.

Discount Amount — Specifies the amount of discount for the reward. If you select Percent Off in the
‘Discount Off’ drop-down list, express the percent off with a decimal. For example, type ‘.10’ for 10%
off.

Limit total discount amounts — Indicates you are limiting the discount amount to a pre-determined
amount. The system enables the ‘Limit total discount amounts’ when you select Percent Off in the ‘Dis-
count Type’ drop-down list. For example, you can limit the discounted amount to $25.00, even when
the customer earns a 100% off reward.

Real-Time Discount Options

The real-time discount options enable you to configure how the system handles a reward when the dis-
count reduces the guest check to a zero balance. If you apply the discount, the guest does not owe
money for the guest check. If you do not apply the discount, you can queue the reward for future use,
or discard the reward and not issue it to the guest.

Discount the eligible items up to the Real-time discount amount — Indicates the system applies
the reward to the guest check, even when the guest check is less than the reward amount. For exam-
ple, you offer a $5.00 reward and the guest only purchases $4.00. The system applies the reward to
the guest check, thus making the guest check a zero balance.

68 Aloha Loyalty User Guide

Do not award the Real-time discount — Indicates the system does not apply the reward to the
guest check when the guest check does not exceed the reward amount. When the guest check is less
than the award amount, the system uses the rules established in Loyalty Configuration on the Rewards
tab. The system can queue the reward for future use, or not issue the reward to the guest.

Item Settings

The item settings enable you to select the items eligible for a reward and the number of items that can
be discounted.

Select the items that will be discounted — Specifies the eligible items for the reward. You can
make all items available for the discount, or make specific categories of items eligible for the discount.
The ‘Select the items that will be discounted’ drop-down list contains the following options:

All Items — Indicates you want to make all items eligible for the reward. ‘All Items’ is the
default selection when creating a new reward type.

Select Category — Indicates you are limiting the reward to specific categories of items. For
example, you only want to discount appetizers on the reward plan. Click to select the cate-
gory that contains the appetizers, using Select Categories.

Number of items that will be discounted — Indicates the number of items discounted on the guest
check. For example, you type “2” in the text box, and the guest check contains five items, the system
discounts the two highest priced eligible items. If the guest check contains fewer items than the
amount entered in the ‘Number of items that will be discounted’ text box, the system applies the dis-
count to all the items on the guest check. Refer to the following examples and explanations on using
the ‘Number of items that will be discounted’ text box.

A member earns $5.00 off of their check. If the amount is not contingent upon the number of items,
type a high number in the ‘Number of items that will be discounted’ text box.

A member earns $5.00 off any single item. In this example, you are discounting one item on the guest
check; type “1” in the “Number of items that will be discounted’ text box.

Allow modifiers to be discounted — Indicates that priced modifiers, if any, are also discounted
when you apply a real-time discount to a menu item. For example, a real-time discount bonus plan
offers a 50% discount on a burger. Selecting ‘Allow modifiers to be discounted’ applies the discount to
the burger and any modifiers for which there is an additional charge, such as bacon or cheese. If you
clear this option, the system only discounts the burger at 50% and the guest still pays full price for the
bacon and cheese. Related Options: Selecting ‘Allow modifiers to be discounted’ enables the ‘Exclude
modifiers’ drop-down list, allowing you to define which modifiers to discount.

Excluded modifiers — Enables you to specify one or more modifier categories to exclude from a
reward discount, when applying a real-time discount. For example, to charge full price for guacamole
and bacon, which are priced modifiers, choose the modifier category into which these items reside in
Select Category.

No Exclusions — Indicates you are not excluding any modifiers from the reward discount.

Select Category — Indicates you are excluding specific categories of modifiers from a reward
discount. Click to select one or more modifier categories to exclude from the reward. You
define modifier categories in the Aloha Table Service or Quick Service Categories function or in
Aloha Insight Category Setup.

Number of required modifiers — Indicates a guest must choose a specific number of modifiers for a
menu item before the item is eligible for a real-time discount. For example, if you type ‘1’ in the text
box, the item is only eligible for the discount after the guest chooses at least one modifier for the item.
If you leave ‘Number of required modifiers’ blank, the guest is not required to choose any modifiers for
the item to be eligible for the real-time discount.

Aloha Loyalty User Guide 69

Required modifiers — Indicates a guest must choose a specific modifier for a menu item before the
item is eligible for a real-time discount. For example, you can specify a hamburger is only eligible for a
discount when a guest chooses bacon as a modifier; no bacon, no discount. Select one of the following
options:

All modifiers — Indicates the menu item is eligible for the real-time discount, if a guest
chooses to add any modifier, regardless of what it is, to the item.

Select Category — Indicates the menu item is only eligible for the real-time discount, if a
guest chooses to add a modifier from a specific modifier category to the item. Click to
select one or more modifier categories to require for the reward. You define modifier categories
in the Aloha Table Service or Quick Service Categories function or in Aloha Insight Category
Setup.

Discount applied towards — Establishes how the system discounts the item on the check. For exam-
ple, a guest earns a free entree with the purchase of another entree. The guest orders one entree at
14.95 and another at 12.95. You can either select the highest priced item to discount or the lowest
priced item. If you select ‘Lowest priced item’ from the drop-down list, the system discounts the entree
costing 12.95. If there are two rewards earned and you selected ‘Lowest priced item,’ the system would
discount the 12.95 entree once and the same entree again because the item cost 0.00. You can select
‘Lowest Non-zero priced item’ to have the system select another eligible item on the check.

• Highest priced item — Discounts the highest priced item eligible for the reward on the
check.
• Lowest priced item — Discounts the lowest priced item eligible for the reward on the check.
• Lowest Non-zero priced item — Discounts the lowest priced item that has a price greater
than zero when two rewards are available on the same check.

Queued Reward Options

Use these options to determine the limit the number of days the system queues a reward. For example,
a customer earns a reward but you want the queued reward to expire if it is not used within a specific
time frame.

Queued reward expires ____ days from date queued — Contains the number of days Aloha Loy-
alty queues the reward before expiring it after the reward has been queued for future use. If you want
the reward to expire 10 days after the reward was queued, type 11 in the text box. The system counts
the day the customer earns the reward as part of the calculation which accounts for the extra day.

Stored Value Add Value Settings

The Stored Value add value settings enable you to configure the amount of the reward the member
receives on their Stored Value card. You determine the amount of the reward and the store that incurs
the charge. You must select ‘Aloha Stored Value Add Value’ as the reward type to view the Stored Value
Add Value Settings.

Amount — Specifies the amount of the reward to add to the Stored Value account.

Apply Add Value to: — Specifies the store to incur the liability for the amount added to the Stored
Value. This is for reporting purposes. Add-value transactions do not affect in-store reports. Select one
of the following:

Store where the reward was earned — Indicates the charge reports against the store
where the reward was earned.

Selected Store — Designates a specific store to incur the liability for the charge. You can des-
ignate one store to incur the add value amount.

70 Aloha Loyalty User Guide

Defining your Voucher Settings
Use the Voucher Settings tab to configure a custom message to print when a member receives the
reward. If your program has more than one tier, you should create a separate message for each reward
in the program. Creating custom messages adds a personal touch to your frequency program, which
increases participation.

You can print barcodes on vouchers that enable your customer to bring it back as a coupon to redeem
on their next visit. For example, you want to reward your customers with a free dessert on their next
visit if they spend a pre-defined amount. This is a type of bounce back reward. It encourages repeat
business. There are several factors to keep in mind when creating vouchers to print barcodes, first does
your printer support barcodes and will your paper have enough room to support longer barcodes. Cur-
rently, the Aloha POS supports writing to a barcode on Epson TM 88 printers.

Print voucher at POS when reward is earned — Indicates you want to print a voucher when the
member earns the reward. Selecting ‘Print voucher at POS when reward is earned’ enables the but-
ton. Click and Create Reward Text appears.

Create Custom Member Message — Click to create the custom voucher text for the reward on
Create Reward Text.

Creating your Reward Text

You can create a customized text message to print on your vouchers to add a personal touch to your
Loyalty program. The Create Reward Text screen enables you to insert keywords and add your own text
to the message. You can also use different font settings to control the appearance of the custom mes-
sage for visual impact. The drop-down list defaults to keywords and enables you to toggle easily
between keywords and font settings. Select ‘Font Settings’ in the drop-down list to view the font set-
tings you can use for your custom message. Refer to Figure 27 for an example of a custom message.

Figure 27 Create Reward Text Screen with Keywords Showing

Keywords

Select Keywords from the drop-down list to display a list of the available keywords for the custom mes-
sage. A keyword enables you to dynamically populate the guest check or voucher with customer spe-
cific information. For example, ‘Member First Name’ returns the members first name on the guest check
or voucher.

Aloha Loyalty User Guide 71

Font Settings

Select Font Settings in the drop-down list to display a list of font settings for the message. By default,
your message displays as left justified, normal, and in black on both the guest check and voucher. Using
Font Settings, you can bold specific information or make the bonus plan print in red on the voucher or
guest receipt. If you use font settings other than the default, your printer must support these settings.
If your printer does not support the additional settings, the printer ignores the settings and print in the
default black font. Select a font setting and click .

Definition — Select a keyword or font setting in the list and click to view a detailed definition.

Insert — Select a keyword or font setting in the list and click to add it to the Custom Text
area.

Custom Text — Designates the custom text to print on every voucher or guest check. Any manual line
break you enter in the text box also appears in the message. Use keywords to dynamically insert text in
the message. You can manually type your keywords or font settings in the text by enclosing them with
the % character. If you insert the keyword or font setting in the text, the system automatically inserts
it at the end of the text, regardless of where you place your cursor.

Print on Guest Check — Indicates you want the custom reward message to print on the guest check.

Print on Voucher — Indicates you want the custom reward message to print on the voucher.

Adding a Custom Message

Plan your custom messages to use the name of the member receiving the reward. If the reward is the
first reward in a series of rewards, you can let the member know what the next reward is and what it
will take to achieve the reward. For example, ‘You have earned a 25% off voucher on your next visit,
and you are halfway to a 50% off your entire meal. Thanks for participating and we look forward to see-
ing you again.’

To create a custom message:

1. Plan your message in advance.

2. Type the text in ‘Custom Text’ using the keywords and font settings, where applicable. When
you insert a keyword or font setting in the ‘Custom Text’ text box, the system automatically
places it at the end of the text.
• You can insert different keywords from the list, to dynamically insert pieces of text into a
message.
• You can format your text using the font settings, to add visual impact, if you have printers
that support the different font settings.
3. Select either Guest Check or Voucher.
4. Click Next to return to the Voucher Settings tab.

72 Aloha Loyalty User Guide

Configuring the Schedule Tab
The Schedule tab enables you to define the active times, location, and other qualifiers on the bonus
plan. For example, you can make a bonus plan active on Monday from 6:00 p.m. to 10:00 p.m. during
football season. When you create your bonus plan, you define these special times and days on the
Schedule tab. Refer to Figure 28 for an example of the Schedule tab.

Figure 28 Schedule Tab

Activating a Bonus Plan

Use the options in Activate this Plan to define the active days of the bonus plan. The following options
generate additional options to the right:

• Daily
• Weekly
• Monthly
• On Member’s

Daily — Indicates the bonus plan is active every day during the active range. You determine the active
range for the bonus plan using the ‘Start Date’ and ‘End Date’ on the General tab.

Weekly — Indicates the bonus plan is active on specific days of the week, or every x number of weeks.
When you select ‘Weekly,’ another option appears to the right.

Every x Week(s) on: — Specifies the weekly interval and the days of the week on which the
bonus plan is active. For example, select 1 from the ‘Every Week(s) on’ drop-down list and
select Friday, Saturday, and Sunday as the active days. This makes the bonus plan active every
week on Friday, Saturday, and Sunday. To make the bonus plan active every other week, select
2 from the drop-down list.

Monthly — Indicates the bonus plan is active on a monthly basis. You can make the bonus plan active
on a specific date of the month, such as the 15th of every month, or on a specific weekday of the
month, such as the first Friday of every month. When you select ‘Monthly,’ the following options appear
to the right.

Every x day of every x month(s) — Designates the specific date of the month and the
monthly interval in which the bonus plan is active. Select the date from the drop-down list in
the first text box, and select the monthly interval in the second drop-down list. For example,
select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan
active on the 15th of every month.

Aloha Loyalty User Guide 73

 x x of Every x Month(s) — Designates the specific week and weekday of the month, and the
monthly interval on which the bonus plan is active. Select a number between 1 and 5 in the first
drop-down list, which corresponds to the week of the month. Select the day of the week on
which to make the bonus plan active in the second drop-down list. Select a number between 1
and 12 to determine the frequency in months on which to make the bonus plan active in the
third drop-down list. For example, to make the bonus plan active on the second Wednesday of
every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and
1 in the third drop-down list.

On Member’s — Indicates the bonus plan is active on a special occasion for the member. The drop-
down list includes Anniversary, Birthday, and Sign-Up Date. You can further define the bonus plan by
limiting the reward to the specific date only, during the week of the occasion, or the month of the occa-
sion. Select an option in the drop-down list and use the additional options to refine when the member is
eligible for the reward.

If you select ‘On Member’s,’ you must have the data in Loyalty to reward the mem-
ber. For example, the member must provide you with the date of their birthday and
it must be in their profile data for the member to receive the reward on their birth-
day.

On selected occasion only — Indicates the bonus plan is active on the date of the special
occasion only.

During week of selected occasion — Indicates the member is eligible to receive the reward
during the week of the occasion. If you select ‘During week of selected occasion,’ you must
determine the time frame within the week the member can receive the reward.

• Calendar Week — Indicates the member can receive the reward during the calendar
week of the occasion.
• 7 Days from selected occasion — Indicates the member can receive the reward up
to seven days after the occasion. For example, the anniversary is on 7/14, the member
can earn the reward from 7/14 - 7/20.

During the month of selected occasion — Indicates the member can earn the reward
during the month of the occasion. If you select ‘During the month of selected occasion,’ you
must determine the time frame within the month the member can receive the reward.

• Calendar Month — Indicates the member can receive the reward during the entire cal-
endar month of the occasion.
• 30 days from selected occasion — Indicates the member can receive the reward for
up to 30 days, starting on the date of the occasion.

Bonus Plan Settings

The options in Bonus Plan Settings enable you to define the active locations for the bonus plan.

All Stores — Indicates the bonus plan is active in all stores licensed for Loyalty.

Stores in this Replication Group — Indicates the bonus plan is active in the selected replication
group. The drop-down list contains all replication groups for your company. If you do not have any rep-
lication groups defined, this option is not available. Refer to Replication Group Online Help for more
information on creating replication groups.

Qualify By

The Qualify By options enable you to further refine the active times and conditions for the bonus plan.
You can limit the bonus plan by:

• Day Parts

74 Aloha Loyalty User Guide

 • Revenue Centers
• Hours
• Order Modes

The Qualify By options contain two different categories of options, one affects the check and the other
affects the items on the check.

Day Parts — Indicates you are qualifying eligibility by the day part. For example, you can make a
bonus plan available only at specific times of the day, such as lunch or late night, to increase traffic.
Click to select the eligible day parts. If you select ‘Day Parts,’ you cannot select ‘Hours.’

Revenue Centers — Indicates you are qualifying bonus plan eligibility by revenue center. For example,
you can limit the bonus plan to specific revenue centers, such as your bar area or patio. Click to
define the revenue centers that qualify for the bonus plan.

Hours — Indicates you are qualifying items in the bonus plan by the hours in which a guest orders the
item. For example, you limit the bonus plan to items ordered during late night hours. Click to define
the hours of eligibility.

Order Modes — Indicates you are qualifying the items on the bonus plan by order mode. For example,
you can limit the bonus plan to only items that are in the ‘Dine-in’ order mode and exclude items that
are ‘To-Go.’ Click to define the eligible order modes.

Merit by Occasion

Use the ‘Merit by Occasion’ options to specify a window of time in which a loyalty member can earn
merit for a bonus plan. For example, to allow a member to earn a 15% discount beginning six weeks
after they complete their registration and ending four weeks later, select Sign-Up Date from the ‘Mem-
ber Occasion’ drop-down list and type ‘42’ (7 days/week x 6 weeks = 42 days) in ‘Merit Start Date’ and
‘71’ (7 days/week x 4 weeks = 28 days + 42 days) in ‘Merit End Date.’ The cardholder is still eligible to
earn the reward on day 70 but not on day 71. If the cardholder registers their profile on Saturday, 02/
4/2012, the window of earning merit begins on 03/17/2012 and ends on 04/14/2012.

Member Occasion — Designates the qualifying occasion for the reward. Aloha Loyalty supports the
following occasions:

Registration Date — One-time reward based on the date on which the new member went
online and completed their registration.

Sign-Up Date — One-time reward based on the date the card was first assigned to a guest
check in the Aloha system.

Birthday — Recurring reward based on the guests’ birth month and day, as provided in the
guests’ member profile.

Anniversary — Recurring reward based on the date on which the guest was married, as pro-
vided in the guests’ member profile.

Merit Start Date / Merit End Date — Designates the window of opportunity during which time the
guest can earn rewards for this plan. Type a number between 1 and 364 for the start and end number
of days. The number of days you enter in ‘Merit Start Date’ is the number of days after the occasion
selected in ‘Member Occasion’ occurs. You must type a higher number in ‘Merit End Date.’

Aloha Loyalty User Guide 75

Selecting Day Parts

The Select Day Parts screen enables you to limit your bonus plan or bonus event to a specific time of
the day. All available day parts appear in the ‘Unassigned Day Parts’ list box. Move the day parts for use
in qualifying the bonus plan from ‘Unassigned Day Parts’ to ‘Assigned Day Parts.’ Refer to Figure 29 for
an example of the Select Day Parts screen.

Figure 29 Select Day Parts

Unassigned Day Parts — Contains all available day parts configured for your company. The day parts
appear in alphabetical order.

Assigned Day Parts — Designates the active day parts assigned to the bonus plan or bonus event.
The day parts appear in the list box in the order you assign them to the bonus plan or bonus event.

To assign a day part:

1. Select the day part in the ‘Unassigned Day Part’ list box.
2. Use the arrows to move the selection to the ‘Assigned Day Part’ list box.
3. Click Next, to return to the prior screen.

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Selecting Revenue Centers
The Select Revenue Centers screen enables you to limit the bonus plan or bonus event to specific areas
of your restaurant. All available revenue centers appear in the ‘Unassigned Revenue Centers’ list box.
Move the revenue centers for use in qualifying the bonus plan from ‘Unassigned Revenue Centers’ to
‘Assigned Revenue Centers.’ Refer to Figure 30 for an example of the Select Revenue Centers screen.

Figure 30 Select Revenue Centers

Unassigned Revenue Centers — Contains all available revenue centers configured for your company.
The revenue centers appear in alphabetical order.

Assigned Revenue Centers — Designates the active revenue centers assigned to the bonus plan or
bonus event. The revenue centers appear in the list box in the order you assign them to the bonus plan
or bonus event.

To assign a revenue center:

1. Select the revenue center in the ‘Unassigned Revenue Centers’ list box.
2. Use the arrows to move the selection to the ‘Assigned Revenue Centers’ list box.
3. Click Next, to return to the prior screen.

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Selecting Bonus Plan Hours
The Select Hours screen enables you to limit the bonus plan or bonus event to specific hours of opera-
tion. All available hours appear in the ‘Unassigned Hours’ list box. Move the hours for use in qualifying
the bonus plan from ‘Unassigned Hours’ to ‘Assigned Hours.’ Refer to Figure 31 for an example of the
Select Hours screen.

Figure 31 Select Hours

Unassigned Hours — Contains all available hours for which you can make the bonus plan active. The
hours appear in numeric order.

Assigned Hours — Designates the hours already assigned to the bonus plan or bonus event. The
hours appear in the list box in the order you assign them to the bonus plan or bonus event.

To assign eligible hours to a bonus plan or bonus event:

1. Select the hours in the ‘Unassigned Hours’ list box.

2. Use the arrows to move the selection to the ‘Assigned Hours’ list box.
3. Click Next, to return to the prior screen.

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Selecting Order Modes
The Select Order Modes screen enables you to limit the bonus plan or bonus event to specific order
modes in your restaurant. All available order modes appear in the ‘Unassigned Order Modes’ list box.
Move the order modes for use in qualifying the bonus plan from ‘Unassigned Order Modes’ to ‘Assigned
Order Modes.’ Refer to Figure 32 for an example of the Select Order Modes screen.

Figure 32 Select Order Modes

Unassigned Order Modes — Contains all available order modes configured for your company. The
order modes appear in alphabetical order.

Assigned Order Modes — Designates the active order modes assigned to the bonus plan or bonus
event. The order modes appear in the list box in the order you assign them to the bonus plan or bonus
event.

To assign an order mode to a bonus plan or bonus event:

1. Select the order mode in the ‘Unassigned Order Mode’ list box.
2. Use the arrows to move the selection to the ‘Assigned Order Mode’ list box.
3. Click Next, to return to the prior screen.

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Configuring the Reset Options Tab
Use the Reset Options tab to determine when the bonus plan starts over. The reset options that appear
depend on the bonus plan type selected on the General tab. If your company queues rewards, you can
optionally reset the rewards a member has in the queue. Refer to Loyalty Configuration for more infor-
mation on configuring queued rewards. Refer to Figure 33 for an example of the Reset Options tab.

Figure 33 Reset Options tab

Reset Options

Select one of the following reset options:

Reset plan when member receives reward. Reset plan only ___ time(s) — Indicates the bonus
plan resets when the member receives the reward. If the plan has multiple tiers, the plan resets when
the member achieves the last level reward. Type the number of times the bonus plan resets in the text
box.

Reset plan every year on___ ___ — Indicates the bonus plan resets on a specific date every year.
For example, if a bonus plan revolves around the college football season, select a date in January to
reset the plan. This resets the plan for all members.

Reset plan every ___ days after member sign-up date — Indicates the bonus plan resets every x
number of days after the member signs up for Loyalty. Loyalty determines the sign-up date for the
member using the date the first time the member used or activated the card.

Reset plan every ___ days after plan start date — Indicates the bonus plan resets every x number
of days after the bonus plan start date. Loyalty uses the start date defined on the General tab.

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Reset plan every ___ — Indicates the bonus plan resets at the start of the selected period. Choose
one of the following:

• Month
• Company Week
• Day
• Fiscal Period
• Pay Period
• Week
• Visit
• Year

Never reset plan — Indicates the bonus plan never resets. After the member receives the bonus plan
reward, they continue to accrue credit for the plan; however, the member does not receive another
reward.

Reset queued rewards — Indicates all queued rewards for the member are reset when the conditions
for the bonus plan are met. ‘Reset queued rewards’ applies only if you are queuing your rewards. Refer
to Loyalty Configuration for more information on configuring queued rewards.

Reset merit after ___ days of non-usage — Indicates the merit associated with the bonus plan
resets to zero after the specified number of days of not assigning the card to a check. For example, the
merit resets to zero after 30 days of non-usage, the cardholder must use the merit within that 30 day
window or the plan resets.

Reset merit when merit ___ ___ and ___ days of non-usage — Indicates the merit resets when
the conditions defined in the drop-down list are met. You select the qualifier for resetting the reward,
such as Equal to, Greater Than, Greater Than or Equal To, and more, and type the range of days of non-
usage to reset the merit. When you assign the card to a check, the system checks at this time to see
when the card was last used. If you manually adjust the bonus plan credit on a card, the system resets
the days of non-usage.

Reset Options for Be My Guest-Based Bonus Plans

The following options enable you to determine when a Be My Guest-based plan resets. Selecting ‘Limit
total discount amounts’ on the Reward Settings tab enables the ‘Member can use card until total dis-
count amount is reached’ option.

Member can only use card once — Indicates the cardholder can use the card to receive the Be My
Guest-based reward one time only.

Member can use card until total discount amount is reached — Indicates the cardholder can
continue using the card until they receive the amount defined in ‘Limit total discount amounts’ on the
Reward Settings tab as a reward.

Members can no longer receive rewards __ days after card is activated with this Bonus
Plan — Indicates the card expires after the number of days entered in the text box. For example, you
want to expire cards 60 days after you activate each individual card. This expiration date applies to
when you activate the actual card and not the series. For example, card 10000000000001 is activated
on March 1; therefore, it expires in 60 days on April 29th. If card 10000000000002 gets activated on
April 1, this card would expire 60 days later on May 30.

Reset Options for Employee Comp-Based Bonus Plans

The following options enable you to configure when your Employee Comp-based bonus plans reset.
Selecting ‘Limit total discount amounts’ on the Reward Settings tab enables ‘Employee can use card
until total discount amount is reached.’ For example, you can create an Employee Comp-based plan

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that allows the employee to receive up to $50.00 each month in discounts. When the employee reaches
the $50.00 limit during the month, the discount is no longer available. Each month, the plan resets to
zero and the employee can begin receiving discounts again.

Employee can use card anytime — Indicates the employee receives the discount every time the
employee uses their card.

Employee can use card until total discount amount is reached — Indicates the employee can
continue to receive the discount until they reach the amount defined in ‘Limit total discount amounts’
on the Reward Settings tab.

When you select ‘Employee can use card until total discount amount is reached,’ you can configure
when the amount resets.

Reset total discount amount every — Indicates the amount resets per the defined interval. Depend-
ing on the interval you select, you may need to define additional generated options. Options, such as
Company Week, Fiscal Periods, and Pay Periods are defined in Company Setup; these options generate
an additional button that you can click to view or edit the changes in Company Setup.

Month — Resets the Employee Comp-based bonus plan on the first of each calendar month.

Company Week — Resets the Employee Comp-based plan on the first day of the company
week defined in Company Setup. Click Company Week Setup to view or edit your company
week calendar in Company Setup.

Day — Resets the Employee Comp-based plan at the beginning of each day.

Fiscal Period — Resets the Employee Comp-based plan at the start of each fiscal period
defined in Company Setup. Click Fiscal Period Setup to view or edit the fiscal periods for your
company.

Pay Period — Resets the Employee Comp-based plan at the start of each pay period defined in
Company Setup. Click Pay Period Setup to view or edit your pay periods in Company Setup.

Visit — Resets the Employee Comp-based plan after each visit.

Week — Resets the Employee Comp-based plan on Sunday of each calendar week.

Year — Resets the Employee Comp-based plan on January 1 of each year.

Rollover remaining discount amount to next interval — Indicates any leftover amount not used
carries over to the next discount interval. ‘Rollover remaining discount amount to next interval’
becomes enabled when you select a qualifying interval in the ‘Reset total discount amount every’ check
box.

Configuring the Bonus Events Tab

Bonus events enable a member to earn additional credit toward a bonus plan through a bonus event.
For example, you want to give members extra credit for coming in during your late night happy hour.
You can double the reward, or even triple the reward. This enables you to offer special promotions to
your members and generate traffic in your restaurant during slow times. It also enables you to offer
bonus event promotions when you change your menu, or add new items to the menu.

Bonus events do not work with plans in which you select the option ‘Items only count once toward plan
rewards’ on the General tab, such as Lottery-based plans or tour style Items-based plans.

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Click the Bonus Events tab, to view the bonus events configured for the current bonus plan. Bonus
events are specific to a bonus plan. You must create a bonus event for each bonus plan. Refer to Figure
34 for an example of the Bonus Event tab.

Figure 34 Bonus Events Tab

Bonus Events

The Bonus Events list box contains the bonus events for the current bonus plan.

Bonus Events Name — Contains the name of the bonus event. You define the name of the bonus
event on the Bonus Event Settings tab.

Active — Indicates the status of the bonus event. Active bonus events contain a check mark in the
‘Active’ column. To make a bonus event inactive, clear the ‘Active’ check box. By default, inactive bonus
events do not appear in the Bonus Event list box.

Modified By — Indicates the name of the employee who last modified the bonus event. The column
updates each time a user modifies the bonus event.

Show Inactive Bonus Events — Indicates you want to view your inactive bonus events for the bonus
plan. You can deactivate a bonus event by clearing the check mark in the ‘Active’ column.

Add

Click Add to access the Bonus Events Settings and add a new bonus event to the bonus plan. You assign
the individual characteristics to a bonus event, such as name, start and end dates, multiplier for the
bonus event, and schedule.

Edit

Select a bonus event in the ‘Bonus Event’ list box and click Edit to make changes to an existing bonus
event. When you make changes to a bonus event, the update goes into effect the next business day.

Delete

Select a bonus event in the ‘Bonus Event’ list box and click Delete. Selecting a bonus event activates
the Delete button. After you click Delete, you must answer a confirmation prompt that verifies you want
to delete the bonus event.

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Copy

Select a bonus event in the ‘Bonus Event’ list box and click Copy. Selecting a bonus event enables the
Copy button. When you copy the bonus event settings to another bonus event, you must give the new
bonus event a new unique name.

Defining the Bonus Event Settings

Use the Bonus Event Settings tab to configure the name of the bonus event, active dates, active stores,
and the multiplier for the bonus event. You can define the multiplier for the event and the schedule. For
example, you can give double credit to a member who visits your restaurant during off peak hours, or
sits in a particular location of your restaurant. You can also create a replication group that includes spe-
cific stores that are low-performing, and create a bonus event that drives revenue to those stores to
increase business.

Refer to Figure 35 for an example of the Bonus Event Settings tab.

Figure 35 Bonus Event Settings Tab

Active — Indicates the status of the bonus event. When you create a new bonus event, by default the
bonus event is active. To make the bonus event inactive, clear the check box.

Name — Identifies the bonus event. Bonus events are specific to a particular bonus plan and each
bonus event name must be unique. You can type up to 50 characters in the text box.

Voucher Text — Indicates you want to print a voucher at the store when a member receives a bonus
event. If you select ‘Voucher Text,’ you must define a message using Create Reward Text. Refer to Cre-
ate Reward Text for more information on customizing messages.

Start Date — Designates the starting date for the bonus event. Each bonus event requires a start
date. The start date cannot begin before the bonus plan start date or after the bonus plan end date.

End Date — Designates an optional ending date. The ending date must occur after the bonus event
start date.

Bonus Event Multiplier

Use the options in the Bonus Event Multiplier section to enter the number of times by which a credit
gets multiplied on the bonus event.

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Multiply member credit by x for qualified purchases during the bonus event schedule — Con-
tains the number by which the bonus event multiplies the earned credit. For example, if the member
earns 20 points and the multiplier is two, the member earns 40 points when they meet the bonus event
qualifier. The type of bonus plan you are configuring dictates the type of number you can type in the
text box. Refer to the following table:

Bonus Plan Type Whole Number Fractional Number

Currency-based X
Frequency-based X
Items-based X
Lottery-based Not applicable to Lottery-based plans.
Points-based X

For example, you can multiply the bonus event by ‘2.25’ on Currency-based and Points-based plans,
but not on Frequency-based or Items-based bonus plans.

Maximum credit per bonus event: — Contains the maximum credit the member can earn during a
bonus event.

Bonus Event Settings

The bonus event settings enable you to define the active locations for the bonus event.

Activate bonus event in:

All Stores — Indicates the bonus event is active in all stores licensed for Loyalty.

Stores in this Replication Group — Indicates the bonus event is active in the selected replication
group. The drop-down list contains all replication groups for your company. If you do not have any rep-
lication groups defined, this option is not available. Refer to Replication Group Online Help for more
information on creating replication groups.

Configuring the Bonus Events Schedule Tab

Use the Bonus Event Schedule tab to define the active schedule and qualify the bonus event by day
parts, revenue centers, hours, categories, and order modes. For example, you can make a bonus event
active on Monday from 6:00 p.m. to 10:00 p.m. and qualify it by the revenue center, such as your bar
area or patio area. Refer to Figure 36 for an example of the Bonus Event Schedule tab. The following
example displays the additional selections associated with Weekly.

Figure 36 Bonus Event Schedule Tab

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Activate this Plan

Use the options in Activate this Plan to define the active days of the bonus event. When you select
‘Weekly,’ ‘Monthly,’ and ‘On Member’s,’ additional options appear on the right.

Select one of the following options:

• Daily
• Weekly
• Monthly
• On Member’s

Daily — Indicates the bonus event is active every day during the bonus plan active range. You deter-
mine the active range for the bonus plan with the Start Date and End Dates on the General tab.

Weekly — Indicates the bonus event is active on specific days of the week or every x number of
weeks. When you select ‘Weekly,’ more options appear to the right.

Weekly Options

Every x Week(s) on: — Specifies the weekly interval and the days of the week on which the
bonus event is active. For example, select 1 from the ‘Every Week(s) on’ drop-down list and
select Friday, Saturday, and Sunday as the active days. This makes the bonus event active
every week on Friday, Saturday, and Sunday. To make the bonus plan active every other week,
select 2 from the drop-down list.

Monthly — Indicates the bonus event is active on a monthly basis.You can make the bonus event
active on a specific date of a month, such as the 15th of every month, or on a specific weekday of the
month, such as the first Friday of every month. When you select ‘Monthly,’ the following options appear
to the right.

Monthly Options

Every x day of every x month(s) — Designates the specific date of the month and the
monthly interval in which the bonus event is active. Select the date from the drop-down list in
the first text box, and select the monthly interval in the second drop-down list. For example,
select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan
active on the 15th of every month.

x x of Every x Month(s) — Designates the specific week and weekday of the month, and the
monthly interval on which the bonus event is active. Select a number between 1 and 5 in the
first drop-down list, which corresponds to the week of the month. Select the day of the week on
which to make the bonus plan active in the second drop-down list. Select a number between 1
and 12 to determine the frequency in months on which to make the bonus plan active in the
third drop-down list. For example, to make the bonus plan active on the second Wednesday of
every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and
1 in the third drop-down list.

On Member’s — Indicates the bonus event is active on a special occasion for the member. The drop-
down list includes Anniversary, Birthday, and Sign-Up Date. You can further define the bonus event by
limiting the reward to the specific date only, during the week of the occasion, or the month of the occa-
sion. Select an option in the drop-down list and use the additional options to refine when the member is
eligible for the reward.

If you select ‘On Member’s,’ you must have the data in Loyalty to reward the member. For
example, the member must provide you with the date of their birthday and it must be in their
profile data for the member to receive the reward on their birthday.

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On Member’s Options

On selected occasion only — Indicates the bonus event is active on the date of the special
occasion only.

During week of selected occasion — Indicates the member is eligible to receive the reward during
the week of the occasion. If you select ‘During week of selected occasion,’ you must determine
the time frame within the week the member can receive the reward.

• Calendar Week — Indicates the member can receive the reward during the calendar
week of the occasion.
• 7 Days from selected occasion — Indicates the member can receive the reward up
to seven days after the occasion. For example, the anniversary is on 7/14, the member
can earn the reward from 7/14 - 7/20.

During the month of selected occasion — Indicates the member can earn the reward
during the month of the occasion. If you select ‘During the month of selected occasion,’ you
must determine the time frame within the month the member can receive the reward.

Calendar Month — Indicates the member can receive the reward during the entire calendar
month of the occasion.

30 days from selected occasion — Indicates the member can receive the reward for up to
30 days, starting on the date of the occasion.

Qualify By

The Qualify By options enable you to further refine the active times and conditions for the bonus event.
You can limit the bonus event by:

• Day Parts
• Revenue Centers
• Hours
• Order Modes

The Qualify By options contain two different categories of options, one affects the check and the other
affects the items on the check.

This bonus plan will only affect checks in the following:

Day Parts — Indicates you are qualifying eligibility by the day part. For example, you can make a
bonus event available only at specific times of the day, such as lunch or late night, to increase traffic.
Click to select the eligible day parts. If you select ‘Day Parts,’ you cannot select ‘Hours.’

Revenue Centers — Indicates you are qualifying bonus event eligibility by revenue center. For example,
you can limit the bonus event to specific revenue centers, such as your bar area or patio. Click to
define the revenue centers that qualify for the bonus plan.

The bonus plan will only affect items in the following:

Hours — Indicates you are qualifying items in the bonus event by the hours in which a guest orders the
item. For example, you limit the bonus plan to items ordered during late night hours. Click to define
the hours of eligibility.

Categories — Indicates you are qualifying the items in the bonus event by the category of items a
guest orders on the guest check. For example, you limit the bonus event to a category of items, such as
“appetizer.” Click to select the eligible categories.

Aloha Loyalty User Guide 87

Order Modes — Indicates you are qualifying the items in the bonus plan by order mode. For example,
you can limit the bonus plan to only items that are in the ‘Dine-in’ order mode and exclude items that
are ‘To-Go.’ Click to define the eligible order modes.

Selecting Categories
The Select Categories screen enables you to limit the bonus event to items within a category. The
Select Categories screen appears with all available categories by which you can qualify the bonus event
in the ‘Unassigned Categories’ list box. Move the categories that qualify the bonus event from the
‘Unassigned Categories’ list box to the ‘Assigned Categories’ list box. Refer to Figure 37 for an example
of the Select Categories screen.

Figure 37 Select Categories

The guest must purchase x items/dollars from the selected categories below to qualify for
the event — Contains the number of items or dollars the member must purchase from the categories
to qualify for the event. Type the number or amount in the first text box and select either ‘Item(s)’ or
‘Dollars’ from the drop-down list.

Unassigned Categories — Contains all available categories that you can use to qualify the bonus
event.

Assigned Categories — Contains all categories assigned to the bonus event. The categories appear in
the list box in the order you assign them to the bonus event.

All eligible items for the bonus plan will be multiplied for the bonus event — Indicates only
items eligible in the bonus plan are eligible for the bonus event.

Only items in the bonus event ‘Assigned Categories’ will be multiplied for the bonus event —

Indicates items belonging to the categories showing in the ‘Assigned Categories’ list box are eligible for
the bonus event.

To assign eligible categories to a bonus event:

1. Select the categories in the ‘Unassigned Categories’ list box.

2. Use the arrows to move the category to the ‘Assigned Categories’ list box.
3. Click Next, to return to the Bonus Event Settings.\

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Configuring Smart Rewards
Smart Rewards enable you to use historical data to issue Aloha Loyalty rewards to target behavior you
want to reward. For example, you can reward customers the first time they use their card, you can
even reward customers for specific purchases, such as a discount based off prior purchases. Targeting
behavior enables you to entice your customers to visit again.

Select Aloha Loyalty > Smart Rewards to add a new reward.

Figure 38 Aloha Loyalty Smart Rewards

Smart Reward Name — Contains the name of the Smart Rewards-based bonus plans defined by your
company. Each Smart Reward-based bonus plan must have a unique name, such as “First Time Card
Reward” or “Frequent Coffee Drinker.”

Type — Indicates the type of bonus plan as being a Smart Reward-based bonus type.

Active — Indicates the status of the Smart Reward-based bonus plan. A “Yes” in the Active column
indicates the bonus plan is active; whereas, a “No’ indicates the bonus plan as not being active.

Modified Date — Indicates the last date any modifications were made to the Smart Rewards-based
bonus plan.

Modified By — Contains the first and last name of the user who last modified the Smart Rewards-
based bonus plan.

Add

Click Add to add a Smart Rewards-based bonus plan and assign individual characteristics to the bonus
plan, such as the type of reward settings, and the settings used to reset the reward.

Edit

Select a Smart Rewards-based bonus plan in the list box and click Edit to make changes to an existing
Smart Rewards bonus plan. Once the bonus plan is in use, you should limit the characteristics you edit.

Delete

Select a Smart Rewards-based bonus plan in the list box and click Delete to delete the Smart Reward
bonus plan. If a member has earned credit toward the bonus plan, you cannot delete the bonus plan.

Aloha Loyalty User Guide 89

Copy

Select a Smart Rewards-based bonus plan in the list box and click Copy to copy the characteristics of
one bonus plan to a new bonus plan. You must assign the new bonus plan a unique name.

Toggle Active

Select a Smart Rewards-based bonus plan in the list and click Toggle Active to make the plan active or
inactive. If you are making a plan inactive, members no longer receive or earn credit on the plan. You
must answer a warning prompt to make the plan inactive.

Configuring the Loyalty Smart Reward Settings

Use the Loyalty Smart Reward Settings screen to define characteristics for the plan, such as the name,
active dates, reset options, and card types assigned to the plan.

Figure 39 Aloha Loyalty Smart Reward Settings

Name — Identifies the name of the Smart Reward-based bonus plan on reports and guest receipts. You
can type up to 50 alphanumeric characters in the text box.

Description — Describes the purpose and reward incentives of the Smart Rewards-based bonus plan.
You can type a description up to 300 characters. The description entered is not used on any of your
reports.

Start Date — Indicates the date the bonus plan becomes effective and a Loyalty member can start
earning credit toward the bonus plan. ‘Start Date’ defaults to the current date. You can enter a date in
the future; however, you cannot enter a date in the past.

End Date — Indicates the date the Loyalty member can no longer earn credit toward the bonus plan.
The ‘End Date’ is optional. If you use an end date, verify it is a date in the future and after the date in
the ‘Start Date’ text box.

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Reset Options

Use the Reset Options to select when the smart reward plan resets.

When configuring a Smart Reward that uses the metric ‘Card First Used,’ the system auto
selects “Reset plan only X times’ and automatically enters a value of 1 and both options in the
Reset Options section are disabled.

Reset plan when member receives reward — Indicates the bonus plan resets when the member
receives the reward. If the plan has multiple tiers, the plan resets when the member achieves the last
level reward.

Reset plan only X Times — Indicates the Smart Reward bonus plan resets when the cardholder
receives a reward. Use this option to limit the number of times a cardholder receives the reward. Aloha
Loyalty enables you to reset the reward from 1 to 99 times.

Include Expired rewards in reset calculation — Indicates a reward earned but not used by a guest
before its expiration date is taken into consideration when determining whether to allow the guest
another opportunity to use the reward. This option works in conjunction with the value you set in ‘Reset
plan only X times.’ For example, a guest earns a 15% off coupon that expires in 30 days. If ‘Reset plan
only X times’ is set to ‘1’ and you clear ‘Include Expired rewards in reset calculation,’ the system issues
the reward again because it can be reset one time, allowing the guest another opportunity to use the
reward. If you enable ‘Include Expired rewards in reset calculation’ the system will not issue the reward
again.

Rewards

You define the rewards that a cardholder receives. The list contains the rewards you define for the
Smart Reward bonus plan. There are different metrics upon which you can base the reward:

• Card first used

• Card not used
• Dollars spent
• Items purchased
• Number of visits

You define your rewards on the Aloha Loyalty Smart Reward Definition screen.

Reward Name — Contains the name of the reward defined on the Aloha Loyalty Smart Reward Defini-
tion screen.

Reward Type — Contains the type of reward defined on the Aloha Loyalty Smart Reward Definition
screen.

Add

Click Add to add a reward on the Aloha Loyalty Smart Reward Definition screen.

Edit

Select a reward level in the list box and click Edit to edit the reward settings on the Aloha Loyalty Smart
Reward Definition screen.

Delete

Select a reward level in the list box and click Delete to delete a reward level. The Delete button is active
when you have more than one reward level defined.

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Assign to Card

Contains a list of Aloha Loyalty cards that you can assign to the Smart Reward bonus plan. One list con-
tains the cards you can assign to the Smart Reward and the other list contains a list of the cards you
have already assigned to the smart reward.

Unassigned Cards — Contains all active Aloha Loyalty cards you can assign to the Aloha Smart
Reward-based bonus plan. Select a card in the list and use the arrows to move the card to the ‘Assigned
Cards’ list box.

Assigned Cards — Contains all active Aloha Loyalty cards assigned to the Smart Reward-based bonus
plan.

Member List Import (Optional)

You can import a list of Aloha Loyalty cardholder numbers who are eligible to receive a one time Smart
Rewards-based bonus plan reward. You must query the database to obtain the list of card numbers,
based on criteria you define. You then export the results to a .csv file, remove all data except the card
numbers, and import the card number into the Smart Rewards-based bonus plan. When importing the
list of card numbers, you must adhere to the following rules:

• The list must contain valid 14-digit card numbers already in use in the Aloha Loyalty system.
• The list cannot contain duplicate card numbers.
• The list cannot contain any card numbers that were previously imported.
• Each card number must begin on a new line.
• The maximum file size is 8 MB, which is about 500,000 card numbers.

To import a list of cardholder numbers that are eligible to receive the reward, click Browse to navigate
to the file on your local machine or network. The system imports the list of card numbers into the data-
base, and the system creates a Manual Adjustment transaction that adjusts the members merit up to
the selected threshold of the reward. The next time the member is assigned to a guest check, they
receive the reward.

If you are importing a list of card numbers into the system, it is considered best practice to
not import a member list into a Smart Reward-based bonus plan with multi-level rewards.

Choose a File to Upload — Contains the path to the file containing the card numbers you are import-
ing.

Browse

Click Browse to use the standard Windows screens to locate and select the .txt file to import. Once you
select the file, click Open. A status bar appears, to indicate the import progress. After a successful
import, you receive the following message:

Figure 40 Import Successful Prompt

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If a card number had already been imported, you receive the following message:

Figure 41 Card Already Imported in the System

Configuring Aloha Smart Rewards

Use the Aloha Loyalty Smart Reward Definition screen to configure the reward properties for the Smart
Reward-based bonus plan. For example, you can assign one of the predefined metric types to the
reward. Metric types enable you to target the behavior you want to reward, such as cardholders that
spend money, or ones that visit often. Each metric type enables different options for you to configure.

Figure 42 Aloha Loyalty Smart Reward Definition

Reward Name — Identifies the reward. The reward name does not need to be a unique name and can
contain up to 50 alphanumeric characters.

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Reward Priority — Indicates the order in which the member receives the reward when more than one
reward is earned on a check. The priority also determines the order the rewards get depleted from the
reward queue, when there are multiple rewards in the queue. A reward priority of one is the highest pri-
ority and takes precedence over a reward with a lower priority or higher number.

Reward Type — Specifies the type of reward to issue to the member. The selected reward type con-
trols the options that appear on the screen. The Stored Value Add Value reward type is available for
licensed Stored Value customers only. If you select Aloha Stored Value Add Value, or Real-Time Dis-
count, you must complete the additional options. Choose from the following reward types:

Aloha Stored Value Add Value — Indicates the member receives the reward on their Stored
Value card. For example, you want to add $10.00 to a member’s Stored Value card. ‘Stored
Value Add Value’ is only available if you have a license to use Stored Value.

Corporate Issued Reward — Indicates the member receives the reward from the store or
corporate office at a later date. For example, you want to personalize a shirt and send it to the
member.

Real-Time Discount — Indicates the member receives the reward on the current guest check.
For example, if the member receives 10% off the current bill, the Aloha POS applies a promo-
tion or comp to the current member check automatically. Real-time discounts report like regular
comps and promotions, and you can report them in net or gross sales.

Reward Voucher — Indicates the member receives a reward voucher. For example, the mem-
ber receives a 25% off voucher good for their next visit. A voucher prints separate from the
guest check.

Each reward type enables different options for you to complete. The system dynamically
updates the options for you to complete based on the reward type selected.

Reward is available in — Indicates which location can receive the reward. Click the down arrow to
expand the options. Selecting the plus sign expands the list and enables you to scroll through the list.
Select from All Stores, Areas, Regions, Replication Groups, Stores, and Store Groups. Each selection
contains the number of options available in parenthesis. If you want to create a reward that targets a
specific store group, create a new store group in Site Settings, and select the store group in the list.

Campaign # — Reserved for future use.

All Stores — Indicates the reward is active in all stores licensed for Loyalty.

Area — Indicates the active area of the reward.

Region — Indicates the active region of the reward.

Replication Group — Indicates the active replication group of the reward.

Store — Indicates the active store of the reward.

Store Group — Indicates the active store group for the reward.

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Issue Rewards

The Issue Rewards setting enables you to select how often you issue rewards. Each selection enables
additional options that you configure.

Figure 43 Issue Rewards (Monthly Selected)

Type — Specifies the frequency in which you issue the reward. Select from Daily, Weekly, Monthly,
Sign-Up Date, Birthday, and Anniversary.

Daily — Indicates the reward is active every day during the bonus plan active range.

Weekly — Indicates the reward is active on specific days of the week or every x number of weeks.
When you select ‘Weekly,’ the following option appears:

Every x Week(s) on: — Specifies the weekly interval and the days of the week on which the
reward is active. For example, select 1 from ‘Every Week(s) on’ and select Friday, Saturday, and
Sunday as the active days. This makes the reward active every week on Friday, Saturday, and
Sunday. To make the reward active every other week, select 2 from the drop-down list.

Monthly — Indicates the reward is active on a monthly basis. You can make the reward active on a
specific date of the month, such as the 15th of every month, or on a specific weekday of the month,
such as the first Friday of every month. When you select ‘Monthly,’ the following options appear:

Every x day of every x month(s) — Designates the specific date of the month and the
monthly interval in which the bonus event is active. Select the date from the drop-down list in
the first text box, and select the monthly interval in the second drop-down list. For example,
select 15 in the first drop-down list and 1 in the second drop-down list to make the bonus plan
active on the 15th of every month.

x x of Every x Month(s) — Designates the specific week and weekday of the month, and the
monthly interval in which the bonus event is active. Select a number between 1 and 5 in the
first drop-down list, which corresponds to the week of the month. Select the day of the week on
which to make the bonus plan active in the second drop-down list. Select a number between 1
and 12 to determine the frequency in months in which to make the bonus plan active in the
third drop-down list. For example, to make the bonus plan active on the second Wednesday of
every month, select 2 in the first drop-down list, Wednesday in the second drop-down list, and
1 in the third drop-down list.

Sign-Up Date — Indicates the reward is active on the member sign-up date. You can further define
the reward by limiting the reward to the specific date only, during the week of the occasion, or the
month of the occasion. Select an option in the drop-down list and use the additional options to refine
when the member is eligible for the reward.

The member will receive the award — Indicates when the reward is active. You can select from the
following options:

On selected occasion only — Indicates the reward is active on the date of the special occa-
sion only.

Aloha Loyalty User Guide 95

 During week of selected occasion — Indicates the member is eligible to receive the reward
on any day during the week of the occasion.

Within 7 days of selected occasion — Indicates the member can receive the reward up to
seven days after the occasion. For example, if the member signed up for your loyalty program
on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion — Indicates the member can earn the reward on any
day during the month of the occasion.

Within 30 days of selected occasion — Indicates the member can receive the reward for up
to 30 days, starting on the date of the occasion.

Birthday — Indicates the reward is active on the member birth date. You can further define the reward
by limiting the reward to the specific date only, during the week of the occasion, or the month of the
occasion. Select an option in the drop-down list and use the additional options to refine when the mem-
ber is eligible for the reward.

The member will receive the award — Indicates when the reward is active. You can select from the
following options:

On selected occasion only — Indicates the member can receive the reward on the date of
the special occasion only.

During week of selected occasion — Indicates the member can receive the reward during
the week of the occasion.

Within 7 days of selected occasion — Indicates the member can receive the reward for up
to seven days, starting on the date of the occasion. For example, if the member has a birthday
on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion — Indicates the member can receive the reward during
the month of the occasion.

Within 30 days of selected occasion — Indicates the member can receive the reward for up
to 30 days, starting on the date of the occasion.

Anniversary — Indicates the reward is active on the member anniversary. You can further define the
reward by limiting the reward to the specific date only, during the week of the occasion, or the month of
the occasion. Select an option in the drop-down list and use the additional options to refine when the
member is eligible for the reward.

The member will receive the award — Indicates when the reward is active. You can select from the
following options:

On selected occasion only — Indicates the member can receive the reward on the date of
the special occasion only.

During week of selected occasion — Indicates the member can receive the reward during
the week of the occasion.

Within 7 days of selected occasion — Indicates the member can receive the reward for up
to seven days, starting on the day of the occasion. For example, the member has an anniver-
sary on 7/14, the member can earn the reward from 7/14 - 7/20.

During month of selected occasion — Indicates the member can receive the reward during
the month of the occasion.

Within 30 days of selected occasion — Indicates the member can receive the reward for up
to 30 days, starting on the date of the occasion.

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Aloha Stored Value Add Value Settings

The Stored Value Add Value Settings enable you to configure the amount of the reward the member
receives on their Stored Value card. You determine the amount of the reward and the store that incurs
the charge.

Figure 44 Aloha Stored Value Add Value Settings

Amount — Specifies the amount of the reward to add to the Stored Value account.

Apply add Value to: — Specifies the store to incur the liability for the amount added to the Stored
Value account. This is for reporting purposes. Add-value transactions do not affect in-store reports.
Select one of the following:

Store where the reward was earned — Indicates the charge reports against the store
where the reward was earned.

Selected Store — Designates a specific store to incur the liability for the charge. You can des-
ignate one store to incur the add value amount.

Reward Notification and Expiration

The Reward Notification and Expiration settings enable you to configure when a cardholder receives a
reward notification, and when the reward expires. For example, a cardholder receives a reward, you
can issue the reward on the next visit or issue a message informing them they received a reward that is
available upon a future visit.

Figure 45 Reward Notification and Expiration

Issue reward during next visit — Indicates the system issues the reward the next time the eligible
card number is assigned to a check. Selecting ‘Issue reward during next visit’ enables ‘Expire reward X
days after it is issued.’

Expire reward X days after it is issued — Indicates the number of days after the reward
has been issued before it expires.

Issue reward message during next visit and issue reward on the following visit — Indicates
the system notifies the cardholder upon their next visit that they have earned a reward; the reward is
applied on the subsequent visit after the notification. Selecting ‘Issue reward message during next visit
and issue reward on the following visit’ enables ‘Next Visit Message.’

Expire reward X days reward message is displayed — Indicates the number of days after
the issuance of the reward notification that the reward expires.

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Qualify Reward By

The Qualify Reward By options enable you to further refine the active times and conditions for the
bonus plan. You can limit the bonus plan by:

• Day Parts
• Revenue Centers
• Hours
• Order Modes

The Qualify By options contain two different categories, one affects the check and the other
affects the items on the check.

Figure 46 Qualify Reward By

Day Parts — Indicates you are qualifying bonus plan eligibility by the day part in which a guest places
their order. For example, you can make a bonus plan available only at specific times of the day, such as
lunch or late night, to increase traffic. If you select ‘Day Parts,’ you cannot select ‘Hours.’ Select the day
part in the ‘Unassigned Day Parts’ list box and use the arrows to move the day part to the ‘Assigned
Day Parts’ list box.

Hours — Indicates you are qualifying bonus plan eligibility by the hours in which a guest places their
order. For example, you can limit the bonus plan to orders placed during late night hours. Select the
hours eligible for the bonus plan in the ‘Unassigned Hours’ list box and use the arrows to move the
hours to the ‘Assigned Hours’ list box.

Revenue Centers — Indicates you are qualifying bonus plan eligibility by the revenue center in which
the guest places their order. For example, you can limit the bonus plan to your bar area or patio. Select
the revenue centers eligible for the bonus plan in the ‘Unassigned Revenue Centers’ list box and use the
arrows to move the hours to the ‘Assigned Revenue Centers’ list box.

Order Modes — Indicates you are qualifying the bonus plan eligibility by order mode. For example,
only items that are ordered in the ‘Dine-in’ order mode are eligible. Items that are ordered ‘To-Go’ are
excluded. Select the order mode eligible for the bonus plan in the ‘Unassigned Order Modes’ list box and
use the arrows to move the hours to the ‘Assigned Order Modes’ list box.

Additional Reward

Use this option to issue an additional reward to a guest upon their next visit after the reward has been
issued. Select the check box to enable this option.

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Include Voucher

Use the Include Voucher options to configure the text that prints on the guest check or voucher.

Figure 47 Include Voucher

Guest Check — Indicates you want the text to print on the guest check. This text prints at the bottom
of the guest check, which contains the itemized order detail and check total. If you select ‘Guest Check,’
the member gets a single receipt that includes all information.

Voucher — Indicates you want the text to print on a voucher instead of the guest check. If you select
‘Voucher,’ the guests receives two receipts, the normal guest check with item detail and a voucher with
their Loyalty information and program credit. A voucher contains Loyalty information and does not con-
tain any check detail.

Member Cannot Receive This Reward Until Their Profile is Registered

Expand ‘Member cannot receive this reward...registered’ to issue the reward only when the cardholder
registers their profile.

Figure 48 Member Cannot Receive this Reward...

Members cannot receive this reward until their profile is registered — Indicates the cardholder
does not receive the reward until they update and register their profile in the MemberLink Web site. All
rewards are suppressed until an account is associated with the profile. Selecting ‘Members cannot
receive this reward until their profile is registered’ enables ‘Purge earned rewards due to lack of profile
once profile is registered’ and ‘Issue all retroactive rewards that were earned once profile is registered.’

Purge earned rewards due to lack of profile once profile is registered — Specifies the system
purges any prior earned rewards after the member registers their profile. This includes any rewards
earned but not issued because the member did not register the profile.

Issue all retroactive rewards that were earned once profile is registered — Specifies the sys-
tem issues all rewards earned prior to the member registering their profile at the actual time the mem-
ber registers their profile, not before.

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Metric Type

You configure the type of metric the Smart Reward-based bonus plan uses to issue a reward. Each met-
ric enables you to hone in on a distinct characteristic of your cardholder and reward the behavior. You
can select from the following metric types:

• Card First Used — Defines activity based on the first time the card was assigned to a guest
check.
• Card Not Used — Defines activity based on the card not being assigned to a guest check.
• Dollars Spent — Defines activity based on the number of dollars spent.
• Items Purchased — Defines activity based on the number of items purchased.
• Number of Visits — Defines activity based on the number of visits.

Use the list box to move the metric from the ‘Available Metrics’ list box to the ‘Selected Metrics’ list box.
Each metric has individual settings that correspond to the metric. Some of the configurations apply to
all metric types, but some of the configuration settings apply to the metric type selected. The screen
dynamically changes to guide you through the metric configuration.

Figure 49 Metric Type

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Cards First Used
The cardholder receives the reward the first time the card is assigned to a guest check and it meets all
configured criteria. For example, you reward a cardholder the first time they use the card between 01/
01/2010 and 03/31/2010 with a dessert when purchasing an entree. Because the reward is based on
the first time the card is used between a specific set of dates, the member can receive the reward only
one time. Selecting ‘Cards First Used’ enables you to configure the following settings for the metric:

• Store Selection
• Date Range
• Profile Data (Optional)
• Category Selection (Optional)

When you select ‘Cards First Used’ as the metric type, you cannot select additional metrics to apply to
the reward.

Card Not Used

The cardholder receives the reward based on the last time the card was used. Use this metric to drive
cardholders that have not used their card for a period of time to come back in to your store. For exam-
ple, you reward a free appetizer to a cardholder that has not used their card in the past 60 days. The
cardholder is only eligible for the reward once. Selecting ‘Card Not Used’ enables you to configure the
following settings for the metric:

• Store Selection
• Date Range
• Profile Data (Optional))

When you select ‘Card Not Used’ as the metric type, you cannot select additional metrics to apply to the
reward.

Dollars Spent

The cardholder receives the reward based on the amount of dollars spent. You can qualify it by the
amount of money spent, amount spent within day parts, hours, revenue centers, and or order modes.
For example, you reward a cardholder a 20% discount when they spend at least $25.00 on five consec-
utive visits in the past 60 days. This reward is always available and resets after the member receives
the discount. Selecting ‘Dollars Spent’ enables you to configure the following settings for the metric:

• Store Selection
• Date Range
• Profile Data (Optional)
• Category Selection (Optional)
• Condition/Threshold Settings
• Consecutive Assignments (Optional)

Items Purchased

The cardholder receives the reward based on the specific items or number of items purchased. For
example, you reward a cardholder a free specialty coffee drink after they purchase at least 10 large cof-
fees in the past 60 days. You configure the following settings for the metric:

• Store Selection
• Date Range
• Profile Data (Optional)
• Category Selection (Optional)
• Condition/Threshold Settings
• Consecutive Assignments (Optional)

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Number of Visits

The cardholder receives the reward based on the number of visits the cardholder makes to your restau-
rant. For example, you reward a cardholder a one time voucher for a discounted meal after they have
visited your store five times in the past three months. You configure the following settings for the met-
ric:

• Store Selection
• Date Range
• Profile Data (Optional)
• Category Selection (Optional)
• Condition/Threshold Settings

Store Selection

Expand Store Selection to select the locations monitored by the metric. You can monitor individual
stores or all stores, areas, regions, store groups, or replication groups. When you expand Store Selec-
tion, the ‘Monitor’ drop-down list appears. When you select an option in the drop-down list it expands to
provide the individual areas, regions, replication groups, stores, or store groups.

Monitor — Specifies the locations the metric monitors for the reward.

All Stores — Indicates you want to monitor all stores.

Area — Indicates you want to monitor a specific area. Click the plus sign to select an area from
the expanding list.

Region — Indicates you want to monitor a specific region. Click the plus sign to select a region
from the expanding list.

Replication Group — Indicates you want to monitor a specific replication group. Click the plus
sign to select a replication group from the expanding list.

Store — Indicates you want to monitor an individual store. Click the plus sign to select a store
from the expanding list.

Store Group — Indicates you want to monitor an individual store group. Click the plus sign
next to select a store group from the expanding list.

Date Range

You must define a date range to use for monitoring the smart reward. You can select a predefined date
range or enter your own custom date range.

Use Selected Date Range

Indicates you are using one of the predefined date ranges. You must select a date range from the drop-
down list, after which the dates display to the right of the drop-down list. Last X Days

Refer to Date Range Facts located on the main Help page in the Aloha Insight FAQs section.
Date Range Facts contains information and examples for each date range.

Enables you to select a number of days to monitor. For example, you can monitor the past 180 days.
This will always monitor the past number of days you enter.

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Use Custom Date Range

Enables you to enter a custom date range to monitor. When you select ‘Use Custom Date Range,’ it
enables the ‘Start Date’ and ‘End Date’ text boxes. You can type the dates manually using the mm/dd/
yyyy format, or select the dates from the calendar.

Start Date — Contains the starting date to begin monitoring the metric for the reward. When you
select ‘Use Custom Date Range,’ the ‘Start Date’ text box defaults to the previous system date.

End Date — Contains the ending date for the reward.

Profile Data (Optional)

Enables you to filter the results by profile data specific to the cardholder. For example, you have a
sports bar and you want to reward cardholders that have a local favorite team. You must capture their
favorite team to select it from the drop-down list.

Companies that use one of the company defined fields to capture a preferred location can use this infor-
mation to filter the reward by the location. The company defined field must be labeled ‘Preferred Loca-
tion.’ The system populates the field ‘Preferred Location’ with the locations entered in the system in the
drop-down list. For example, you want to reward customers that have a preferred location with an extra
discount.

Category Selection (Optional)

Enables you to optionally filter the reward by sales or non-sales categories. All categories defined in the
Aloha POS or via the Category Setup module are available in the list. For example, you can reward the
cardholder with a 10% discount when they purchase an item from a particular category, such as from
your “Appetizer” category.

All categories available to assign to the smart reward appear in the ‘Unassigned Categories’ list box.
Move the categories to the ‘Assigned Categories’ list box to include the category in the smart reward.

Unassigned Categories — Contains all available categories configured for your company that you can
assign to the smart reward. The categories appear in alphabetical order.

Assigned Categories — Contains all active categories assigned to the smart reward. The categories
appear in the order in which you assign them to the bonus plan.

Condition/Threshold Settings

Enables you to define the reward based on a count or amount. For example, you reward the customer
based on the number of visits, which you define. You can specify cardholders have visits greater than or
even less than the number defined.

Threshold is a Count — Indicates the metric is defined by a count based on the value entered in
‘Members Must Have X Visits.’

Members Must Have — Contains one of six qualifiers for the threshold count. You select the qualifier
and the system dynamically displays any additional text boxes that need configuration. For example,
selecting ‘Between’ enables an additional text box to qualify the count. Select one of the following qual-
ifiers from the drop-down list:

Greater Than — Indicates the cardholder activity must be greater than the value entered in
the threshold text box. For example, cardholders must have greater than five visits.

Greater Than or Equal To — Indicates the cardholder activity must be greater than or equal
to the value entered in the threshold text box. For example, cardholders must have spent
greater than or equal to $100.00 dollars to qualify for the reward.

Aloha Loyalty User Guide 103

 Less Than — Indicates the cardholder qualifies for the reward if the activity is less than the
value entered in the threshold text box. For example, cardholders with fewer than five visits in
the last 60 days qualify for a discount.

Less Than or Equal To — Indicates the cardholder qualifies for the reward if the activity is
less than or equal to the value entered in the threshold text box.

Equal To — Indicates the cardholder qualifies for the reward if the activity is equal to the
value entered in the threshold text box. For example, cardholders with five items purchased are
eligible to receive the reward.

Between — Indicates the cardholder qualifies for the reward if the activity falls between the
two values entered in the threshold text boxes. For example, cardholders that buy between five
and ten coffees are eligible for the reward.

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Qualify Metric By
The Qualify Metric By options enable you to further refine the active times and conditions for the metric.
Select from the following:

• Day Parts
• Hours
• Revenue Centers
• Order Modes

Selecting Day Parts

Indicates you are qualifying bonus plan eligibility by the day part in which a guest places their order. For
example, you can make a Smart Reward metric available only at specific times of the day, such as lunch
or late night, to increase traffic. Select ‘Day Parts’ to select the eligible day parts. If you select ‘Day
Parts,’ you cannot select ‘Hours.

Expand Day Parts to limit the Smart Reward metric to a specific time of the day. All available day parts
appear in the ‘Unassigned Day Parts’ list box. Move the day parts for use in qualifying the bonus plan
from ‘Unassigned Day Parts’ to ‘Assigned Day Parts.’

Unassigned Day Parts — Contains all available day parts configured for your company. The day parts
appear in alphabetical order.

Assigned Day Parts — Designates the active day parts assigned to the Smart Reward metric. The day
parts appear in the list box in the order in which the day parts are assigned.

Selecting Bonus Plan Hours

Indicates you are qualifying bonus plan eligibility by the hours in which a guest places their order. For
example, you limit the metric to orders placed during late night hours. Click ‘Hours’ to define the hours
of eligibility.

Expand Hours to limit the Smart Reward metric to specific hours of operation. All available hours appear
in the ‘Unassigned Hours’ list box. Move the hours for use in qualifying the Smart Reward from ‘Unas-
signed Hours’ to ‘Assigned Hours.’

Unassigned Hours — Contains all available hours for which you can make the smart reward active.
The hours appear in numeric order.

Assigned Hours — Designates the hours already assigned to the smart reward. The hours appear in
the list box in the order in which the hours are assigned.

Selecting Revenue Centers

Indicates you are qualifying bonus plan eligibility by the revenue center in which the guest places their
order. For example, you can limit the Smart Reward to specific revenue centers, such as your bar area
or patio. Select ‘Revenue Centers’ to define the revenue centers that qualify for the Smart Reward.

Expand Revenue Centers to limit the Smart Reward to specific areas of your restaurant. All available
revenue centers appear in the ‘Unassigned Revenue Centers’ list box. Move the revenue centers for use
in qualifying the Smart Reward from ‘Unassigned Revenue Centers’ to ‘Assigned Revenue Centers.’

Unassigned Revenue Centers — Contains all available revenue centers configured for your company.
The revenue centers appear in alphabetical order.

Assigned Revenue Centers — Designates the active revenue centers assigned to the Smart Reward.
The revenue centers appear in the list box in the order in which you assign them to the bonus plan.

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Selecting Order Modes

Indicates you are qualifying bonus plan eligibility by the order mode. For example, only items that are
ordered in the ‘Dine-in’ order mode are eligible. Items that are ordered ‘To-Go’ are excluded. Select
‘Order Modes’ to define the order modes that qualify for the Smart Reward.

Expand Order Modes to limit the Smart Reward to specific order modes in your restaurant. All available
order modes appear in the ‘Unassigned Order Modes’ list box. Move the order modes for use in qualify-
ing the Smart Reward from ‘Unassigned Order Modes’ to ‘Assigned Order Modes.’

Unassigned Order Modes — Contains all available order modes configured for your company. The
order modes appear in alphabetical order.

Assigned Order Modes — Designates the active order modes assigned to the Smart Reward. The
order modes appear in the list box in the order in which you assign them to the Smart Reward.

Consecutive Assignments (Optional)

Enables you to qualify the bonus plan eligibility by what the cardholder orders on a consecutive basis
and limit the number of assignments per day that count toward the reward. When qualifying a reward
by consecutive assignments the system only honors the settings in ‘Threshold is a count’ and ‘Thresh-
old is a percentage’ in Condition/Threshold Settings.

Members must have X consecutive assignments in order to be eligible for the Smart
Reward — Indicates you want to qualify the bonus plan based on consecutive assignments by the
cardholder. Select the option and type the number of consecutive assignments in the text box. For
example, you want to give away a free small coffee when the user orders muffins on at least five con-
secutive visits. If the cardholder does not order a muffin on the fourth visit, the counting starts over on
the next visit.

Only the first X assignments per will count toward the consecutive assignments — Indicates
you are limiting the number of assignments in a day. This option is active when you select ‘Members
must have X consecutive assignments in order to be eligible for the Smart Reward.’ Select the option
and type the number of assignments you want to allow each day in the text box.

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Using the Aloha Loyalty Member Profile
The Loyalty Member Profile enables you to search your Aloha Loyalty database, add new members, and
edit existing member profile information.

To search your Aloha Loyalty member database, use one of the nine filters provided and then you can
enter additional information that defines the search. There is even a filter that enables you to search all
member information for specific text, such as an area code in the phone number field. For more infor-
mation on each filter, refer to Searching by Filter.

After selecting a filter, and defining your query, click Go to execute the query. Once your filter returns
members, you can then view and sort the data in the Member list box, such as by the last time they
used their card, sign-up date, and more.

Using Loyalty Member Profile

You can use Loyalty Member Profile to direct a marketing mailer to new members, which is a great way
to get your Aloha Loyalty members to return to your stores. For example, you want to send all the
members that signed up in the month of May a mailer with a coupon. Select the ‘Member Sign-up Date’
filter, define the month in the ‘Enter Date Range’ text boxes, and click Go. After obtaining the results,
you can determine which members are using their card by sorting the data by the ‘Last Used’ column.
Next, export the data to your local system, where you can work with the data and import the file to a
mail merge program.

To access Aloha Loyalty Member Profile, select Aloha Loyalty > Member Profile. Your access and rights
to the functions you can perform in Aloha Loyalty Member Profile depend on your security class set-
tings. Contact your system administrator to edit your security settings.

Select Aloha Loyalty > Member Profile to display the Welcome to the Loyalty Member Profile:

Figure 50 Welcome to Loyalty Member Screen

Searching by Filter

When you select a filter, you complete additional criteria to define your search. Each filter has selections
that are unique to the filter and enable you to further define your search. For example, when you filter
by ‘Card Number’ you select the card type, and enter a card number range; whereas, when you select
‘Card Last Used,’ you enter a date range.

Aloha Loyalty User Guide 107

Your query results display in the list box. To edit a member profile, select the member in the list and
click Edit. Refer to Entering a Member Profile, for more information on the Editing a Member screen. To
look up detailed history of a member, refer to Using Lookup Member History. If the query exceeds 3000
records, the maximum number, you receive an option to export the file to your local system.

Select Filter — Contains a list of options to use as filtering criteria when searching the Loyalty member
database. Select one of the following filters:

Card Last Used

Filters by the last time a Loyalty member used their card. When you select ‘Card Last Used,’ you can
enter a date range, or enter a single date for the search range. For example, you can query all the
members that used their cards within the last week. This enables you to view the activity level of your
customer loyalty program.

Adjustments applied through Card Lookup do not qualify when searching by the Card Last Used filter.
The ‘Card Last Used’ filter determines “last used” by when the card was applied to a guest check from
the POS.

Enter Date Range — Specifies the date or range of dates the ‘Card Last Used’ filter uses to search the
Loyalty member database. The ‘Card Last Used’ filter works on past history, and does not accept dates
in the future.

To search by card last used:

1. Select Aloha Loyalty > Member Profile.

2. Select Card Last Used from the ‘Select Filter’ drop-down list.
3. Type the beginning date and optional ending date in the ‘Enter Date Range’ text boxes, or
click to select a date from the calendar.
4. Click to process the query. Results display in the Member list box.

Card Not Used

Filters for Loyalty members that have not used their card. You can search for a single date or search by
a range of dates. For example, you can search for all Loyalty members that did not use their cards
during the 2003 - 2004 Christmas holiday season. This enables you to directly target these Loyalty
members with marketing materials for the next holiday season to entice them to come back to your
store.

Adjustments applied through the Member Lookup do not qualify when searching by the ‘Card Not Used’
filter. The ‘Card Not Used’ filter determines “not used” by when the card was applied to a guest check
from the POS.

Enter Date Range — Specifies a date or a range of dates the ‘Card Not Used’ filter uses to search the
Aloha Loyalty database. The ‘Card Not Used’ filter works on past history, and does not accept dates in
the future.

To search by card not used:

1. Select Aloha Loyalty > Member Profile.

2. Select Card Not Used from the ‘Select Filter’ drop-down list.
3. Type the beginning date and optional ending date in the ‘Enter Date Range’ text boxes, or
click to select a date from the calendar.
4. Click to process the query. Results display in the Member list box.

108 Aloha Loyalty User Guide

Card Number

Filters for Loyalty members by card number. You select a card type and then enter a single card number
or a range of card numbers. This filter enables you to look up a card, or range of cards, without know-
ing any personal information about the cardholder, and view the history associated with the card num-
bers.

Select Card Type — Contains a list of your active Loyalty card types. You define cards in the Card
Setup.

Enter Card Number — Specifies the Loyalty card numbers you want to search. You can search for a
specific card number or a range of card numbers.

To search by card number, the default selection:

1. Select Aloha Loyalty > Member Profile.

2. Select Card Number from the ‘Select Filter’ drop-down list.
3. Select the type of card from the ‘Select Card Type’ drop-down list. When you select a card
type, it automatically populates the prefix next to the ‘Enter Card Number’ text box.
4. Type the last nine digits of the card type in the ‘Enter Card Number’ text box.
The leading number corresponds to the five digit prefix assigned to the card in Card Setup. If
the card has leading zeros, you can omit the zeros. For example, for card number 000000123,
you can type ‘123’ in the text box.
5. If you are looking up a range of cards, type the last number of the range in the second text
box.
6. Click to process the query. Results display in the Member list box.

Card Type

Filters by Loyalty card type. You can select either active or inactive card types from the ‘Select Card
Type’ drop-down list. This is a great way to view all the members participating in a specific loyalty pro-
gram.

Select Card Type — Contains a list of your active Loyalty card types. You define cards in Card Setup.
If the card type has a large number of Loyalty members, the resulting query may take a few minutes to
process.

If you are using Stored Value and Loyalty, only cards that are licensed for Loyalty display in the list.

To search by card type:

1. Select Aloha Loyalty > Member Profile.

2. Select Card Type from the ‘Select Filter’ drop-down list.
3. Select the card type from the Select Card Type’ drop-down list. You define your card types in
Card Setup. When you select a card type, it automatically populates the prefix in the ‘Enter
Card Number’ text box.
4. Click to process the query. Results display in the Member list box.

Member Anniversary

Filters by the anniversary date of the Loyalty member. You can elect to search by anniversary date,
such as a wedding anniversary, or another important date the Loyalty member provides. When you
enter your search criteria, you do not have to enter a year. For example, to search for all anniversaries
within a month, such as the month of July, type 7/1 in the first text box and type 7/31 in the second
text box. The search criteria you enter returns all anniversaries that fall within the month of July,
regardless of the year of the anniversary.

Enter Date Range — Specifies the dates or a range of dates the ‘Member Anniversary’ filter uses to
search the Loyalty database. This filter works on past history, and does not accept dates in the future.

Aloha Loyalty User Guide 109

To search for a card by member anniversary:

1. Select Aloha Loyalty > Member Profile.

2. Select Member Anniversary from the ‘Select Filter’ drop-down list.
3. Type the beginning date and optional ending date in the ‘Enter Date Range’ text boxes, or
click to select a date from the calendar.
4. Click to process the query. Results display in the Member list box.

Member Birthday

Filters by the birthday of the Loyalty member. You can elect to search for all Loyalty member birthdays
by month, or a range of months. When you enter your search criteria, you do not have to enter a year.
For example, to search for all birthdays within a month, such as the month of July, type 7/1 in the first
text box and type 7/31 in the second text box. The search criteria you enter returns all birthdays that
fall within the month of July, regardless of the year the person was born.

Enter Date Range — Specifies the dates or a range of dates the ‘Member Birthday’ filter uses to
search the Loyalty database. This filter works on past history, and does not accept dates in the future.

To search by member birthday:

1. Select Aloha Loyalty > Member Profile.

2. Select Member Birthday from the ‘Select Filter’ drop-down list.
3. Type the beginning date and optional ending date in the ‘Enter Date Range’ text boxes, or
click to select a date from the calendar.
4. Click to process the query. Results display in the Member list box.

Member Name

Filters by the first or last name of the Loyalty member. To query for a specific member, type the first
name and last name in the corresponding text boxes. To filter for a group of members by name, type at
least two characters in either the ‘First Name’ text box or ‘Last Name’ text box. For example, you may
want to search for a Loyalty member that has the last name ‘Smith’. If you are positive of the last
name, type in ‘Smith’ and you can view all members with that last name. If you are not positive of the
last name, you can type ‘Sm’ to return all names that start with Sm. The more characters you enter, the
more accurate the search and quicker the response.

Enter First Name — Specifies the first name of the member you are searching. Type at least two char-
acters of the first name to run a search.

Last Name — Specifies the last name of the member you are searching. Type at least two characters
of the last name to run a search.

To search by member name:

1. Select Aloha Loyalty > Member Profile.

2. Select Member Name from the ‘Select Filter’ drop-down list.
3. Type either a first name or a last name in the appropriate text box. You are not required to
enter both the first and last name to query by Loyalty member name.You can type the first two
letters of either name in the text boxes, if you do not know the whole name. The more charac-
ters you enter, the more likely you are to get an exact match.
4. Click to process the query. Results display in the Member list box.

Member Sign-up Date

Filters by the date the Loyalty member became an active member in your rewards program. This filter
returns members that were activated at the store, or through Loyalty Member Profile.

110 Aloha Loyalty User Guide

Enter Date Range — Specifies the dates or a range of dates the ‘Member Sign-up Date’ filter uses to
search the Loyalty database. This filter works on past history, and does not accept dates in the future.

To search by member sign-up date:

1. Select Aloha Loyalty > Member Profile.

2. Select Member Sign-up Date from the ‘Select Filter’ drop-down list.
3. Type the beginning date and optional ending date in the ‘Enter Date Range’ text boxes, or
click to select a date from the calendar.
4. Click to process the query. Results display in the Member list box.

Search Member Profile

Filters by the text you enter in the ‘Enter Search Text’ text box. The ‘Search Member Profile’ filter
searches all of the member profile fields for the text you enter. Searching all member profile fields may
take awhile and can also return some unexpected results. For example, if you search for a phone num-
ber, all members with that phone number and members with that exact string of numbers in their Loy-
alty member number will be returned for the query.

Enter Search Text — Specifies the search criteria you are using to search the Loyalty database.

To search by a text string:

1. Select Aloha Loyalty > Member Profile.

2. Select Search Member Profile Data from the ‘Select Filter’ drop-down list.
3. Type the text string that you are searching in the ‘Enter Search Text’ text box.
4. Click to process the query. Results display in the Member list box.

This type of search may take longer because ‘Search Member Profile Data’ searches all the member
profile fields utilized by your company and can return some unexpected results. For example, if you
search for a specific phone number, you could get results back that contain the number in the birth
date, or card number.

Go

Click to initiate the query with the criteria you entered. Results for your query return in the Mem-
ber list box.

Member List Box

The Member list box displays your query results by Loyalty member number. To view all the columns in
the Member list box, use the scroll bars at the bottom of the list box to view the remaining columns.
Click a column to sort the transaction list. For example, click ‘Name’ to sort the list alphabetically from
a to z. Click ‘Name’ again to sort the list from z to a.

Card Number — Lists the card number in ascending order. This is the 14-digit card number encoded
on the back of the card and unique to the Loyalty member.

Name — Lists the name of the Loyalty member by last name then first name. Click ‘Name’ to sort the
list by last name alphabetically. If a card number does not have a name associated with it, the ‘Name’
column remains blank. If you sort by ‘Name’, the card numbers that do not have names associated with
them yet, sort to the top of the list.

Active — Lists the status of the Loyalty member. The default view contains only active members. To
display a list of inactive members, select ‘Show Inactive Members’. Only active members can use their
Loyalty card. To inactivate a member and disable their card, clear the ‘Active’ check box. Making a
member inactive toggles the ‘Make All Members Listed Inactive’ check box beneath the Member list box
and disables the ‘Show Inactive Members’ check box.

Aloha Loyalty User Guide 111

When you make a card inactive, the Loyalty member can no longer use this card as a Loyalty card.
Exercise caution when inactivating cards. The cardholder may experience unexpected results when
using their card. However, you can inactivate cards that have been reported lost or stolen.

Last Visit — Lists the date the Loyalty member last used their card. Members that have never used
their card will not have a date listed in the ‘Last Visit’ column. If you sort by ‘Last Visit’, members that
have never used their card will sort to the top of the list.

Sign-Up Date — Lists the date the Loyalty member enrolled in the Loyalty bonus plan. Loyalty mem-
bers become active the first time they are assigned to a guest check in the Front-of-House (FOH), or
when you add the member via Loyalty Member.

Card Type — Lists the type of card assigned to the user. You define ‘Card Type’ names in ‘Card Setup.’

Birthday — Lists the birthday of the Loyalty member.

Anniversary — Lists the anniversary date, or other special occasion, for the Loyalty member. The
anniversary date is typically a wedding anniversary or another special date. The anniversary date is not
the date the member signed up for your Loyalty program, which is the ‘Sign-Up Date’.

Show Inactive Members — Indicates you want to view active and inactive Loyalty members in the
Member list box. Inactive members do not have a check mark in the ‘Active’ check box.

Make All Members Listed Inactive — Indicates that you want to make all the filtered members inac-
tive. The ‘Make All Members Listed Inactive’ is only available if you opted to inactivate a single member
via the ‘Active’ check box. Selecting this check box will inactivate all member cards returned for the
selected filter. Because of the severity of setting all filtered members to inactive, the system requires
that you confirm the inactivation. To confirm the inactivation, simply answer ‘Yes’ to the confirmation
prompt.

Add

Click to add a new Loyalty member via the Entering a Member Profile screen. Typically, you
add new members at the store via Aloha POS; however, you may want to activate a card before a mem-
ber visits your store, as a courtesy.

To add a member via Loyalty:

1. Select Aloha Loyalty > Member Profile.

2. Click . The Entering a Member Profile screen appears.
3. Select the card type from the drop-down list.
4. Type the card number in the text box.
5. Complete all customer information fields denoted with an asterisk. You can use the Tab key
on your keyboard to move from one field to the next. For more information, refer to Entering a
Member Profile.
If you do not complete all fields with an asterisk and click Save, you receive a warning message
indicating you have not completed all required fields.
6. Click Save and New to save the completed information and continue adding members to your
Loyalty database; otherwise, skip to Step 8.
7. Repeat step 3 through 10 until you add all your members.
8. Click Save to save the Loyalty member information.

Edit

Select a member in the Member list box, after you have run a successful search, and click to
enter new profile information for a member that has recently enrolled in the program. You can also edit
and change information about your Loyalty members. For example, you can activate a card for a mem-

112 Aloha Loyalty User Guide

ber at the store, and then collect the member information via an enrollment application or Loyalty sign-
up voucher and enter it later in the shift or even another day. In this example, when you are ready to
enter the profile information for the member, you select the ‘Card Number’ filter and enter the card
number that belongs to the member for which you are entering profile information.

To edit an existing member:

1. Select Aloha Loyalty > Member Profile.

2. Select a filter query from the ‘Select Filter’ drop-down list. Complete all additional information
that applies to the selected filter. For more information on performing searches, refer to
Searching by Filter. If you know the name of the Loyalty member, you can search by ‘Member
Name’. Otherwise, select the filter that will get you your intended results.
3. Click to process the query. Results display in the Member list box.
4. Select the Loyalty member in the Member list box.
5. Click to edit the Loyalty profile for the member on the Member Profile screen. Make
any changes necessary to update the member profile.
6. Click Save.

Lookup

Select a member in the Member list box and click to access Loyalty Card Lookup. You can now
view detailed information on the member, such as which stores the member has visited, and what
bonus plan transactions have been posted for that member.

To look up a member in the Member list box:

1. Select Aloha Loyalty > Member Profile.

2. Select a filter query from the ‘Select Filter’ drop-down list. Complete all additional information
that applies to the selected filter. For more information on performing searches, refer to
Searching by Filter.
3. Click to process the query. Results display in the Member list box.
4. Select the Loyalty member name in the Member list box.
5. Click to access Loyalty Member Lookup.
Loyalty Member Lookup enables you to:
• View the history of a Loyalty member.
• Adjust the bonus plan credit of a Loyalty member.
• View check level history.
• Print the history of a Loyalty member.
For more information on performing these tasks, refer to Loyalty Card Lookup.
6. Click Close to return to Card Lookup.

Export

Click to export the data in the Member list box to your local system. The information down-
loads as a .csv file, which you can open with Excel® for analysis and generating mailing lists or email
lists. becomes active after a successful search.

To export a query:

1. Select Aloha Loyalty > Member Profile.

2. Select a filter query from the Select Filter drop-down list. Complete all additional information
that applies to the selected filter. For more information on performing searches, refer to
Searching by Filter.
3. Click to process the query. Results display in the Member list box.

Aloha Loyalty User Guide 113

 4. Click to export the query in the Member list box.
5. Click Ok to export a comma separated value file. The prompt also provides instructions on sav-
ing the file to your local system.
6. Depending on your operating system and browser version, select the appropriate response to
save the file to your local system.
7. Browse to the location in which you want to save the report in the Save In drop-down list.
8. Answer the prompts on the Download Complete dialog box.
9. Type the name of the report in the File Name drop-down list. The default name is ‘profile_ex-
port.csv.’
10. Click Save.
11. If you want to view the report, after the export, click Yes when prompted to open the exported
report.

Entering a Member Profile

You can add new members and edit existing member profile data via the Enter Member Profile screen.
This screen enables you to enter information and tab left to right through the screen, similar to a form.
This makes it easier to cycle through the fields that you want to enter or edit.

Use Edit to enter information on the Member Profile screen, when the member already received the
card at a store. For example, when a customer signs up for your Loyalty program at the store, you can
enable the card from the POS and allow the member to begin earning rewards. By assigning a card
number to a guest check, you activate the card and create a member profile that becomes associated
with that card number. When you are ready to enter detailed information on the Member Profile screen,
click Edit.

Use Add to add cards issued to a member directly from the corporate office. For example, you can
assign a Loyalty card to a customer before they visit your store.

Click Add or Edit on the Welcome to Loyalty Member screen to access the Enter Member Profile screen,
as shown in Figure 51:

Figure 51 Enter Member Profile Screen

Enable all Profile Fields — Indicates you want to enable all the profile fields on the screen, including
the ones that your company does not collect. You can specify the fields you want to collect in Loyalty
Configuration. The default view only enables the fields your company collects and the ones not collected
are not enabled. This makes it easier to tab through the screen for data entry.

114 Aloha Loyalty User Guide

Member Profile Information
Your company defines the fields they want active in Loyalty Configuration. Your company can define up
to five additional fields to collect other information, such as shirt size.

The following table contains a list of fields that you can collect. Using Loyalty Configuration, you can
define which fields are active and required for your company. Depending on your configuration, not all
fields are active and not all fields are required. A red asterisk denotes a required field and you must
make an entry in the field to save the member information.

Field Name Description

Card Type Select the type of Loyalty card from the drop-down list. Each five-digit prefix cor-
responds to a card type defined in Card Setup.
Card Number Specifies the unique 14-digit Loyalty card number assigned to the member.
First Name Specifies the first name of the Loyalty member. Type up to 50 alphanumeric
characters in the text box.
Last Name/Surname Specifies the last name of the Loyalty member. Type up to 50 alphanumeric char-
acters in the text box.
Country Specifies the name of the country where the Loyalty member resides. Select the
country from the drop-down list. If you select ‘United States,’ the ‘State/Region/
Province’ drop-down list auto-populates with the states.
Street 1 Specifies the mailing or street address of the Loyalty member. Type up to 50
alphanumeric characters in the text box.
Street 2 Specifies any additional street information, such as suite number or apartment
number. Type up to 50 alphanumeric characters in the text box.
City/Town/Suburb Specifies the city where the Loyalty member lives. Type up to 50 alphanumeric
characters in the text box.
State/Region/Province Specifies the state, region, or province where the Loyalty member lives. If you
select ‘United States’ in the ‘Country’ drop-down list, the list auto-populates with
the states; otherwise, type up to 50 alphanumeric characters in the text box.
Postal Code Specifies the zip code or international zip code of the Loyalty member. Type up to
50 alphanumeric characters in the text box.
Phone # Specifies the primary phone number of the Loyalty member. Type up to 50
alphanumeric characters in the text box.
Other Phone # Specifies a secondary phone number for the Loyalty member, such as a cell
phone, or work number. Type up to 50 alphanumeric characters in the text box.
Email Address Specifies the email address of the Loyalty member. Type up to 50 alphanumeric
or special characters in the text box.
Company Specifies the company where the Loyalty member works. Type up to 50 alphanu-
meric characters in the text box.
Birth Date Specifies the date of birth for the Loyalty member. If you enter a year for their
birthday, you cannot make the date in the future. Type up to 50 alphanumeric
characters in the text box.
Anniversary Date Specifies an anniversary date for the Loyalty member. This is typically a wedding
or other special occasion. If you enter a year for their anniversary, you cannot
make the date in the future. Type up to 50 alphanumeric characters in the text
box.

Company-Defined Profile Fields

You can define up to ten additional fields to capture data on your Loyalty members. For example, you
can capture a shirt size, or even their favorite entree. You define these additional fields the General Tab
in Loyalty Configuration.

Aloha Loyalty User Guide 115

Save and New

Click Save and New to save the information on screen and add a new member without returning to the
Welcome to Loyalty Member screen. For example, you need to enter profile information for five new
members. After entering the data for the first member, click Save and New, and continue entering data
on the next member. This allows you enter data quickly and you do not have to navigate to different
screens.

‘Save and New’ is only available when you select Add on the Welcome to Loyalty Member screen.

Using Lookup Member History

Loyalty Member Profile enables you to search for members using different filter criteria and then view
detailed information on that member in the Loyalty Member Lookup screen. In Loyalty Member Lookup
you can:

• View the Loyalty history for a member.

• Adjust the bonus plan credit for a member.
• View check level history.
• Print the transaction history for a member.

For example, you want to view detailed information on John Doe and you do not know his card number.
You can search for John Doe in Loyalty Member using the ‘Member Name’ filter. After successfully run-
ning the query, select ‘John Doe’ in the Member list view and click to view his detailed infor-
mation. If you are using Aloha Insight, you can view all the way down to check level detail via Drilldown
Viewer. Using Drilldown Viewer, you can view what the customer ordered and which stores the customer
has been visiting.

If you select a user and click the Loyalty Card Lookup screen appears with the history of that
member:

Figure 52 Loyalty Member Lookup

116 Aloha Loyalty User Guide

Exporting a Loyalty Query
The Loyalty Card Lookup offers you two ways to export your query:

• Click Export after successfully running a query.

• Running a query that exceeds the maximum number that you can view in the Member list box.

When you export your query to your local system, you can import it into Excel® for analysis and gener-
ate a mailing or email list.

For example, you want to send a coupon to the Loyalty members that signed up in the last two months.
First, filter your Loyalty database by ‘Member Sign-Up Date’ and enter the range for the filter, such as
04/01/2004 through 05/31/2004 and click . Your results display in the Member list box. Click
and follow the on-screen prompts to save the file to your local system. Now open the file in
Excel and you can export the data into Word® as a mail merge, or even export the data into Outlook to
®

send an email list. Refer to Microsoft™ Excel® Help for more information.

If you run a query and it exceeds the maximum number of members for the Member list box (currently
no more than 3000 members), you receive a prompt to download the query. At this time, you can
either download the query to your local system, or cancel and refine your query to limit the number of
members returned. If you select the ‘Do not display this message in the future’ check box on the
prompt, the file starts downloading automatically the next time you run a query that exceeds the max-
imum number for the Member list box.

The following table represents the field number and corresponding field information. The exported file
contains only the information the Loyalty member supplied, or information that you collect when sign-
ing up your Loyalty members. For example, you do not collect the birthday of the member; therefore,
the column that contains information about birthdays is blank.

Column
Contents
Number
1 Card Number
2 Last Name/Surname
3 First Name
4 Last Visit Date
5 Sign-up Date
6 Card Type
7 Birth Date
8 Anniversary Date
9 Street 1
10 Street 2
11 City/Town/Suburb
12 State/Region/Province
13 Postal Code
14 Country
15 Phone Number
16 Other Phone Number
17 Email Address
18 Company
22 - 31 Company Defined Fields 1 through 30
32 Active (This column is only active when you select ‘Show
Inactive Members’ on the Welcome to Loyalty Member
screen.)

Aloha Loyalty User Guide 117

Using the Aloha Loyalty Card Lookup
Aloha Loyalty Card Lookup enables you to:

• View the history of a Loyalty member.

• View the profile for a Loyalty member.
• Adjust a bonus plan credit for a Loyalty member.
• View check level history.
• Print the history for a Loyalty member.

If the Loyalty card supports Stored Value, you can also view the Stored Value history for a cardholder.

For example, you want to view the bonus plan status for a member. If you know the Loyalty card num-
ber, you can look up the member in Aloha Loyalty Card Lookup where you can view historical activity,
such as which stores the member visited, and the date of the visit. If you are using Aloha Insight, you
can also view the items the member purchased during each visit. If you want to adjust the bonus plan
credit for a member, click Show/Adjust to edit their rewards.

To access Aloha Loyalty Card Lookup, select Aloha Loyalty > Card Lookup. Your access and rights to the
functions you can perform in Aloha Loyalty Card Lookup depend on your security class settings. Contact
your system administrator to edit your security settings.

Configuring the Welcome to Aloha Loyalty Card Lookup

Select Aloha Loyalty > Card Lookup. The Aloha Loyalty Card Lookup Member History screen appears.
Figure 53 depicts the Aloha Loyalty Card Lookup Member History screen with member detail.

Figure 53 Aloha Loyalty Card Lookup Member History Screen

Card Type — Contains all your active and inactive Loyalty card types that you defined in Card Setup.
Select a card type from the drop-down list.

Card Number — Specifies the last nine digits of the card number you are entering. You do not have to
type the leading zeroes of the nine-digit card number in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box. The prefix of the card type
appears next to the ‘Card Number’ text box.

Show Queued Rewards

Click Show Queued Rewards to view rewards queued by the system. The system lists all rewards
earned but not yet applied or accepted for the card number entered in the ‘Card Number’ text box. The
following options appear:

118 Aloha Loyalty User Guide

Bonus Plan — Indicates the bonus plan that received the credit. This is helpful if you have more than
one bonus plan assigned to a card.

Reward — Lists the reward issued to the Loyalty member.

Earned Date — Lists the day and date the reward was earned.

View

Click View to obtain the member history for the number entered in the ‘Card Number’ text box. If the
card number does not have any history, or is not a valid card number, you receive an error message in
the Member History list box.

Active Member — Indicates the active status of the member. A check in the check box indicates the
member is active and can earn bonus plan credits whenever they use their cards. You cannot adjust the
rewards for inactive members; however, you can view and print their transaction history.

Member Link — Indicates the name assigned to the card number. The name appears in first name,
last name format. If the member has not supplied a name, or you have not updated the profile for the
member, the following text displays: “Member Name Not Provided.”

To look up a member in Aloha Loyalty Card Lookup:

1. Select Aloha Loyalty > Card Lookup.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.

Configuring the Member History List Box

The Member History list box contains a snapshot of the following:

• Stores visited
• Bonus plans applied to the check
• Rewards earned
• Credits earned
• Check amounts

The Member History list box displays the transactions in chronological order, with the most recent check
listed first. Click a column heading to sort the transaction list by that column. For example, click ‘Store
Name’ to sort the member history by store. The list appears alphabetically, from a to z. Click ‘Store
Name’ again to sort the list from z to a.

Date — Lists the day of the week and date the member visited the store. The default view displays the
most recent check as the first transaction in the list.

Store Name — Lists the name of the store where the transaction occurred. This is the name of the
store entered in Site Setup.

Check Number — Lists the guest check number of the Loyalty transaction. If you are licensed for
Aloha Insight and the store gets polled, the guest check displays as an active hyperlink. Click the guest
check to view detailed information about the items purchased, and other activity on the check, when
the Loyalty member visited the store.

Bonus Plan — Indicates the bonus plan that received the credit. This is helpful if you have more than
one bonus plan assigned to a card.

Aloha Loyalty User Guide 119

Reward — Lists any reward issued to the Loyalty member.

Credit Earned — Lists the credit earned on the check. If the credit earned is in visits, items, or points,
the type of credit earned follows the credit number. The exception is dollars, which does not follow the
amount in the column. For example, points-based plans appear as “25 points;” however, currency-
based plans appear as “25.00.”

Check Total — Lists the total amount spent on the check. The total amount does not indicate the
amount of the check that earned bonus points; however, it does reflect the total tender amount the
guest paid.

If the check contains more than one Loyalty transaction, each bonus transaction displays. However,
only one ‘Check Total’ displays with the total amount the guest paid.

After the member history displays, you can:

• View and edit detailed member profile.

• Change the active status for a member.
• View detailed check history.
• Adjust the rewards for the member.
• View additional Stored Value data on cards that support Stored Value.
• Print the history in the Member History list box.

View and Edit Detailed Member Profile

Click the member name to access the Entering a Member Profile screen, where you can view and edit
information about the Loyalty member.

To view and edit the profile of a Loyalty member:

1. Select Aloha Loyalty > Card Lookup.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Click the Loyalty member name to view and edit the member profile on the Entering a Mem-
ber Profile screen.
6. Make any changes and click Save to return to the Lookup Member History screen.

Changing the Active Status for a Member

You can change the status of a Loyalty member from active to inactive. For example, a customer loses
their Loyalty/Stored Value, you can make the card inactive from the Member list box by clearing the
‘Active’ check box.

To change the active status of a member:

1. Select Aloha Loyalty > Card Lookup.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Click Active Member to clear the check box and make the Loyalty member inactive.

120 Aloha Loyalty User Guide

View Detailed Check History

If you are an Aloha Insight customer, you can view detailed transaction history via Drilldown Viewer.
Click to obtain the member history for the number entered in the ‘Card Number’ text box. If
the card number does not have any history, or is not a valid card number, you receive an error message
in the Member History list box.

To view detailed check history:

1. Select Aloha Loyalty > Card Lookup.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Click the Check Number to view the history in DrillDown Viewer.

Adjust Rewards for a Member

Click to adjust the bonus plan credit for the Loyalty member. After clicking the
button text changes to . When you click Show/Adjust, you can adjust the bonus plan credits
for the member. Refer to adjusting a card, for step-by-step instructions.

The Aloha Loyalty Card Lookup with selected:

Figure 54 Aloha Loyalty Card Lookup with Show/Adjust Selected

Aloha Loyalty User Guide 121

Bonus Plan — Contains a list of active bonus plans assigned to the card type. Select the bonus plan
that you want to adjust from the drop-down list. Not all bonus plans allow adjustments. Refer to the fol-
lowing table for information on the types of adjustments you can perform on the bonus plan:

Bonus Plan Type Type of Adjustment Allowed Example

Currency You can adjust the number of dollars applied to the reward 10.50
program.
Frequency You can adjust the number of visits to the store. You can- 6 visits
not adjust the number of visits, if you are basing rewards
off a special occasion, such as anniversary, birthday, or
sign-up date. (Whole number only)
Items You can adjust the number of items applied to the reward 12 items
program. (Whole number only)
Lottery Does not support adjustments. N/A
Points You can adjust the points applied to the reward program. 325 points
Be My Guest (When ‘Mem- You can adjust in whole numbers only. 5
ber can use card until total
discount amount is
reached’ has not been
selected.
Be My Guest (When ‘Mem- You can adjust in decimals or dollars and cents format. 8.75
ber can use card until total
discount amount is
reached’ has been selected

Adjustment Reason — Specifies why you are adjusting the rewards for the Loyalty member. You can
enter up to 50 alphanumeric characters in the text box.

Effective Date — Indicates the date the adjustment takes effect. The date always defaults to the cur-
rent system date.

Desired Plan Credit — Specifies the new adjusted bonus plan credit you wish to assign to the Loyalty
member. Type the new adjusted amount in the text box. For example, if you want to set a bonus plan
credit for a member to 20 points, enter 20 in the ‘Desired Plan Credit’ text box. and click to
adjust the member’s total plan credit to 20 points. If the card is a ‘Be My Guest’ plan type and ‘Member
can use card until total discount amount is reached’ is selected, you can enter an amount, such as a
currency like $12.50 in the ‘Desired Plan Credit’ text box. If ‘Member can use card until total discount
amount is reached’ has not been selected, you can only enter amounts in whole numbers.

Adjust Button

Click to make the adjustment to the card. After clicking the Adjust button, you receive a con-
firmation prompt verifying you want to adjust the rewards for the member. ‘No’ is the default selection.
You must select ‘Yes’ to complete the adjustment.

Total Plan Credit — Displays the current accumulated credit earned and the type of credit earned for
the selected bonus plan. For example, “600 points.” The amount updates dynamically to reflect new
adjustments made in the ‘Desired Plan Credit’ text box. You cannot edit the ‘Total Plan Credit’ text box.

If the bonus plan is a Be My Guest type of plan and it meets the following criteria:

• Reward type is real-time discount

• Member can use card until total discount amount is reached

The ‘Total Plan Credit’ text box contains the amount of credit remaining for the member. If the Be My
Guest card is defined as being able to use only once, the ‘Total Plan Credit’ text box indicates the credit
in visits remaining.

122 Aloha Loyalty User Guide

Adjustment Amount — Displays the amount the bonus plan was adjusted. A minus sign indicates a
negative amount and that you reduced the amount of rewards earned. The ‘Adjustment Amount’ indi-
cates the type of bonus plan reward earned. Refer to the ‘Bonus Plan Type’ table, for more information
on types of rewards earned for each bonus plan type.

The ‘Adjustment Amount’ text box reflects adjustments after you apply the adjustment; otherwise, the
‘Adjustment Amount’ is blank. You cannot edit the ‘Adjustment Amount’ text box.

Adjusted By — Captures the name of the user currently logged in to the Web site, for auditing pur-
poses. The ‘Adjusted By’ text box remains blank until you apply an adjustment. You cannot edit the
‘Adjusted By’ text box.

Hide Adjust Button

Click after making the adjustment, and to hide the adjustment options.

To adjust bonus plan credit for a member:

1. To adjust bonus plan credit for a member:

1. Select Aloha Loyalty > Card Lookup.
2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Click to access the options that enable you to adjust the rewards for a member.
6. Select a bonus plan from the ‘Bonus Plan’ drop-down list. Only bonus plans assigned to the
member’s card type appear in the drop-down list. Not all bonus plans allow you to make adjust-
ments. Refer to Bonus Plan Adjustment table, for more information on adjusting bonus plans.
7. Type the reason why you are making the adjustment.
8. Type the date you want the adjustment to take effect. The default date is the current date of
business. You cannot enter a date in the future; however, you can enter a date in the past.
9. Type the new bonus plan credit amount in the ‘Desired Plan Credit’ text box. Use the amount
in the ‘Total Plan Credit’ text box to calculate the new amount.
For example, a current Loyalty member has 200 points and you want to add 20 points to their
bonus plan total. Type ‘220’ in the ‘Desired Plan Credit’ text box.

10. Click to adjust the bonus plan credit.

11. Answer the prompt accordingly. Select Yes to apply the adjustment.
The system processes your adjustment, and changes the ‘Total Plan Credit’ text box to the new
adjusted amount. The amount of the bonus plan adjustment appears in the ‘Adjustment
Amount’ text box. After making an adjustment, your name appears in the ‘Adjusted By’ text
box.

Show Stored Value Transactions

If you are using Stored Value, you can also view Stored Value history and obtain the balances on Stored
Values. However, there are a few differences on how the data displays when you elect to view Stored
Value transactions, which are outlined in the Show Stored Value Transaction table. Transactions specific
to Stored Value also appear in the Member List box if the transaction occurred prior to using Loyalty.

Only Stored Value cards that support both Loyalty and gift card transactions enable the ‘Show Stored
Value Transactions’ option. When you click it disables the ‘Show Stored Value Transactions’
option.

Aloha Loyalty User Guide 123

Figure 55 represents the Lookup Member History with ‘Show Stored Value Transactions’ selected.

Figure 55 Show Stored Value Transactions Selected

The following table indicates the fields that display when you select ‘Show Stored Value Transactions’,
and the fields they replace.

‘Show Stored Value Transactions’ Not

‘Show Stored Value Transactions’ Selected
Selected
Current Balance Available only when you select ‘Show Stored Value
Transactions.’
Type Replaces ‘Bonus Plan.’
Activity Replaces ‘Reward.’
Stored Value Amount Replaces ‘Credit Earned.’
Stored Value Adjust (only available when you select Not applicable.
‘Show Stored Value Transactions.’)

Show Stored Value Transactions — Indicates you want to view Stored Value transaction history on
Loyalty cards that support Stored Value.

Current Balance — Displays the card balance for the Loyalty card number entered in the ‘Card Num-
ber’ text box. ‘Current Balance’ is read-only and reflects the latest transactions that have synchronized
with the master database.

Type — Indicates whether the transaction was an Stored Value transaction or a Loyalty transaction.
Transactions that include both Stored Value and Loyalty transactions on the same check indicate as
such. Stored Value transactions display with the name of the card.

Activity — Lists the type of Stored Value transaction that occurred. The following types of transactions
are reported:

Card Expired — Indicates the card has expired.

Purchase — Amount applied to the Stored Value at the time of purchase.

Add Value — Amount added to the Stored Value. This transaction type appears if the Stored
Value allows an ‘add value’ type of transaction. For more information on add value transactions,
refer to Card Type Tab in Card Setup.

Redemption — Amount applied as a payment to a guest check.

124 Aloha Loyalty User Guide

 Cash Back — Amount of cash back given to the customer for card types configured to provide
change back to the guest as cash.

Unused Balance — Amount not used on the Stored Value for card types configured to not
adjust the balance or provide change in cash.

Service Charge — Amount subtracted from the value of the Stored Value because of inactivity.

Void Purchase — Voided gift card transactions when the customer was purchasing an Stored
Value.

Void Add Value — Voided transactions that occurred while adding value to the gift card.

Void Redemption — Voided transactions that occurred when the customer redeemed the gift
card.

Void Cash Back — Voided transactions that are set up to give cash back.

Void Unused Balance — Voided transactions that are set up not to adjust the balance of the
gift card or give cash back.

Balance Adjustment — Amount adjusted manually through the Stored Value Balance Adjust-
ment Utility.

Stored Value Amount — Lists the dollar amount of the transaction. Parenthesis around a value indi-
cate a negative amount. For example, (5.00).

The ‘Credit Earned’ column is always blank for Stored Value transactions.

Aloha Stored Value Adjust

Click to display the Aloha Stored Value Balance Adjustment utility. Adjustments made in the Aloha
Stored Value Balance Adjustment utility do not reflect in the Aloha Loyalty Card Lookup until you close
the Aloha Stored Value Balance Adjustment utility.

To view Stored Value transactions:

1. Select Aloha Loyalty > Card Lookup.

2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Select Aloha Stored Value Adjust. To make Stored Value adjustments. Refer to Card Adjust
online help, for more information. Refer to Show Stored Value Transactions, for a list of changes
in the Member History list box. This is only available to companies using Stored Value where the
card supports both Loyalty and Stored Value.

Print Member History

Click to print the member history to your local printer. The printed report looks identical to what you
see on-screen; however, the printed report uses ‘Card Name Member History’ as the report title and
this heading is not visible on-screen. Card name equals the card type you selected in the ‘Card Type’
drop-down list. If the member did not provide a name, “Valued Member” displays in place of the actual
name of the member.

To print the member history:

1. Select Aloha Loyalty > Card Lookup.

Aloha Loyalty User Guide 125

 2. Select the type of card you are looking up in the ‘Card Type’ drop-down list.
3. Type the last nine digits of the card you want to look up in the ‘Card Number’ text box. You do
not have to type the five-digit prefix in the text box. If the last nine digits have leading zeroes,
you do not have to type the leading zeroes in the text box. For example, if the last nine digits
are 000000123, you only need to type ‘123’ in the ‘Card Number’ text box.
4. Click View to view the history associated with the card number in the Member History list box.
5. Click to print the member history to your local printer.

Loyalty FOH Operations

This section describes the Front-of-House (FOH) interaction with the Loyalty program. The goal of the
Loyalty program is to reward the customer for their patronage. For the Loyalty member to receive the
highest awards earned at the time of their visit, you must complete the check prior to assigning the
member to the check. A completed check contains all ordered items, applied comps and promos from
the Aloha POS system, and voids, if applicable. If you do not complete the check before assigning a
member, you must remove the member from the check, complete the check, and then re-assign the
member to the check to determine the correct award.

The Loyalty program uses the Assign Member and Member Report buttons on the FOH with Aloha Table
Service and Aloha Quick Service. For Table Service installations, locate the Assign Member and Member
Report buttons on the Close screen. (Figure 56)

Figure 56 Sample Table Service FOH Close Screen

126 Aloha Loyalty User Guide

For Quick Service installations, these buttons could have a different name, and can be placed anywhere
on a panel. You will have to locate the panel on which they were placed. A sample Quick Service panel
is shown in Figure 57:

Figure 57 Sample Quick Service FOH Screen

The text and the function of the Assign Member button toggles from Assign Member to Un-assign Mem-
ber to Re-assign Member and back to Assign Member, depending on the assignment state, as shown
below:

When you assign a Loyalty member to the check, the system passes the member information to the
Loyalty program, which determines the awards, if any, for which the member qualifies. The Loyalty pro-
gram sends the information back to the Aloha POS system, and depending on the bonus plans in which
the member participates, any or all, of the following may occur:

• The system applies any real-time discounts for which the member is eligible to the guest check.
It is possible for the system to discount an item multiple times, depending on the configuration
of the Loyalty bonus plans. The Loyalty program provides the text that shows on the on-screen
and printed check.
• The system prints message text, including member information, on the guest check when you
print or reprint the guest check. The guest check message prints directly above the footer of
the guest check.
• The system prints a voucher for the member to receive a discount on a future visit. Vouchers
print on a local receipt printer, and if the customer qualifies for more than one voucher, they all
print together as one.

Regular comps and promotions defined in Aloha Manager discount the price of the check accordingly.
You can further discount the price if the guest qualifies for a real-time promotion or comp configured in
the Loyalty program.

PROMOTION SCENARIO: A guest orders a ‘buy one burger, get one burger free’ (BOGO) promotion that
discounts one burger on the guest check to $0.00, reducing the check amount to $10.00. Upon pay-
ment, the guest presents a Loyalty card. When you assign the guest as a member to the check, the

Aloha Loyalty User Guide 127

system determines the guest also qualifies for a Loyalty real-time discount in which they receive a
$3.00 discount if there are two burgers on the check. The Loyalty program returns with the additional
discount of $3.00, reducing the check to $7.00.

COMP SCENARIO: A guest orders a beer with their meal. Upon payment, the guest presents a military
ID card, and a Loyalty card. The manager comps 15% off the check, according to store policy. When
you assign the guest as a member to the check, the system determines the guest also qualifies for a
Loyalty real-time discount in which they receive a free beer on every tenth visit. The Loyalty program
returns with the additional discount for the amount of the beer.

The following is the standard sequence of operation, when using Loyalty:

1. Start a table (Table Service), or start a check (Quick Service).

2. Add and order items on the check.
3. Apply a comp or promotion to the check, if applicable.
4. Perform a void to the check, if applicable, to the check.
5. Assign a member to the check.
6. Apply a tender to the check.
7. Close the check.

Loyalty Rules
• You cannot assign more than one member to a check.
• You cannot close a check when a member is unassigned to the check. To close and remove a mem-
ber, delete the member from the check.
• You cannot assign a member to an empty check or to a check with unordered items.
• You can use an Stored Value tender to assign a member and attempt to tender the check in the same
process.
• You can combine, split, and transfer checks where one check contains a member and the other check
does not.
• You cannot transfer a member to another check.
• You cannot assign a member to a refund check.
• If a check has a member assigned or un-assigned to it when the End-of-Day (EOD) occurs, the sys-
tem deletes the member from the check and closes the check to cash without any awards credited to
the guest.
• In a 24-hour operation, when the EOD occurs while a member is assigned or un-assigned from the
check, the system closes the check and reopens it for the new business date, with the same assign-
ment state.

128 Aloha Loyalty User Guide

Assigning a Member to a Check
After you add all items to the check and make necessary modifications, you must assign a member to
the check for the member to earn credit for a bonus program and to earn points. For Table Service
installations, locate the Assign Member button on the Close screen. For Quick Service installations, you
must locate the panel on which the Assign Member button was added.

To assign a member to a check:

1. With the check displayed on the screen, locate and touch the ‘Assign Member’ button. For Table
Service installations, you must touch Close to display the Close screen and touch Assign
Member. For Quick Service installations, you must locate and touch Assign Member from a
panel. The Assign Member screen appears.(Figure 58)

Figure 58 Assign Member Screen

Aloha Loyalty User Guide 129

 2. Slide the Loyalty card across the mag reader, or enter the card number, and touch OK.
If you encounter the Manager Approval screen, a manager, or an employee with sufficient
access, must enter a password, and touch OK. Enter the entire card number and verify the
number you enter on screen matches the card before pressing OK.
If the message, “The Member has reached the Max Visit per day threshold” appears, select Yes
to accept the additional visit, or select No to end the procedure. You must have sufficient
access to approve the assignment.
Upon approval, the system assigns the member to the check. The guest check reflects the
name of the member, and all real-time discounts for which the customer qualifies, and/or an
additional voucher prints indicating a qualifying award or message. (Figure 59)

Figure 59 Approved Assigned Member

3. Apply payments to the check, as normal, until the amount you enter is sufficient to cover the
check amount. For Quick Service installations, the check is usually configured to close and start
a new order. For Table Service installations, the Close button appears in the center.
4. Touch Close to close the check.
The member information prints on the guest check, and all other awards print depending on the
configuration of the bonus plans associated with the Loyalty card.

130 Aloha Loyalty User Guide

Using the Look-up Screen
You can assign a member to a check by using the Look-up Member screen, in cases where the guest
has forgotten their Loyalty card or the card is unreadable. You can enter a string of numbers or letters,
using the appropriate keypads, to query all searchable fields defined in the Loyalty program. We recom-
mend verifying the address, or other identifying information of the guest, to ensure you have found the
correct member.

To assign a member to a check using the Member Look-up screen:

1. With the check displayed on the screen, locate and touch the ‘Assign Member’ button. For Table
Service installations, you must touch Close to display the Close screen and touch Assign
Member. For Quick Service installations, you must locate and touch Assign Member from a
panel. The Assign Member screen appears(Figure 58).
2. Touch Member Info. The Look-up Member screen appears. (Figure 60)

Figure 60 Look-up Member Screen

Aloha Loyalty User Guide 131

 3. Touch a number or string of numbers on the numeric keypad, or touch a letter or string of
letters on the alphabetic keypad, and touch OK. The Processing Member Look-up screen
appears.(Figure 61)

Figure 61 Processing Member Look-up Screen

The system returns with a screen of all potential matches. (Figure 62)

Figure 62 Select Member Screen

This queries all searchable fields, as defined in the Loyalty program. For example, if you enter
‘BOB’, Loyalty responds with all potential matches for ‘BOB,’ found in any field defined in Loy-
alty, such as ‘Name’, ‘Address’, and ‘Company’.

132 Aloha Loyalty User Guide

 4. Select the member and touch OK. For Table Service installations, you are returned to the Close
screen.
If you encounter the Manager Approval screen, a manager, or an employee with sufficient
access, must enter a password, and touch OK. Enter the entire card number and verify the
number you enter on screen matches the card before pressing OK.
If the message, “The Member has reached the Max Visit per day threshold” appears, select Yes
to accept the additional visit, or select No to end the procedure. You must have sufficient
access to approve the assignment.
Upon approval, the system assigns the member to the check. The guest check reflects the
name of the member, and all real-time discounts for which the customer qualifies(Figure 59),
and/or an additional voucher prints indicating a qualifying award or message
5. Apply payments to the check, as normal, until the amount you enter is sufficient to cover the
check amount. For Quick Service installations, the check is usually configured to close and start
a new order. For Table Service installations, the Close button appears in the center.
6. Touch Close to close the check.
The member information prints on the guest check, and all other awards print depending on the
configuration of the bonus plans associated with the Loyalty card.

Un-Assigning and Re-Assigning a Member to a Check

You cannot make a check adjustment to a check, such as adding more items, applying a comp or a pro-
motion, or performing a void, while a member is assigned to the check. In this case, you must un-
assign the member from the check, make the check adjustment, and then re-assign the member to the
check. The Assign Member button toggles from Un-Assign Member to Re-Assign Member, depending on
the state of the check. You cannot close the check if a member is in an un-assigned state.

SCENARIO: The guest is a member of the Loyalty ‘Rewards Club’ bonus program. The server enter the
items, but accidentally orders an extra drink. The server assigns the member to the check, but forgets
to void the over ring. The server un-assigns the member, allows a manager to void the item, and re-
assigns the member.

To un-assign and re-assign a member to a check:

1. With the check displayed on the screen, locate and touch the ‘Un-Assign Member’ button. For
Table Service installations, you must touch Close to display the Close screen and touch Un-
Assign Member. For Quick Service installations, you must locate and touch Un-Assign Mem-
ber from a panel. The system un-assigns the member from the check and the button text
changes to ‘Re-Assign Member.’
2. Add items to the check, apply a promotion or comp, or perform a void, if applicable.
3. Return to the screen containing the Re-Assign Member button.
4. Touch Re-Assign Member. You can now close the check as normal.

Deleting a Member from the Check

At any time after you assign a member, and before you close the check, you can delete a member from
the check. You might do this if you select the wrong member, or if the guest does not want to apply
earned rewards to his bonus plan. Un-assigning a member from the check is not the same as deleting a
member.

SCENARIO: The guest has forgotten their Loyalty card and the employee must look up the member’s
account using the Member Lookup screen. From the pick list, the employee accidentally selects and
assigns the wrong member to the check. The employee must delete the wrong member, then assign
the correct member to the check.

Aloha Loyalty User Guide 133

To delete a member from the check:

1. With the check displayed on the screen, touch the member number in the guest check win-
dow.
2. Touch Delete. For Table Service installations, you must touch Close and then touch the Delete
button on the bottom left corner of the Close screen. For Quick Service installations, locate and
touch the Delete button. A confirmation message appears.(Figure 63)

Figure 63 Delete Member Confirmation

3. Touch Yes to delete the member from the check.

Printing a Loyalty Member Report

You can print a Loyalty member report to the local chit printer without the guest making a purchase.
For Table Service installations, you can either initiate the report without a check displayed, using the
Loyalty Report button located on the FOH Reports screen, or you can initiate the report with a check
displayed, using the Member Report button located on the FOH Close screen. For Quick Service installa-
tions, you must locate the panel with the Member Report button to initiate the report.

If the report includes a Be My Guest plan type the balance for the ‘Total Credit
Earned’ indicates the total amount remaining on the card. For example, Total Credit
Earned: 12.75 Dollars Left.

134 Aloha Loyalty User Guide

The report, as shown in the following example, prints to the local receipt printer:

Figure 64 Example Member Report

To print a Loyalty Member report in Table Service without an open check:

1. Log in to the FOH.

2. Touch Functions.
3. Touch Reports to display the Reports screen. (Figure 65)

Figure 65 Reports Screen

Aloha Loyalty User Guide 135

 4. Touch Loyalty Report. The Member Report screen appears.
5. Slide the Loyalty card across the mag reader, or enter the number from the card, and touch
OK.
If you encounter the Manager Approval screen, a manager, or an employee with sufficient
access, must enter a password, and touch OK. Enter the entire card number and verify the
number you enter on screen matches the card before pressing OK.
The report prints to the local receipt printer.

To print a Loyalty report in Table Service with an open check:

1. Log in to the FOH.

2. Touch the appropriate table from the Open Tables list to display the Order Entry screen.
3. Touch Close to display the Close screen.
4. Touch Member Report.
If you encounter the Manager Approval screen, a manager, or an employee with sufficient
access, must enter a password, and touch OK. Enter the entire card number and verify the
number you enter on screen matches the card before pressing OK.
The Member Report prints to the local receipt printer.

To print a Loyalty report in Quick Service:

1. Log in to the FOH.

2. Locate and touch the Member Report button. The Member Report screen appears.
3. Slide the Loyalty card across the mag reader, or enter the number from the card, and touch
OK.
If you encounter the Manager Approval screen, a manager, or an employee with sufficient
access, must enter a password, and touch OK. Enter the entire card number and verify the
number you enter on screen matches the card before pressing OK.
The Member Report prints to the local receipt printer.

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Troubleshooting FOH Operations
We included the following troubleshooting procedures when performing FOH Operations with Loyalty:

The Loyalty Program is Not Running

If you encounter a message stating, “The Loyalty application is not running...,” upon startup of the
FOH,(Figure 66) the Loyalty program is off-line or disconnected. Contact your Loyalty support for assis-
tance in resolving the error.

Figure 66 Loyalty Error

Allowing the Minimum Member ID Digits

If you encounter a message stating, “The Member ID is less than 14 digits...”, such as the one in shown
inFigure 67, when you try to manually enter the member’s card number, then you did not enter the cor-
rect number of digits. Touch the message and re-enter the card number.

Figure 67 Member ID is Less Than 14 Digits Error Message

Glossary
Add Value — The customer can add additional value to their card after the initial purchase.

Auto-approve — The amount Aloha Stored Value approves as a tender for a transaction when Aloha
Stored Value cannot connect to the database for approval. THis is the amount that you are willing to
risk should the card not be valid. For example, if the total transaction is $20.00 and the auto-approve
amount is $10.00, Aloha Stored Value auto-approves $10.00. The customer is responsible for paying
the remaining $10.00.

Back-of-House — The file server from which Aloha Manager is launched. The file server also stores
the dated subdirectories created during the EOD process.

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BOH — The file server from which Aloha Manager is launched. The file server also stores the dated sub-
directories created during the EOD process

Bonus Plan — You assign bonus plans to Loyalty card types, and Bonus Plans determine how your
members qualify for rewards. Each bonus plan has a user-specified name, a start and optional expira-
tion date, a scheduling interval, plan type, reward type, reset date option, and optional bonus events.

Card Type — A card type determines the functionality of a specific card. When you create a card type,
you assign it specific characteristics, such as the card prefix and whether the card is an Stored Value,
Loyalty card, or combination Stored Value and Loyalty card. You must be licensed for both Loyalty and
Stored Value to make a combination card.

Credit — Credit is what your members earn when they visit your store and qualify for one or more
bonus plans. Credit can be dollars spent, items ordered, number of visits, or points earned.

Database — A collection of information organized like an electronic filing system. A database contains
a collection of records organized into chunks of information that you can query to retrieve information.

Database Synchronization — The process of sending and receiving updates to the gift card database
from the store to the central database, and from the central database to the store. The store receives
all new gift card sales that it can process, and it sends all of its gift card transactions to the central
database.

Data center — The location that houses your Loyalty data.

Digital Subscriber Line (DSL) — A technology for bringing high-speed bandwidth to Internet users.
A DSL line can carry both data and voice signals over the same line. The data part of the line is a con-
tinuous connection. DSL does not require you to convert analog data to digital data via a modem;
therefore, the data is transmitted to your computer as digital data resulting in a faster connection.

File Server — The file server is the BOH computer which launches the Aloha Manager program.

Filter — A predefined way of processing data with the goal of obtaining specific data. For example, you
can filter for all Loyalty members with a birthday on 12/25.

Front-of-House — The FOH is the interface accessed by servers, bartenders, managers, cashiers, and
other restaurant personnel to clock in/out, ring transactions, close checks, perform checkouts, and so
on. FOH also refers to the hardware used at the FOH workstations.

FOH — The FOH is the interface accessed by servers, bartenders, managers, cashiers, and other
restaurant personnel to clock in/out, ring transactions, close checks, perform checkouts, and so on.
FOH also refers to the hardware used at the FOH workstations.

Guest Check — A receipt printed by the POS that includes itemized order detail, such as the entrees
and drinks ordered, and a check total for the guest.

Internet Service Provider (ISP) — The company that provides access to the Internet.

Line Items — Data elements from within your Aloha Insight data warehouse you can include in the
report. These can be a system-supplied line item provided by Aloha Insight or a custom line item cre-
ated by you using the Custom Line Item wizard. 'Void Dollars by Selected Void Type' is an example of
system supplied line item.

Look-up List — The server or cashier can search for members that contain similar profile information
by using the look-up list on the POS. For example, if you have two members with the same names, use
the look-up list to view additional information such as their phone number, address, and more. This
additional information ensures the proper member is being assigned to a guest check in order to earn
credit.

Member Anniversary — A wedding anniversary or special date for an Loyalty member. Member anni-
versary is not to be confused with the sign-up date.

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Panel Editor — The tool used to design, create, and modify the panels that make up the order entry
screen (user interface) in Aloha Quick Service. Aloha Table Service also uses Panel Editor to create floor
plans.

POS — Point-of-sale.

Purge Thresholds — Automatically delete gift cards from the in-store database based on user-speci-
fied criteria.

Redundancy — Allows you to process gift card transactions during hardware or connection failures.

Semi-connected — A semi-connected store uses the in-store database to approve gift card transac-
tions. The store connects to the central database to download gift card updates.

Security Class — A set of rights that govern the applications, menu options, and actions that a user
can perform in Aloha Insight. For example, you can create a security class for your store managers that
limits them to viewing select reports.

Service Charge — A service charge enables you to decrease the balance of an Stored Value after a
specified amount of time, either from the last time the card was used, or from the date of the card pur-
chase.

Sign-Up Date — The date an Loyalty member signed up for your Loyalty program.

System Administrator — The person who administers your Aloha Insight, Loyalty, or Aloha Stored
Value Web site. Generally, this person is in charge of adding users to the system and configuring your
company settings and stores.

Virtual — A virtual store does not warehouse any of the gift card database. The store connects to the
central database to authorize gift card transactions.

Warehouse — A central repository of collected data, sometimes referred to as a data warehouse.

Query — A request for information from a database.

Voucher — A receipt the POS prints that contains Loyalty information, such as number of credits the
member has currently earned or needs for a reward. A voucher does not include any itemized drinks or
entrees ordered.

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