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Aloha Loyalty User Guide Copyright ©2009, Radiant Systems, Inc. The information

Aloha Loyalty User Guide Copyright ©2009, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or trans- lated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this pub- lication. Changes are periodically made to the information herein; these changes will be incorporated in new editions 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. © Radiant Systems, Inc., 2009 All Rights Reserved. ALOHA® is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink® is a U.S. Registered Trademark of Radiant Systems, Inc. Page 3 Aloha Loyalty User Guide Table of Contents About Aloha Loyalty............................................................................................................. 5 Getting Started with Aloha Loyalty ..................................................................................... 7 Ordering your Aloha Loyalty Cards...................................................................................... 7 Signing Up for Aloha Loyalty Training.................................................................................. 7 Configuring Aloha POS to work with Aloha Loyalty ............................................................. 8 Configuring your Aloha Loyalty Web Site ............................................................................ 8 Configuring Aloha Loyalty Configuration Wizard ................................................................. 9 Creating your Card Types.................................................................................................... 9 Creating your Bonus Plans ................................................................................................ 10 Training your FOH Employees........................................................................................... 10 Available Reference Materials ........................................................................................... 11 Managing Aloha Loyalty..................................................................................................... 12 Using the Loyalty Member Wizard..................................................................................... 12 Viewing Member History.................................................................................................... 12 Aloha Loyalty Reporting..................................................................................................... 13 Maintaining Excitement...................................................................................................... 13 Sample Bonus Plan Configurations.................................................................................. 14 Creating a Be My Guest-Based Bonus Plan...................................................................... 14 Creating a Currency-Based Bonus Plan............................................................................ 16 Creating an Employee Comp-Based Bonus Plan.............................................................. 19 Creating a Frequency-Based Bonus Plan.......................................................................... 21 Creating an Items-Based Bonus Plan................................................................................ 23 Creating a Lottery-Based Bonus Plan................................................................................ 25 Creating a Points-Based Bonus Plan................................................................................. 27 Configuring Aloha POS for Loyalty................................................................................... 30 Defining Access Levels for Aloha Loyalty.......................................................................... 30 Setting Up Aloha Promotions and Comps for Aloha Loyalty.............................................. 34 Configuring Aloha Loyalty Settings.................................................................................. 40 Configuring the Member Lookup Tab ................................................................................ 44 Configuring the Member Profile Tab.................................................................................. 46 Configuring the Print/Display Tab ...................................................................................... 51 Configuring the Rewards Tab ............................................................................................ 55 Configuring the General Tab.............................................................................................. 58 Advanced Bonus Plan Options .......................................................................................... 61 Page 4 Aloha Loyalty User Guide Configuring Bonus Plans for Aloha Loyalty .................................................................... 63 Configuring the General Tab.............................................................................................. 65 Configuring the Rewards Tab ............................................................................................ 72 Defining your Voucher Settings ......................................................................................... 79 Configuring the Schedule Tab ........................................................................................... 81 Configuring the Reset Options Tab.................................................................................... 89 Configuring the Bonus Events Tab .................................................................................... 91 Using the Aloha Loyalty Member Wizard ....................................................................... 100 Entering a Member Profile ............................................................................................... 108 Using Lookup Member History......................................................................................... 110 Exporting a Loyalty Query................................................................................................ 111 Using the Aloha Loyalty Card Lookup Wizard............................................................... 113 Loyalty FOH Operations................................................................................................... 123 Glossary............................................................................................................................. 135 Aloha Loyalty User Guide Page 5 About Aloha Loyalty Aloha Loyalty User Guide is intended for anyone who uses Aloha Loyalty as an administrator, manages your customer loyalty program, and 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 based menu structures and basic application 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 five different types of bonus plans and offer your customer a reward using one of the four different types of rewards. 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. • Five 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 will Aloha Loyalty do for You? You can establish a customer loyalty program to track the buying habits of your customers via the Aloha POS without interrupting your speed of service. You can create your 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. Page 6 Aloha Loyalty User Guide Bonus Plans Your bonus plans are the heart of your customer loyalty program and a well thought out bonus plan struc- ture enables you to entice customers to sign-up for your loyalty program and keep them coming back on repeated visits. Aloha Loyalty enables you to offer the following six types of bonus plans to your custom- ers: • 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. • Points-based — The member earns points for every dollar they spend. • Items-based — The member earns plan credit based on the items they purchase. • Frequency-based — The member earns plan credit based on the number of visits. • Lottery — A sweepstakes style plan in which the member never knows when they might win 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. Wizards Aloha Loyalty uses wizards to guide you through a logical progression of steps to configure stores, create card types, and configure your bonus plans. Additionally, each wizard 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. Aloha Loyalty User Guide Page 7 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 Hosted Solutions Group > Card Order Form to order your cards from National Business Products. You complete the infor- mation in the wizard, 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 in the wiz- ard for submitting custom artwork. All custom artwork must be print quality and created in one of the fol- lowing 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 uploads/Ingenierie_Lourd/ loyalty-user-guide.pdf