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Creating a New Loyalty Reward - Method 1

Action

Display

1. From the Merchant Dashboard home page, select the User Icon in the top right corner

2. Select Account Settings from the drop-down menu

Tip

Please see Create New Reward for detailed instructions.

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3. Select Loyalty & Deals from the left

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4. Scroll down to the Rewards section and select the +Add New Reward button

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5. Input information into the following fields:

Spots Redeemed

  • The number of spots to be redeemed for the reward

Discount

  • Input a number for the discount and choose if the discount is by percentage or dollar amount

Reward Name

  • The name of the new reward

6. Select the blue Save button

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7. The newly created reward will automatically appear in the list and will be toggled to Active (blue)

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Creating a New Loyalty Rewards - Method 2

Action

Display

1. From the Merchant Dashboard Home Screen, select Loyalty from the left side panel pop-out menu

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2. Scroll down to the Rewards section and select the blue Create New Reward button on the right

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3. Input the following information into to required fields:

Spots Redeemed

  • The number of spots to be redeemed for the reward

Discount

  • Input a number for the discount and choose if the discount is by percentage or dollar amount

Reward Name

  • The name of the new reward

4. Select the blue Save button

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5. The newly created reward will display at the top of the Rewards list and will automatically be toggled to Active (blue)

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Redeeming Loyalty on SpotOn Counter

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Action

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1. The customer will have the option to enter their Loyalty phone number or scan a QR Code on the SpotOn Counter device

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2. The POS user will see a blue pop-up panel at the bottom of the screen that reads Customer Interacting...

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3. The customer will see any available rewards to apply to their payment total

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4. A blue Promotions Available pop-up panel will display in the FOH Order Header

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5. If a deal is redeemed on the SpotOn Counter device, the banner will display a Congratulations! message on the right with the applied discount amount

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6. When a promotion is redeemed by the customer, a green Promotion Applied pop-up window will display in FOH Order Header

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7. Select the green Promotions Applied Banner in FOH to see the SpotOn Customer Details summary

8. Select Apply to Some Items, or Apply to All Items if the reward applies to entire order (i.e, 50 spots = 10% off order), then select which item the discount applies to (if applicable)

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9. From the Select Discount… pop-up window, select the needed discount

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10. A green Promotion Applied banner will appear in the FOH Order Header

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11. The discount will appear on the SpotOn Counter device

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