Revel Systems offers the ability to customize your loyalty and rewards programs. This feature gives you the power to create engaging programs that generate customer loyalty and increase sales.


Contents


How Customers Can Earn Reward Points

Revel's rewards program allows you to choose how your customers can earn rewards points. The reward types are:

  1. Visit: A customer receives one Visit reward point every time the customer makes a purchase at the establishment.
  2. Purchase: A customer receives points based on the total amount of the customer's purchase.
  3. Item: A customer receives points based on the products purchased.

Please contact Revel Support to have your desired reward type enabled.


Configuring Loyalty Settings

The first step is to enable your loyalty and rewards program based on your business needs. To enable your loyalty settings:

  1. In the Management Console ([yoursubdomain].revelup.com), click the Settings tab and then click Clear Selections. Check the box next to Gift, Rewards, and Admin Cards in the left side menu.
  2. On the right side, scroll down to the Gift, Rewards, and Admin Cards / Loyalty section.
  3. Print Masked Rewards Card Number on Receipt will print the last four digits of a customer's rewards card number on the receipt.
  4. Print Reward Balance on Receipt will print the customer's current reward points.
  5. Print Points Needed to Redeem Next Reward on Receipt will print how many points the customer needs to earn before they reach the next reward discount.
  6. Minimum Purchase Needed to Accrue Points allows you to enter a minimum amount the customer must spend per transaction in order to earn reward points.
  7. Reward Prompt Method allows you to choose how you want the POS to display the rewards prompt. By Prompt (default) will prompt once payment has been taken. By User Selection will not prompt at all, but will instead allow employee to swipe rewards card or enter rewards number at their discretion. By Prompt on Tapping Pay will enable a prompt as soon as the payment button is tapped.
  8. Allow Multiple Reward Redemptions per Order allows customer to redeem more than one reward per order if they have enough points.
  9. Show on CDS will display redemption and point values on your Customer Display Screen.
  10. Cash Back Rewards allows customers to redeem accrued points for money off their purchase. Enter the name of the reward in the Reward Label field. Each Point Earns How Many Dollars Back allows you to set how much money each point is worth. If it is set to .01, then each point is worth one cent and 100 points will equal $1 off. Programs Supported allows you to choose if you want Cash Back Rewards to be eligible for Visit, Purchase, Items, or Pooled rewards.
  11. Enable Default to Manual Rewards Card Input if you do not use plastic rewards cards and only enter the rewards card number manually.
  12. Allow Automatic Loyalty Generation will auto-generate a loyalty account for each new customer.
  13. Click Save in the top right corner to save your changes:


Configuring Customer Info Settings

If you are using Revel's Loyalty program, it is recommended that you attach a customer to every order to keep track of reward points earned. There are some settings that can help you easily remember to attach customers to your orders. To enable these settings:

  1. In the Management Console, click the Settings tab and then click Clear Selections. Check the box next to Customer Info.
  2. On the right side, you will see various customer info settings. Prompt for Customer will open a prompt to assign a customer to every order. On Pay will open the prompt when you tap the payment button. Require Customer makes it mandatory for a customer to be added to an order.
  3. Automate Rewards Card Usage will prompt to use a customer's linked rewards card for reward redemption.
  4. Click Save in the top right corner to save your changes:


Creating Loyalty Discounts

After your settings have been configured, the next step is to create Reward Discounts. To create a reward discount:

  1. In the Management Console, click the Products tab. In the left menu, click the Discounts section.
  2. Click +Add New Discount in the top right corner.
  3. First, enter the Discount Name.
  4. Next, click the drop-down under Function and select Loyalty.
  5. Then, from the Rewards Type drop-down, choose which loyalty program will use this discount.
  6. Select the reward type from the Discount Type drop-down. Selections include:
    • Amount: The item or order is discounted by a constant value
    • Percent: The item or order is discounted by a percentage
    • Re-Price: A new price is applied to the item
    • Alt-Price: The alternative price is used. This is configured on the item's Details page.
  7. In the Discount Amount field, enter the amount of the discount.
  8. Input the Points Needed for Redemption.
  9. Click Save in the top right corner to save your discount:

  10. To find a full list of your loyalty discounts, in the Discounts page click the drop-down in the top right corner and filter to Loyalty Discounts.

Assigning Rewards Points to Products

If you chose your Rewards Type as Item where customers earn points based on the products purchased, you need to assign points to your products. To assign points to products:

  1. In the Management Console, click the Products tab. Locate a product you need to assign points to and click the product’s pencil icon.
  2. Check Advanced Product Details from the left side. On the right side, scroll down to the Advanced Product Details / Rewards Options section.
  3. In the Point Value field, enter the amount of points a customer earns when purchasing the item.
  4. If the product is Eligible for Purchase Rewards, leave the box checked.
  5. Enter the purchase reward multiple for the product in the Purchase Reward Multiplier field. For example, if this product is worth double rewards points, enter 2 in the field.
  6. Click Save in the top right corner to save your changes:

  7. If you would like to add rewards points to multiple items at once, you can do so using an advanced product export. In the Products page, click Import / Export in the bottom right corner and choose Products from the drop-down. On the next page, for the Export Type, choose Advanced. Click the Export Contents box and select Rewards. Export your file, fill out the rewards points accordingly, and import the file in the Import Products section.

Creating a New Rewards Card on the Point of Sale

Before a customer can start earning rewards points, you must first link a rewards card to the customer. To do this:

  1. On the POS, tap the gear icon to open the Settings menu. From the drop-down, tap Rewards Cards:

  2. From the Actions window, select Create Rewards Card and then tap OK:

  3. If you are using plastic rewards cards, swipe a new rewards card on your credit card swipe.
  4. If you don’t use actual physical cards to track rewards, tap Manual. Enter a new and unique rewards “card” number such as the customer's phone number.
  5. Once the rewards card has been created, a window will appear with the Rewards Card Info. Tap Link Customer to attach the card to a customer. Locate and tap on a customer from your customer list, then tap Link.
  6. An updated Rewards Card Info window will appear. It will now show the customer name linked to the card. Tap Add Item Points if you need to update the point value of the card. Tap Customer Info if you want to see the customer's details. Tap To Order if the customer is making a purchase at that time. Otherwise, tap Cancel to close the window:


Managing Rewards Cards on the Point of Sale

If you need to see details for a rewards card (such as the current point value), you can easily pull them up on the POS. To do so:

  1. On the POS, tap the gear icon to open the Settings menu. From the drop-down, tap Rewards Cards.
  2. From the Actions window, select Manage Rewards Card and then tap OK.
  3. If you are using plastic rewards cards, swipe the card on your credit card swipe.
  4. If you don’t use actual physical cards to track rewards, tap Manual. Enter the rewards “card” number and tap OK.
  5. The Rewards Card Info window will display all card details: Name on Card, Item Reward Points, and Total Purchase Rewards. In this window, you can also Add Item Points, view Customer Info, or add the card and customer To Order.

Earning Rewards Points through Orders

Once a customer has an attached rewards card, they can earn points every time they come into your establishment. For a customer to earn points through an order:

  1. On the POS, create a new order and add products as usual.
  2. Tap the Customers button, locate and tap a customer, then tap Add to Order.
  3. Tap the payment button. If the customer has earned enough points for a reward, a Redeem Points window will appear stating Customer has earned enough points for a reward. Redeem now? Tap Redeem Rewards if customer would like to redeem points at that time:

  4. A Rewards Available window will appear listing all eligible reward discounts. Select the reward discount to use and tap Apply. The reward discount will apply based on your discount details:

  5. Tap Cancel if the customer does not want to redeem points at that time.
  6. Once payment has been received, a Reward Points Balance window will appear showing the customer's total rewards balance. Tap Close from the window. Tap Done to close the order.


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