Below is a guide to add/remove points from a loyalty card member for a program using advanced loyalty settings.
What does Advanced Loyalty mean?
Advanced Loyalty refers to programs that are offering different earning levels for different products. Most Ackroo programs re "standard", meaning they apply one rate to all items. An example of advanced loyalty could be if you want to earn double the points on a particular department. Ex. 1 pt for concession, and 2 pts for restaurant.
Adding points to an existing cardholder
This function is only available using your Virtual Terminal (VT). You can locate your VT via your Ackroo Anywhere (AA) dashboard.
Locate the customer's loyalty card #. To do this, click > cards in the top navigation field and search for the customer.
Once you locate the customer you'd like to add points top, copy their card number (you will paste this into the virtual terminal in future steps)
Locate the card holder using your VT.
Open your Virtual Terminal. Paste the card number into the search field and click > Search.
The virtual terminal will open.
Add points to the card holder. Click > Add Promo.
Please note that in this case, "promo funds" are housed in the same wallet type as loyalty funds.
A pop up will appear.
Please note: You will need to do the calculation of your point conversion manually when using advanced loyalty.
Enter a description for why you are adding the points. Click > Fund Card.
View the transaction record.
Click > View Transactions
Your transaction will appear at the top.
Removing points from a customer's loyalty card
Follow Steps 1 & 2 from adding points to a customer's loyalty card for advanced loyalty.
Click > Redeem Loyalty
A pop up will appear. Enter the amount of points to deduct from this clients card. You can enter a description here as well ex. "Customer service issue". Click > Redeem Loyalty to process transaction.
Repeat Step 4 from above to view the transaction.
Alternate way to remove points:
Access your Ackroo Anywhere (AA) program console. Navigate to the transaction view.
Here, you can search for a transaction by location, action type (this would relate to "loyalty fund", and by date. Pro tip: try to narrow down the date of the transaction exactly so the program is not searching extremely large data sets. It will be faster.
Locate the transaction. Click > Action > Reverse. A pop up will appear:
Once reversed, a line will show up at the top of your list with the reversal information. You can click the purple plus in the top left corner to see the details.