Back Office >Members > Member Campaigns

 

Description

 

This option menu is used to apply Discounts, Loyalty Rewards and Purchase Restrictions over multiple sale transactions. Member Campaigns can be applied to a range of Customer/Members and can be activated for a specified period on selected days of the week and at certain times of the day.

 

 

To Be Considered

 

1. Note : Flash (SWF) files are now no longer supported and will be removed and replaced where appropriate with Video MP4 files.
2. Member Campaigns rely on sales being processed in the SwiftPOS Back Office.
3. Member Campaigns rely on sale transactions being processed in the SwiftPOS Back Office before results are displayed. This is achieved by the Sales Processing Service.
4. For Member Campaigns to work Customer/Members must be Financial.
5. Make sure that you have enabled the appropriate Families in the Location Groups (Venues) menu. Note : If these are not enabled then the Member Campaigns will not be available at the SwiftPOS Touch terminal.
6. The sale of Products that are in a Category that has Fractional checked will not trigger Member Campaigns.
7. Changes to discounts will require a Full Update to be sent to the SwiftPOS Touch terminals.
8. Member Campaigns are applied to Back Office members only.  Gaming members require the Interface to be "Linked To" Back Office in NetPOS.Net.

 

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Member Campaigns

 

 

This screen is accessed from here.

 

Grid

 

• ID - Displays the ID of the MEmber Campaign.
• Campaign Name - Displays the name of the Member Campaign.
• Type - Displays the type of Member Campaign. The types available are outlined below.
• Active Days - Displays the days in the week that the Member Campaign will be active.
• Start/End Date - Displays the date range that the Member Campaign will be active. An End Date displayed in red indicates the Member Campaign has expired.
• Start/End Time - Displays the times during a day that the Member Campaign will be active.
• Enabled - Select to enable a Member Campaign.

 

Footer

 

• New - Select to add a new Member Campaign.
• Edit - Select to edit the selected Member Campaign.
• Delete - Select to delete the selected Member Campaign.
• Move Top/Bottom/Up/Down -Select to rearrange the order of the Member Campaigns. Member Campaigns will be triggered in the order they appear in the grid above (from top to bottom).

 

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General Settings

 

 

General

 

• Campaign Name - Displays/Enter an appropriate name for the Member Campaign. For example : Loyalty Rewards Discount 10%
• Campaign Type - Select from the drop down list one of the following types:
  
  

 

• Enabled - Selected will ensure the Member Campaign is enabled and can be triggered depending on the Start/End dates and times. Unselected disables the Member Campaign but does not reset the data. When unselected a prompt will be displayed to prompt the Reset of the Member Campaign. This may need to be done to stop the Loyalty Reward message continually being printed on receipts for Customer/Members that triggered the Member Campaign prior to it being disabled.
• Prompt Only - Selected will prompt the Touch Clerk/Staff Member to confirm to which sale item the discount is to be applied. Only available with Discount (On Going), Discount (One Off) and Discount (Limit) Member Campaign types. Click here for how to use instructions.
• Voucher Only - Select to only ensure the Member Campaign is only invoked when a Voucher is part of the sale. Not available with the Loyalty Rewards Member Campaign type. Click here for how to use instructions.
• Financial Only - Select to ensure the Member Campaign can only be triggered by Customer/Members that are considered Financial.
• Allow Discounted Items - Select to ensure that discounted items are allowed to trigger the Member Campaign.
• Reset in EOD Every - Select from the drop down list one of the following, to ensure the Member Campaign is reset as selected when processed by the Day process. Note : This will only occur if the Reset the Campaign Data option is selected.
   

 

Filters

 

• Product Family - Select to limit the triggering of the Member Campaign to the range of Products assigned to the Family selected. The default is all. A Family may be need to be created specifically for the Member Campaign.
• From/To Member - Select to limit the triggering of the Member Campaign to the range of Members selected. The default is all.
• Classifications - Select to open the Classifications screen to enable the selection of multiple Classifications to ensure the triggering of the Member Campaign is limited to the Classifications selected. Default is all.
• Locations - Select to open the Locations screen to enable the selection of multiple Locations to ensure the triggering of the Member Campaign is limited to the Locations selected. Default is all.
• Exclude Classifications - Select to open the Classifications screen to enable the selection of multiple Classifications to ensure the triggering of the Member Campaign is NOT limited to the Classifications selected. Default is none.
• Other Filters - Select the From/To filters available to further limit the triggering of the Member Campaign to a range of Customer/Members, Classifications and Locations. The default is all. The Location range filter only enables Locations in a From/To range. Therefore Locations need to be in sequential order to suit. Also, the Location range filter restricts the Member Campaign to be triggered only within the range selected. However the Voucher can be redeemed in all Locations.
• Age Range - Senior Citizen Pricing ? Select to ensure that when Customer/Members swipe their Member Card and their age falls within the selected Age Range, they will get access to a Specials/Promotions, Mix n Matches, Price Level shifts, Discounts or Vouchers etc. Note : If you are not using the Age Range filter, please leave as default as this can affect Member Campaigns and Gaming Systems Linked to the SwiftPOS Back Office.
• Only apply Member Campaign to members added from the Member Merge List - Select to ensure the Member Campaign can only be triggered when a sale is made to a Customer/Member that has been added from a Member Merge List.

 

Dates and Times

 

• Dates and Times - Select to set the period the Member Campaign is active. This is done by the selection of start/end dates and times, and by checking the days in the week the Member Campaign can be triggered.

 

Member Campaign Settings

 

• Trigger Qty/Limt Qty - Displays/Enter the Qty of Products in the selected Family of Products, that have to be sold, in order to trigger the Discount % (see below) to be applied or the Print Voucher (see below) selected to be issued/printed. Not available with Discount (Money Spend Ongoing) and Discount (Money Spend Once Off) Member Campaign types. Note : In the case of a Discount Limit Member Campaign, the Qty specified here will function as a follows : Limt Qty - Displays/Enter the Qty of Products in the selected Family of Products, that can be sold and have the Discount % (see below) applied or the Print Voucher (see below) selected, to be issued/printed. Once the Qty has been reached in the number of Products sold, neither the Discount % or the Voucher will be applied/issued. Only a reset of the Member Campaign will ensure the Discount % or the Voucher can be applied/issued again to the same Member.
• Trigger Spend - Displays/Enter the value required to be sold to a Customer/Member for the Member Campaign to trigger the Voucher. Only available with Discount (Money Spend Ongoing) and Discount (Money Spend Once Off) Member Campaign types.
• Standard Limit - Displays/Enter the maximum number of Standard Drinks a Customer/Member can be sold. Once set, also ensure that an appropriate Message is also configured. For example, Standard Drinks Limit Reached. This message will be displayed at the SwiftPOS Touch Terminal when s Customer' s/Member's order results in the limit being exceeded. Click here for a How To example.  Note : This will only be visible if the Standard Drink Limit Campaign Type is selected. Also, this feature is not supported when Tables are in use.
• Discount % - Displays/Enter the Discount percentage to be applied. Note : WARNING - This option should not be used with Families that have a Qty based PLUs (for example: Fuel Products) assigned. The Discount calculated may not be accurate. Make use of the Print Voucher option below to print a Voucher that rewards Customers/Members with a Discount.
• Print Voucher - Displays/Select the Voucher to be issued/printed.
• Message - Displays/Enter a message to notify Clerks/Staff Members, via the SwiftPOS Touch Terminal, when a Member campaign has been triggered.
• Apply to Media - Select to enable the selection of the Media button. This will then invoke the Search Media screen to be opened and allow the selection of a Media type to apply the discount to. This enables the reporting of Discounts in a sale using Sales Media reports available.
• Account - Select an Account that you want to apply the discount to. This could be used to track the value of promotional Products to claim a GST credit on promotions.
• Exclude Promotion/Happy Hour Items - Selected ensures that the Member Campaign cannot be triggered by Products currently in a Special/Promotion or Happy Hour.
• Apply to Instructions - Select to ensure the Campaign Discount will also be applied those Products that are in an Instructional Category and are NOT in the same Family as that selected in the Campaign. For example, discounts will also be applied to, for example, Sides and/or Extras when a main is sold. That is of course, if both the Sides and Extras are in a Category that is flagged as Instructional.

 

Receipt Message

 

• Receipt Message - Displays/Enter a message here that will appear on the receipt.

Example : 'You have {Counter} more purchases before you receive a Loyalty Rewards Voucher.'

The Receipt message at the SwiftPOS Touch terminal for Member Campaigns needs to be all in 1 line. For example, You have {Counter} left till free {Name} campaign name {Total} .

 

Loyalty Message

 

• Loyalty Message - Displays/Enter a message here that will appear on the receipt. Only available with Loyalty Reward Member Campaign types.
   

 

Loyalty Message (Triggered)

 

• Loyalty Message (Triggered) - Displays/Enter a message here that will appear on the receipt when the Trigger Qty is reached. Only available with Loyalty Reward Member Campaign types.
   

 

Footer

 

• Reset Member Campaign - When selected this will prompt to confirm that a reset of the Member Campaign data is required. Once reset this cannot be undone. This option will allow you to select a Media to apply the discount to. This is a method of reporting on the discount in a sale, rather than just showing the net price that Products are sold for. To Reset the Member Campaign Data on a daily basis you must select Reset the Campaign Data in the End of Day Options screen.

 

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Advanced Settings

 

 

This feature is used to display to Customer/Members in a visual form the current status of their Member Campaign. For example, a Member Campaign offering the 10th beer purchased is free, can display a beer glass half full when only 5 purchases of beer have been made.

 

To ensure this is displayed on the Customer Facing Display, the Alternate Layout option will need to be selected.

 

Below is an example of a Member Campaign display as configured in this tab.

 

Coffee Cup/Glass to Display Longer

 

Touch Tools>>Sales Screen>>Clear Grid to 30 Sec

 

Set Advertising Display ? Overlay After to 20 Sec +

 

Journal Display ? Alternate Layout

 

Do not set Journal Advertising, only setup Secondary Journal Advertising

 

Cup/Glass will Display until Main Advertising Kicks in.

 

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How to use Prompt Only

 

• Setup Member Campaign and select Prompt Only.
• Sell the Products to reach the required Trigger Quantity.
• Swipe the Member's card (or if Customer/Member was added prior, select subtotal).
• This will then prompt to select which items in the sale to apply the discount to.

 

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How to use Voucher Only

 

• Setup Member Campaign and select Voucher Only.
• Create a Voucher Parameter with a Voucher Layout.
• In the Voucher Action, select the Member Campaign as the action.
• This Member Campaign will then only operate with the Voucher. Not as a standalone.

 

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Setting up the POS for a University Operation

 

Using a limited set of Function keys you are able to swipe a Member's card and run Member Campaigns that allow you to offer one free breakfast, lunch and dinner. These are individual PLU's that are assigned to Families. The Fast Product keys are assigned to the PLU numbers 1-3. If you are using a Card Swipe then there is no requirement for the Customer POS Key on the keyboard unless you need to search for a Student Number. The Finish Transaction is just a Cash Key but by creating a "Multi-Key" you would be able to just use a single key to complete the transaction.

 

 

Note : If using the Reception Terminal Software, only use Discount (One off) type Member Campaigns.

 

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Setting up the POS for a Theme Park with Buy One Get 1 free ticket every month

 

Create 12 Member Campaigns, one for each month with the following settings.

 

• Name them "Jan Free Ticket" etc.
• Set the Member Campaign Type = Discount (One Off)
• Make them Enabled
• Do not reset at End Of Day
• Set the Filters to match the Member Classifications and Family of Products (the tickets one in this case) for your site
• Set the Dates to be the month each Member Campaign represents (e.g. Jan = 1-Jan-2014 - 31-Jan-2014)
• Set the Trigger QTY to = 2
• Set Discount = 100%

 

Doing this will allow you to sell the first ticket and the second ticket will be free. Normal price will resume every other sale for each month.

 

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Related Topics

 

1. Customer/Members
2. How To Examples
3. POS Configuration Index - Account/Customer/Member Configuration
4. POS Operation Index - Account/Customer/Member Features

 

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