Campaign General NotesCampaigns are sorted by their Codes. A campaign with a code starting with 100 will take precedence over one beginning with 200. The same applies for rules, which are sorted by Sequence. During processing the system applies the first matching rule in the first matching campaign and then stops at that point. A rewards campaign is required to allow customers to receive rewards points, and a redemption campaign is required to allow customers to redeem their points. Creating a Rewards CampaignTo create a rewards campaign: At the Loyalty module click Rewards under the Membership Campaign heading Click New Campaign  Fill in the code, date, name and description. To apply a campaign to a specific branch or branches, fill in the branch codes  Click Save and commit  Note: Please be sure to click the Save and commit button once you have entered the details or they will not be saved. When you have modified/added rules etc. to the campaign please click Save and commit or the campaign will not be saved. Creating RulesClick Add Rule Fill in the sequence If you wish to apply the rule to a specific item code, or a few item codes, you may type in the codes separated by the | character. Example: ASUS-P750|HTC-TOUCH If you wish to apply the rule to a specific category, fill in the category level field in the same manner as the item code field. Example: HDD|GFC|PNTR To apply a rule
to all categories in a level or to all item codes, you may use .*
(that's a dot followed by an asterisk). For further information on rule patterns, please refer to our page on Regular Expressions for Rules. Do not under any circumstances leave this blank, or put just a * or just a dot. It will render the system unable to perform cash-sales!  For points calculation there are two modes
Selecting an upper cap prevents the customer from gaining more than a specific number of points per-cashsale Selecting a lower cap ensures that all customers receive a minimum value per-cashsale  Click Save and close Click Save and commit. After saving, you will be returned to the same screen. The campaign will now take effect within the time periods specified Creating a Redemption CampaignTo create a rewards campaign: At the Loyalty module click Redemption under the Membership Campaign heading Click New Campaign  Fill in the code, date, name and description  To apply a campaign to a specific branch or branches, fill in the branch codes Click Save and commit Note: Please be sure to click the Save and commit button once you have entered the details or they will not be saved. When you have modified/added rules etc. to the campaign please click Save and commit or the campaign will not be saved. Creating RulesClick Add Rule Fill in the sequence If you wish to apply the rule to a specific item code, or a few item codes, you may type in the codes separated by the | character. Example: ASUS-P750|HTC-TOUCH If you wish to apply the rule to a specific category, fill in the category level field in the same manner as the item code field. Example: HDD|GFC|PNTR To apply a rule to all categories in a level or to all item codes, you may use .* (that's a dot followed by an asterisk). For further information on rule patterns, please refer to our page on Regular Expressions for Rules  For points calculation there are two modes Absolute point redemption allows the customer to exchange a fixed number of points for the product. Example: Product can be redeemed for 30 points. If the customer has enough points he may directly exchange points for the product instead of paying for it Ratio based point redemption allows the customer to exchange points based on the price*ratio. Example: RM100 * 0.2 = 20 points to redeem Selecting an upper cap prevents the customer from using more than a specific number of points per-cashsale Selecting a lower cap ensures that all customers have to use a minimum number of points per-cashsale or none at all Click Save and close The campaign will take effect within the time periods specified Click Save and commit Performing Cash Sales With MembercardsTo perform a cash sale using the loyalty points, the procedure is mostly the same as a regular cash sale: Search for the customer by name or membership account number and select the customer You will now be able to see how many points the customer has as well as his details When adding items, you will see the reward point value at the bottom of the item code selection popup  When adding an item that can be redeemed as well as earn the customer points, you will have to click either the Reward or Redeem button to specify which you wish to do  If there is only a Redeem button, you will need to click it before the customer can redeem the item using his points If the item only allows the customer to earn points, you do not need to click the Reward button When clicking on the Redeem button it will reset
the item price to 0 for this cash sale  |
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