Loyalty Program in Essentials Solution

March 21, 2024

Description

Watch a video on how to set up and manage your loyalty program in Back Office for Essentials Solution

What's in this article?

Watch the video:

- [Presenter] The Essentials Solution offers the optionto set up a loyalty program, which allows you to reward
and incent your customers to grow your business.
In this video, you'll learn the basics:
how to set up, edit and monitor your loyalty program.
To begin, go to pointofsale.bofamerchantservices.com
Then, login to Bank of America
Essentials Solution Back Office.
To begin, select the Customers tab.
Now, click on the Loyalty Program sub tab.
Then, click the Get Started button.
Now, determine the program type customers
will use to earn a reward.
Punches are the number of visits
a customer makes to your business.
And Points are equivalent to the number
of dollars a customer spends at your business.
Enter the number of points or punches required.
Then, set a minimum purchase amount required
to be eligible to earn either punches or points.
Now, complete the the fields for the reward details,
the type of reward, the amount or percentage off
of a purchase, minimum purchase required
to receive the reward and the expiration of the reward.
You also have the option to allow multiple rewards
per ticket.
Finally, add a receipt message
that lets your customers know the number of visits
or points needed to reach their next reward
and when that reward expires.
When you're done click Save
and your loyalty program is set up.
Once the loyalty program is set up
the employee can assign a customer's ticket
to the program at checkout,
so they can begin accumulating rewards.
If the customer has a reward available
the system will alert the employee
of the available reward at the POS during checkout.
To edit your loyalty program,
select the Customers tab on the home screen.
Then, select the Loyalty Program sub tab.
To turn your loyalty program on
or off, use the on/off toggle.
A confirmation box will appear.
To edit details in the loyalty program's reward
or receipt sections select Edit next
to the pencil icon at the top of the page.
Once you've made your edits, click Save.
After editing your program, you'll automatically return
to the main loyalty program page
where your updates will appear.
To monitor your active loyalty program
select the Customers tab
then, select the Loyalty Program sub tab.
Here, you can view the rewards earned
by your customers in the middle of the screen.
To view earned rewards for a specific time period
use the date fields to select
the time period you want to view.
Scroll down and you'll be able to see rewards that are still
in progress and not yet available for redemption.
To manually add points or punches
to a customer loyalty balance, click on the Customers tab
then click the Customers sub tab.
From your list of customers, click on a customer
to add loyalty points or punches to.
You can also search the database or scroll through
the customer list using the Search Customers function.
Once you open a customer's profile,
click on Loyalty Program.
Then, click the Add Points punches button.
The button will be named either Add Punches
or Add Points based on your program type.
Next, enter the amount to add.
Then, click the Save button to see
the updated customer profile then, click Close to finish.
For more information visit bankofamerica.com/merchanthelp