To manage the loyalty program for a single/multiple location(s), you should mainly operate on the two areas as marked in red below.
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Create a Loyalty Program
You can click the “Add Loyalty Program” button to create a loyalty program for single or multiple location(s) following the instructions below. There are six components in adding a loyalty page, i.e., Location, Refill Bonus, Usage Bonus, Conversion Rate, Expiry Date and Comments.
1) Define Location(s)
Click inside the “Location” text box to select single or multiple locations. When you click it, you will see a drop-down menu appear with clickable text. You can enter the location name or location ID to speed up your search for a location(s) with this smart search bar. When the location is selected, there will be a cross mark “x” ahead of it. You can click the “x” to deselect the location from the list.
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2) Set Refill Bonus
This feature is to set the bonus that is awarded to the consumers after they refill the account. The name of this field is changed from “Bonus Type” to “Refill Bonus.” An additional field “Disabled” is added.
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When you select “Disabled,” this feature will be disabled at the selected location(s) and all columns will be grayed out.
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If you’d like to set the refill bonus for consumers, select either “Fixed Amount” or “Percentage.”
Below is an example intending to specify the principle of refill bonus.
Refill Bonus Setting | |
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Bonus Amount Obtained | |
Refill Amount ($) | Bonus Amount ($) |
<10 | 0 |
10-19 | 10 |
20-29 | 20 |
30-39 | 30 |
40-49 | 40 |
>=50 | 50 |
The refill amount and bonus amount only accept numbers, and the number you input cannot be longer than 3 digits.
Input fields are required unless “Disabled” is selected.
3) Set Usage Bonus
This feature is to set the bonus that is awarded to consumers after they make transactions. You can see two options in the drop-down list, i.e., “Fixed Amount” & “Disabled.” “Disabled” is the default option.
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When you select “Disabled,” both the usage bonus feature and the conversion rate feature will be disabled for the selected location(s), and all columns will be grayed out and disabled from entering a value.
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When you select “Fixed Amount,” you can input the amount for the value used and the corresponding number of points earned when that value is used by the consumers in the KioSoft mobile app and with a cloud card. The minimum amount to be set here is $1, and the minimum point is 0.
Regarding the configuration of Amount and Points, 3 examples are displayed below to facilitate your understanding of the principle. Please note that the points that consumers get in return conform to the rule: below 5, round down; equal or above 5, round up.
*Set Amount as 1 and Points as 1.
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The different amount of money that consumers spend and points they get are demonstrated in the table.
Money spent ($) | Points obtained |
0.01-1.49 | 1 |
1.5-2.49 | 2 |
2.5-3.49 | 3 |
3.5-4.49 | 4 |
4.5-5.49 | 5 |
… | … |
*Set Amount as 10 and Points as 10.
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The different amount of money that consumers spend and the points they get are demonstrated in the table.
Money spent ($) | Points obtained |
0.01-1.49 | 1 |
1.5-2.49 | 2 |
2.5-3.49 | 3 |
3.5-4.49 | 4 |
4.5-5.49 | 5 |
4.5-6.49 | 6 |
6.5-7.49 | 7 |
7.5-8.49 | 8 |
8.5-9.49 | 9 |
9.5-10.49 | 10 |
… | … |
*Set Amount as 10 and Points as 1.
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The different amount of money that consumers spend and the points they get are demonstrated in the table below.
Money spent ($) | Points obtained |
0.01-14.99 | 1 |
15-24.99 | 2 |
25-34.99 | 3 |
35-44.99 | 4 |
45-54.99 | 5 |
… | … |
If the point is set to be 0, then the consumers will not earn points, however, they will still be able to use the remaining loyalty points stored in their account until they consume all the points.
Decimal points are not allowed for “Amount” & “Points,” only whole numbers. And the number you input cannot be longer than 3 digits.
Input fields are required unless “Disabled” is selected.
4) Configure Conversion Rate
This is to set the amount of loyalty points to be redeemed while consumers use them to make payments.
This feature is applicable on condition that you select “Fixed Amount” for the “Usage Bonus.” You can input the associated points corresponding to the fixed amount of $1 to redeem that amount. For example, if you input 10 into the “Points” box, it means that $1 = 10 points. Based on that, if you’d like to start a machine with a $1 cycle using points, it costs you 10 points to start the machine.
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Decimal points are not allowed for “Points”; you should only input whole numbers, and the number you input cannot be longer than 3 digits.
The points’ calculation follows the rules below:
Below 5 points, round down.
Equal or above 5 points, round up.
E.g., If the machine’s starting price is $1.65, the conversion rate is 10 points = $1, then points cost = 10*1.65 = 16.5. According to the points calculation rule, 16.5 will be rounded up to 17 points.
5) Set Expiry Date
This is the last date after which the loyalty program is no longer in effect. Click the input box and a calendar picker will pop up for you to select the expiry date.
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If you’d like to set the validity period to forever, please leave this field blank. It will display “Forever” under the “Expire Date” column on the Loyalty Program Records page. When a loyalty program is expired, a transparent light pink box will cover the date under the “Expire Date” column for the specific location as shown below.
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6) Add Comments
This part is for you to leave comments for a specified loyalty program.
After you’ve set all the parameters, click the “Add Loyalty Program” button to submit.
Change Status, Edit and Delete Loyalty Program
For the added loyalty program, you can change the status of it, and edit and delete it on the Loyalty Program’s Records page.
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Under the “Status” column, click “Enabled” and it will change to “Disabled,” and vice versa.
Under the “Action” column, click “Edit” to open the Loyalty Program information page and make your modification to a specific loyalty program. Click “Delete” to delete the loyalty program that is not applicable.