SCREEN FORMS

The review of the main forms of PointLoyalty Manager application is presented below. Pay attention that for simplicity on the given page only the basic application forms are presented. Please refer to «User Manual» for a more detailed description of application usage.

FIRST STEP - YOUR BUSINESS DESCRIPTION.

In the beginning of work with PointLoyalty Manager, it is necessary to define in system the simplified model of interaction of your business with clients, i.e. to describe those actions of your clients for which you plan to charge them bonuses. On the basis of the resulted model you can form programs and loyalty offers in terms of your business. Every screen form has context help. Press «Help» button on any form to see it. Pay attention, that additionally it is possible to describe your clients categories and categories of your trade articles for creating more flexible loyalty programs.  details »

CLIENTS ATTRIBUTE

Clients attribute – features which characterize your clients, for whom you may create the loyalty offers.

For instance, if you have your client’s data base with the following attributes: « The date of birth », «marital status» etc, then after attributes registration in the system, you can create the following offer for concrete clients’ types.

Offer example, based on clients’ attributes - 5 bonuses for any purchase to the clients who were born on the 14th of February (client’s attribute is “The date of birth”).

Pay attention, for creating the similar offers you have to transmit a client’s data into the system using the form «Clients» or files transmitting (see below).

Fill in the attribute table or just copy the templates.

CLIENTS

Clients’ base – the list of your clients with data fields which correspond to the registered clients’ attributes in the system.
If you would like to create the loyalty offer for concrete clients’ categories it’s necessary to describe the clients’ attributes in the system and transfer the clients’ data into the system

Offer example, based on clients’ attributes - 5 bonuses to all students (client’s attribute «education» – «student»).

Data example: «purchase date» – «01.01.2009»; «client» – «Mr. Smith» etc

The client’s operations data entered into the system for calculation may not contain the client’s attribute information - «education». In the process of handling the calculation system will define the attribute’s meaning - «student», and bonus for the given operation will be calculated.

Pay attention, working with the form, beforehand it’s necessary to define the clients’ attribute.

Fill in the clients’ data table.

Pay attention, work with clients’ data using the screen form is reasonable in case of processing small information scope or in testing. With the significant data volume, clients’ information update is possible only by file transfer.

CUSTOMER CATEGORIES

Customer categories – groups of your goods/service or other data types, using which you can create loyalty offers. Each category can contain the set of meanings and the list of subcategory (tree-type structure of data). The most frequent case of customer categories usage – transfer into the system the list of goods/service, rendered by your company, in order to create the loyalty offer based on these categories.

Categories’ examples: «Dairy products» (goods: milk, yogurt), «Bakery goods (bread, cookies) etc.

Offer example, based on categories - 5 bonuses to all who bought any dairy product (goods category - «Dairy products»).

Data example: «purchase data» – «01.01.2009»; «goods» – «yogurt»; «client» – «Mr. Smith».

The operations data entered into the system may not contain the goods category.

In the process of data handling the calculation system will define the goods category («yogurt» -> «Dairy products »), and bonus for operation will be calculated.

Fill in the categories tree and value set table.

Pay attention, work with customer categories data using the screen form is reasonable in case of processing small information scope or in testing. With the significant data volume, clients’ information update is possible only by file transfer.

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SECOND STEP - CREATE PROGRAMS AND OFFERS.

After describing the business it is possible to start creating loyalty programs and offers.  details »

Pay attention that using the percentage scheme, it’s necessary to choose the numeric type of attribute from the attribute set of client operation and define the percent which will be calculated from this numerical attribute’s value as a bonus. Using the absolute-value scheme it’s necessary to define the value of calculated bonus in absolute unit

Example

• «Everybody gets bonuses» (offer’s name).
• Applies to all purchases («purchase» – client operation).
• Valid from 01.01.2010 till 31.01.2010 (effective period).
• 5 % from the purchase sum is accounted as a bonus to all clients.

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Types of loyalty program rules.

There are 3 types of rules, which define the conditions of bonus calculation for client operations.

• Rules of client operations calculation – checking of attribute’s value in current operation.
• Rules of client filtration – checking the data of the client, who performed the current operation.
• Rules of registering the client operations’ history – checking the operations’ history of the client, who performed the current.

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Time interval for operations - to make the rule for client operations’ history registration the client operation has to contain at least one attribute of “data” type or “data and time” type, by which you can define the date of operation.

Example - «purchase data» has to be from the 1st of January to the 31st of January 2007.

Aggregation block - the given block defines the restriction for number of operations or for the amount of values of chosen client operations attribute in given time slice. There are 2 types of aggregation blocks: the restriction for the number of operations or amount of values of some client operations attribute in given time slice.

Example - to get bonuses for current operations, the client in the period from the 1st of January to the 31st of January 2010 («date of purchase») had to make more then 3 purchases (restriction for the number of operations).

Restrictions block - in given block the restriction for some client operations attribute’s value in given time interval.

Example - to get bonuses for current operations the client in the period from the 1st of January to the 31st of January 2010 («date of purchase») had to make the purchase of attribute value «goods» which had to be equal to «TV set» (the restriction for attribute’s value «goods»).

The rule of client operation’s registration has to contain the aggregation block, restriction block or both blocks at ones.

Pay attention, creating the complicated loyalty offers, which contain several rules of different types the necessity to see the full offer’s description on one page can occur. Press the button «Offer description» nd you get the detailed description of calculation rules set which you created.

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THIRD STEP - TRANSMIT DATA FOR CALCULATIONS.

Everything is ready to calculate bonuses for you clients. Enter the on-line data of real client operations and get the calculated bonuses. Data on client operations – the set of client operations, for which the bonuses are calculated according to the registered in the system and valid on the calculation moment loyalty offers.  details »

Each client operation has to contain the data according to its operation template and ID of the client who performed the operation.

Client identifier - the additional field, which is necessary to define the client operation’s belonging. In other words, the given field is necessary in case when you want to calculate bonuses for the concrete client. It’s not obligatory for clients to be registered in the system. The bonuses can be calculated for abstract clients ID, which are received together with the client operations data. In this case ID comparison to clients – the task of user who gets the calculated bonuses.

Examples.

Let the operation template «purchase» contain the attribute set:

• Purchase date.
• Article title.
• Price.
• Quantity of items.

The example of record which corresponds to the template:

• 02.04.2001 («Purchase date»).
• Calculator («Article title»).
• 100 («Price»).
• 2 («Quantity of items»).
• Client’s ID – for instance, encrypted number of plastic card.

« hide There are 5 ways of on-line data transmission for calculations. Chose the way, which is the most convenient for you.

Several ways to transmit the data into the system

• To fill the data tables using the screen form.
• To copy the data from MS Excel documents.
• To load the data files using the application form.
• To set FTP access to your server for automatic data file receiving.
• Integration with external systems using Web Services or REST API.

Pay attention, that the first two ways are exceptionally for entering the client operations data when you transmit small data volumes or for testing purposes. Other ways of data transmission also allow transmission information about clients and customer categories.

1. Filling up the form table with data

Work with client operations data using the screen forms is rational if you process the small volumes of information or in testing purposes, for instance, to check how the created loyalty offers work.

2. Copy from MS Excel documents

Such way of data entering can be useful for users who have the client operations information in office documents and who have the opportunity to prepare the system data in required format.

3. Uploading data files with special application form

Date files uploading is used to transmit to the system large volumes of information.

4. Setting up FTP access to your server for automatic transmission of data files

FTP data access subsystem is used to automate the process of transferring large data volumes into the PointLoyalty Manager.

5. Integrating with external software using Web Services or REST API

For Web Services and REST API integration there is no special application forms provided.

• Get the WSDL file describing API for accessing the system - WsService.wsdl.
• Learn how to integrate using REST API - REST API description.

If you have any questions - please contact our technical support at support@pointloyalty.com.

STANDARD REPORTS.

Bonus points report - report designed to output detailed information on bonus points calculated in the system. Loyalty offers report - report for consolidated information on registered loyalty offers. Report on client operations data received - report on all client operations registered in the system. When transferring information for processing in files, using FTP or with "web services" failures are possible due to wrong data format, duplications, etc. This report allow to track all data packets successfully registered in the system.

MEMBERS NOTIFICATION.

Our company provides a special application - «Member Console» for your clients' notification on earned bonus points, redemptions and current loyalty offers of your company. Please see «User Manual» for detailed application description.
Have a question - ask our technical support support@pointloyalty.com