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 UK: 0808-178-5520
AU: 1800-940-975
NZ: 0800-453-736
or
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“To know I can check and see how the store is doing even without being there is very helpful.”
Reveille Joe Coffee, Coffee Shop


Setting Up a Loyalty Program
  1. Select Customers and then Loyalty Program
User-added image
  1. Click the Get Started button to begin the setup for your loyalty program.
User-added image
 
  1. Select the Program Type you want to use in your store(s):  Punches or Points.
  • Punches:  number of visits to your store (like traditional punch or stamp cards)
  • Points:  number of dollars spent; $1 = 1 point
  • PassMarket:  PassMarket is a third-party loyalty solution that integrates with NCR Silver.  to use the PassMarket Loyalty program, you must have an account with iMobile3. Passmarket requires unique identifiers to enter into the Back Office in order to communicate with the system.
  •  External Loyalty Provider: Because of our "open loyalty" platform, 3rd party loyalty companies have the ability to integrate to Silver. External loyalty providers must provider a URL and Access Token to communicate with the POS.
  1. Enter the number of punches or points that are required to earn a reward. 
  2. If you selected Punches for your loyalty Program Type, enter the Minimum Purchase Required to earn a punch (can be zero).
  3. Select your Reward Type:  
  • Amount:  This will be the dollar amount off of the ticket that will be applied
  • Percentage:   This will be the percentage amount off of the ticket that will be applied.   
  1. Enter the Amount Off or Percentage Off that will be applied to the ticket.
  2. Enter the Minimum Purchase Required to earn the reward.
  3. Select your choice for Expires:  None30 days60 days90 days6 months, or 12 months.  This will be when any earned rewards will expire and can no longer be redeemed by the customer.  Customers can redeem an earned award up to 3:00 AM  of the day after the reward expires.
  4. Enter your Reward Description.  This is what will be shown on the customer's receipt, so make sure you clearly state the reward's value.  We'll default it to the Amount Off value, but you can edit this information.
NOTE:  The "x" shown on the screen will be replaced by the actual values recorded in the system for the customer.
  1. Enter any Disclaimer information.  

 
Customer Support Article

Setting Up a Loyalty Program

  • December 15, 2021
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Summary

How to set up a loyalty program

Title

Setting Up a Loyalty Program

URL Name

Setting-up-Loyalty-Program

Summary

How to set up a loyalty program

Article Record Type

0120W000001QFNF

Publication Status

Online

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Not Validated

Last Modified By

0056T000007tD1G

Description

Setting Up a Loyalty Program

  1. Select Customers and then Loyalty Program
User-added image
  1. Click the Get Started button to begin the setup for your loyalty program.
User-added image
 
  1. Select the Program Type you want to use in your store(s):  Punches or Points.
  • Punches:  number of visits to your store (like traditional punch or stamp cards)
  • Points:  number of dollars spent; $1 = 1 point
  • PassMarket:  PassMarket is a third-party loyalty solution that integrates with NCR Silver.  to use the PassMarket Loyalty program, you must have an account with iMobile3. Passmarket requires unique identifiers to enter into the Back Office in order to communicate with the system.
  •  External Loyalty Provider: Because of our "open loyalty" platform, 3rd party loyalty companies have the ability to integrate to Silver. External loyalty providers must provider a URL and Access Token to communicate with the POS.
  1. Enter the number of punches or points that are required to earn a reward. 
  2. If you selected Punches for your loyalty Program Type, enter the Minimum Purchase Required to earn a punch (can be zero).
  3. Select your Reward Type:  
  • Amount:  This will be the dollar amount off of the ticket that will be applied
  • Percentage:   This will be the percentage amount off of the ticket that will be applied.   
  1. Enter the Amount Off or Percentage Off that will be applied to the ticket.
  2. Enter the Minimum Purchase Required to earn the reward.
  3. Select your choice for Expires:  None30 days60 days90 days6 months, or 12 months.  This will be when any earned rewards will expire and can no longer be redeemed by the customer.  Customers can redeem an earned award up to 3:00 AM  of the day after the reward expires.
  4. Enter your Reward Description.  This is what will be shown on the customer's receipt, so make sure you clearly state the reward's value.  We'll default it to the Amount Off value, but you can edit this information.
NOTE:  The "x" shown on the screen will be replaced by the actual values recorded in the system for the customer.
  1. Enter any Disclaimer information.