1. Select CUSTOMERS > LOYALTY PROGRAM.
2. Click Get Started. The Create Loyalty Program screen appears.
3. Under ‘Program,’ select Silver Generic Loyalty API from the ‘Program Type’ drop-down list.

 

4. (Multi-Site Only) Click Assign Stores and select the store you want to use the third-party loyalty program. Stores not assigned to use the third-party loyalty program will not have a loyalty program.
5. Under ‘Required Parameters,’ type the server URL provided by your loyalty provider.
6. Enter the access token provided by your loyalty provider.
7. (Optional) Under ‘Optional Parameters,’ select Barcode on Receipts without Loyalty Member to print a barcode on the receipt of a customer who does not belong to your loyalty program. A Customer can join, usually by downloading an app from your loyalty program provider, and scan the barcode in to the app to have the transaction count toward their loyalty rewards.
8. (Optional) Type a message to appear on the receipt of customers who do not belong to your loyalty program.
9. (Optional) Type the merchant ID. You will only need to enter a merchant ID if your Silver Pro merchant ID differs from your loyalty host merchant ID. Otherwise, leave this field blank.
10. (Optional) Select allow card activation, if your loyalty provider allows for loyalty card activation at the POS.
11. (Optional) Select enable manual card entry, if allowed by your loyalty provider, to allow employees to manually enter the loyalty card number of a customer.
12. (Optional) Select Send Tag IDs to send the tag ID of the items on the ticket to the loyalty provider. Only select this option if you have been advised to do so by your loyalty provider.
13. Click Save.

Managing Your Third-Party Loyalty Program