Introduction
This document aims to describe the provide a general overview of the myLoyalty platform service which JCC merchants will have access to once they have register with the myLoyalty scheme. The intention of this document is to provide the merchants with create a myLoyalty account. By the end of this guide, JCC merchants will gain a solid understanding of on how to use the CRM.COM platform, from signing-up, creating communications, managing myLoyalty and perform major tasks such as sign up, create communications, manage rewards offers, performing perform cash transactions , and understanding the benefits of their loyalty scheme and monitor their myLoyalty scheme’s effectiveness with graphical and numerical reports.
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JCC merchants are referred to as Businesses throughout the CRM.COM software, and therefore the same term will be used in this guide when referring to the system options and instructions. Cardholders, customers, consumers, reward participants are referred to as Contacts in CRM5myLoyalty service. |
New Merchant Sign up
Any approved JCC merchant Merchant is able to sign up for the their myLoyalty scheme via a simple self-registration process. The merchant Merchant will instantly own their rewards scheme myLoyalty Scheme and be part of the multi-tenant myLoyalty rewards merchant myLoyaltyApp application, available on both the Google Play Store and the App Store (scan the QR code below).
Navigate to https://myloyalty.crm.com/account/register in order to register with the JCC myLoyalty scheme.
This is the self-sign up portal where you are required to complete the Complete the following information:
First Name - The main contact person’s first name (who is registering the business to join the scheme) of the contact person
Last Name - The main contact person’s last name of the contact person
Company Name - The name of your Business as you wish it to appear to consumers on the appEmail - The main contact person’s email, your myLoyalty Scheme (your myLoyalty scheme name will be visible to users in the myLoyalty app)
Email Address - The email address of the contact person. (Note that a verification email will be sent to this email address)
Email Confirmation - Confirm the contact person’s Re-enter your email address.
JCC Merchant ID - The merchant id no provided by JCC Read the (first 7 digits of the Merchant no - it can be found on any receipt of your JCC POS machine on the top left-hand corner (eg. 00xxxxx)
Read the Terms of service, Privacy policy and Pricing policy by selecting the relevant links
Select the confirmation check box to indicate that you have read and agree to the conditions
Click on Sign Up
Once you have completed your registration process you will be required to verify your email address.
You should receive an email (sent to the email address you provided) with a verification link
Click on the link, you will be redirected to another webpage to set your password
After completion you will be signed You can log in to the applicationmyLoyalty account
Signing
-in to CRM.COMWhen you next need to sign-in to CRM.COM use:
into myLoyalty
Navigate to https://myloyalty.crm.com/account/login in order to sign in to the myLoyalty account. Use the below details to sign in:
Email - The email you registered with
Password - The password you provided when you first signed-in registered
Configuring your
BusinessmyLoyalty Scheme
There are some basic steps you should complete to configure your Business MyLoyalty Scheme prior to going live with the myLoyalty program.
IMPORT YOUR OUTLETS
This procedure will identify you as a JCC merchant and import your outlets and transaction acquiring points (TAPs). To complete the JCC Merchant integration follow these steps:
Platform > Integrations > JCC Merchant
Name - Provide your Business name
Select the Enabled toggle
Merchant ID - enter your JCC merchant id
Select Save & Import
PROVIDE YOUR BUSINESS INFORMATION
Navigate My Business to by clicking on your signed-in username in the top right-hand corner of the screen.
2. Select Edit Images to upload your Business logo
Upload images for both the following Media Usage Types:
Avatar - Used for the consumer app
Logo - Used on the back-end system
3. Complete your Business information
Address
Phone
Email Address
4. Setup your TAPS (Transaction Acquiring Points)
Click on the blue ‘eye’ icon to view your imported TAPS, these should have been imported automatically when you configured your JCC Merchant integration. If none are available, you can create them manually.
Select Create Transaction Acquiring Point
Name - Provide a name for the TAP (e.g. CRM Coffee Shop Nicosia Branch)
Code - Unique code which identifies your TAP
External IP -
External Port -
Type - External Ref
Select the Active checkbox
Save
CONFIGURE AUTOMATIC SPEND PREFERENCES
You can configure automatic spend preferences which will automatically apply to all your consumers upon registration. This setup will trigger a spend (without the consumer’s request), when a specified amount of money is available in their wallet and the purchase amount is above the set amount.
Click on your signed-in user name in the top right-hand-side of the screen
Select Settings > Rewards > Automatic Spend Preferences
Enable the toggle Enable automatic spend preferences
Set your spending preferences
Select Save
Consumers have the ability to change these spending preferences using their app.
Invite users to your Business
Provide other users access to your Business by sending them an invitation.
Navigate to Invite User to bySWITCH TO LIVE MODE
The first time you sign into your myLoyalty account the environment will be in TEST DATA mode. This mode essentially permits the myLoyalty system user to get familiar with the system.
Switch your myLoyalty account to LIVE DATA mode by clicking on the toggle button at the end of the menu bar. You should no longer see the TEST DATA banner at the top of the screen.
Now proceed with the below configurations.
IMPORT YOUR OUTLETS
This procedure will identify you as a JCC merchant and import your outlets and transaction acquiring points (TAPs). To complete the JCC Merchant integration follow these steps:
Platform > Integrations > Payment Gateways > JCC Merchant
Enter a meaningful Name for your integration e.g. The name of your business as it is registered in JCC records.
Click on the Enabled toggle to activate the integration.
Enter your Merchant ID No in the space provided. Your Merchant ID is a 7-digit number and can be found on your JCC receipts or statements.
Save your configuration.
Now you will need to import your outlets (Venues on CRM.COM).
Select your JCC merchant integration again.
Click on the options button (…) in the top right-hand corner.
Select Import Outlets. This process will automatically retrieve your outlets and Transaction Acquiring Points and create venues/outlets in myLoyalty scheme.
Navigate to Business Network > My Venues to view the imported outlets.
PROVIDE YOUR BUSINESS INFORMATION
Navigate My Business by clicking on your signed-in username in the top right-hand corner of the screen.
Specify the user’s First Name, Last Name and Email
User Role - Admin (this can be changed later if you configure other permissions for your users)
Click Save
Invited users will receive an email informing them that they now have access to the Business. They should click on the link in the email and follow the instructions to set a password and log in.
To setup other user security groups refer to the Security manual.
Rewards
REWARD SCHEMES
By default an auto sign-up rewards scheme is automatically created using your Business name (e.g. CRM Coffee Shop Scheme). Any consumers registering with your Business will automatically become members of your scheme. The only thing you will need to do is activate the scheme once you have checked your rewards offers. To activate your rewards scheme:
Navigate to Rewards > Schemes
An inactive reward scheme should exist
Click on the options button (three dots …)
Select Activate
If your reward scheme is inactive your consumers will not benefit from your reward offers.
Refer to the Reward Schemes user manual for further information about configuring and managing reward schemes.
REWARD OFFERS
Four reward offers are automatically created upon Business sign-up. By default, the new offers will be inactive which means that they will not be available to your consumers to earn awards until you activate them. Navigate to Rewards > Offers to see your reward offers.
Default Offers
€1 Referral Cashback: Get a €1 cashback when you refer a friend. The referring consumer will receive the cashback once the referred consumer
Select Edit Images to upload your Business logo
Upload images for both the following Media Usage Types:
Avatar - Used for the consumer app
Logo - Used on the back-end system
3. Complete your Business information
Address
Phone
Email Address
CONFIGURE REDEEM AND PAYOUT SETTINGS
These settings will automatically refund the redeemed amount back to the contact’s credit card for each purchase.
Click on Settings > Rewards > Reward Redeem and Payout on Redeem
Set the options as below then Save your changes.
Invite users to your myLoyalty
Provide other users access to your myLoyalty by sending them an invitation.
Navigate to Invite User by clicking on your signed-in username in the top right-hand corner of the screen.
Specify the user’s First Name, Last Name and Email
User Role - Admin (this can be changed later if you configure other permissions for your users)
Click Save
Invited users will receive an email informing them that they now have access to the myLoyalty. They should click on the link in the email and follow the instructions to set a password and log in.
Rewards
REWARD SCHEMES
By default a rewards scheme is automatically created using your myLoyalty scheme name (e.g. ABC Coffee Shop). Consumers will be able to sign up and become members of your myLoyalty scheme. The only thing you will need to do is activate the scheme once you have checked your rewards offers. To activate your rewards scheme:
Navigate to Rewards > Schemes
An inactive reward scheme should exist
Click on the options button (three dots …)
Select Activate
If your reward scheme is inactive your consumers will not benefit from your reward offers.
REWARD OFFERS
Four reward offers are automatically created upon your sign-up. By default, the new offers will be inactive which means that they will not be available to your contacts to earn rewards until you activate them.
Navigate to Rewards> Offers to see your reward offers.
Default Offers
€1 Referral Cashback: Get a €1 cashback when you refer a friend. The referring Contact will receive the cashback once the referred Contact registers and makes a purchase.
5% Cashback on all Purchases: Get a 5% cashback for every Euro euro spent on all your purchases.
20% Birthday Offer: Get a 20% instant discount on your birthday for your first purchase.next purchase on your birthday
€5 Registration Offer: €5 is awarded rewarded upon registration.
You can edit these offers to change their images, conditions, or the awardreward.
To edit an offer:
Click on the options button (three dots …)
Select Edit
To activate an offer:
Click on the options button (three dots …)
Select Activate
To add an image to the offer:
Select Edit Images to upload images for offers
Click to upload. Upload two images (can be the same image) and assign the following types to them.
o Avatar - Used for the consumer app Offer page
o Hero - Used for the consumer app Offer Detail page
Each reward offer is evaluated real-time based on dedicated events (e.g. purchase, referral, time), given that the specified target conditions are met and each award will be eligible to be spent based on the spend method/rules.
Refer to the Reward Offers user manual for further information about configuring and managing reward offers.
REWARD OFFER RESOLUTION
If your Business myLoyalty account has multiple reward schemes and offers, you might be interested in configuring the reward offer resolution which defines how your consumers Contacts will be awarded rewarded in such cases. The default is that a consumer Contact is awarded rewarded on all matched offers.
AWARDSREWARDS
Award Reward is the amount of money that will be provided to a consumer Contact in the form of cashback when reaching a specific goal (e.g. perform a purchase event).
The award reward is always a financial amount and can be provided in real currencyreward currency; crediting the consumercontact's wallet. Awards Rewards based on purchases are calculated based on the total transaction amount (minus instant discount and discount of purchase discountcustomer event).
Awards can be part of a wallet's open balance or commerce balance. Due to the fact that commerce balance is conditional (and can be consumed only on purchase events); different spend conditions are applied, such as validity (from - to), location, days/time and products (sku, family, brand). Note that the expiration date (validity to) defines the latest date that the award can be spent, motivating consumers to spend their awards
Every award that is provided will create an award transaction, crediting the consumer’s Note that the expiration date (validity to) defines the latest date that the reward can be spent, motivating contacts to spend their rewards.
Every reward that is provided will create a reward transaction, crediting the Contact’s wallet with the respective amount. In the event where an award a reward is expired, an award a reward expiration transaction is created and the relevant amount is deducted from the consumers Contact’s wallet balance.
SPENDS
Spend represents an amount that will be deducted from the consumerContact's wallet automatically, when a consumer requests to pay for a purchase using available wallet fundsthe spending criteria are met during a purchase. Spends can be classified as conditional, where consumers Contacts can spend awards rewards on specific conditions or unconditional, where consumer Contact can spend awards rewards without meeting any conditions.
A different approach applies for each spending model:
Auto Spend Requests
An amount from the consumer Contact available wallet balance will be automatically spent (without the consumerContact's request) during a purchase. As a result, the consumerthe Contact's wallet balance will be debited - so long as the balance is not subject to specific spend conditions (e.g. products).
Auto spend requests can be performed on the next purchase at a specific merchant (spending all the available wallet balance), or at specific merchants based on a minimum purchase transaction amount and the available wallet balance.
Spend Instantly
A spend is instantly created for an amount equal to the awarded amount (i.e. the award is spent instantly)
The .
Spend Instantly
A spend is instantly triggered for an amount equal to the rewarded amount
The spend amount is applied on the purchase total amount right away
The consumer Contact will be able to spend their awards rewards:
with online transactions
(when Contact pays with a registered card at the JCC POS of a participating Merchant)
with cash transactions submitted via the myLoyaltyCash app by the
Merchant
How consumers are awarded and how they can spend their
awardsrewards
Award Reward events are actions taking place outside CRM.COM, such as purchase transaction or a friend referral, or can be associated to data supplied to CRM.COM (such as consumer registration details), for participant birthdays and name days. All types of events are evaluated against . All types of events are evaluated against reward offers. The evaluation takes place either directly at the point of sales of the Merchant (where the purchase is registered) or through subsequent processes that handle multiple events and award reward them in one flow. Following a positive evaluation, the reward engine proceeds with the creation of an award a reward transaction, which generates a credit wallet transaction, adding funds to the wallet of the participantContacts.
Participants Contacts can redeem their rewards by spending their wallet funds, either at their own discretion or subject to conditions (for example, at a specific shop and date/time). A A spend request evaluates if there are sufficient funds in the wallet of the participantContact, then a spend transaction is created which in turn generates a debit wallet transaction, that deducts funds from the wallet of the participantContact.
Awarded Rewarded funds can be subject to an expiration date. If this is the case, the funds are expired through a background recurring process that expires funds in one flow. An award A reward expiration transaction is created, as well as a debit wallet transaction, which deducts the funds from the wallet so that they can no longer be spent.
Managing contacts
CRM.COM provides businesses myLoyalty provides Merchants the ability to view and manage contacts participating in their reward schemesloyalty scheme.
Navigate to Contacts > My Contacts. Search for a contact using their name, surname, registered contact code, telephone or email. Select a Contact to see their details.
Contact Accounts
When a contact has signed-up to a Business’s reward participating loyalty scheme, a primary account and a wallet is automatically created, where each awardreward/spend will credit/debit the wallet balance accordingly. A system user can perform various actions to manage a contact’s account:
Account Actions – the actions you can perform on the account
Modify Classification - Group similar types of Contacts for segmentation or pricing purposes
Suspend - Accounts can be temporarily suspended in case of a dispute or while running a credit check
Terminate - Terminated accounts are no longer operational and the status cannot be reversed
Statement - View a Contact’s financial transactions for a selected time period
Wallet Actions – the actions you can perform on wallets
Terminate - Unlike accounts, wallets can be terminatedand re-activated if needed, note that when a wallet is terminated,the Commerce Balance (i.e. any awarded amounts) are lostView Balance Breakdown - View the wallet balance broken down into Open and Commerce balances with any applicable spend conditions (for the Commerce balance).
Activity Feed
Select the Activity Feed tab from the Contact screen to view all the contact’s transactions.
Wallets
A wallet is an account which keeps an amount of money that can be used to fund various transactions within the CRM.COM Software. A wallet is used as a mini ledger that can easily be topped up by various credit events or by awarding a consumer through a Reward offer. The wallet's amount can be spent during various CRM.COM functions such as on spending awarded amounts during a purchase or by spending to external merchants etc. A wallet can be terminated and re-activated but upon reactivation the wallet should have zero balance and no spend conditions.
A wallet's balance is presented as a whole but then is differentiated as
Open Balance: The balance that has no spend conditions and is added into the wallet through a process irrelevant with Rewards, i.e. topup, transfer from Account etc. This balance an be used on anything including transfer of money out to a bank account or pay an external debit as part of a payment - currently not applicable for the JCC solution
Commerce Balance: The balance that has spend conditions and is added into the wallet through a Rewards process (awarding, voucher use etc.). This balance is calculated by aggregating the non-expired, conditional credits which may or may not have specific condition group related. This balance can only be spent as part of a purchase eventcase of a dispute or while running a credit check
Terminate - Terminated accounts are no longer operational and the status cannot be reversed
Statement - View a Contact’s financial transactions for the current month
Wallet Actions – the actions you can perform on wallets
View Balance Breakdown - View the wallet balance information with any applicable spend conditions
Activity Feed
Select the Activity Feed tab from the Contact screen to view all the contact’s transactions.
Wallets
A wallet is an account that holds a sum of money that can be used for purchases at participating merchants. It serves as a mini ledger and can be credited when a Contact is awarded a sum of money through a Reward offer.
Wallet Spend Conditions
Wallet spend conditions are used to identify restrictions on how the wallet's available commerce amount, can be consumedspent. Those restrictions are set based on various conditions which includes various conditions such as the products, place and time that the amount can be consumedspent.
Wallet
spend condition groups can affect only the wallet's commerce balance, whereas the open balance is not affected by any conditions. Wallet CommerceBalance Breakdown
Wallet Commerce Balance Breakdown is the process used to present how, when and where a wallet's amount can be consumed. Wallet Commerce Balance Breakdown presents the wallet spend condition condition groups that include:
The amount to be consumed consumed
The days and/or hours at which the amount can be consumedThe products which can be bought using the wallet's amount - Note: not applicable for JCC solution
The locations where the amount can be consumed
Transactions
Online Transactions
These are the transactions where the consumer Contact pays by credit card and credit or debit card and JCC will perform the financial transaction and the loyalty transaction automatically. The merchant will be able to view the transaction history in the CRM.COM platform myLoyalty account and gather any required information that may be needed. For the Online online transactions no action is required by the merchant.
Cash Transactions
Cash Transactions take place manually by the merchant via the myLoyaltyCash app. The merchant will be able to identify the participant Contact via a scan of a QR code or barcode within the app, add the total amount and submit the transaction.
Offline Transactions
JCC will submit a batch file on a daily basis to process the offline transactions. The file will be uploaded and executed via a kettle created by CRM.COMmyLoyalty. Note that this process runs daily at 04:00 am.
Communications
Communications allow a Business participating merchant to notify all, or a group of contacts at predefined times. Communications can be sent in the form of an email , sms or push notification to the consumer appor SMS. Integrations need to be configured in order for communications to be operate.
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If a Business participating merchant doesn’t have their own integrations configured for communication purposes, the Service Owners integrations can be used, but only for non-marketing purposes, e.g. sending a verification communication when a new Contact registers. A Business participating merchant can configure their own Integrations to communicate with their consumers Contacts as required. Refer the the manual How to Configure SMTP Integration for instructions on how to configure your own SMTP (email) integration. |
Segmentation
Segmentation can be accessed via Contacts > Segmentation.
Segmentation enables a business merchant to group it’s reward scheme participants Contacts based on a predefined set of conditions, therefore reaching each group with a different approach e.g. for pricing special reward offers or communication purposes etc.
Communication Plans
Communication Plans can be accessed via CRM > Communication Plans.
Communication Plans are used to communicate a message to a rewards participant, it could be used to communicate a message to all participants Contacts or a message to specific participants Contacts of a segment. Communication Plans can be sent by email , SMS, in-app push notificationsand SMS.
Setting-up a Communication Plan
Navigate to CRM > Communication Plans
Select Create Communication Plan
Specify the following
Name: Purpose of the communication
Language: English
Integration: SMTP - Note: if merchant would like to communicate with SMS they need to setup an SMPP integration with an SMS provider
Content
Specify text
Use # to
personalize the content
Scheduler: Set the frequency if it will run once, or on repeated basis
Recipients
Add the segment to communicate the message to, if none specified then the message will be sent to all
Contacts
Save
Refer to the following manuals for further information:
Analytics
INSIGHTS
Insights provide an analysis on the following events: Purchase, Award, Reward or Spend in different graphical charts for different periods a selected period (Today, Weekly, Last 30 days).
Insights can be accessed by various users according to their security access levels.
Navigate to Analytics>Insights.
FILTERS
For purchases users can view the results for one specific location.
User can choose to filter out the results using Contact criteria or event Event criteria
Different filtering criteria are available for each Event (Purchase/AwardReward/Spend).
BREAKDOWN
On purchase event, users can view the results group by venue (location).
Insight results can be viewed in different graphical charts for different periods (Today, Weekly, Last 30 days):
Table
List
Bar
Stacked Bar
Pie
Example of Pie chart
Reports
Reports provide an insight on how well a company operates and performs. Reports provide an overview of various metrics and KPIs for areas such as rewards, assisting in decision making. Reports, as well as their information, can be accessed by various users according to their security access levelslevel. Reports can be exported in PDF and XLS . Reports are and sent via email.
Navigate to Analytics > Reports
Available reports for Rewards
Contacts Rewards Analysis: View list of Contacts participating in a Rewards scheme with an analysis of their rewards-related information for a selected period
of time.
Each report has:
A set of filters.
A set of group by fields
A set of columns
If a report has more than 10 columns, then it is specified in the report which 10 fields are the default ones
Sorting options
Export options
PDF, CSV
Totals
A preview: Each report's preview shows maximum 10 records/results
Running a Report
Running a report includes two steps:
Once the report is accessed, users are able to view a preview of the report (up to 10 records)
On user request, after specifying the format, filters, group by fields etc. The , the report is sent as an attachment to the user's authorized email instead.
Dashboard - Rewards Board
The dashboard provides an overall view of how your reward scheme is performing. Select Dashboard from the main menu on the left-hand side of the screen.
From this screen merchants can see the following dashboards:
New Contacts
Registered Customers - (App users)
Number of Purchases - (Visits)
Average Spend Per Purchase – (Per Visit)
AwardsRewards
Spends
Given AwardsRewards
Awards Rewards Spent
Top 10 Reward Offers (based on awardsrewards)
Registered ContactsReferred By
Running OffersMerchants
My VenuesReward Tiering
Wallet Balance Breakdown
Open Balance
Commerce
Balance
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