Introduction
This document aims to provide a general overview of the myLoyalty service which JCC merchants will have access once they create a myLoyalty account. By the end of this guide, JCC merchants will gain a solid understanding on how to use the myLoyalty and perform major tasks such as sign up, create communications, manage rewards offers, perform cash transactions and monitor their myLoyalty scheme’s effectiveness with graphical and numerical reports.
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Cardholders, customers, consumers, reward participants are referred to as Contacts in myLoyalty service. |
New Merchant Sign up
Any approved JCC Merchant is able to sign up their myLoyalty scheme via a simple self-registration process. The Merchant will instantly own their myLoyalty Scheme and be part of the multi-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 to register with the myLoyalty.
Complete the following information:
First Name - The first name of the contact person
Last Name - The last name of the contact person
Company Name - The name of 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 - Re-enter your email address.
JCC Merchant ID - The merchant no provided by JCC (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
You can log in to the myLoyalty account
Signing 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 registered
Configuring your myLoyalty Scheme
There are some basic steps you should complete to configure your MyLoyalty Scheme prior to going live.
SWITCH TO LIVE MODE
The first time you sign into your myLoyalty account the environment will be in Test Mode. Test Mode TEST DATA mode. This mode essentially permits the myLoyalty User system user to get familiar with the system.
Switch your myLoyalty account directly to Live Mode and 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
JCC Merchant ID No- enter your JCC merchant id No (e.g. 0019727)
Select Save
Edit
Import Outlets
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.
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
AUTOMATIC SPEND PREFERENCESYou can configure automatic spend preferences which will automatically apply to all your Contacts 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.
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 spent on all your purchases.
20% Birthday Offer: Get a 20% instant discount on your next purchase on your birthday
€5 Registration Offer: €5 is rewarded upon registration.
You can edit these offers to change their images, conditions, or the reward.
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.
REWARD OFFER RESOLUTION
If your myLoyalty account has multiple reward schemes and offers, you might be interested in configuring the reward offer resolution which defines how your Contacts will be rewarded in such cases. The default is that a Contact is rewarded on all matched offers.
REWARDS
Reward is the amount of money that will be provided to a Contact in the form of cashback when reaching a specific goal (e.g. perform a purchase event).
The reward is always a financial amount and can be provided in reward currency; crediting the contact's wallet. Rewards based on purchases are calculated based on the total transaction amount (minus instant discount and discount of purchase customer event).
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 a reward is expired, a reward expiration transaction is created and the relevant amount is deducted from the Contact’s wallet balance.
SPENDS
Spend represents an amount that will be deducted from the Contact's wallet automatically, when the spending criteria are met during a purchase. Spends can be classified as conditional, where Contacts can spend rewards on specific conditions or unconditional, where Contact can spend rewards without meeting any conditions.
A different approach applies for each spending model:
Auto Spend Requests
An amount from the Contact available wallet balance will be automatically spent (without the Contact's request) during a purchase. As a result, the Contact's wallet balance will be debited - so long as the balance is not subject to specific spend conditions.
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 Contact will be able to spend their 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 rewards
Reward events are actions, such as purchase transaction or a friend referral. 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 reward them in one flow. Following a positive evaluation, the reward engine proceeds with the creation of a reward transaction, which generates a credit wallet transaction, adding funds to the wallet of the Contacts.
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 spend request evaluates if there are sufficient funds in the wallet of the Contact, then a spend transaction is created which in turn generates a debit wallet transaction, that deducts funds from the wallet of the Contact.
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. 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
myLoyalty provides Merchants the ability to view and manage contacts participating in their loyalty 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 participating loyalty scheme, a primary account and a wallet is automatically created, where each reward/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
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 the current month
Wallet Actions – the actions you can perform on wallets
Terminate - Unlike accounts, wallets can be terminated and re-activated if needed, note that when a wallet is terminated, the Wallet Balance (i.e. any rewarded amounts) is lost
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 which keeps an amount that holds a sum of money that can be spent during a purchase at a participating merchant. A wallet is used used for purchases at participating merchants. It serves as a mini ledger that and can easily be topped up by rewarding be credited when a Contact is awarded a sum of money through a Reward offer. A wallet can be terminated and re-activated but upon reactivation the wallet should have zero balance and no spend conditions.
Wallet Spend Conditions
Wallet spend conditions are used to identify restrictions on how the wallet's available amount, can be spent. Those restrictions are set based on various conditions such as the place and time that the amount can be spent.
Wallet Balance Breakdown
Wallet Balance Breakdown is the process used to present how, when and where a wallet's amount can be consumed. Wallet Balance Breakdown presents the wallet spend condition groups that include:
The amount to be consumed
The days and/or hours at which the amount can be consumed
The locations where the amount can be consumed
Transactions
Online Transactions
These are the transactions where the Contact pays by 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 myLoyalty account and gather any required information that may be needed. For the 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 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 myLoyalty. Note that this process runs daily at 04:00 am.
Communications
Communications allow a participating merchant to notify all, or a group of contacts at predefined times. Communications can be sent in the form of an email or SMS. Integrations need to be configured in order for communications to be operate.
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If a 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 participating merchant can configure their own Integrations to communicate with their 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 merchant to group it’s Contacts based on a predefined set of conditions, therefore reaching each group with a different approach e.g. for 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 all Contacts or to specific Contacts of a segment. Communication Plans can be sent by email and 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
Analytics
INSIGHTS
Insights provide an analysis on the following events: Purchase, Reward or Spend in graphical charts for 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 criteria
Different filtering criteria are available for each Event (Purchase/Reward/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 level. Reports can be exported in PDF and XLS 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.
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 report is sent as an attachment to the user's authorized email.
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)
Rewards
Spends
Given Rewards
Rewards Spent
Top 10 Reward Offers (based on rewards)
Registered Contacts
Running Offers
My Venues
Wallet Balance
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