myLoyalty Business Go Live Checklist

GETTING STARTED WITH JCC myLoyalty

Before going live you should go through the checklist below to ensure that you are taking full advantage of CRM.COM functionality and integrations. This check list is targeted towards JCC myLoyalty businesses and covers the mandatory and optional configurations that should be considered prior to going live.

REQUIRED CONFIGURATION

This section covers the mandatory setup that you will need to configure for your business. For your ease of use the actions have been listed in the order that they should be completed.

BUSINESS DEFINITION

(click on logged-in user name at the top-right-hand-corner of the screen > My Business)

My Business
The information on this screen mainly caters to the needs of customer facing apps in order to provide an overall quality user experience. You will need to complete your company information and add your logo.

Select Edit Images to add your logo, it’s recommended that you add images of type Avatar and Logo.

INTEGRATIONS

(Platform > Integrations > select JCC Merchant from Payment Gateways section)

JCC Merchant

CRM.COM provides the ability to integrate with a variety of third-party tools. As a minimum you will be required to configure the integration for JCC Merchant, other optional integration configurations are included in the Optional section below. There are several steps involved in this process:

1. Enter a meaningful Name for your integration e.g. JCC Merchant.

2. Click on the Enabled toggle to activate the integration.

3. Enter your Merchant ID in the space provided

4. Save your configuration.

Import Outlets

Now you will need to import your outlets. 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 you outlets and create venues in CRM.COM. Your venues can be viewed via Business Network > My Venues.

CURRENCY

(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Platform> Currencies)

Ensure that your base currency is set to Euro.

REWARDS

Upon registration of a new Business, a reward scheme is automatically created using the name of the business, along with four basic offers. Activating the rewards scheme and one or more offers will allow your customers to be awarded for their purchases.

Reward Offers

(Rewards > Offers)

There are four inactive offers:

• €5 Registration Offer - effective upon successful registration of a contact

• 20% Birthday Offer - valid only on the day of the contact’s birthday

• 5% Cashback on all Purchases - on all products and valid for all locations

• €1 Referral Cashback - cashback is applicable if a referred customer registers using the provided referral code and makes an initial purchase

Before activating an offer you will need to check and possibly amend some of the offer settings, bear in mind that all of this information will be visible on the app.

1. Edit the offer (click on the three dots on the reward offer card > Edit)

2. Check that the following are to your satisfaction:

   1. Offer name

   2. Image - this can be changed by selecting Edit Images as before. Use the image type Avatar if you change the offer image

   3. Validity period - open ended implies an ongoing offer

   4. Short description

   5. Long description

   6. Terms & Conditions - ensure that these are correct and apply to your offer.

3. Targeting Conditions

   1. With the exception of the birthday offer, all offers target all customers and all venues without restrictions. Amend these conditions if required.

4. Award Information

   1. Award and spend conditions applicable for the offer can be amended if necessary.

New offers can be created as required.

Activate an offer to become effective - click on the three dots on the reward offer card > Activate.

Reward Scheme

(Rewards > Schemes)

The reward scheme created is an auto sign-up scheme which implies that customers participating in your loyalty scheme will be automatically signed-up to the reward scheme and therefore benefit from the offers of the scheme.

During this stage you will be required to check the reward scheme details and activate it so that it becomes available on the app.

To edit the scheme - click on the three dots on the reward scheme card > Edit.

1. Check the description.

2. Update your T&Cs.

3. Save.

Activate your scheme - click on the three dots on the reward scheme card > Activate.

OPTIONAL CONFIGURATION

These are additional, optional configurations which you may like to consider for your business, in particular to improve customer communication.

INTEGRATIONS

(Platform > Integrations)

Configure additional integrations offering multiple channels of communication with your customers such as:

SMTP - for email communications with your customer. You will need to register with an email service provider if you haven’t already done so.

SMPP - to send text messages to your customers. Again, you will need to register with a service provider and complete the configuration details required.

Google Places - Google maps is used by the consumer app to identify and pinpoint outlet locations on the map including directions to get to a location (e.g. a venue). If you setup Google Places integration you will be able to locate and select your outlet (venue) addresses using Google Places, thereby appearing on the map visible to the user.

USERS

(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Security > Users > Invite User)

You can invite users to your business by simply using their email address. They will have to accept the invitation and then log in to the system using their credentials.

COMMUNICATIONS & SEGMENTATION

Segmentation

(Contacts > Segmentation)

Create segments to separate your customers into groups based on specific criteria. Segments can also be created by importing a list of contacts from Analytics tools like Mixpanel.

Communication Plans

(CRM> Communication Plans)

Create repeating or one-off communication plans to re-engage customers or simply to announce a new offer. Recipients can be selected based on segments, and communications are sent according to the selected channel and language preference of the recipient. Links can be tracked to monitor customer interaction.

AUTOMATIONS

(Platform > Automations)

Automations can be set up to automate repeatable tasks that are required to carry out certain operations. An automation starts with an event trigger (an action within CRM.COM, e.g. customer registration, award customer) and is completed with a series of actions (e.g. sending customers an outbound email communication).