myLoyalty Merchant Go Live Checklist

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GETTING STARTED WITH myLoyalty

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

Note that when the Business is first created, it’s in TEST DATA mode.

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Business in TEST DATA mode

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 refers to general information about your business that is displayed in the consumer application such as name, address, logo etc. Select Edit Images to add your logo, use the ‘image type' Logo.

CHANGE TO LIVE MODE

Now change the Business 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.

INTEGRATIONS

(Platform > Integrations)

JCC Merchant

 It is required to configure the integration with JCC Payment Systems following the steps listed below:

1. Select JCC Merchant from Payment Gateways section

2. Enter a meaningful Name for your integration e.g. The name of your business as it is registered in JCC records.

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

4. 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.

5. Save your configuration.

Import Outlets

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.

Check Outlets

Check that your outlets have been imported correctly, navigate to Business Network > My Venues > you should see your imported outlets here. If the outlets have not been imported then see Procedure to follow if import outlets failed to create them manually.

Also, check that the outlet's Transaction Acquiring Points (TAPs) have been loaded successfully, select … > Edit.

If the Outlet's TAPs have been loaded successfully, then you will see it at the bottom of the screen.

Click on the ‘eye’ icon to see the outlet’s TAPs.

Check Business (JCC Merchant) TAPs

Also, check that the Business’s TAPs have been set. Click on your user name in the top right-hand corner of the screen > My Business.

Check the TAP by clicking on the ‘eye’ icon.

The Business’s (JCC Merchant) TAP should be the same as the merchant’s JCC number.

If the TAP is not set, then add it by following the same process as adding a TAP for an outlet (point 4 onwards below)

Procedure to follow if Import Outlets failed

1. Navigate to Business Network > My Venues > Create Venue.

2. Provide the Venue (outlet) name > Save.

3. Click on the ‘eye’ icon at the bottom of the screen to add the TAPs.

4. Select Create Transaction Acquiring Point.

5. Provide the following details:

• TAP name

• Code (of the terminal)

• Type = External Reference

• External Type = JCC

• Activate

6. Save

REWARDS

Upon registration of a new merchant, 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 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. Ensure that the information here is correct as it will be accessible by the user on the consumer 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.

4. Activate the reward scheme - click on the three dots on the reward scheme card > Activate. Activating your reward scheme will make it possible for consumers to register with your scheme and benefit from your offers.

Reward Offers

(Rewards > Offers)

There are four inactive offers available:

• €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 by selecting the Create Offer button on the offers summary screen.

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

Redeem & Payout Settings

(Settings > Rewards > Reward Redeem & Payout on Redeem)

Set the options as below. These settings will automatically refund the redeemed amount back to the contact’s credit card for each purchase.

OPTIONAL CONFIGURATION

These are additional, optional configurations which you may like to consider for your myLoyalty account, 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 making them visible to the user on the map.

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 myLoyalty account 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.

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.

AUTOMATIONS

(Platform > Automations)

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.

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