Create your program: Loyalty; Gift Card or any other
type.
Now that you have setup your locations, you need to setup your program. A program can be any
one of the following things:
● Customer Loyalty Program; Gift Card Program; Charity Program; Pensioners Program;
Mall Staff Program; Coalition Program: Where you join forces with other stores from
different brands to share customers; Sales Staff Incentive Program; Just about anything
you can think of.
A Program consists of:
● Locations: The locations that participate in this particular program.
● Customers: The customers (card holders) that participate in this particular program.
● Rules: The rules that apply to this particular program. 5% cashback
on Saturdays etc
Note: You can run MULTIPLE programs within your store, if necessary.
Setup your Program
1. Click Programs > View Programs
2. Click New Program
3. Complete the Program info, as per the below:
a. External ID: This ID can be sent to other users to link the program with their
locations. Example: You want to join forces with another store down the road. If
they also running The Loyalty Box, then the two of you can merge your programs
and your card holders would now be able to swipe in the other store and their
card holders in your store. Nice for partnerships and Coalition programs.
b. TLB Program ID: Just leave this as “0” unless instructed by your Agent to change.
c. Program Name: Give your program a meaningful name.
d. Status: Enabled or Disabled
e. Program Logo: Add a logo to your program. Your customers would see this if they
use the mobisite to check their balances.
f. Program Card: *Optional* You can add a “virtual card” design into your program.
This is useful if you are NOT issuing physical cards. Your customer would be
able to access their virtual card through the MobiSite. (See Guide Customer Front End)
g. Capture Program Fields: Must be selected if you want to capture additional info
along with the transactions i.e. Job number or Receipt number or anything else
you can think of. See video tutorial on creating custom fields
Click Save