Setting up your Program Value Types
What are Value Types:
You can think of Value Types as the things that will be stored against your customers card when
they swipe in your store. For example, if you are running a loyalty program, you would want to
have Points on the card and if its a Gift Card program, you would want Currency on the card.
We call these value types, “Stored Values”. The value type “Points” stores a customers points
balance and a value type “Coffee” stores the number of coffees a customer has.
Multiple Stored Values on one card:
The Loyalty Box allows you to setup more than one value type (stored values) within a program.
As an example: You may want to run a Loyalty Program that gives your customer 1 free coffee
every time they reach 100 points. Therefore you would be storing “Points” and “Coffee’s against
the customers card, so there would be 2 value types in this program. When the “Points” value
reaches 100 then +1 will be added to the “Coffee’s” balance.
More Advanced Example on the Coffee’s Program above.
Lets say that you want to do the following:
For every R10.00 spent, I want to give 1 point and when the customer reaches 5 points I want to
give them 1 free coffee.
Lets break down the “value types” being tracked.
1. “For every R10.00 spent....” So we tracking money spent, therefore a “currency” value
type, in this case ZAR but could be USD or EUR etc.
2. “...I want to give 1 point and when the customer reaches 5 points.....” So we tracking a
“points” value type.
3. “...give them 1 free coffee....” So we tracking a “coffee” value type.
So in the above example, there will be 3 value types associated to this program. A currency
value type to track how much is being spent and a points value type to track how many points have been earned and a coffee value type to track how many coffees I have earned based on my points balance.
Hint: In 99% of the cases, there are at least 2 value types associated to a program. Usually a
currency value type to track amount being spent and then another value type to keep track of
points or free car washes etc.
Value Type Categories:
There are three categories of value types. The reason we have categories is to help you keep
track of what the Value Type is supposed to hold. You would not want your “icecreams”
balance to be holding “currency” as an example.
● Points: This would typically be your loyalty points. You could call this “Perfect Pizza
Points”
● Currency: This would be for all currencies like SA Rands; Dollars; Euros etc. We have
specific values you will use for currencies. ZAR; EUR; USD. For additional currencies
please contact your account manager.
● Custom: This is for anything else, like icecreams;
visits; free tickets etc.
Here are some guides to help you get started:
● Loyalty Programs:
○ Points value type called “Points”: So that you can store a customer's points.
○ Currency value type called “ZAR”: So that you can capture what a customer is
spending with you. You would usually award points based on the spend.
● Gift Card Programs:
○ Currency value type called “ZAR”: So that you could issue (load) and redeem
currency against the customers card.
● Frequency Programs:
○ Custom Value Type called “Visits”: You would probably create a custom value
type called “Visits” and have that stored against a customer’s card. Every time the
customer visits you they get +1 to their “Visits” balance.
○ Custom Value Type of “Movie Tickets”: You may give the customer a free movie
ticket once they have visited 10 times, therefore the “movie tickets” value type
would be added to show the customer how many tickets they have earned.
● Combination Program:
○ Currency value type called “ZAR”: So that you can capture what a customer is
spending with you. You would usually award points based on the spend.
○ Points value type called “Points”: So that you can store a customer's points.
○ Custom Value Type of “Movie Tickets”: You may give the customer a free movie
ticket once they have reached 100 points, therefore the “movie tickets” value type would be added to show the customer how many tickets they have earned.
Creating your Value Types:
1. Go to Value Types in the navigation menu.
2. Select the program you want to add a value type too.
3. Click on “New Value Type”
4. Name: Give your value type a name.
a. IMPORTANT: If you are adding a “currency” value type, then you must use the
country code format as the name: i.e. ZAR; USD; EUR
5. Type: Select the category of the value type you adding.
6. Visible: If you want this balance to show up to the customer or your Tellers / Users, then
tick this box. If you want to keep this hidden then untick this box.
7. Centralised Balance: This is an advanced feature. Please view our “Guide to Ring
Fencing Values” before enabling this. Leave unticked if you not sure.
8. Click Save
Note: To add additional value types just repeat the above process.
Hint: Creating value types but keeping them hidden allows you to track additional things about
customers that would not be visible to them in the front end. Example, you could track a
customer's total number of visits to your store by adding +1 to “Visits” but the customer would
only see their “Points” balance as an example.