The Loyalty Box: Support

PDF Documents on getting started with The Loyalty Box

Setup your Location(s) The first thing you are going to do, after signing up of course, is setup your location. A location could be considered as anyo...

Step 2: Setup Terminals A terminal, for our Non - Retail readers, is like a PC or a Till. Each location would have at least 1 terminal, whether th...

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 b...

Link your locations to your program Now that you have setup your program, you need to tell The Loyalty Box, which locations you would like to link...

Creating Custom Program Fields You would do this, only if you wanted to collect additional information at the time of the transaction. Examp...

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 customer...

Create or Imports Cards Most Loyalty programs have a physical card that the teller will swipe for the customer when they are paying at the till, y...

Creating a Basic Rule This is a basic guide for setting up a simple rule. For more rules please see our Advanced Rule Guide.  1. Click Rul...

I am going to show you how to create a time based rule. In this example I am going to run a lunchtime special to celebrate the start of summer, My customers...