key to continue, if needed.These programs allow you to gather more transaction information using optional prompts in order to customize how points are awarded.
Awarding points after a purchase
Awarding points after a Pre-authorization or Completion - This function is currently not supported.
Redeeming points automatically
Removing points after a debit or credit refund
Removing points after a cash refund
Enhanced and Pro loyalty receipt
Follow these steps to award loyalty points to a customer after they have paid for a Purchase.
At the end of the Purchase transaction, the terminal displays the loyalty prompt, “Would you like to add loyalty points?” or “Does this transaction have loyalty?”.
Tap Yes.
The "Swipe your loyalty card or input number" prompt appears.
Pass the terminal to the customer so they can enter their loyalty card, or have the customer enter their loyalty card on the optional external PIN pad, if equipped.
The customer swipes their loyalty card on the terminal (or on the optional external PIN pad, if equipped), then returns the terminal to you, as indicated on screen.
Respond to any optional prompts that appear, such as:
“Enter Data” or “Enter Bonus Code”
Key in the appropriate information then tap OK. Consult your manager if you are unsure of what to enter.
To bypass the prompt, simply tap OK without entering anything.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
“Enter Benefit Amount” or “Enter pre-tax amount”
The Benefit Amount determines how many points the customer will be awarded. On this screen, the transaction amount is already filled in. You may choose to award points on the total transaction amount or on a smaller portion, for example, only on the purchase amount without tax or tip, or only on certain products.
To enter a smaller amount, first erase the existing value by tapping Delete, then enter a new value and tap OK.
To accept the total transaction amount, tap OK.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
The terminal processes the loyalty transaction.
The “Processing your request” message appears followed by “Transaction approved/Please pass terminal back to clerk”. The terminal begins printing receipts.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
Press the green key to continue, if needed.
When “Transaction Approved” appears, tap OK.
Give the Cardholder copy of the receipt to the customer.
You can award bonus points during a transaction by entering a bonus code when prompted by your terminal. You can choose to enable or disable this option. If you choose to enable bonus points, this functionality will be available for use and the following bonus codes will be active during the lifetime of the program.
Note: The Bonus codes below are only used for the Enhanced Loyalty program. Merchants in the Pro Loyalty program have the option to customize their Bonus codes.
| Bonus code | Bonus points | Standard bonus receipt message |
|
2 |
Double points |
You have earned DOUBLE BONUS POINTS! |
|
3 |
Triple points |
You have earned TRIPLE BONUS POINTS! |
|
10 |
10 |
You have earned 10 BONUS POINTS! |
|
50 |
50 |
You have earned 50 BONUS POINTS! |
|
100 |
100 |
You have earned 100 BONUS POINTS! |
|
500 |
500 |
You have earned 500 BONUS POINTS! |
Note to Managers:
Ensure that these bonus codes and values are protected and released to your employees only when you are running a Loyalty promotion.
Check your reports on the Merchant Web Portal on a regular basis to ensure that these codes are not misused.
If your loyalty program has been set up for Automatic Redemption, points are automatically redeemed when a cardholder reaches the configured Reward Threshold Level, and a Reward Coupon prints from the terminal.
Note: If a cardholder’s points balance surpasses the Reward Threshold Level multiple times in one transaction (e.g. the Reward Threshold Level is 200 and the cardholder makes a $600 purchase with a Points Earning Rate of $1 = 1 point, meaning they have earned 600 points), the terminal will redeem points for only one Reward and print only one Reward Coupon. In the above example, the remaining coupons will be generated in increments of the Reward Threshold Level during subsequent transactions with the same card.
For merchants participating in the Pro Loyalty program: If you have set up multiple Reward Threshold Levels, the maximum threshold will be used for the first coupon and for the remaining coupons as long as the points are available. Once the points balance falls below the maximum threshold, the next threshold level will be used.
Follow these steps to remove loyalty points from a customer’s loyalty card after performing a debit or credit refund.
At the end of the debit or credit Refund transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?”
Tap Yes.
The terminal prompts you to “Enter the authorization number of the transaction that is to be refunded”.
Key in the 9-digit authorization number found on the “Loyalty Earned” receipt and tap OK. To view a receipt example, go to Enhanced and Pro loyalty receipt .
Pass the terminal to the customer so they can enter their loyalty card, or have the customer enter their loyalty card on the optional external PIN pad, if equipped.
The customer swipes their loyalty card on the terminal (or on the optional external PIN pad, if equipped), then returns the terminal to you, as indicated on screen.
Respond to any optional prompts that appear, such as:
“Enter Data” or “Enter Bonus Code”
Key in the appropriate information then tap OK. Consult your manager if you are unsure of what to enter.
To bypass the prompt, simply tap OK without entering anything.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
“Enter Benefit Amount” or “Enter pre-tax amount”
The Benefit Amount determines how many points will be removed from the customer's loyalty card .
To enter a smaller amount (for example, the pre-tax amount), first erase the existing value by tapping Delete, then enter a new value and tap OK.
To accept the total transaction amount, tap OK.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
The terminal processes the loyalty transaction.
The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
Press the green key to continue, if needed.
When “Transaction Approved” appears, tap OK.
Give the Cardholder copy of the receipt to the customer.
Follow these steps to remove loyalty points from a customer’s loyalty card after performing a cash refund.
At the end of the cash Refund transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?”
Tap Yes.
The "Swipe your loyalty card or input number" prompt appears.
Pass the terminal to the customer so they can enter their loyalty card, or have the customer enter their loyalty card on the optional external PIN pad, if equipped.
The customer swipes their loyalty card on the terminal (or on the optional external PIN pad, if equipped), then returns the terminal to you as indicated on screen.
Respond to any optional prompts that appear, such as:
“Enter Data” or “Enter Bonus Code”
Key in the appropriate information then tap OK. Consult your manager if you are unsure of what to enter.
To bypass the prompt, simply tap OK without entering anything.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
“Enter Benefit Amount” or “Enter pre-tax amount”
The Benefit Amount determines how many points will be removed from the customer's loyalty card.
To enter a smaller amount (for example, the pre-tax amount), first erase the existing value by tapping Delete, then enter a new value and tap OK.
To accept the total transaction amount, tap OK.
Merchants participating in the Pro Loyalty program can further customize the text of this prompt.
The terminal processes the loyalty transaction.
The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
Press the green key to continue, if needed.
When “Transaction Approved” appears, tap OK.
Give the Cardholder copy of the receipt to the customer.
Follow these steps to remove loyalty points from a customer’s loyalty card after performing a void.
At the end of the Void transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?”
Tap Yes.
The terminal prompts you to “Enter the authorization number of the transaction that is to be voided.
Key in the 9-digit authorization number found on the receipt for the loyalty transaction to be voided and tap OK. To view a receipt example, go to Enhanced and Pro loyalty receipt .
The terminal displays the original loyalty transaction.
Tap OK to void the loyalty transaction.
The “Swipe your loyalty card or input number” prompt appears.
Pass the terminal to the customer so they can enter their loyalty card, or have the customer enter their loyalty card on the optional external PIN pad, if equipped.
The customer swipes their loyalty card on the terminal (or on the optional external PIN pad, if equipped).
The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
The customer passes the terminal back to you. Press the green key to continue, if needed.
When “Transaction Approved” appears, tap OK.
Give the Cardholder copy of the receipt to the customer.
Each loyalty card transaction has an authorization number (Auth#) which is printed on both the customer copy and the merchant copy of the receipt. You may be prompted to key in this number when performing loyalty card Refunds, Voids and when reprinting transaction receipts.
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The same procedure is used for reprinting both gift card receipts and loyalty card receipts. Go to Reprinting a gift or loyalty card receipt.