Transcript Loyalty Card Powerpoint

The Loyalty Card Program
Agenda
• Our Loyalty Program
• Benefits and Features
• Loyalty Card Maintenance
• The Lifecycle of a Loyalty Card
• Transaction Flow
• Terminal Requirements
• Card Options
• Card Transactions
• Administration Transactions
• Reporting Advantage
• Summary
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Our Loyalty Program
RBS WorldPay’s point-based loyalty program enables merchants to
define programs that automatically award a stored value on the card
every time the merchant-designated point threshold is reached.
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Benefits and Features
Our loyalty program merchants increase customer spending and repeat visits
while accumulating valuable customer information that the merchant can use to
market to their customers.
• Replaces paper punch cards
• More secure and less subject to fraud because payments are processed
through your terminal
• More versatile – define up to 2 loyalty programs: one for everyday, another for
special days/periods
• More upscale – standard and custom card designs – “a billboard in your
customer’s wallet”
• Increases traffic - motivates customers to return frequently
• Builds loyalty and preference for your business over your competitors
• Card accounting, extensive reporting versus manual or no accounting for paper
punch cards
• Instant updates, real-time reporting
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Loyalty Card Maintenance
Merchants manage their loyalty programs
using our online Web portal:
• Review, modify and manage individual loyalty
accounts
• Input cardholder information for targeted
marketing
• Award signup bonus with first use
• Award point bonus if cardholder provides
demographics
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Lifecycle of a Loyalty Card
1. The initial card status of a loyalty card is Inactive.
2. After the first Accumulate transaction, the card status is Active. Sign-up bonus
points are added during this transaction, if defined in the program.
3. Points are added with each Accumulate transaction.
4. You can add or update cardholder information at any time using Reporting.
cardholder information bonus points, if specified in your Program Definition, are
added to the card after you enter and save the cardholder information.
5. Each time the reward threshold is reached (as defined in the program), the
specified reward amount is added to the card's reward balance. The reward
balance may be used to purchase or redeem goods/services.
6. If the cardholder doesn't want the card anymore (or if the merchant has a policy
of collecting depleted cards), the card may be deactivated and reissued to a new
cardholder. Once a deactivated card is reissued, the status changes to Active
and a new history is started.
7. If a card is damaged, lost or stolen, the balance may be transferred to a different
card and the old card can be cancelled. Once a card is cancelled, it may not be
used again.
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Loyalty Card Transaction Flow
POS Terminal
The loyalty card
transaction is sent from
the terminal to
RBS WorldPay.
RBS WorldPay
Stratus
The Stratus server sends
the request to the loyalty
card host.
Loyalty Card Host
The loyalty card host
processes the transaction and
sends a response back to the
terminal.
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Loyalty Card Terminal Requirements
The loyalty program is supported on:
• Omni terminals with retail or restaurant software
• Integrated systems, like PC Charge Pro/PC
ChargePayment Server™
Loyalty cards work only at your locations.
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Loyalty Card Options
Standard Card Orders
Predesigned cards that allow 2 lines of merchant information, such as store
name, phone or address. Shipped in 2-3 weeks.
Custom Card Orders
Custom designed using the merchant’s logo, artwork, or photography. Turn
around time is approximately 2-3 weeks after final proof approval for production
and delivery.
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Loyalty Card Transactions
Add Points to a Card
Enter the points for purchase. Receipt shows the new
point balance and reward balance.
Void Points on a Card
Correct an error or reduce points for a return.
To Purchase Using the Loyalty Card
Redeem reward balance for multiple purchases until
balance is zero or more rewards are earned.
Balance Inquiry
Provide card balance information.
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Loyalty Card Administrative Transactions
Transfer Card Balance
Use to replace lost, stolen or damaged cards, or
consolidate cards, without losing previous card
balances.
Deactivate Card
Use to clear and re-use cards, which can reduce card
costs.
Cancel Card
Use to cancel a damaged or fraudulent card, or cancel
the “old” card(s) after a Transfer Card Balance.
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Reporting Advantage
Batch Reports - Loyalty card totals and detail assist daily balancing
on the terminal
Comprehensive Reports:
• Real-time loyalty data, available 24/7
• Customer/Merchant/Terminal Activity reporting for multiple locations
• Card List Detail with point and reward balances
• Card Balance History shows card history
• Transaction Detail by type and date range
• Monthly Statements – Includes separate totals and fees for loyalty cards
For card balance and history, visit: www.reporting.RBSWorldPay.us
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Loyalty Card Summary
All the benefits of punch card programs, plus
• Secure, durable, attractive cards
• Reduced risk of fraud
• Cost effective permanent card
• Upscale appearance promotes your business
• Cardholder information
• Analysis of cardholder trends for targeted offers
• Great customer service
• Comprehensive card accounting and Web-based reporting
• Level, date range, detail and summary reports
• Transaction detail for resolving inquiries
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