MicroSale's In-house Loyalty (Frequent Diner)

Enhance customer loyalty and retention by providing exclusive rewards and discounts to frequent diners. The Frequent Diner program integrates seamlessly into your existing operations and is easily managed by managers and staff.

How it Works

Create flexible loyalty plans to drive purchasing behavior, offering rewards through points-based or dollar-based systems. Customers can earn points from specific product purchases or receive rewards based on the dollars they spend.

• Points-Based Plans: Customers earn points from specific product purchases.
• Dollar-Based Plans: Customers earn rewards based on dollars spent.

Additionally, create unique discount offers, such as "Buy 5 Sandwiches, Get the 6th Free," to incentivize specific purchases and boost customer spending.

Plan Types

• Banked Plan: Customers accumulate points over time to achieve higher-value rewards.
• Instant Plan: Provides an automated, instant reward upon qualification.

Tracking Customer Status

Monitor the effectiveness of your loyalty plans with metrics such as:

• Average number of visits per month
• Days since last visit
• Total number of visits
• Average ticket size
• Total amount spent

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Easy Setup and Customer Onboarding

Add new customers by entering their information in a few steps. Provide swipe cards or use phone numbers to track members and qualifying sales.

Creating Loyalty Plans

Create a plan name, select the discount, and assign points or dollar amounts needed for qualification. Automatically adjust rewards based on happy hours or specific time windows.

Using Frequent Diner

Adding Customers

1. Select Frequent Diner on the order screen.
2. Select Add New Diner.
3. Enter the account number and any additional information. You can use a driver’s license swipe to populate customer details automatically.
4. Save the entry when completed.

Using for Existing Customers

1. During an order, press Frequent Diner and swipe the card (or enter number/name) to register the customer's order.
2. Note: Points must be added during order entry. Post-tender adjustments require manager intervention.

1. After you swipe the card, you should see flashing text at the top of the order screen. This shows that the card/number/name registered and that you are on their account.
2. After you ring in the order, you can simply tender out the order regularly. However, if the customer is interested to see where they are at on their points/dollars status, touch the flashing text

You may have many plans in your program.  Only the plans that have points accumulated will show:

1. After swiping, the order screen will display the customer's account status.

Tracking and Maintaining Customers

Go to Managers Menu Frequent Diner:

• Customer Maintenance: Add or update customer information.
• Plan Maintenance: Add or delete loyalty plans.
• Customer Status and Customer List: Reports on all customers, including their plans and spending details.

Setting Up Frequent Diner

1. Create a customer discount in Discount Maintenance (e.g., "Buy 5 Sandwiches, Get the 6th Free").
2. Name the discount (e.g., "Sixth Sandwich Free") and set the type and amount of discount.
3. Assign the discount to the appropriate category and save.

Plan Maintenance

Banked Plan (Point Plan)

1. Name the plan (e.g., "Buy 5 Sandwiches, Get the 6th Free").
2. Select the associated discount and plan type (points).
3. Assign points to specific menu items or categories.
4. Save the plan.

Reward Plan (Dollar Plan)

Example: "Spend $50, Get One Pasta Free."

1. Name the plan and select the associated discount.
2. Set the spending threshold and assign qualifying categories.
3. Save the plan.
4. Timed events can adjust dollar amounts for these plans.

Benefits

• Drive repeat business with exclusive rewards.
• Tailor loyalty plans to fit your business goals.
• Track and analyze customer behavior to refine marketing strategies.
• Easy setup and integration with existing systems.

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Tracking and Maintaining Customers

Managers Menu > Frequent Diner

• Customer Maintenance is a secondary way to Add Customers.
• Plan Maintenance allows you to add and delete plans
• Customer Status and Customer List is a report of all of your customers
• The Status Report lists out all of the customers in your Frequent Diner Database.  Here you can see the customer’s plans along with the check number in which the points were received, the total spent and total points.
• The Frequent Customer List is a great tool to use for marketing.  When you fill out all of the customer’s information, you can do direct marketing.   This database will help you track the locations of your customers.

Setting up Frequent Diner

1. Create a customer discount in Discount Maintenance
2. Example: Buy 5 Sandwiches, get 6th Free
3. Name the Discount: Sixth Sandwich Free
4. Select the type of discount: Discount Percentage
5. What amount or percentage of the item gets discounted? 0
6. What is the minimum access level needed to apply the discount to a check without Manager approval? Server Select the category for the discount: Frequent Diner
7. In the Sales Tax Adjust box, touch the drop-down beside Sales Tax and select 0 if the customers in your area are responsible by law for paying sales tax on the total before the discount is applied. If there is a 1 in the Sales Tax field, it means that the dollar amount after the discount will be taxed.
8. Set the discount to Match With: Category
9. From the Available Items, Assign: Sandwiches
10. Type a Maximum Amount Allowed per Transaction, if desired.
11. Select Save when completed.

Plan Maintenance

Managers Menu > Frequent Diner > Plan Maintenance

Important: Multiple Plans CANNOT track the same menu items or link to the same discounts

Banked Plan “Point Plan”

This plan can be taken whenever the customer would like.  Can rack up or “bank” points to get something better for free.  Once reward is redeemed, it takes the customer back to 0. Whatever is ordered additionally on this transaction, it will not count towards the new plan, because the reward must be tendered first.

Example: Buy 5 Sandwiches, get 6th Free

1. Name the Plan: Buy 5 Sand, Get 6th Free
2. Select the Discount for this plan: Sixth Sandwich Free
3. Choose the type of Plan: Points
4. Set the number of points needed to receive the discount: 6
5. Choose how to assign the points – only to specific menu items, to all menu items in a certain category, or to all menu items that use a certain department: Categories
6. Assign the point values earned: Highlight a category in the list, and click the first empty box under “Selected Items”. In the box next to it, type the number of points earned for menu items in that category: Sandwiches 1
7. Continue assigning all categories that apply
8. Touch Save when completed

Timed Events can be used with a Dollar Plan in order to increase or decrease the dollar amounts.