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Updated on 10/6/2017
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Examples of Bonus Programs

The section covers examples of the most common bonus programs. It outlines the basic settings of bonus accrual and deduction without complex restrictions and conditions set.

Simple bonus program

When an order is paid, 10% of the order amount will be charged on the customer’s account. All the goods are included in the bonus program except for alcoholic products. One may also use bonuses to pay for all the goods except for alcoholic products and not more than 70% of an order amount. Moreover, each guest is entitled to 500 bonuses for his or her birthday. 

To create a bonus program with such conditions, follow this:

  1. Go to the iikoCard5 > Programs section on the iiko.biz portal.
  2. Click Create and enter a name of a new program.
  3. To enable accumulation of bonuses on a customer’s account as well as deduction thereof, select the Bonus Program item in the Program Type field. For more information on other settings, see the Creating a program section.

  1. Create an offer under this program.
  2. Click Edit opposite the new offer.
  3. Click Create to add a block.
  4. Add the Top Up Account with Percent of Order action to configure bonus accrual rules. The settings shall be configured as follows:
    1. Specify bonus account top-up rate - 10%.
    2. Select the All products other than selected item in the Filter by product option. Click Create and specify the mask of the items to be paid with bonuses. In this case, it is the Alcohol category.
    3. Save the action settings.

  1. Add the Account Payment action to configure bonus payment rules. Configure it the following way:
    1. Select the All products other than selected item in the Payment Allowed option. Click Create and specify the mask of the items to be paid with bonuses. In this case, it is the Alcohol category.
    2. Set 70% as Order payment limit.
    3. Save the action settings.

  1. Go to the Periodic conditions and actions tab and add a new block.
  2. Delete the Schedule condition and add the Birthday condition. Leave “0” in the fields, and the bonuses will be accrued on the guest’s birthday.
  3. Add the Auto Top-up action, enter 500 and specify the Time of Top-up.

 

  1. Save the offer settings.

Threshold bonuses

The number of bonuses accrued on the card depends on the total order amount spent by a customer in your outlet:

  • If their total order amount is at least €50, then they will have a 3% bonus of the order price accrued.
  • If the total order amount ranges from €50 to €150, then a customer will have a 5% bonus of the order price accrued.
  • If the total order amount equals to €150 or more, then a customer will have a 10% bonus.

When an order is paid, the data about the written off and accrued bonuses as well as how much is to be spent to go to the next level will printed on a receipt the following way:

Current order total: €100

€100 before the next level

Account will be topped up for €0.2.

When the last threshold is reached, the receipt will read:

Current order total: €250

Account will be topped up for €0.4.

For more details on templates, see Printing receipts, guest bills and invoices.

In order to set up such a bonus program:

  1. Go to the iikoCard5 > Programs section on the iiko.biz portal.
  2. Click Create and enter a name of a new program.
  3. To enable accumulation of bonuses on a customer’s account as well as deduction thereof, select the Bonus Program item in the Program Type field. For more information on other settings, see the Creating a program section.

  1. Create an offer under this program.
  2. Click Edit opposite the new offer.
  3. Create a block for conditions and actions.
  4. Add the Amount of Orders during Period condition. Here set the condition: “If a customer’s total order amount is less than €50.”

 

  1. Add two actions to the same block:
    • "Account Payment." Leave default parameters as they are. At this time, we will not limit the amount and items that can be paid with bonus points.
    • "Top up an account with percent of an order." Specify the top-up ratew - 3%. And add the receipt text:
@{ var sum = Model.Counter(CounterMetric.OrdersSum, CounterPeriod.AllTime);
var sumToNextLevel = 3000 - Model.NumericCounter(CounterMetric.OrdersSum, CounterPeriod.AllTime);
}
@if (!string.IsNullOrEmpty(sum)){
<text>
Current order total: @sum
</text>
}
@if (sumToNextLevel > 0){
<text> @FormatMoney(sumToNextLevel, Model.Organization.Currency) before the next level
</text>
}
Account will be topped up for @Model.SumWithCurrency



  1. Create the second block for the next program threshold. Here add two “Order amount during period” conditions which will mean “If the total order amount ranges from €50 to €150.”
  1. Add two actions to the same block:
    • “Account Payment.” Leave the parameter values set by default as in §8.
    • “Top up an account with percent of an order” Specify the top-up rate when the threshold is reached - 5%. Add the receipt text:
@{ var sum = Model.Counter(CounterMetric.OrdersSum, CounterPeriod.AllTime);
var sumToNextLevel = 10000 - Model.NumericCounter(CounterMetric.OrdersSum, CounterPeriod.AllTime);
}
@if (!string.IsNullOrEmpty(sum)){
<text>
Current order total: @sum </text>
}
@if (sumToNextLevel > 0){ <text>
@FormatMoney(sumToNextLevel, Model.Organization.Currency) before next level
</text>
}
Account will be topped up for @Model.SumWithCurrency



  1. Create the third block. Here add the “Order amount during period” condition which means “If the total order amount equals to €150 or more.”

  1. Add two actions to the same block:
    • “Account Payment.” Leave the parameter values set by default as in §8.
    • “Top up an account with percent of an order” Specify the top-up rate when the threshold is reached - 10%. Add the receipt text:
@{ var sum = Model.Counter(CounterMetric.OrdersSum, CounterPeriod.AllTime);
}
@if (!string.IsNullOrEmpty(sum)){
<text>
Current order total: @sum
</text>
}
Account will be topped up for @Model.SumWithCurrency



  1. Save the program settings. Eventually, the settings will look as follows:

Bonus program restrictions


Let’s consider the delivery service bonus program. Subject to its conditions, a guest will have a 10% bonus of the order amount accrued on his card. But if a delivery order was made via Delivery Club, a guest will not have bonuses accrued on their card and one cannot use bonuses to pay such orders.

To configure such program, follow this:

  1. Go to the iikoCard5 > Programs section on the iiko.biz portal.
  2. Click Create and enter a name of a new program.
  3. To enable accumulation of bonuses on a customer’s account as well as deduction thereof, select the Bonus Program item in the Program Type field. For more information on other settings, see the Creating a program section.

  1. Create an offer under this program.
  2. Click Edit opposite the new offer.
  3. Create a block and add the Delivery Order condition. Enter “Delivery Club” in the Order source field. Check the Stop column of this block.

  1. Create a new block and add the Account Payment action. Leave its default parameter values.
  2. Create the third block and add the Top Up Account with Percent of Order action. Specify the top-up percentage.
  3. Save the settings.

So, the program settings will have the following look:

Program algorithm will be the following:

All program blocks will be executed in sequence. The first block conditions are checked the first. This block has Stop checked, therefore, further operation of the program depends on the fulfillment of a condition.

Suppose, the order has been placed via Delivery Club. The first block condition is met, that is why further verification of the program blocks is suspended.

If an order source is any other system other than Delivery Club, the condition is deemed unfulfilled. Other program parameters continue to be verified. Other blocks have no restrictions, therefore the Account Payment and Top up Account with Percent of Order actions are being executed.

Bonus payment restriction

Let’s set up the bonus program under which a guest will have a 15% bonus of the order amount accrued on his card. However, if, when an offer takes place, e.g., a 10% discount on a birth day, bonuses will be accrued but cannot be used to pay an order.

To configure such program, follow this:

  1. Go to the iikoCard5 > Programs section on the iiko.biz portal.
  2. Click Create and enter a name of a new program.
  3. To enable accumulation of bonuses on a customer’s account as well as deduction thereof, select the Bonus Program item in the Program Type field. For more information on other settings, see the Creating a program section.

  1. Create an offer under this program.
  2. Click Edit opposite the new offer.
  3. Create a block and add the Top Up Account with Percent of Order action. Specify the amount of bonus balance top-up value in its settings. This action will be executed in any case, i.e. bonuses will be accrued all the time an order is paid.

  1. Create a new block and add the following:
    • The Guest Birthday condition.
    • The Percentage Discount for Whole Order action and specify the discount amount - 10%.
  1. Check the Stop column of this block.
  2. Create one more block and add the Account Payment action. You can keep its default parameters.
  3. Save the settings.

So, the program settings will have the following look:

The program algorithm will be the following:

All program blocks will be executed in sequence. The first block conditions are checked the first. If there are no restrictions, the Top Up Account action is being executed. Proceed to the next block.

If a guest’s birthday falls within the specified interval, the guest will be granted a 10% discount for the order. The block action has been carried. And since the Stop field is checked, the verification will not continue.

If a guest’s birthday does not fall within the specified interval, the block’s action will not be carried out, and the discount will not apply to the order. Therefore, the system will check the next block containing the action that enables the use of bonuses for payment.

Guest category program

Let’s create a rank-based bonus program:

  • Gold: assigned to all new customers when they join the rewards program. 5% of each order amount will be charged on the bonus account. One is able to pay up to 10% of an order using bonus points.
  • Platinum: assigned to the customers whose overall spent amounted to €200. 10% of each order amount will be charged on the bonus account. One is able to pay up to 15% of an order using bonus points.
  • Diamond: assigned to the customers whose overall spent amounted to €400. 15% of each order amount will be charged on the bonus account. One is able to pay up to 20% of an order using bonus points.

To set up such program, follow this:

  1. Go to Guests > Guest categories on iiko.biz and create categories to be used within the program: Gold, Platinum, Diamond. Check Assign by default to new customers for the Gold category.

 

  1. Go to iikoCard5 > Programs.
  2. Click Create and enter a name of a new program.
  3. To enable accumulation of bonuses on a customer’s account as well as deduction thereof, select the Bonus Program item in the Program Type field. For more information on other settings, see the Creating a program section.
  4. Create an offer under this program.
  5. Click Edit opposite the new campaign. Let’s divide the program settings in two parts for the purpose of discussion. We determine customer categories in the first and conditions of bonus accrual and payment in the second.
  6. Create a block and add the Amount of Orders during Period condition:
    • In the first condition, enter €200 in the Orders total field and select “more or equal” in the Amount must be field. Period of time - “For entire time”.
    • In the second condition, enter €400 in the Orders total field and select “less than” in the Amount must be field, and “For entire time” in the Period of time field.

     

  1. Add two actions to the same block:
    • “Dismiss customer from category” and select “Gold”.
    • “Assign category to user” and select “Platinum”.


The Gold rank shall be assigned to customers at the time of registration, therefore we do not specify this category in the settings.

  1. Create the second block. Add the following to it:
    • “Amount of orders for entire time” condition. Enter €400 in the Orders total field and select “more or equal” in the Amount must be field.
    • Two “Exclude user from category” actions, where you select Platinum and Gold, and one “Assign category to user”, where you select Diamond.
  2. Create the third block. Add the following to it:
    • The “Guest Category” condition and specify Gold.
    • The “Account Payment” action. Set 10% as Payment limit of order amount.
    • The “Top up account with percent of order” action. Set 5% as Order percent to top up.
  3. Create the forth and fifth blocks similar to the third one but for other ranks instead - Platinum and Diamond, and corresponding top-up rates and payment limit.
  4. In the third and forth blocks, where you have configured conditions for the Gold and Platinum ranks, check the Stop column.
  5. Click Save.

As a result, bonus program settings are the following: