thread Excluding category from not earning points in loyalty. in Archived Discussions (Read Only)

Is there an option for loyalty points to be earned on specific menu items only?

LSBS — Fri, 21 Jul 2017 16:59:42 GMT

I own a coffe house and need to set loyalty points for drinks purchased. Not total spent. Is there a way to set points to be rewarded only on specific menu items? Like:1 punch per drink ordered? I can't used the total spent because we also sell merchandise. I don't want to give rewards for anything but drinks.

New Loyalty Program Questions

Vincent — Thu, 22 Sep 2016 23:52:18 GMT

I am preparing to implement the new loyalty program but have a few questions first:

1. Category Eligibility: I am a coffee shop selling products from a $2.00 cup of coffee to a $2,000 espresso machine. I would like to offer multiple punches in a single transaction, but how can I exclude more expensive items. I currently offer 1 star for $10 with a $10 reward after 10 stars. I certainly do not intend to offer a $200 reward for the sale of an espresso machine. This would effectively make everything in the store 10% off at all times. I am trying to reward for 'Loyalty' meaning customers that come in frequently and buy coffee, food or beans. Any way to address this?

2. Double Dipping: Stars are awarded for putting money on a gift card. Stars are awarded for purchases using that gift card. Any way to prevent this double award?

3. I need to upgrade prior to Oct 1 to prevent a suspension of service. How to I activate the 'upgrade'? I also do not see the toggle to allow more than one punch per transaction or the toggle to make some locations inactive. Is this functionality available on the dashboard on my office computer or only on the store register?

Re: New Loyalty Program Questions

Sean — Fri, 23 Sep 2016 00:10:09 GMT

@Vincent - Happy to help advise! Here you go:

1. Great question. As things our currently configured, it sounds like it may be best for you to use the "By Visit" method for earning loyalty stars. This would remove the issue for high price items (albeit not satisfy your desire to offer multiple stars). Alternatively, you could make a disclaimer that high price items don't apply, and not allow phone numbers to be entered for these items at the register. I'll also be sure to document this feature requests - it definitely a great one.

2. While this is technically the case, the gift card product is intended to be given as a gift. While possible, I haven't seen this issue reported by any sellers. You'd most likely have to depend on your employees to police this issue at the register for now.

3. You can upgrade your loyalty program by navigating to this site. Once upgraded, you'll see these expanded options.

Hope this helps!

Re: Is there an option for loyalty points to be earned on specific menu items only?

VanKalkerFarms — Thu, 06 Oct 2016 12:34:41 GMT

Yes this is a great idea. Unfortunately that isn't how it works currently, with it being visit based or total of purchase as the 2 options. We don't use the square rewards system currently but will re-evaluate in February as we gear up for another season.

Re: Is there an option for loyalty points to be earned on specific menu items only?

Tom — Thu, 06 Oct 2016 17:51:05 GMT

Thanks for bringing this up, @LSBS and @VanKalkerFarms!

I'll be sure to flag this suggestion with our product liaison team, who tracks requests and makes improvements based on seller feedback. Please don't hesitate to share any other insight and keep in touch for updates. 🙂

Re: Is there an option for loyalty points to be earned on specific menu items only?

Streatery — Mon, 10 Oct 2016 23:49:25 GMT

This would seriously help. After7 years in business now my regulars are wondering why I don't have a better reward system than my memory.

Re: Is there an option for loyalty points to be earned on specific menu items only?

SAWbeer — Fri, 21 Oct 2016 23:08:13 GMT

@Tom Tally another business wanting categorical or item restriction for the loyalty program. If a business offers a mixture of small ticket items (coffee by the cup) and large ticket items (coffee roaster) the current loyalty program does not allow enough flexibility so that it does not in some way over (e.g. per dollar amount) or under (e.g. per visit) reward customers.

Re: Is there an option for loyalty points to be earned on specific menu items only?

Tom — Sat, 22 Oct 2016 00:12:05 GMT

Hey @Streatery and @SAWbeer, copy that! We're still tracking this. Thank you again for taking the time to share your insight and please don't hesitate to reply with any other questions!

Loyalty Program. Can we have a star added per cup of coffee vs per transaction?

pete151a — Mon, 14 Nov 2016 21:32:08 GMT

We have been trying out this program but it will not let us just have the stars added per cup of coffee. Will this be happening anytime soon? it really doesnt work for us if this is not allowed, it is too time consuming to go in and add stars to each person with a busy coffee stand

Re: Loyalty Program. Can we have a star added per cup of coffee vs per transaction?

Sean — Mon, 14 Nov 2016 21:32:16 GMT

@pete151a - Welcome to the Seller Community, and kudos on your first post! 👏

This is definitely a popular feature request that we've heard from our sellers, and it is something that is on our product team's radar. While I can't provide any sort of timeframe, I'd be happy to update this thread if/when this functionality is introduced.

Thanks for taking the time to express yourself!

Re: Is there an option for loyalty points to be earned on specific menu items only?

Sean — Mon, 21 Nov 2016 22:58:46 GMT

@LSBS @VanKalkerFarms @Streatery @SAWbeer - I'm happy to share an update to our loyalty program with you. We just launched the ability to reward "Item-Based Stars.” ⭐️ 🎉 Now, you can customize your program to issue stars to buyers only for certain items or items within a particular category. When you log into the Loyalty tab of the Dashboard, you'll see that option right now:

You'll have to test it out and let us know what you think!

Re: New Loyalty Program Questions

Sean — Mon, 21 Nov 2016 22:57:28 GMT

@Vincent - I'm happy to share an update to our loyalty program with you. We just launched the ability to reward "Item-Based Stars.” ⭐️ 🎉 Now, you can customize your program to issue stars to buyers only for certain items or items within a particular category. You can check it out from the Loyalty tab of the Dashboard.

Re: Loyalty Program. Can we have a star added per cup of coffee vs per transaction?

Sean — Mon, 21 Nov 2016 23:03:17 GMT

@pete151a - Just wanted to share that the functionality you were looking for was just added. Check out this thread for more details. 👍

Re: Is there an option for loyalty points to be earned on specific menu items only?

LSBS — Wed, 23 Nov 2016 04:16:14 GMT

Yay!! Super stoked!! Thanks so much square for being AMAZING!! I cant wait to try it out tomorrow!!!👍💪💥🚀

Re: Is there an option for loyalty points to be earned on specific menu items only?

ranchosierra — Wed, 23 Nov 2016 17:37:57 GMT

Close, but still doesn't do what I need. I give stars for a dollar amount - $15 in my case. Once the customer reaches 10 stars, they get their reward. I allow them to earn more than one star in a single transaction. Now here's my problem. I've got a few big ticket items - annual memberships that cost around $1K. That's 66 stars right there or 6 rewards!! I'd like to remove the annuals from accumulating loyalty points. A few solutions I've considered: - create a new customer who isn't in the loyalty program and record the sale. However, if the customer pays by credit card (common for big purchases), that credit card gets matched to the original customer and voila, the loyalty program kicks in. - don't enter a customer at all and record the sale. If the payment is by credit card, same problem as above. - take away the rewards earned. I can remove stars as long as they are below the reward level, but once you've earned a reward, they are sent to the customer. Taking back rewards are not customer friendly. I'm stumped. While we are in the loyalty program, I can't push the sales of annuals.

Re: Is there an option for loyalty points to be earned on specific menu items only?

SAWbeer — Wed, 23 Nov 2016 18:35:57 GMT

First, I would like to say thank you to @Sean for taking this forward and props to Square for listening to its customers. I took some time yesterday and explored the new feature. I am in the same boat as @ranchosierra, it is close to solving the problem but not quite. We sell beer and offer several different glass sizes, growler fills, branded merchandise, and kegs. Currently we award loyalty points based on dollar amount spent. This works well (e.g. buy several small beers get the same points as one big beer) except I do not want to award loyalty points for keg purchases (much higher dollar amount than other items). The way I see it, using the new "Item-Based Stars" I would have to enter my entire item inventory, except the kegs, into the loyalty program and calculate based on item price how many stars each item should receive. Besides being painfully laborious it also eliminates the "buy several small beers get the same points as one big beer" scenario. I feel that would be counter productive and in some ways could discourage people from buying smaller sizes, which are priced to have higher margin. So, in summary that is a no-go for us. I believe the easiest way to solve our issue is to allow exclusions to the loyalty program. Allow us to award by dollar amount, but exclude specific items or catagories; solves our issue and would work for others with similar situations such as @ranchosierra.

Cheers!

Re: Is there an option for loyalty points to be earned on specific menu items only?

Sean — Wed, 23 Nov 2016 18:58:03 GMT

@ranchosierra @SAWbeer - Thanks so much for taking the time your detailed feedback. It definitely sounds like having the ability to exclude certain items or categories for loyalty programs based on dollar amount spent would be an essential feature for your businesses. I'll definitely be sure to pass along this thread to our product liaison team!

Re: Is there an option for loyalty points to be earned on specific menu items only?

ranchosierra — Wed, 23 Nov 2016 19:09:25 GMT

Well said, @SAWbeer!

Re: Is there an option for loyalty points to be earned on specific menu items only?

LSBS — Wed, 23 Nov 2016 22:51:25 GMT

This is amazing!! It's working!! It's just what we needed! You guys are awesome & I appreciate your awesomeness!!

Thanks thanks thanks!!

Have. Wonderful Thanksgiving!

Re: Is there an option for loyalty points to be earned on specific menu items only?

Sean — Thu, 24 Nov 2016 01:13:53 GMT

@LSBS - Glad to hear. 🙂