Wiki source code of Bonus points in Loymax System
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| author | version | line-number | content |
|---|---|---|---|
| 1 | (% class="lead" %) | ||
| 2 | The bonus balance is a collection of the customer bonus accounts. | ||
| 3 | |||
| 4 | (% class="box" %) | ||
| 5 | ((( | ||
| 6 | **Contents:** | ||
| 7 | |||
| 8 | {{toc depth="1"/}} | ||
| 9 | ))) | ||
| 10 | |||
| 11 | One of the important mechanics that Loymax system allows you to implement is the creation of a bonus loyalty program to stimulate customers of the Loyalty Program (LP). Processing of Loymax system allows you to ensure the accrual of special currency — bonus points - for purchases at Company points of sale. In the future, the customer can exchange these bonuses for discounts in one's next purchases. | ||
| 12 | |||
| 13 | = Basic definitions = | ||
| 14 | |||
| 15 | (% class="box" %) | ||
| 16 | ((( | ||
| 17 | **Currency **—** **conventional units charged to the customer for purchases of goods. | ||
| 18 | |||
| 19 | **Bonuses** — virtual currency created in Loymax system by default. | ||
| 20 | |||
| 21 | Loymax system allows you to create [[an unlimited number of cash and virtual currencies>>doc:Main.General_information.Loymax_Loyalty.Multiscount.WebHome]] with different names, which may still have a different exchange rate relative to the POS terminal currency. For example, a Company may have the following currencies: stars, chips, points, bonuses, etc. | ||
| 22 | |||
| 23 | On the Loymax Information Portal and in Loymax Platform, the word "bonuses" usually means the generalized name of all types of currencies. For example, there are concepts in Loymax Platform: [[Bonus write-off>>doc:Main.Using.MMP.Marketing.Offers.Action_catalog.Bonuses_withdrawal.WebHome]], [[Lifetime of bonuses>>doc:Main.Using.MMP.Marketing.Bonuses_life_time.WebHome]] etc. When using the action [[Debiting bonuses>>doc:Main.Using.MMP.Marketing.Offers.Action_catalog.Bonuses_withdrawal.WebHome]] selects the virtual currency in which the withdrawal will take place. | ||
| 24 | |||
| 25 | All customer bonuses are stored in special bonus accounts. The number of customer accounts will depend on the number of currencies in which the bonuses are stored. For example, if a customer has only the currency **Bonuses**, then this customer has only one bonus account linked to the currency **Bonuses**. And if the customer has several currencies, for example, bonuses and chips, then each type of currency will be stored in a separate bonus account. The balance for each of the accounts is reflected in [[Personal Account>>doc:Main.General_information.Additional_services.Personal_account.WebHome]] and [[Mobile application>>doc:Main.General_information.Additional_services.Mobile_application.WebHome]] (MobApp) of the customer. Thus, if the customer has several different accounts, then they form a **Group of accounts** or **The customer's bonus balance**. | ||
| 26 | ))) | ||
| 27 | |||
| 28 | |(% style="border-color:white; width:80%" %)((( | ||
| 29 | (% id="H41143E43D44344143D44B43943143043B43043D441A043F44043543444144243043243B44F43544244143E43143E43944143E43243E43A44343F43D43E44144244C43143E43D44344143D44B44544144743544243E43243A43B43843543D442430" %) | ||
| 30 | Let's look at the definitions presented above using an example. For example, there are three types of currencies in the System: | ||
| 31 | |||
| 32 | * One currency of the POS terminal is euros, in which the Customer pays for goods/services. | ||
| 33 | * There are two types of virtual currency — bonuses and chips. | ||
| 34 | |||
| 35 | (% class="wikigeneratedid" %) | ||
| 36 | The customer in one's customer services (Personal account or Mobile app) will also see one's bonus balance in the corresponding section: | ||
| 37 | |||
| 38 | * [[viewing bonuses in Personal account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]]; | ||
| 39 | * [[viewing bonuses in MobApp>>doc:Main.Using.Mobile_application.Typical_processes.Balance_view.WebHome]]. | ||
| 40 | |||
| 41 | Below is an example of displaying currencies in Loymax Platform in the section [[Currency>>doc:Main.Using.MMP.Marketing.Currency.WebHome]], as well as displaying bonuses for a specific customer in the [[CRM ~> Customer profile~> Detailed Balance>>doc:Main.Using.MMP.CRM.Clients.Customer_profile.Detailed_balance.WebHome]]. | ||
| 42 | )))|(% style="border-color:white; text-align:center" %){{lightbox image="Bonus_account_en.png"/}} | ||
| 43 | |||
| 44 | (% class="table-bordered" %) | ||
| 45 | |=Types of currencies in **Loymax Platform**|=**Bonus balance in Loymax Platform** | ||
| 46 | |{{lightbox image="Currency_en.png"/}}|{{lightbox image="Itemized account.png"/}} | ||
| 47 | |||
| 48 | = Lifecycle of Bonus Points = | ||
| 49 | |||
| 50 | (% style="width:auto" %) | ||
| 51 | |(% style="border-color:#ffffff; width:70%" %)((( | ||
| 52 | Bonus points from the moment they are accrued to the customer's account until they are deducted or expired, go through several stages of the lifecycle. | ||
| 53 | |||
| 54 | ~1. Bonus points are accrued to the account of the customer. Methods for accruing bonus points: | ||
| 55 | |||
| 56 | * Triggering an offer to which the [[Bonus points>>doc:Main.Using.MMP.Marketing.Offers.Action_catalog.Bonuses.WebHome]] action has been added. | ||
| 57 | * Triggering a [[regular task>>doc:Main.Installation_and_configuration.Extra_modules.Regular_tasks_setting.WebHome]] configured to accrue bonus points (for example, on a [[customer's birthday>>doc:Sandbox.Setting_of_regular_tasks_on_birthday.WebHome]]). | ||
| 58 | * [[Manual accrual of bonus points>>doc:Main.Using.MMP.Marketing.Deposit_and_withdrawal.Deposit.WebHome]]. For example, if you need to reward a specific customer or point of sale employee. | ||
| 59 | |||
| 60 | 2. Bonus points are activated. | ||
| 61 | |||
| 62 | * If bonus points do not have an [[activation date>>doc:Main.Using.MMP.Marketing.Bonuses_life_time.WebHome]], they are activated immediately after accruing to the account. | ||
| 63 | * If bonus points have an [[activation date>>doc:Main.Using.MMP.Marketing.Bonuses_life_time.WebHome]], they are stored on the customer's account in a non-activated state until the activation date. | ||
| 64 | Then the bonus points are activated. | ||
| 65 | |||
| 66 | The activated bonus points are stored on the account until they are deducted or until their [[expiration>>doc:Main.Using.MMP.Marketing.Bonuses_life_time.WebHome]]. The amount of activated bonus points is the **Active balance of the customer**. | ||
| 67 | |||
| 68 | 3. Bonus points stored in a customer's account can expire if they have an [[expiration date>>doc:Main.Using.MMP.Marketing.Bonuses_life_time.WebHome]]. If the LP Member has not spent the bonus points before the expiration date, the bonus points expire. Expired bonus points cannot be deducted manually or to pay for a purchase. | ||
| 69 | |||
| 70 | It is possible to send notifications to LP Members about the upcoming expiration of bonus points. To do this, you need to configure a special [[regular task>>doc:Main.Installation_and_configuration.Extra_modules.Regular_tasks_setting.Setting_regular_tasks_when_bonuses_expire.WebHome]]. | ||
| 71 | |||
| 72 | 4. Bonus points for which there is no or have not yet reached the expiration date can be deducted. Methods for deduction of bonus points: | ||
| 73 | |||
| 74 | * LP members can pay for purchases with bonus points if an offer with the [[Payment>>doc:Main.Using.MMP.Marketing.Offers.Action_catalog.Payment.WebHome]] action is started in the system. | ||
| 75 | * If the bonus points were accrued to the customer by mistake or fraudulent actions were detected on the customer's side, it is possible to manually deduct bonus points from the customer's account in a [[special section of Loymax Platform>>doc:Main.Using.MMP.Marketing.Deposit_and_withdrawal.Withdrawal.WebHome]]. | ||
| 76 | |||
| 77 | (% class="box" %) | ||
| 78 | ((( | ||
| 79 | **Bonuses accrued to a customer may be blocked:** | ||
| 80 | |||
| 81 | 1. If the customer's [[account has been blocked>>doc:Sandbox.Account_blocking.WebHome]]. | ||
| 82 | 1. If a [[bonus deduction>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Version_3\.2.Commands.Payments.WebHome]] operation has been performed but without [[purchase confirmation>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Version_3\.2.Commands.ConfirmPurchases.WebHome]]. The bonuses will be refunded if a [[cancellation>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Version_3\.2.Commands.CancelOperations.WebHome]] operation is carried out. | ||
| 83 | ))) | ||
| 84 | )))|(% style="border-color:#ffffff; width:30%" %){{lightbox image="Bonus_points_life.png"/}} | ||
| 85 | |||
| 86 | (% class="box infomessage" %) | ||
| 87 | ((( | ||
| 88 | **Note: ** | ||
| 89 | Customers can either only accumulate or accumulate and spend bonuses, depending on the values of certain System configurations and the [[customer state>>doc:Main.General_information.CRM.Member_lifecycle.Client_state.WebHome]]. | ||
| 90 | |||
| 91 | If a purchase with bonus accrual was made and then a return of the purchase was made, the bonuses accrued within the returned purchase will be written off if not spent. Read more about this in the article on [[setting up points of sale>>doc:Main.Using.MMP.Admin_panel.Partners.Store_setting.WebHome||anchor="01"]]. | ||
| 92 | ))) | ||
| 93 | |||
| 94 | = Bonus Balance Details = | ||
| 95 | |||
| 96 | The bonus balance consists of several elements: | ||
| 97 | |||
| 98 | (% class="table-bordered" style="width:auto" %) | ||
| 99 | |=(% style="width: 20%;" %)Details of the bonus balance|=(% style="width: 50%;" %)Description|=(% style="width: 30%;" %)Place of displaying | ||
| 100 | |Non-activated balance|((( | ||
| 101 | Bonus points accrued to the customer's account, the activation date of which has not yet occurred. | ||
| 102 | |||
| 103 | Bonus points from a non-activated balance cannot be deducted as payment for purchases before the date of activation of bonus points. | ||
| 104 | )))|((( | ||
| 105 | In the [[Call Center>>doc:Main.Using.Contact_center.Typical_processes.View_customer_profile.WebHome]], [[CRM>>doc:Main.Using.MMP.CRM.Clients.Customer_profile.Detailed_balance.WebHome]], and in the [[Personal Account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]] when viewing the detailed balance; | ||
| 106 | |||
| 107 | In the [[Mobile Application>>doc:Main.Using.Mobile_application.Typical_processes.Balance_view.WebHome]] when viewing information about the card. | ||
| 108 | ))) | ||
| 109 | |Active balance|((( | ||
| 110 | Bonus points on the customer's account that can be deducted as payment for the purchase: | ||
| 111 | |||
| 112 | * Bonus points on the customer's account that do not have an activation date. | ||
| 113 | * Bonus points on the customer's account, the activation date of which has already occurred. | ||
| 114 | |||
| 115 | When paying for a purchase with bonus points, the active balance is reduced by the payment amount. | ||
| 116 | |||
| 117 | If bonus points are deducted from the LP Member's account manually, the active balance is reduced by the amount of manually deducted bonus points. | ||
| 118 | |||
| 119 | If the bonus points expire, the active balance is reduced by the amount of the expired bonus points. | ||
| 120 | )))|((( | ||
| 121 | In the [[Call Center>>doc:Main.Using.Contact_center.Typical_processes.View_customer_profile.WebHome]], [[CRM>>doc:Main.Using.MMP.CRM.Clients.Customer_profile.Detailed_balance.WebHome]], and in the [[Personal Account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]] when viewing the detailed balance; | ||
| 122 | |||
| 123 | In the [[Mobile Application>>doc:Main.Using.Mobile_application.Typical_processes.Balance_view.WebHome]] when viewing information about the card. | ||
| 124 | ))) | ||
| 125 | |Total accrued|((( | ||
| 126 | The number of bonus points accrued to the customer for the entire time. Includes: | ||
| 127 | |||
| 128 | * Active balance. | ||
| 129 | * Not-activated balance. | ||
| 130 | * The number of bonus points spent by the customer. | ||
| 131 | * The number of expired bonus points. | ||
| 132 | |||
| 133 | If bonus points are deducted from the LP Member's account manually, the amount of bonus points received is reduced by the amount of manually deducted bonus points. | ||
| 134 | )))|((( | ||
| 135 | In the [[Personal Account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]] when viewing the detailed balance. | ||
| 136 | ))) | ||
| 137 | |Total deducted|((( | ||
| 138 | The total amount of bonus points deducted for purchases. Does not include the number of bonus points expired and manually deducted. | ||
| 139 | )))|In the [[Personal Account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]] when viewing the detailed balance. | ||
| 140 | |To expiration|((( | ||
| 141 | Bonus points that have not yet expired: | ||
| 142 | |||
| 143 | * Non-activated balance bonus points that have an expiration date. | ||
| 144 | * Bonus points of active balance that have an expiration date. | ||
| 145 | |||
| 146 | Activated bonus points that have an expiration date can be deducted manually or to pay for purchases before this date. | ||
| 147 | )))|((( | ||
| 148 | In the [[Call Center>>doc:Main.Using.Contact_center.Typical_processes.View_customer_profile.WebHome]], [[CRM>>doc:Main.Using.MMP.CRM.Clients.Customer_profile.Detailed_balance.WebHome]], and in the [[Personal Account>>doc:Main.Using.Personal_account.Typical_processes.Balance_view.WebHome]] when viewing the detailed balance; | ||
| 149 | |||
| 150 | In the [[Mobile Application>>doc:Main.Using.Mobile_application.Typical_processes.Balance_view.WebHome]] when viewing information about the card. | ||
| 151 | |||
| 152 | |||
| 153 | ))) | ||
| 154 | |Expired|((( | ||
| 155 | The number of bonus points for which the expiration date occurred when they were stored in the customer's account. | ||
| 156 | |||
| 157 | Expired bonus points cannot be deducted manually or to pay for purchases. | ||
| 158 | )))|((( | ||
| 159 | The amount of expired bonus points is not displayed on a separate line. | ||
| 160 | |||
| 161 | When bonus points are expired, the amount of bonus points in the line displaying the active balance is reduced by the number of expired bonus points. | ||
| 162 | ))) | ||
| 163 | |||
| 164 | = Example = | ||
| 165 | |||
| 166 | The example below shows the process of changing the bonus balance of an LP Member. | ||
| 167 | |||
| 168 | As of September 30, the LP Member has 100 active bonus points on the account, of which: | ||
| 169 | |||
| 170 | * 50 bonus points without lifetime | ||
| 171 | * 50 bonus points with expiration date October 10 | ||
| 172 | |||
| 173 | Also, the Member has 130 non-activated bonus points on the account: 30 of them will be activated on October 20, 100 bonus points will be activated on November 01. | ||
| 174 | |||
| 175 | During the entire period of participation in the Loyalty Program, the Member spent 100 bonus points to pay for purchases. Also, 10 bonus points have expired for the entire time. | ||
| 176 | |||
| 177 | **//Bonus balance of the LP Member on September 30~://** | ||
| 178 | |||
| 179 | (% class="table-bordered" style="width:auto" %) | ||
| 180 | |=(% colspan="2" rowspan="1" style="text-align: center; vertical-align: middle;" %)Active balance 100 bonus points|=(% colspan="2" rowspan="1" style="text-align: center; vertical-align: middle" %)Non-activated balance 130 bonus points|=(% colspan="1" rowspan="2" style="text-align: center; vertical-align: middle;" %)Total bonus points deducted|=(% colspan="1" rowspan="2" style="text-align: center; vertical-align: middle;" %)Expired bonus points|=(% colspan="1" rowspan="2" style="text-align: center; vertical-align: middle;" %)((( | ||
| 181 | Total accrued bonus points | ||
| 182 | |||
| 183 | 50+50+30+100+100+10 | ||
| 184 | ))) | ||
| 185 | (% class="active" %)|(% style="text-align:center; vertical-align:middle" %)Bonus points without expiration date|(% style="text-align:center; vertical-align:middle" %)Bonus points with an expiration date of October 10|(% style="text-align:center; vertical-align:middle" %)Bonus points with an activation date of October 20|(% style="text-align:center; vertical-align:middle" %)Bonus points with activation date November 01 | ||
| 186 | |(% style="text-align:center; vertical-align:middle" %)50|(% style="text-align:center; vertical-align:middle" %)50|(% style="text-align:center; vertical-align:middle" %)30|(% style="text-align:center; vertical-align:middle" %)100|(% style="text-align:center; vertical-align:middle" %)100|(% style="text-align:center; vertical-align:middle" %)10|(% style="text-align:center; vertical-align:middle" %)340 | ||
| 187 | |||
| 188 | The table below shows the accruals and deductions of bonus points of the LP Member from 01 to 31 October: | ||
| 189 | |||
| 190 | (% class="table-bordered" %) | ||
| 191 | |=(% style="text-align: center; vertical-align: middle;" %) |=(% style="text-align: center; vertical-align: middle;" %)October 01|=(% style="text-align: center; vertical-align: middle;" %)10|=(% style="text-align: center; vertical-align: middle;" %)October 20|=(% style="text-align: center; vertical-align: middle;" %)October 31 | ||
| 192 | |=(% style="text-align: center; vertical-align: middle;" %)Accrual of bonuses for the purchase|(% style="text-align:center; vertical-align:middle" %) |(% style="background-color:#c7f0cf; text-align:center; vertical-align:middle" %)((( | ||
| 193 | **+ 10 bonus points ** | ||
| 194 | without lifetime** ** | ||
| 195 | )))|(% style="background-color:#c7f0cf; text-align:center; vertical-align:middle" %)**+ 5 bonus points ** | ||
| 196 | without lifetime** **|(% style="background-color:#c7f0cf; text-align:center; vertical-align:middle" %)**+ 500 bonus points *** | ||
| 197 | *with activation date November 01 | ||
| 198 | |=(% style="text-align: center; vertical-align: middle;" %)Manual accrual of bonus points|(% style="background-color:#c7f0cf; text-align:center; vertical-align:middle" %)**+ 100 **bonus points* | ||
| 199 | *with expiration date November 02|(% style="text-align:center; vertical-align:middle" %) |(% style="text-align:center; vertical-align:middle" %) |(% style="text-align:center; vertical-align:middle" %) | ||
| 200 | |=(% style="text-align: center; vertical-align: middle;" %)Activation of bonus points|(% style="text-align:center; vertical-align:middle" %) |(% style="text-align:center; vertical-align:middle" %) |(% style="background-color:#c7f0cf; text-align:center; vertical-align:middle" %)**+ 30 bonus points*** | ||
| 201 | *with activation date October 20|(% style="text-align:center; vertical-align:middle" %) | ||
| 202 | |=(% style="text-align: center; vertical-align: middle;" %)Deduction of bonus points in payment for purchases|(% style="background-color:#ffc8cf; text-align:center; vertical-align:middle" %)**- 20 bonus points*** | ||
| 203 | *with expiration date October 10|(% style="text-align:center; vertical-align:middle" %) |(% style="background-color:#ffc8cf; text-align:center; vertical-align:middle" %)**- 30 bonus points** | ||
| 204 | without lifetime** ** | ||
| 205 | |(% style="text-align:center; vertical-align:middle" %) | ||
| 206 | |=(% style="text-align: center; vertical-align: middle;" %)Manual deduction of bonus points|(% style="text-align:center; vertical-align:middle" %) |(% style="background-color:#ffc8cf; text-align:center; vertical-align:middle" %)**- 5 bonus points** | ||
| 207 | without lifetime** **|(% style="text-align:center; vertical-align:middle" %) |(% style="text-align:center; vertical-align:middle" %) | ||
| 208 | |=(% style="text-align: center; vertical-align: middle;" %)Expiration of bonus points|(% style="text-align:center; vertical-align:middle" %) |(% style="background-color:#ffc8cf; text-align:center; vertical-align:middle" %)**- 30 бонусов*** | ||
| 209 | *with expiration date October 10|(% style="text-align:center; vertical-align:middle" %) |(% style="text-align:center; vertical-align:middle" %) | ||
| 210 | |||
| 211 | Thus, during the month the balance of bonus points on the Member's account has changed. | ||
| 212 | |||
| 213 | //**Member's balance on October 31:**// | ||
| 214 | |||
| 215 | (% class="table-bordered" %) | ||
| 216 | |=(% colspan="2" style="text-align: center; vertical-align: middle;" %)((( | ||
| 217 | Active balance | ||
| 218 | |||
| 219 | 50+10+5+100+30-20-30-5-30 | ||
| 220 | )))|=(% colspan="1" style="text-align: center; vertical-align: middle;" %)((( | ||
| 221 | Non-activated balance | ||
| 222 | (activation date - November 01) | ||
| 223 | |||
| 224 | 100+500 | ||
| 225 | )))|=(% colspan="1" style="text-align: center; vertical-align: middle;" %)((( | ||
| 226 | Total deducted bonus points | ||
| 227 | |||
| 228 | 100+20+30 | ||
| 229 | )))|=(% colspan="1" style="text-align: center; vertical-align: middle;" %)((( | ||
| 230 | Expired bonus points | ||
| 231 | |||
| 232 | 10+30 | ||
| 233 | )))|=(% colspan="1" style="text-align: center; vertical-align: middle;" %)((( | ||
| 234 | Total accrued bonus points | ||
| 235 | |||
| 236 | 110+100+500+150+40 | ||
| 237 | ))) | ||
| 238 | |(% colspan="2" scope="col" style="text-align:center; vertical-align:middle" %)((( | ||
| 239 | 110 | ||
| 240 | |||
| 241 | of them 100 will expire on November 02 | ||
| 242 | )))|(% colspan="1" scope="col" style="text-align:center; vertical-align:middle" %)600|(% colspan="1" scope="col" style="text-align:center; vertical-align:middle" %)150|(% colspan="1" scope="col" style="text-align:center; vertical-align:middle" %)40|(% colspan="1" scope="col" style="text-align:center; vertical-align:middle" %)900 | ||
| 243 | |||
| 244 | In total, on October 31, the LP Member can deduct 110 bonus points in payment for purchases. In this case, 100 bonus points must be spent before November 02, otherwise they will expire. Starting from November 01, the Member will be able to spend another 600 bonus points. |