Managing Lunchbox Loyalty 2.0
Lunchbox Loyalty allows you to manage your loyalty programs powered by Lunchbox in the Admin Dashboard
Table of Contents
- Managing Lunchbox Loyalty 2.0
Lunchbox Loyalty 2.0 Video Walkthrough
Navigating To Loyalty Admin
Step 1: Log in with LB2 Admin credentials
Step 2: Navigate to Admin Dashboard by clicking the cog icon in the upper right
Step 3: Click on Loyalty Admin on the left-hand navigation bar
Step 4: You’ll be automatically authenticated and brought to LB Loyalty’s Admin Page
Creating Loyalty Rewards
Configure Open Discounts:
Step 1: From the Rewards Tab click on Discount Configurations
Step 2: Click Add Open Discount
Step 3: Enter a Name for your Open Discount. Example: Loyalty Credit Open Discount
Step 4: Select a Discount Partner (Promotion Partner) from the dropdown options. Example: LB2
Step 5: Enter an External ID - This value should be the word found in the Coupon that was created to make the coupon in the CLU field minus the word “:redeemable:”
Step 6: Enter a Location ID (Optional)
Step 7: Click Add Open Discount
Note: Loyalty Rewards Dollar Discounts must include the Is Rewards Dollars flag in the Lunchbox Coupon UI.
Example Rewards Dollars Coupon
Create a Loyalty Credit Reward
Note: You must first Configure an Open Discount before being able to create a Loyalty Credit Reward
Step 1: Navigate to Loyalty Rewards (Reward Codes)
Step 2: Select Loyalty Credit from the drop-down
Step 3: Enter a Reward Name for internal use. Example: $5 Loyalty Credit
Step 4: Enter Description Example: $5 dollar off reward credit for orders
Step 5: Enter Novadine as Discount Partner
Step 6: Enter a numerical Amount to be reward. Example: 6
Step 7: Click Add New Reward
Create a Coupon Linked Reward
Step 1: Navigate to Loyalty Rewards (Reward Codes)
Step 2: Select Coupon Code from the drop-down
Step 3: Enter a Reward Name for internal use. Example: Free Coffee
Step 4: Enter Description Example: Here’s a free coffee on us
Step 5: Enter Novadine as Discount Partner
Step 6: Enter a pre-created coupon code (Coupon CLU)
Step 7: Enter Image URL (Optional)
Step 8: Click Add New Reward
Creating Loyalty Programs
Create a Spend Program
Step 1: Navigate to Programs on the left-hand navigation bar
Step 2: Select Spend from the Program Type drop-down selection
Step 3: Enter a Program Name for external guests. Example: Foxtail Rewards Program
Step 4: Enter a Program Description for external guests. Example: Earn 10 points for every dollar you spend. Get $5 for every 500 points you earn.
Step 5: Enter a numerical value for the Points Required in your Spend Program. Example: 500
Step 6: Select a previously created Reward from the dropdown. Example: $5 Loyalty Credit
Step 7: Enter a Point Conversion scale for your program. Example $1 is equal to 10 points
Step 8: Click Add Program
Note: The Program Name and description will appear here in the Ordering UI.
Creating Loyalty Bonuses
Create a Sign-Up Bonus
Step 1: Navigate to Bonuses on the left hand navigation bar
Step 2: Select Sign-Up from Type of Bonus dropdown
Step 3: Enter a Bonus Name for internal use: Example: Free Coffee Sign Up Bonus
Step 4: Enter a Bonus Description for internal use: Free coffee reward to incentivize new loyalty members
Step 5: Select a pre-created Reward from the drop down. Example: Free Coffee
Step 6: Click Add Bonus
Creating Loyalty Perk
Fill the name of your perk and description. Use the drop-down to select “perk type”.
Perk type |
What are they for? |
recurring or not? |
---|
Perk type |
What are they for? |
recurring or not? |
---|---|---|
Birthday |
Awarding user on their birthday |
Yes. Every year. |
Sign Up |
Awarding user when they sign up |
No just once ever. |
Conversion |
A continuous perk for when a user meets a set of conditionsthey are awarded a reward |
Yes as long as the perk is still active. |
Tier Reached One Off |
Awarding user when they reach a tier |
Currently, not recurring. Once they reach target tier they will be awarded and that’s it. |
Add the reward via the next drop down. Then we can move on to 1 and 2. As mentioned above perk requirements comes in 2 types (tier vs non-tier). Here is where you can add conditions the user must meet for this perk.
Other Loyalty Page Admin Actions
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Search existing Rewards/Programs/Bonuses by Name
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Add New Rewards/Programs/Bonuses
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Sort existing Rewards/Programs/Bonuses by column header
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Edit existing Rewards/Programs/Bonuses settings
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Navigate between multiple pages and results per page
Toggle active status on or off for Rewards/Programs/Bonuses
Guest Facing UX/UI
Loyalty Wallet
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Points Required (Program Page)
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Program Name (Program Page)
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Program Description (Program Page)
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Loyalty Credit Reward (Rewards Page - Loyalty Credit)
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Reward Name (Rewards Page - Coupon Code)
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Reward Description (Rewards Page - Coupon Code)
Cart / Checkout
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