Customer Loyalty Migration

The Customer Loyalty Migration program at Lunchbox benefits guests so that their data is migrated over securely to continue providing great service and flexibility to loyal customers. There are options for those launching a new brand as well as those existing brands that are launching new stores but are on a previous program.

 

Limitations

  • Users must sign up with the same email from their previous account, otherwise, the user will introduce unwanted duplicates.
  • If users utilize Apple SSO to sign up/sign in and request that their email address is hidden, a new account will be created that isn't phone verified.

 

New Brand Launching with Lunchbox 

Step 1: Migration information will be collected during the delivery process from the dedicated Delivery Manager; the information will be formatted using this template (see below). Within the template is the following columns that are used to house the information collected from the Delivery Manager:

NOTE: If the First Name and Last Name are left out, the guest will automatically be named New Guest. Also, the Email and Phone fields are required, which avoids the issue of guests performing a phone verification when only an email address has been imported (and causes a continuous login loop).

  • First Name: The guest's first name.
  • Last Name: The guest's surname.
  • Email: The guest's email address (reference Things to Note section below).
  • Phone: The guest's phone number (the Phone column should only include numbers; there should be no dashes or parentheses).
  • Lifetime Spend: The accrued lifetime spend amount by the guest. (reference Things to Note section below).
  • Points: The total points that the guest has gained.
  • Credits: The total credits that the guest has available.
  • Birth Date: The guest's date of birth (Birth Date Format: mm/dd/yyyy or mm/dd).

NOTE: Columns must be in the exact order shown in the template.

 

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Existing Brand Launching New Stores on a previous program

Step 1: Migration information must be formatted using this template (see below). Within the template is the following columns that are used to house the information:

NOTE: If the First Name and Last Name are left out, the guest will automatically be named New Guest. Also, the Email and Phone fields are required, which avoids the issue of guests performing a phone verification when only an email address has been imported (and causes a continuous login loop).

  • First Name: The guest's first name.
  • Last Name: The guest's surname.
  • Email: The guest's email address (reference Things to Note section below).
  • Phone: The guest's phone number (the Phone column should only include numbers; there should be no dashes or parentheses).
  • Lifetime Spend: The accrued lifetime spend amount by the guest (reference Things to Note section below).
  • Points: The total points that the guest has gained.
  • Credits: The total credits that the guest has available.
  • Birth Date: The guest's date of birth (Birth Date Format: mm/dd/yyyy or mm/dd).

NOTE: Columns must be in the exact order shown in the template.

 

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Step 2: Contact your dedicated Customer Support Manager (CSM) so that they can help import the migration information into the template and run a Customer.io API sync.

 

Things to Note

  • Lifetime Spend (column)
    • Guests will automatically be added to the new Lunchbox Tier, based on the information found in the column labeled Lifetime Spend.
    • Example: Tier 1 = 50 points, Tier 2 = 100 points, Tier 3 = 200 points. If the guest's lifetime spend is $250, the guest will automatically be added to Tier 2 of your new Lunchbox Loyalty Program unless otherwise noted. If you want your guests to reset to Tier 1, you must specify in the template.
    • NOTE: Toast does not include Lifetime Spend in their reporting.
  • Email (column)
    • If the guest email is imported, guests will need to sign up with the email connected to their previous Loyalty account. Guests with only a phone number imported will need to create an account with the phone number tied to their old account. Lunchbox recognizes migrated guests based on their email address and/or phone number. 

 

FAQ

  • Does a guest from a previous online ordering program need to sign up for a new Lunchbox ordering account?
    • Yes. Once the guest's email and phone number have been confirmed and the guest has signed up for the first time, accrued loyalty will live on the guest's profile page. The email must be the same for loyalty to match up. The guest will not be able to "log in" if they have not "created an account" through the Lunchbox platform.

 

 

 

 

 

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