Loyalty Cards Overview
Many retailers establish a loyalty program and use loyalty cards as a marketing incentive. The Loyalty Card option within EBMS allows the user to activate, add, and redeem points.
The following steps are for US-based merchant accounts only. Review Velox Integration for information on Canadian loyalty card options.
The following options are required to set up and begin using Loyalty Cards within EBMS.
-
The payment card processing module must be added to EBMS. Review the Payment Card Overview section for more details.
-
An account must be set up with a compatible loyalty card merchant processor – the following loyalty card processors integrate with EBMS software:
-
GiveX – web.givex.com/products/loyalty (Verifone Point only)
-
ValueLink – www.FirstData.com/giftcards (Verifone PAYware Connect only)
-
-
A card swipe device: For the purpose of activating, or changing the customer on a sales order, a separate magnetic card swipe should be used that is not a credit card payment device. Note however, that a credit card payment device is needed when redeeming the loyalty points since the card essentially becomes a gift card in that scenario.
-
Loyalty cards with a barcode or a magnetic strip: These cards are provided by the loyalty card merchant provider. A loyalty card must be activated by configuring the customer record before it can begin to accrue points. Review the Configuring a Customer Record to Use a Loyalty Card section for more details on activating a customer loyalty card.
Review the Adding and Redeeming Loyalty Points section for more details on adding and redeeming points on a loyalty card.
Review the Viewing a Loyalty Card Point Balance and Award Value section for information related to accessing the number of loyalty points a customer has earned to date and the monetary benefit award amount that is currently available on the card.
Review the Changing a Loyalty Card Number section for information related to adding or changing a customer loyalty card number within the customer record.