DataCandy Setup - External Documentation

Rewards Setup

Rewards are added by creating new Menu Items with a price set to 0, and setting the Price Lookup (P.L.U.) value to the Data Candy reward ID/SKU value. Rewards need to be set up in both Volanté Back Office and in Data Candy's Back Office.

Discount Setup

For Discounts to work, a Price Modifier needs to be created and set up as shown above.

Rewards items can be obtained from discounts. This is to allow for transaction dependent rewards such as "Buy 1 Get 1 Free". For this to work, set up discounts as shown above, then create the rewards as shown above, except in this case the P.L.U. value should be equal to the Data Candy "Discount Code".

OPTIONAL: If the customer wants rewards that use existing Menu Items (i.e. that have a cost), then create a Price Modifier like the one shown above. This will make all rewards have a 0 value fixed discount automatically applied to them. This should also be here if the customer wants discount based rewards (eg. earn 10% off next purchase)

Design

Gift and Loyalty were developed as separate iGiftCards.

New features

• iGiftCard Panel, Hardware Setup - The following features have been added:
  • Cash Out
  • Lookup Profile
  • Create Profile
  • Accumulation
  • Redeem Rewards
  • Redeem Discounts buttons/functions 
• Print Check Balance function - This has been added to Check Balance, which appears after a balance is checked.

• Various UI improvements (larger screens, buttons)

• Accumulation function - Swiping a card at Accumulation associates it to the transaction, so every time the iGiftCard screen is accessed for DataCandy Loyalty the card doesn't need to be re-swiped. Then when the transaction is closed the accumulation API call is made and a receipt is printed (with system param)

• Rewards function - Right after Accumulation swipe/Redeem Rewards swipe, an API call is made to retrieve the available rewards for the swiped card, then a pop-up appears on the screen and backscreen for the customer/cashier to pick a reward to add to the transaction.

• Discounts function - Right after Totaling a transaction/Redeem Discounts swipe, an API call is made to retrieve the available discounts for the swiped card and current transaction, then a pop-up appears on the screen and backscreen for the customer/cashier to pick a discount to apply to the transaction. 

Transaction Flow

When the iGiftCard screen is brought up for DataCandy Loyalty, it defaults to the Accumulation screen if there is no associated card.   After associating a card, it will default to the Redeem setting.

Associated customers will be shown on the Customer panel.   And 

Accumulation

Swiping a card will associate it to the transaction for Accumulation purposes. The associated customer will be shown on the Customer panel.

Loyalty Rewards

When the transaction is totaled while there is an associated Loyalty card, the Rewards and Discounts screen will be automatically pulled up, or they will be automatically applied if configured that way in the BO.

On the Rewards screen, the rewards show up on the main screen for the cashier to pick from and the back screen for the customer to see. The cashier picks which rewards to redeem by taping on each one to highlight them, then tap select to redeem all the highlighted rewards. Note that reopening the Redeem Rewards screen will first remove all rewards in the current transaction so you will need to re-select every item that is desired.

Loyalty Discounts

The Discounts screen functions similar to the rewards screen, showing the available discounts on the front and back screens and requesting the cashier choose which discounts to apply. Reopening the Discounts screen will automatically remove previously applied Loyalty discounts to prevent confusion/abuse. 

Closed Transaction

When the transaction is closed, Accumulation will automatically be applied and a receipt will be printed out. Make sure the cashier is aware of this receipt as it will only print after the transaction is actually closed.

 The automatic pop-up of the rewards and discounts screen as well as the printing of the accumulation receipt can all be controlled by system parameters.

• Pop-up controls are available in General Setup > System Configuration > Page 1 in the Cashier Screen area. 
• Receipt controls are available in General Setup > System Configuration > Page 2 in the Receipt area.

Another system parameter has been added to allow for the customer to not display points and/or rewards on their receipts in the cases where loyalty cards are just being used for rewards/discounts and not points accumulation or vice versa.

Build 1710_0090: More parameters have been added in the BO. In Receipts you can choose to show all of a customer's rewards on the Accumulation receipt.

On Page 1 you can now choose to auto-redeem rewards and discounts. This will automatically apply all applicable rewards and discounts rather than giving a pop up for the cashier to choose. Note that for rewards, this will not add items to the transaction, but rather it will discount items to free in the transaction if they exist as rewards on the card. This is useful in cases where items are scanned/brought to the POS rather than the POS being used for ordering.

Transaction Flow

Opening Data Candy from the Cashier Screen

To open Data Candy, click the iGiftCard button.

Select Data Candy Gift or Loyalty accordingly.

Then, click Select, and swipe the card.

Data Candy Gift Card

Activate

This button allows users to activate a new gift card.

Load

This button allows users to load money to a gift card.

Redeem

This button allows users to process transaction on the gift card.

Cash Out

In Quebec, there is a law which implies that if a customer has a gift card with less than $5, the money can be cashed out.

This way, customers can receive cash back if it is less than $5. This button allows you to cash out the amount.

Check Balance

This button allows you to check the balance on the gift card.

Data Candy Loyalty Card

Redeem

This button allows users to process transactions on the gift card.

Check Balance

This button allows you to check the balance on the gift card.

Lookup Profile

This button allows you to look up a loyalty card with an email address, phone number or card number. If the loyalty card is not with the customer, they can try associating the loyalty card by the customer's email address, phone number or card number.

Create Profile

This button allows you to create a profile for the customer and link it to the Loyalty card.

Accumulation

Swiping a card in Accumulation associates the card to the transaction.  This way, every time the iGiftCard screen is accessed for DataCandy Loyalty, the card doesn't need to be swiped again. This will add the points to the loyalty card from the transaction.

Data Candy Reports

In Reports, you will be able to find Data Candy information in the Media Collected report.

iGiftcardRedemption

This option is used for Data Candy Gift Cards.

iGiftcard2Redemption

This option is used for Data Candy Loyalty Cards.

iGiftCard Sold/iGiftCard2 Sold

This will give you the information on how many cards were sold for Gift Cards and Loyalty Cards respectively.

Data Candy Scan Parser

Data Candy has begun importing cards from other providers such as Givex.  As a result, a scan parser will need to be patched, on depending on the site's legacy gift card used.

For example:

ScanParser.getDataCandyScan.1=[%][B]([0-9]{19})["^"]["^"]([0-9]{9})[?]
ScanParser.getDataCandyScan.1=[%]([0-9]{19})["^"]["^"]([0-9]{9})[?][;]([0-9]{19})[=]([0-9]{11})[?]
ScanParser.getDataCandyScan.1=[%]([0-9]{19})[?][;]([0-9]{19})[?]
ScanParser.getDataCandyScan.2=[;]([0-9]{19})[=]([0-9]{11})[?]
ScanParser.getDataCandyScan.3=[;]([0-9]{21})[?]