Go Loyalty Program Portal

To support your loyalty program, you can request Petrosoft, LLC to create a personal domain website with your company logo, branding and colors. The loyalty program portal is an engaging front end that can help you promote your specials and drive your sales. It also serves as a customer portal where your customers can check the number of earned loyalty points and track transactions that they made in the loyalty program.

The functionality of the Go Loyalty program portal may differ depending on your needs. This topic describes basic functionality by the example of the http://market24.goloyaltyrewards.com portal.

You can perform the following actions with the loyalty program portal using the Go Loyalty system:

• Publish promotions on the portal
• Publish banners on the portal
• (For customers) Track earned loyalty points and transactions

Publishing Promotions

You can periodically publish information about upcoming and valid promotions on the loyalty program portal. Promotions are published on the home page of the loyalty program portal, below the banner area.

To publish a promotion on the portal, follow the steps:

1. In the left menu of the Go Loyalty portal, click Promotions.
2. At the top right corner of the promotions list, click the add icon.
3. In the Promotion list, select the necessary promotion configured in the Price Book in CStoreOffice®.
4. In the Title field, enter the promotion title.
5. In the Brief field, enter a short description of the promotion that must be published on the portal.
6. In the Details field, enter a detailed description of the promotion that must be published on the portal.
7. In the Publicity field, select Public if you want to publish the promotion immediately after its creation or Private if you want to save the promotion for publishing in future.
8. Use the Active From and Active To fields to specify the time span when the promotion must be published on the portal.
9. In the image box, click Choose image from your computer and select an image for the promotion or simply drag the image to the image box. The image size must be 244x244 in pixels.
10. At the bottom of the promotions view, click Save to save the changes.

    

After you publish a promotion on the website, you can perform the following actions with it:

• Edit a promotion: in the promotions list, select the necessary promotion, click the edit icon, edit the promotions data as required. Then save the changes.
• Stop publishing a promotion on the portal: in the promotions list, select the necessary promotion, click the edit icon and in the Publicity field select Private. Then save the changes.
• Delete a promotion: in the promotions list, select the necessary promotion and click the delete icon.

Publishing Banners

You can publish banners about promotions and promoted items on the loyalty program portal. Banners are published on the home page of the loyalty program portal, immediately below the website header.

To publish a banner on the portal, follow the steps:

1. In the left menu of the Go Loyalty portal, click Banners.
2. In the image box, click Choose image from your computer and select the banner image or simply drag the image to the image box. The image size must be 1920x670 in pixels.
3. In the Promotion list, select the promotions for which the banner is created.
4. In the Title field, enter the title under which the banner must be published on the portal.
5. In the Brief field, enter a short description of the banner that must be published on the portal.

   

To delete a banner from the portal, click the delete icon in the necessary banner box.

Tracking Loyalty Points and Transactions

Customers who participate in the loyalty program can log in to the loyalty program portal using the loyalty card number or phone number and perform the following actions:

• Check how many loyalty points the customer has earned.
• Track transactions that the customer has made in the program and see how many points the customer has used.
• Fill and update the customer profile if needed.