Customer loyalty is the critical objective of customer relationship management and describes the loyalty that is established between a customer and companies, products, or brands.
Great attention is therefore given to marketing and customer service to retain the current customers. Companies use loyalty companies that reward loyal customers for repeat business.
The integration with Loyalty companies is done utilizing web service calls, at time intervals during the processing of a sale or refund.
Loyalty Plus (old Mybonus) integration is now available from version 2023.9.0.0 or higher please click here to download the latest to date (2024.6.0.0) version.
Important [!]:
It is ill advised not to upgrade to any version higher than version 2024.6.0.0.
We have picked a lot of issues with regards to the card integrations and other financial and operational defects.
We will correspond accordingly once we have approved the new version.
Please note that you will need to register once this version is installed.
Please refer to the announcement section below.
Announcement [!]
Therefore retailers running on the pilot versions 2023.7.0.0 and 2023.7.1.0 need to register for Loyalty Plus once they have upgraded to version 2023.9.0.0 or higher.
IMPORTANT [!]
The structure for loyalty tables has changed, and all default reports have been amended.
In the past the loyalty sales tables were stored in a single table, since the introduction of version 2023.3.0.0 the loyalty sales have been split per till and loyalty sales.
The default reports can be downloaded by clicking here.
The changes will impact the following reports
POSAccountSaleIncl1.fr3,
POSAccountRefund1.fr3,
INVLAY1.fr3,
CRNLAY1.fr3,
CASHSALEINCL1.FR3 and cashRefynd1.fr3.
Please ensure that you have allocated enough time to make the changes on the reports before going live.
If the reports are not amended it would entail that the client will not be able to view their details on the layout.
Loyalty plus checklist
- Contact Loyalty Plus or LRB head office to get the details to configure the Partner ID (Store) and Terminal ID.
- Configure Web Services in IQ and perform tests.
- Configure IQ Automation SFTP Services.
- Backup the current Loyalty.* tables to another location for historical purposes.
- Delete the Loyalty.* tables before going live as the store will start on a clean slate on the Loyalty Plus system.
- Ensure that all layouts are correctly configured and display the loyalty customer information.
- Test the enrollment on the store.
- Test redeems at the store.
Loyalty Plus contact details
The end-user or client can contact the IQ Business Partner (Reseller) and make an appointment together with Loyalty Plus for the installation and setup.
The client can contact Make it with Mica for help with Loyalty card Registration or help with Cash Sale Slip designs.
Call Centre number: +27 (0) 12 141 3596
Website: www.mica.co.za/make-it-with-microcard-loyalty-programme-information/
CONFIGURATION
In the main menu, click on Utilities -> Setup -> Company Details -> Default Settings 2
Select the Loyalty Provider drop-down menu.
Choose Loyalty Plus
Select Accept to continue
CONFIGURE LOYALTYPLUS INTEGRATION WEB SERVICE
In the Main Menu -> Utilities -> Setup -> Module Parameters -> Click on the Services tab.
Select Web Services.
Select the Setup.
Click on the LoyaltyPlus Integration radio button.
Click on Enable this Service tick block.
WEB SERVICE SETUP
Fill in the URL
Port
443
Secret Start
RMICLPLIVE_528745288_START
Secret End
RMICLPLIVE_852365872_END
Partner ID
Unique per Store. The value needs to be obtained either from the MICA Head Office or from the Make It with Mica Call Centre.
Terminal ID
Unique per Store. The value needs to be obtained either from the MICA Head Office or from the Make It with Mica Call Centre.
Timeout (seconds)
6
SSL Version
TLS V1 and TLS V1.2 (Preferrable)
API ID
992275499
BUTTON FUNCTIONALITY
Cancel
This option is to cancel the captured information and exit the Web Service Setup screen.
Test
The Test option is used to test to see if the connection is working.
The user must enter an existing Loyalty account number to test the connection.
If there are any errors with the connectivity, the user will get an error message displaying where the problem is.
If the connection is successful, the test comes back successfully.
Accept
The Accept button is used to save the captured information and to exit the screen
CONFIGURE LOYALTY PLUS LOYALTY UPLOADS / SFTP FILE UPLOADS
In the Main Menu ->Utilities -> Setup -> Module Parameters -> Services tab.
Select the LoyaltyPlus Loyalty Uploads radio button and select the Setup button.
Click on the FTP Setup tab.
Click the FTP Servers button.
Click on the Add button.
Account Name
Type in the account for the SFTP, this can be anything, preferably name it Loyalty Plus or the store's name
Select the Transfer Protocol by clicking on the combo box and select SFTP (FTP via SSH).
Host (FTP)
sftp.loyaltyplus.aero
Port (Default 21)
22
Username
ftp.rmic.iqretail
Password
Will be supplied by Loyalty Plus
Click on the Test button.
If it is successful the system will display a message Test: Successful, click on OK to proceed.
Click on the Accept button to proceed.
The system will take you back to the screen below.
On this screen or form select the Account Name that was configured previously.
In the Upload Path type in /upload.
CONFIGURE IQ AUTOMATION FTP SERVICE
If you have configured the FTP server and click on the Setup Automation Events, the system will create the IQ Automation event automatically.
Port 22 is used for the SFTP upload, please ensure that you open the firewall for this port.
When you open the IQ Automation, you will note that the IQEvent_LoyaltyPlus_Sales has been configured.
TENDER MEDIA CONFIGURATION
In the Main Menu click on Utilities -> Setup -> Tender Setup
Setting up this tender will allow the customer to use their loyalty points during the tender process.
Add a new tender or edit an existing Tender.
Enable setting ‘Use Loyalty Plus Tender’.
TENDER TYPE LEDGER CHANGES
Changes can be made to the Tender Ledger account selection.
For example, instead of the ledger account 3700.000.000.00 – Cash on hand control account a different ledger account can be used for the Loyalty plus transactions.
Note
First add the new Ledger account under Ledger -> Account Maintenance, making sure the correct Ledger Type has been selected, then make the change here at the Tender Setup screen.
This is usually a current asset account, but if you are unsure what to select please consult your business partner or accountant.
Select Accept to Continue.
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