MICA Store 

Quick how to guide

Table of contents

Overview

How to add a new member

Approving a transaction

How to reverse a transaction

How to add points on a Member account (Non-transactional)

How to request a Campaign for your store / s

Reporting

Overview

Welcome to the Make It With Mica Loyalty program.  We have put together a quick reference guide for you but you will see that the screens and flow are very self-explanatory.

Regardless of which system you are using to do enrolments or process transactions on the store floor, you as the Shop Owner has access to information on what is happening on your store or your group of stores.

Please note that access to this site should be limited to only Store Owners and very senior staff as the capability does exists to do the approval of high value accrual transactions.

Once you have logged in, you can also click on the Help button, and select the topic that you want to see.  It will provide you with a step by step process.

If you do run into any type of issue or have a question, please contact the Call Centre on 012 141 3596 

How to add a new member

Staff can add a Member using the IQRetail or the WAPPoint device or Customers can also enroll via a Member Website or the Make It With Mica Mobile application.

If needed, you are also able to load a new member on this site or change.

On the Main Menu, click on the Member option.

A list of your existing Members will display.

Click on the +New Member button.

A screen will display allowing you to insert as much of the information about the customer as possible.  

Please remember that on the devices, we do a short registration but to run targeted marketing campaigns to customers, you need to gather as much information as possible – so there are more fields that are required.

Most of the fields are self-explanatory but please note the following fields:  

Enroll source

This is your store and with this selection, only people with access to your Store site will have access to

the contact details etc. of this Customer. This is also important for Reporting purposes so if you do have

multiple stores, please ensure that the customer is linked to the correct store.

Member type

We differentiate between different Member Types and can set up different rules between for example

Contractors and Individuals, so this is an important selection to make. For a normal Customer – select

Individual.

Click on the Register button at the bottom of the page.

If you have left out fields, the program will not process the registration but give you an error on

the mandatory fields.

Approving a transaction

Every store currently has a default floor limit of R 5,000 – and this is purely to provide you with more control on what is happening at the tills and to prevent possible fraudulent transactions.

According to the Terms & Conditions of the program, the customers will receive their points within 24 hours of making the purchase so we will generate an email to you when the transaction is captured and remind you every morning via email that there is a transaction to Approve or Reject until this has been completed.

These transactions will all be listed on your To-Do List so click on the option on the Main Menu.

Your To Do list will display all the earn transactions with a value over the default floor limit.

To view the transaction, click on the inline magnifying glass.

The transaction details will display and provide you with an option to either Approve or Reject it at the bottom of the page.

Depending on what information we have received on the actual purchase, you might get a break-down of the total transaction by clicking on the Transacton Details option.  These details in general will be available if you are processing transactions through IQRetail but not on WAPPoint as that will only reflect the basket value you originally inserted.

Click on the Approve button.

A confirmation screen will display – Click on Approve

The transaction will now be processed, and the points allocated on the Customers’ profile.

How to reverse a transaction

If a transaction has been processed incorrectly or it needs to be reversed for any reason, follow these steps:

STEP 1 – Locate the Customer by clicking on the Member option on the Main Menu. Search using any one of the criteria and open their profile with the inline magnifier glass.

STEP 2 – Open the Accrual TAB and locate the relevant transaction

Open the transaction with the magnifier glass.

Remember there might be additional information regarding the transaction on the promotions or transaction details option (lower down on the page)

STEP 3 – Reverse the transaction.

Click on the Reverse button at the bottom of the page.

A confirmation block will display – confirm that it should be reversed.

The reversal will now be processed.

You will now see the reversal of the transaction on the transaction list.

How to add points on a Member account (Non-transactional)

The following types are available:

•    Gift card – this will allocate points directly onto the member’s account.

•    Refunds

•    Bonus

•    Pre-loading – can be used as a pre-funding option

On the Main Menu, click on the Member option.

A list of your existing Members will display.

To view an active member click on the magnify button

A screen will display with the member details.

Click on the Accrual tab. 

On the Accrual tab, click ‘+New Promotion’ button

Add promotions details. 

The description field can be edited, to give more detail to the promotion.

When entering the value of the promotion there are two options and the system will calculate the other value: 

•    The Points value can be entered or

•    The currency value, not both.

See both options below

Once the details have been entered click on the Save button.

The promotion will be successfully added.

How to request a Campaign for your store / s

You can to request that the Marketing Department at the Call Centre send out campaigns to customers who are linked to your store / s.

Please ensure that you are using the MICA Templates for this and note carefully which store (if there are multiple) the campaign should go out to.

Click on the Campaign option on the Main Menu.

All your previous campaign will be listed.  Click on the New Campaign option.

Please insert as much information regarding the campaign as possible to make it easy for the Marketing department to send it out.

NOTE:  Any campaign requests that are not in line with the MICA templates and guidelines will be referred to MICA Head Office for approval first.

Click on the Save button.

Your Campaign details will be submitted to the Marketing Department.

NOTE:  If your campaign does not immediately display on the list, just click on the Campaign option on the main menu again to refresh the screen.

If you want to see the details of your campaign, open it with the magnifying glass and scroll down.  The count of emails that have gone out etc are recorded for you.

Reporting

A number of Reports have been set up already for you, but you are also able to adjust the data that you want to see before downloading it.

Click on the arrow next to the topic to open the Report Category

Select the relevant report – as an example, we are selecting All Member Data

The Member screen will display, and you will see that it has a specific format.

If it contains all the information you require, click on the Actions button, and select Download from the list.

Select the format that you want the information in and click on Download – the file will now generate and download to your local machine.  It will contain all the information (all the columns) that are displayed on the screen.

To email the list, select the Send as Email option on this screen.

Insert the email address of the recipient with a brief message and click on the Send option.

Should you want to add or take away some of the columns, click on Actions and select the Columns option.  You are now able to add or take away columns off the report by selecting the column and move it to the relevant side using the arrows.

The column will now no longer display, and you can download it by using the steps above.