This guide will show you how to create a new Product Reward using the tagging method.
All Kounta users must create the product tags within Kounta before entering them into the Product Reward within Locify.
Please see How to set up tags in Point-of-Sale to see how to create tags in Kounta. When entering in the tag information with Locify Rewards, Locify will not allow incorrect tag into reward if not found in Kounta.
- To create a new reward, click Create New.
- Fill in the text fields to name and describe your reward. Field guides:
- Display Title - The title of your reward which members will see. Keep it simple! (e.g. Free Regular Hot Drink)
- Description - A short description of the reward to further describe it to members (e.g. Redeem any regular-sized hot drink on our menu).
- POS Description - A short description which will be viewable on the POS screen in-store (e.g. $ reward - free reg hot drink)
- Special Conditions - Fill this in if you want to specify any conditions with the reward that members may need to know (e.g. reward is not eligible with Coconut Milk)
- Redemption Points - Enter the appropriate points value for your members to redeem this reward. For example, 350 points is equal to a dollar value of $3.50.
- Configure the POS settings
Set up the following as per the above preview
Tag (then enter a relevant category tag name, e.g. "HotDrinks" or "Pizza")
Percentage (then enter 100)
- When you are happy with these settings, click Save.
- In your Kounta dashboard, go to Products.
- On the product(s) you would like to tag, select the settings icon to open up the product editor.
- Under the Tags section, add or create the relevant tags to associate with this product (e.g. all hot drink products can be tagged as "HotDrinks")
- When you're happy with your tag(s), save your changes.
- Repeat steps 2 & 3 for all the products you would like to tag and link to Locify rewards
- Go into Edit mode for the Product Reward you wish to activate.
Choose your preferred open and close dates and times for this reward (you can choose up to 10 years in the future). This helps members know how long the reward will be available for.
Click Save. Your reward is now active!