Frequently Asked Questions
Loyalty Scheme Calculations
Loyalty Schemes in Instant CRM can be configured to calculate rewards in several ways. Below are the Calculation Types that can be used to determine a Scheme's reward per transaction. See Loyalty Schemes for details on managing the Loyalty Schemes ...
Customer Record Basics
This article applies to Instant CRM version 2.5 and higher - screenshots are taken from Instant CRM version 2.7. Click Customers to open the Customer record list - by default all Customer records are displayed. Adding and Editing Customers Add ...
Adjusting and Recharging Customer Balances
This article applies to Instant CRM version 2.5 and higher - screenshots are taken from Instant CRM version 2.7. Click Customers to open the Customer record list - by default all Customer records are displayed. Adjusting Balances Single Customer ...
Filter Editor
A filter allows you to quickly retrieve the information you require, such as only showing members with a birthday this month, or all members between 21 and 30. Some filters have already been designed for your use, however, as many businesses have ...
Setting up Loyalty Cards on the System
To set up your loyalty cards, you must first know how many digits are encoded onto the card(s) and exactly what range of numbers have been used. Your dongle stores your prefix already; this stops other people’s loyalty systems using the same cards as ...
Schemes
Every member of your loyalty system must be in a scheme, the scheme determines how many points a member can earn, minimum spend before calculating points, how the points are calculated and whether or not they can advance to a new scheme or drop a ...
Issuing a Voucher
Issuing a Voucher PLEASE ENSURE THAT MICROSOFT WORD IS INSTALLED Select the Customer database from the main menu, and then click Issue Vouchers icon. This will display the Voucher Issue Screen. in the List of available vouchers select the voucher you ...
Card Functions
Issuing A New Card Sometimes it may be necessary to change a customer’s card number. 1. Right-click on the member to bring up a list of options. 2. Click on Assign a new card number 3. Select a card number, if it is already in use Instant Loyalty ...
Using a Filter
To filter the customer database, simply highlight the relevant filter then drag and drop it over the customer records. The customer database will then display all customers who matched the filter criteria. To set the customer database back to all ...
Statements
A statement is a list of transactions that have taken place between a given date range, showing points awarded/redeemed, transaction value, type of transactions and balance. This can be taken at any time and as many times as required. Instant loyalty ...
Process Scheme Based on the date range \ Operators Instructions
Process Scheme Based on the date range You can set a scheme to allow members to advance/drop to different schemes automatically based on how many points they have gained or how much they have spent. You can also set your scheme to advance/drop to ...
View Log File
Instant Loyalty stores a system log that notes almost every action performed by the user. If you use the password system, the system log will show the user of each action alongside the date and time. This screen lets you search through the current ...
Setup / Maintenance
From this screen, you can change the way Instant Loyalty behaves. From Instant Loyalty’s main menu select Setup/Maintenance. The following screen will be displayed:- General Getting Started Wizard Click on this option and the getting started wizard ...
Running Instant Loyalty for the first time \ Cards \ Memberships
For ease of use it is recommended that you have prepared what cards you would like to create, any additional fields and dropdowns you would like to add and what your point’s schemes are going to be. Upon running the software, you will be prompted to ...
Planning and Preparing of the system \ Schemes
To maintain an effective loyalty system, a bit of thought needs to go into setting up. Remember once you have got live membership data, it would be very difficult (and a pain in the neck for the member) to go back to your members and ask for more ...
Customer Service Error 7503
When scanning loyalty cards if you see the following error 7503 messages. What might be causing the problem might be down to one of the following; * The Till no longer has an active network connection (To Rule this out, minimize or shutdown GPOS from ...
How to: Add a points or monetary value to a Loyalty / Cashless Card on CRM
I have recorded a brief how to video on increasing a card value on Instant CRM, this value can be increased in two different ways, I have included both ways of doing this The first method is achieved by right clicking the customer from the customer ...
Resetting Loyalty \ CRM Passwords
Resetting Loyalty \ CRM passwords If you click ‘Setup’ from the menu bar along the top. Once within the setup screen, if you click ‘User Admin’ Under the User Name, if you drop down and select the ‘User’, you can click on the Password field to give ...
Setting up Discounts to work with CRM from GPOS
Setting up Discounts to work with CRM from GPOS Within GPOS Under Discounts For example, Discount code 4 - Called Mem Disc using Preset of 0.00 and needs to have a halo set e.g. 999999 along with the type set to sub total %. Under System Options you ...