Loyalty program

The Moneris Loyalty program encourages customers to return to your store to shop. Loyalty cards can help to boost sales by giving you an advantage over your competitors.

There are four types of loyalty programs: Basic Loyalty, Enhanced Loyalty, Pro Loyalty, and Tracking. The Enhanced and Pro Loyalty programs allow you to capture more information about each transaction and therefore exercise more control over how loyalty points are awarded.  Use the Tracking program to permit your customers to earn points from non-Moneris loyalty programs.

In general, this is how your loyalty program works:

§        Every time a customer makes a purchase, you swipe the customer’s loyalty card so they can earn points towards rewards.

§        When a customer reaches a specified number of points, they can redeem their points for a reward.

§        To learn how to enrol customers, replace lost or damaged cards, promote your loyalty program, and more, refer to your Loyalty program operating manual.

In general, this is how the Tracking program works:

§        Every time a customer makes a purchase, you swipe the Tracking loyalty card so the customer can earn points towards rewards.

§        The transaction data is passed to the Loyalty Program Provider, which then awards points to the customer’s account.

Setting up your terminal for loyalty cards

No additional configuration is required to use loyalty cards on your terminal. Your existing settings will apply to loyalty card transactions.  For example, if clerk IDs are turned on, you will be asked to enter a clerk ID when performing a loyalty card transaction.

Navigating the terminal for loyalty transactions

Loyalty card transactions are integrated into the Transactions menu which is accessed from the Main menu. This means you don’t have to go into the Moneris Loyalty menu to perform them. After the approval of a financial transaction, start the loyalty transaction when prompted on screen. The following transactions are integrated with the loyalty program:

§        Purchase

§        Refund

§        Void

More information

Go to Loyalty transactions and functions to see all the Loyalty topics available in this manual.