Goodwill Coupon Adjustment Settings

You need to configure Goodwill Coupon Adjustment Settings to do the following.

  • Enable or Disable goodwill coupons for the org.
  • Add supervisors (org POCs) to be notified when a new goodwill coupon request is logged.
  • Add standard reason(s) for issuing goodwill coupons. This reason will be shown on InStore and Member Care while requesting for goodwill points or coupons for a customer.
  • Add offers (coupons).

To configure Goodwill Adjustment Coupons, follow these steps.

  1. In Member Care, click Settings > Goodwill Adjustment Settings > Coupons
  2. Configure each option based on the description provided in the following table and click Save.

OPTION

DESCRIPTION

Enable goodwill couponsSet to ON to enable goodwill coupon rewards for the org.
Access only to associateSet this to ON to allow only Associate Login users to access this feature (on InStore).
InStore supports two user roles - Guest Login and Associate Login.
Email these on arrival of requestSelect the org users to be notified through email whenever a new goodwill coupon request is created.
Click Select Options next to the Email these on arrival of request label. You will see the list of org users. Select the desired check-boxes that you want to notify. You can search for a specific user using the Filter box.
  • Click Check All to select all available users
  • Click Uncheck All to deselect all selected users
Configure reasons for goodwill couponsAdd standard reasons that InStore user can choose while issuing Goodwill Coupons.
You can add multiple reasons. Use the New box to create a new reason.
Reasons configured here will appear as a drop-down list on InStore while issuing goodwill coupons.
OffersOffers are coupons of Offer Management System (OMS). You can use offers that are created already using OMS or create a new offer for Goodwill.

To claim offers created through OMS, follow these steps.

  1. Click Claim Offer.
  2. You will see the list of offers that you can claim. Check the required offers that you want to select.
  3. Click Claim.
To create a new offer, see Create Offer of Offer Management System (OMS).
Note: An offer once claimed can be used within the module and cannot be available for other modules.

Goodwill Points Adjustment Settings

Goodwill Points Adjustment Settings let you configure the following.

  • Enable or Disable goodwill points for the org.
  • Add supervisors for notifying when goodwill coupons are issued.
  • Set the default TILL through which goodwill points are issued.
  • Set expiry strategy for the goodwill points issued.
  • Configure SMS/email notification that will be sent to customers when goodwill points are issued.

To configure Goodwill Adjustment Points, do the following.

  1. Click Settings, expand Goodwill Adjustment Settings, and click Coupons or Points
  2. Configure the following settings: and click Save.


OPTION

DESCRIPTION

Enable goodwill pointsSet to ON to enable rewarding goodwill points for the org.
Auto ApproveSet to On to auto-approve requests for goodwill points.
Access only to associateSet this to ON to allow only Associate Login users to access this feature (on InStore).
InStore has two access roles - Guest Login and Associate Login.
Email these on arrival of requestSelect the org users to be notified through email whenever a new goodwill points request is created.
Click Select Options next to the Email these on arrival of request label. You will see the list of org users. Select the desired check-boxes that you want to notify. You can search for a specific user using the Filter box.
  • Click Check All to select all available users.
  • Click Uncheck All to deselect all selected users.
Configure SMS

Configure the SMS message that will be sent to customers when goodwill points are issued.

Make use of the predefined tags wherever necessary and click Save to save the message template.

Configure Email

Configure the email message that will be sent to customers when goodwill points are issued.

Make use of the predefined tags wherever necessary and click Save to save the message template.

Configure Default TillAll goodwill points of your org will be associated to this TILL. You can change this configuration whenever required. In Default Till, select the Till that you want to associate.
  • Use default till for goodwill points issued from Member Care: Enable this option if you want the default TILL to associate only for goodwill points issued through Member Care. Even if you pass the Till ID (say in API), it will consider only the Till that you set here.
Configure reasons for goodwill couponsAdd standard reasons that InStore users can choose while issuing goodwill points.
You can add multiple reasons. Use the New box to create a new reason.
Reasons configured here will appear as a drop-down list on InStore while issuing goodwill points.
Expiry StrategiesIn the drop-down box, select the expiry strategy that you want to assign for the goodwill points.
If you want to modify the strategy, open Loyalty Manager, modify that specific strategy in the Points Expiry Strategy tab and reconfigure the loyalty program.