Como FAQs
Como's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 208 most popular questions Como receives.
Frequently Asked Questions About Como
Article Topics:
Overview
Reports
Filters
Selections
Pivoting Dimensions
Removing Fields
Report generation
Sort & Order Data
Export Data
One-time
Como Templates
Business templates
Dimensions
Measures
Examples
Overview
The Looker is an important BI tool that allows you to view analytics, generate dynamic reports, use visualization, and segment members. You can find it in the Data & BI tab of the Como Hub.
Examples
Reports
There are different reports you can use to view your data in various ways:
PURCHASES & PAYMENTS
Points\Credit- view points, credit and purchases with points\credit measures with breakdown to time, points details, purchase details and member details.
Salesview sales and items measures with breakdown to time, purchase details, items details and member details. (not include cancelled purchases)
CAMPAIGNS
Benefits- view benefits and purchases with redeem measures with breakdown to time, benefits details, purchase details, items details and member details.
Deals- view Deals measures and purchases and items with deals measures with breakdown to time, deals details, purchase details, items details and member details.
Punch Cards- view punches measures with breakdown to time, punch details, purchase details and member details.
Promo Codes-View measures of Promo Codes to analyze their success, such as howmany times a Promo Code was redeemed, the total discount gave to customers, and more.
COMMUNICATION
App- view app opens measures with breakdown to time and member details.
Emails- view emails measures with breakdown to time, emails details and member details.
SMS- view SMS (billing) measures with breakdown to time, SMS details and member details. This report shows number of SMS that were sent to the provider even if it didn’t arrive to the members.
MEMBERSHIP
Friend referral- view friend referral and their purchases measures with breakdown to joining time, purchase details and member details (referring and joined members).
Members details- view members count with breakdown to joining date and members details.
Didn't Purchase- Allow you to see the number of members who didn’t purchase a certain item or didn’t purchase at a specific location.
From the report menu, you can navigate between reports:
A report consists of the following components:
Component
Description
Dimensions
Dimensions allow you to “slice and dice” your data according to different attributes. For example, add a dimension of Year to display your data by year or even filter specific years.
Measures
Measures are the actual quantitative measurements of your data. Different measures are available based on the report type you choose.
All Fields
Show both dimensions and measures
Note that you can search for a specific dimension or measure in the search line.
Filters
Add filters to include only certain data in your report. For example, if you filter by the year 2019, only the data for 2019 is included in the report.
You can filter on almost every dimension and measure you see on the left bar.
When you hover the field you want to filter, click on the filter option (it will become purple)
Another option, you can click on a dimension value, and it will offer you to filter according to it.
The field will be added to the filter bar:
You will see the field in the filters bar with options such as is equal, contains, etc.:
In the value box you will see drop down of the values in this field:
If you want to remove filter, click on the X mark on the right:
In date filter you have different options such as: in the past X days/months/complete months (not include current month), is on the day (specific day), is in range, etc.
Note: when you select date range y, it doesn’t include the “until date”, so you need to select until the day after the day you want
Selections
In order to select a dimension or measure (to present in the report), you need to click on it, and it will become white and will appear in the output table: (dimensions are in blue and measures are in orange)
Pivoting Dimensions:
Multiple dimensions are often easier to look at when you pivot one of the dimensions horizontally. Each value in the dimension will become a column in your Look. This makes the information easier to consume visually and reduces the need to scroll down to find data. Looker supports up to 49 pivoted values.
To pivot a dimension, click PIVOT for that dimension. Before running the query, be sure that you also have included at least one unpivoted dimension and at least one measure. You can pivot additional dimensions as desired but must always include at least one unpivoted dimension.
Removing Fields:
You can remove a field from your report by clicking the selected field in the field picker or by choosing Remove from the column’s gear menu:
Report generation:
Sometimes a summary of your data is useful. You can add column totals to your report by clicking the “Totals” checkbox in the upper right:
then running the report by clicking “Run” checkbox in the upper right:
Sort & Order Data
Order data:
You can reorder columns in the Data section by clicking on a column header and moving the column to its desired position.
Columns are organized in the Data section by field type: dimensions, measures, and row totals. Columns can be reordered within each field type but cannot be moved out of their field type section. For example, dimension table calculations can be rearranged among themselves, but you cannot place a dimension table calculation between two measures.
Sort data:
Click on any column header to sort (double click will order it descending)
Export Data
Once the report is ready, you can export it to excel by clicking the gear button located next to the run button on the right and select “download”:
In the download window,
you can select the file format (Excel)
in the limit section, please mark “All results” (in the looker UI you will always see only 5000 rows so in order to export all rows (more than 5000) you need to mark this
in the file name section, enter the name for the excel file (English only)
note that the date format in the excel file will be according to your excel definitions
One-time
The one-time button allows you to filter the population and perform onetime on it.
In order to enable this button, you must build a report (and run it) with the “membership key” field that is under Members -personal details
Como Templates
Como has created for you some recommended templates you can open via the “Explore our out of the box reports” under the report menu.
Business templates
You can create your own reports and save it as business templates. The Template is a tool that lets us keep reports that we want to generate regularly (monthly sales report for example).
Save template- create and filter report and then click on “Save as template”
Open saved template- click on “Load template” and select the report you want to open
Dimensions
You can filter or breakdown your data according to different dimensions.
In some of the dimensions you can find additional information about the field.
Members
Category
Dimension
Description
Personal Details
First Name
First name specified by the member (such as on the registration form)
Personal Details
Last Name
Last name specified by the member (such as on the registration form)
Personal Details
Member Phone
Phone number specified by the member (such as on the registration form)
Personal Details
Member Email
Email address specified by the member (such as on the registration form)
Personal Details
Membership Key
Unique internal identifier for the membership
Registration Demographics
Birth Date
Date the member was born
Registration Demographics
Birth Month
Month the member was born
Registration Demographics
Age
Member's age in years, according to their birthday
Registration Demographics
Age Group
Different possible age ranges for members
Registration Demographics
Gender
Male, female, or whatever options provided on the registration form
Registration Demographics
Home Branch
Home branch selected by the member (such as on the registration form)
Segments
Member Tag
All the tags a member can have. No option to use it as a filter.
Segments
Member tags for filters
Use as a tag filter (only with “contains” or “doesn’t contain”)
Segments
RFM
The RFM tag the member has
Segments
Preferred Location
The preferred location tag the member has
Segments
Days Since Last Visit
The days since last visit tag the member has
Consent & Communication
Member Consented to T&C
Whether or not they gave consent
Consent & Communication
Allow Email
Whether or not they allow receiving marketing emails
Consent & Communication
Allow SMS
Whether or not they allow receiving marketing SMS
Consent & Communication
App User
Whether or not they installed the app
Membership Type
Loyalty Member
Whether they members or non-Members
Membership Type
Test Member
Whether they test members (tag) or not
Membership Type
Registration Status
registered: member that registered (even if membership is expired or deleted)
non-registered: app users that didn’t register
Additional Information
Staff Member
Whether they staff members (tag) or not
Additional Information
Special User
Whether they irregular members (tag) or not
Additional Information
Expiration Date
The date the membership is expired
Additional Information
Expiration Month
The month the membership is expired
Default Filter
Member Status
Whether the membership was deleted, or not (“ok”)
Member Join Date
Month
Month-year that they registered
Member Join Date
Quarter
Quarter-year that they registered
Member Join Date
Year
Year that they registered
Member Join Date
Date
Date that they registered (the date format is based on the business territory)
Member Join Date
Time
Date and time that they registered (the date-time format is based on the business territory)
Member Join Date
Week
Week number that they registered (the week starts on Sunday or Monday based on the business territory)
Joining Details
Joining Location Name
The location name where the member joined the club (only if he joined via POS)
Joining Details
Joining Source
Whether the member joined via POS, app, etc.
Note: in friend referral report, there are 2 members dimensions groups:
“Joined with Referral Code Members”- represent the details of the members who joined the club with referral code
“Referring Members” represent the details of the members who invited others to join the club.
Comillia Member Insights
Category
Dimension
Description
Avg. Spend Rank
Whether the member is Low/medium/high spender
Days Since Last App Open
How many days since the member opened the app
Days Since Last Marketing Interaction
How many days since the member's last marketing interaction
Days Since Last Visit
How many days since the member’s last visit
Next 7 days visit probability
Only for supported businesses- The probability of a member to make a purchase in the following 7 days
Recommended Item Code
The most recommended item for the member based on his preferences
Morning Visits Frequency
Whether the member is Low/medium/high frequency at morning
Noon Visits Frequency
Whether the member is Low/medium/high frequency at noon
Afternoon Visits Frequency
Whether the member is Low/medium/high frequency at afternoon
Evening Visits Frequency
Whether the member is Low/medium/high frequency at evening
Night Visits Frequency
Whether the member is Low/medium/high frequency at night
Purchases (Ticket)
Category
Dimension
Description
Purchase Date
Day of week
Weekday that the purchase was made
Purchase Date
Month
Month-year that the purchase was made
Purchase Date
Quarter
Quarter-year that the purchase was made
Purchase Date
Year
Year that the purchase was made
Purchase Date
Date
Date that the purchase was made (the date format is based on the business territory)
Purchase Date
Time
Date and time that the purchase was made (the date-time format is based on the business territory)
Purchase Date
Week
Week number that the purchase was made (the week starts on Sunday or Monday based on the business territory)
General Information (Single Purchase)
Location ID
Identifier of the location in which the purchase was made
General Information (Single Purchase)
Location Name
name of the location in which the purchase was made
General Information (Single Purchase)
Purchase Tags
The combinations of tags that the purchase has
General Information (Single Purchase)
Order Type
The purchase type such as delivery, dine-in, etc.
General Information (Single Purchase)
Cashier
The cashier that submitted the purchase in the POS
General Information (Single Purchase)
Sum
The invoice sum of the single purchase
General Information (Single Purchase)
General Discount
The general discount of the single purchase
General Information (Single Purchase)
POS ID
Identifier of the POS "terminal" associated with the purchase (which can sometimes be used to determine if the purchase was made in-store or website like ordering)
General Information (Single Purchase)
POS Transaction ID
The purchase transaction ID that is coming from the POS
General Information (Single Purchase)
Como Purchase ID
Como internal identifier of the specific purchase
Items
Category
Dimension
Description
General Information
Item Code
Item code defined in the POS catalog (or in the Hub for in-app purchases)
General Information
Item Name
Item name defined in the POS catalog (or in the Hub for in-app purchases)
General Information
Item Price
The net item price (gross - discount)
General Information
Item Gross Price
The gross item price
General Information
Item Discount
The discount on the item (shows as negative)
General Information
Item group Name
Defined item group from the campaign center. No option to use it as a filter.
General Information
Item group Name for filter
Use as an item group filter (only with "contains" or "doesn't contain")
Additional Information
Department Code
Department code (or code for a different hierarchy) defined in the POS
Additional Information
Department Name
Department name (or name of a different hierarchy) defined in the POS
Additional Information
Item Tags
The combinations of tags that the item has
Benefits
Category
Dimension
Description
Event Date
Day of week
Weekday that the benefit was received\redeemed
Event Date
Month
Month-year that the benefit was received\redeemed
Event Date
Quarter
Quarter-year that the benefit was received\redeemed
Event Date
Year
Year that the benefit was received\redeemed
Event Date
Date
Date that the benefit was received\redeemed (the date format is based on the business territory)
Event Date
Time
Date and time that the benefit was received\redeemed (the date-time format is based on the business territory)
Event Date
Week
Week number that the benefit was received\redeemed (the week starts on Sunday or Monday based on the business territory)
General Information
Benefit Name
The name of the benefit template
General Information
Benefit Type
Whether the benefit is a gift or punch card
General Information
Benefit Status
Whether the benefit is active or not
Additional Information
Benefit ID
Identifier of the benefit template (instead of specifying the benefit by name)helpful if you have multiple benefits with the same name
Additional Information
Benefit Key
Identifier representing a specific benefit that the member received (so if you send the Free Coffee Gift to 2 members, each gift will have a unique key)
Additional Information
Redeem Code
The redeem code (relevant for promo codes)
Additional Information
Event Source
Whether the receive\redeem were from POS, automation, client, etc.
Points\Credit
Category
Dimension
Description
Event Date
Day of week
Weekday that the points\credit were received\used
Event Date
Month
Month-year that the points\credit were received\used
Event Date
Quarter
Quarter-year that the points\credit were received\used
Event Date
Year
Year that the points\credit were received\used
Event Date
Date
Date that the points\credit were received\used (the date format is based on the business territory)
Event Date
Time
Date and time that the points\credit were received\used (the date-time format is based on the business territory)
Event Date
Week
Week number that the points\credit were received\used (the week starts on Sunday or Monday based on the business territory)
Additional Information
Event Source
Whether the receive\used were from POS, automation, client, etc.
Additional Information
Operation
Whether the operation was pay, cancel pay, add points, etc.
Punch Cards
Category
Dimension
Description
Event Date
Day of week
Weekday that the punch card was received\punched\\redeemed
Event Date
Month
Month-year that the punch card was received\punched\\redeemed
Event Date
Quarter
Quarter-year that the punch card was received\punched\\redeemed
Event Date
Year
Year that the punch card was received\punched\\redeemed
Event Date
Date
Date that the punch card was received\punched\\redeemed (the date format is based on the business territory)
Event Date
Time
Date and time that punch card was received\punched\\redeemed (the date-time format is based on the business territory)
Event Date
Week
Week number that punch card was received\punched\\redeemed (the week starts on Sunday or Monday based on the business territory)
General Information
Benefit Name
The name of the punch card template
General Information
Benefit Status
Whether the punch card is active or not
Additional Information
Benefit ID
Identifier of the punch card template (instead of specifying the punch card by name)helpful if you have multiple punch cards with the same name
Additional Information
Benefit Key
Identifier representing a specific punch card that the member received (so if you send the Coffee punch card to 2 members, each punch card will have a unique key)
Deals
Category
Dimension
Description
Event Date
Day of week
Weekday that the deal was used
Event Date
Month
Month-year that the deal was used
Event Date
Quarter
Quarter-year that the deal was used
Event Date
Year
Year that the deal was used
Event Date
Date
Date that the deal was used (the date format is based on the business territory)
Event Date
Time
Date and time that the deal was used (the date-time format is based on the business territory)
Event Date
Week
Week number that the deal was used (the week starts on Sunday or Monday based on the business territory)
General Information
Deal Name
The name of the Deal
General Information
Deal Discount
The discount amount of the deal
General Information
Deal Status
Whether the deal is active or not
Additional Information
Deal Key
Identifier of the deal (instead of specifying the deal by name)helpful if you have multiple deals with the same name
Additional Information
POS Transaction ID
The transaction ID from the POS that the deal was used in
App Open
Category
Dimension
Description
Event Date
Day of week
Weekday that the app was opened
Event Date
Month
Month-year that the app was opened
Event Date
Quarter
Quarter-year that the app was opened
Event Date
Year
Year that the app was opened
Event Date
Date
Date that the app was opened (the date format is based on the business territory)
Event Date
Time
Date and time that the app was opened (the date-time format is based on the business territory)
Event Date
Week
Week number that the app was opened (the week starts on Sunday or Monday based on the business territory)
Emails
Category
Dimension
Description
Event Date
Day of week
Weekday that the email was sent
Event Date
Month
Month-year that the email was sent
Event Date
Quarter
Quarter-year that the email was sent
Event Date
Year
Year that the email was sent
Event Date
Date
Date that the email was sent (the date format is based on the business territory)
Event Date
Time
Date and time that the email was sent (the date-time format is based on the business territory)
Event Date
Week
Week number that the email was sent (the week starts on Sunday or Monday based on the business territory)
Email Source
Whether the email source is from automation, hub, etc.
Template Name
The name of the email theme
SMS
Category
Dimension
Description
Event Date
Day of week
Weekday that the SMS was sent
Event Date
Month
Month-year that the SMS was sent
Event Date
Quarter
Quarter-year that the SMS was sent
Event Date
Year
Year that the SMS was sent
Event Date
Date
Date that the SMS was sent (the date format is based on the business territory)
Event Date
Time
Date and time that the SMS was sent (the date-time format is based on the business territory)
Event Date
Week
Week number that the SMS was sent (the week starts on Sunday or Monday based on the business territory)
Activity Name
The name of the activity that triggered the SMS (through one time)
Rule Name
The name of the rule that triggered the SMS (through automation)
SMS Content
The content of the SMS
SMS Provider
The provider that the SMS was sent via him
SMS Source
Whether the SMS source is from hub, POS, Client, ETC
SMS Type
Whether the SMS is operational or marketing
Joined with Referral Code
Category
Dimension
Description
Event Date
Day of week
Weekday that the member joined with referral code
Event Date
Month
Month-year that the member joined with referral code
Event Date
Quarter
Quarter-year that the member joined with referral code
Event Date
Year
Year that the member joined with referral code
Event Date
Date
Date that the member joined with referral code (the date format is based on the business territory)
Event Date
Time
Date and time that the member joined with referral code (the date-time format is based on the business territory)
Event Date
Week
Week number that the member joined with referral code (the week starts on Sunday or Monday based on the business territory)
Referral Code
The code that was generated when a member invited other to join the club
Measures
Measures are the quantitative measurements of your data. Different measures are available based on the report type you choose. You can add those measures to the report and also filter on those measures.
In some of the measures you can find additional information about the field.
Purchases (Ticket)
Category
Measure
Description
Calculation
General Measures
Sales (Ticket)
Total revenue from purchases (total spend)
General Measures
Total General Discount
Total general discount from purchases
General Measures
# Visits (count)
Number of purchases (only purchases with 0 or more invoice sum)
General Measures
Avg. Spend per Visit (Ticket)
Average amount spent per purchase
Sales (ticket)/# Visits (count)
Members Measures
Sales by Members (Ticket)
Total revenue from purchases made by members (total spend)
Members Measures
\% Sales by Members (Ticket)
Percentage of revenue (spend) from members
Sales by Members (Ticket)/ Sales (Ticket)
Members Measures
# Visits by Members (Count)
Number of purchases made by members (only purchases with 0 or more invoice sum)
Members Measures
\% Visits by Members
Percentage of purchases made by members
# Visits by Members (Count)/ # Visits (count)
Members Measures
# Buying Members (Count)
Number of members who made a purchase
Members Measures
Avg. Spend per Member (Ticket)
Average amount spent per member
Sales by Members (Ticket)/# Buying Members
Members Measures
Visit Frequency
Average number of purchases per member
# Visits by Members (Count)/# Buying Members (Count)
Sales with Deals Measures
Sales with Deals
Total revenue from purchases that contain deals used (total spend)
Sales with Deals Measures
# Visits with Deals (Count)
Number of purchases that contain deals used (only purchases with 0 or more invoice sum)
Sales with Deals Measures
Avg. Spend per Visit with Deal
Average amount spent per purchase that contain deals used
Sales with Deals/# Visits with Deals (count)
Sales with Deals Measures
# Members Enjoyed Deals (Count)
Number of members who used a deal
Items
Category
Measure
Description
Calculation
Sales (Item)
Total revenue from items in purchases (total spend)
Total Item Discount (Item)
Total item discount
# Units Sold (Count)
Number of items sold
Avg. Spend per Visit (Item)
Average amount spent (from items) per purchase
Sales (Item)/# Visits (count)
Avg. Units Sold per Visit
Average number of items per purchase (i.e. cart)
# Units Sold (count)/# Visits (count)
Avg. Price per Unit Sold
Average amount spent on each item purchased
Sales (Item)/# Units Sold (Count)
\% Sales by Members (Item)
Percentage of revenue (spend) from items in purchases made by members
Sales by members (Item)/ Sales (Item)
Sales with Deals (Item)
Total revenue from items in purchases that contain deals used (total spend)
Note: Ticket vs Item Measures
Sales and spend can be measured in two ways. If the data is filtered by a specific item, Sales (Ticket) include the total amount spent on purchases which included the item, while Sales (Item) include only the amount spent on this specific item. Even without a filter, these measures can be different based on how the POS reports discounts if the POS excludes specific items (like delivery fees) or rounding.
Benefits
Category
Measure
Description
# Received (Count)
Number of benefits that were received
# Redeems (Count)
Number of benefits that were redeemed
\% Redeemed
Percentage of received benefits that were redeemed (redemption rate)
# Members that Redeemed (Count)
Number of distinct members that redeemed a benefit
Avg. Days Until Redeem
Average number of days it takes for a member to redeem their benefit
Points\Credit
Category
Measure
Description
Calculation
Points
Received Points
Total received points
Points
Used Points
Total used points (shows negative so if you filter on this measure make sure to filter on less than -100 instead of more than 100)
Points
Point Balance
Total received points minus used points
Received Points-Used Points
Credit
Received Credit
Total received credit
Credit
Used Credit
Total used credit (shows negative so if you filter on this measure make sure to filter on less than -100 instead of more than 100)
Credit
Credit Balance
Total received credit minus used credit
Received Credit-Used Credit
Punch Cards
Category
Measure
Description
Calculation
# Punches (Count)
Total Number of used punches in punch cards
Total Slots in Punch Card
Total slots in punch card (the size of the punch card)
\% Punched
Percentage of punches used out of total slots
# Punches (Count)\ Total Slots in Punch Card
Punches Left
Number of unused punches left in punch card
Total Slots in Punch Card- # Punches (Count)
# Punch Cards Received (Count)
Number of punch card that were received
# Punch Cards Redeemed (Count)
Number of punch cards that were redeemed
# Full Unredeemed Punch Cards (Count)
Number of full (completed) punch card that are still unredeemed
Avg. Days Between Punches
Average number of days it takes for a member to punch a punch card
Avg. Days from Receive to Redeem
Average number of days it takes for a member to redeem their punch card since they received it
Avg. Days from Last Punch to redeem
Average number of days it takes for a member to redeem their punch card since it’s completed
Deals
Category
Measure
Description
# Deals (Count)
Number of times deal was used
# Unique Deals (Count)
Number of distinct deals that were used
Total Deals Discount
Total discount of deals that were used
App Open
Category
Measure
Description
# App Opens
Number of times the app was opened
# Users that Opened App
Number of distinct members that opened the app
Emails
Category
Measure
Description
# Emails sent
Number of emails that were sent
# Emails Reached Inbox
Number of emails that reached inbox
# Emails Didn’t Reached Inbox
Number of emails that didn’t reach inbox
# Emails Opened
Number of emails that were opened by members
# Emails Clicked
Number of emails that the members clicked the link inside them
# Emails Marked as Spam
Number of emails that were marked as spam by the members
# Unsubscribed from Email
Number of emails that members unsubscribe from
SMS
Category
Measure
Description
# Billing SMS
Number of SMS that were sent (for each provider this number is being calculated differently based on its provider logic and requirements)
# SMS
Number of SMS that were sent (for all providers each SMS is being count only once)
Members
Category
Measure
Description
# Members (Count)
Number of distinct members
Joined with Referral Code
Category
Measure
Description
# Joined Members
Number of distinct members who joined the club with referral code
Sales in 2019 by month
Report type: Sales.
Filters: Year > 2019.
Dimensions: Month.
Measures: Sales (Ticket), Avg. Spend per Member (Ticket), Buying Members (Count).
Credit in 2019 by Month
Report type: Points/Credit.
Filters: Year > 2019.
Dimension: Month.
Measures: Used Credit, Credit Balance.
Received Bottle of Cava by member
Report Type: Benefit.
Filters: Benefit Name > Birthday: Bottle of Cava.
Dimension: Benefit Name, Phone.
Measures: Received (Count).
View ArticleComillia AI Campaign is an automatic campaign based on a self-learning algorithm and enables you to maximize your revenue. The model optimizes recommendations based on past user behavior, so that the more you use it, the more accurate your results. Using machine learning and AI you can access and apply all the customer information available to you, together with their behavior trends, to create meaningful campaigns.
How it works:
Select a gift that will be sent automatically to specific members, along with a communication message (SMS/ push/email).
Note: the gift must be valuable, for example, 30\% off entire ticket or 1+1 on a valuable item, and should be configured as redeemable for 1 week from the moment the member received it.
Using a set of behind-the-scenes tools, the system classifies members based on their historical behavior, in a way that strive to generate positive ROI of the campaign, while avoiding subsidizing visits for members that would have come anyway.
Every member is targeted only once per 90 days (meaning, once a member is selected by the model to be part of the campaign population, this member won’t be selected again for at least 90 days).
Results and KPIs
The following KPIs are available for the campaign:
Revenue KPIs indicate the added value achieved by the campaign over similar members that didn’t participate in the campaign (control group).
Comillia hint
When you attempt to interact with your members, Comillia will avoid from interacting with members who have already received marketing messages from your business lately.
____________________________________________________________________________________________________________
“Comillia AI” a theme in Como product for AI and machine learning algorithms, that enable your businesses to grow. It’s not about Data. It’s what you do with it that counts.
View ArticleArticle Topics:
Add a Points Shop
‘Classic’ vs. Custom Points Shop Item
Create a ‘Classic’ Point Shop on Campaign Center
Create a ‘Custom’ Point Shop on Campaign Center
Points Shop Migration From Hub 1.0 to Hub 2.0
Points Shop at POS
Point Shop Analysis
Add a Points Shop
Add a Point Shop to allow members to buy gifts using the points they accumulate.
Members can earn points for their purchases. They can use these points to buy gifts in the Point Shop and then redeem it at the business.
‘Classic’ vs. Custom Points Shop Item
Classic Point Shop Item rewards members with a free item (free coffee for 100 points).
Custom Point Shop Item rewards members with a gift with any type of discountsuch as $10 off specific items. Use Custom Point Shop when you want, for example:
A Point Shop Item that gives discount which is nota free item.For example, Redeem 100 points and get $5 off on dessert.
A Point Shop Item that has a different name, description or image then the gift.
Create a ‘Classic’ Point Shop on Campaign Center
From Campaign Center tab, click Point Shop and then +item
Enter a name for your gift and add a description. The name and description you provide will be used as the name and description of the gift.
Note: You cannot have more than one gift with the same name.
Enter Point Shop Item Details according to the following pattern: Purchase <item> for <price in points> points.
Item
Define the item (or item group) that will be given for free when the member redeems points.
Interested in Point Shop Item that gives another discount? Set- up Custom Point Shop
Price in Points
Set an appropriate price in points for the gift. This depends on how points are accumulated (conversion ratio) and what kind of discount you'd like to provide members for this item.
Here's an example: Suppose that for every $1 they spend, they accumulate 1 point. To give members a 10\% reward on their purchases, 1 point should be equivalent to $0.10 in the Point Shop (so for every $1 they spend, they earn $0.10). Then if an item's price in the business is $20, it would cost 200 points.
Choose Image
Add an attractive image for the gift in the Point Shop. The same image is used in the list and the details screen.
(Optional) add Membership and Time conditions
Membership condition - you can limit the Point Shop Item to be available only for specific members tag. For example, offer a special Point Shop Item only to your VIP members, or only to members who didn’t visit recently.
Time condition you can limit the Point Shop Item to be available only for a specific period, for example, special Points Shop Item for Christmas.
Click on “Activate”. The Points Shop Item will be available on your Point Shop immediately (no need to “Publish” app).
Create a ‘Custom’ Point Shop on Campaign Center
From Campaign Center tab, click Point Shop and then +item
Click on “Switch to Custom Point Shop”.
Enter a name for your gift and add a description.
Note: You cannot have more than one gift with the same name.
Set an appropriate price in points for the gift.
Add an attractive image for the Point Shop Item (or use the default image). The gift can have a different image in this case.
Optionally, add Membership and Time conditions.
Select the gift (or create a new one by clicking “Add new” on the Benefit dropdown) corresponding to this Point Shop gift.
Click on “Activate”. The Points Shop Item will be available on your Point Shop immediately (no need to “Publish” app).
Points Shop Migration From Hub 1.0 to Hub 2.0
If you already have an existing Point Shop on Hub 1.0 (old platform) and you are using Point Shop on your Mobile App, then adjust your Mobile App to work with Hub 2.0 Point Shop:
Set- up your Point Shop on Campaign Center.
Set “Point Shop Version” to be: v2 [Hub 1.0 -> App -> Branding (new) -> Design (new)].
Points Shop at POS
Encourage your members to redeem their points by purchasing Point Shop Items via the POS. Points Shop Items are available for the member based on their points balance, which will be displayed to the cashier once the member is identified at the POS. The cashier can then offer the member to purchase the item in exchange to redeem their points.
Set up: set “Point Shop at POS” to be: available [Hub 1.0 -> Operation -> Settings -> POS Settings -> Point Shop].
Typical Flow:
The business creates Point Shop on Hub 2.0 Campaign Center.
The member identifies at the POS (usually by phone number).
Point Shop Items are available for the member based on the member’s points balance will be displayed at the POS Gift List.
The member tells the cashier which Point Shop Item they want to purchase.
The cashier selects the gift (i.e., Point Shop Item) from the member's gift list. The points are deducted from the member’s points balance and the discount is applied to the purchase.
Notes:
The flow is supported for businesses with POS API v2.8 and v4.0 with Gift List.
Point Shop Items that were set- up on Hub 1.0 (old platform) will not be displayed at the POS.
Due to the integration of technical aspects, the flow is restricted in a way that a member can purchase only one Point Shop Item of the same type within a purchase.For example: Soft Drink for 100 points and Dessert for 200 points, A member cannot purchase via POS two Point Shop Items of soft drink (can purchase one Soft Drink and one Dessert) in the same purchase.
In multiple-member purchases, the flow is restricted in a way that a specific Point Shop Item cannotbe purchased by 2 members in a purchase. Two members can purchase two different Point Shop Items.For example: Soft Drink for 100 points and Dessert for 200 points, member 1 and Member 2 cannot purchase a soft drink via POS Point Shop (Member 1 can purchase one Soft Drink and Member 2 can purchase Dessert) in the same purchase.
Point Shop Analysis
Analyze the performances of your Point Shop by checking how many times each Point Shop item was purchased, and from what source- App or POS.
View ArticleRecruit new members and bring more customers to your business by setting- up a Traffic Acquisition Coupon.
Typical Flow:
The business creates a gift with the “Share” option.
The business publishes the gift on their Social Media:
3. A potential customer opens the link and enters their phone number.
4. The customer has then registered automatically to the program as a member and will receive the gift.
The member will receive a consent SMS to accept the program's T&Cs and provide their details.
The gift is limited to 1 per member. This is not configurable. In case a member will enter their phone number again, they will not receive the gift a second time. At this stage, there is no notification to a member that they already received the gift.
The gift can be intended for new and existing members or for both.
5. When the member identifies at the POS using their phone number, the gift will be available to be redeemed.
Set- up:
From your Campaign Center, click Gifts and then +Gift
Enter a name for your gift and add a description. * Since this gift is used to acquire new members, use an attractive name and a welcoming description. Both will be visible to the user upon viewing the gift landing page on social media.
Specify the discount of the gift.
Edit the display image. It will be shown to the user gift landing page on social media.
Switch “Activate".
Mark if it applies only to new members.
(Optional) Edit the default text.
Click ‘Save’ to activate yourgift.
Copy the link
Share it as a post on Facebook or any other social media platform.
Check how many members joined the program using the traffic acquisition coupon using Filter Members. Go to ‘Filter Members’ and filter all members who joined the program with the source 'Quick Register'.
Note: on Joining Reports, the ’source’ for members who joined via landing page link would be ‘QuickRegistration’.
Create a rule based on joining the program, add a 'source' condition to send a different gift based on the joining source.
View ArticleCollaborate with other businesses by providing their customers a unique Promo Codes from your Campaign Center, which used to obtain a discount at your business. The customers don't need to be members in order to redeem the Promo Code, which means you can attract more customers
Article Topics:
Create Promo Codes
Fix code
Auto-Generated Promo Codes
Promo Code Status
Cancel Codes
Promo Codes vs. Gifts
Create Promo Codes
Create promo codes from thePromo Codes tab in your Campaign Center.
To create promo codes:
From your Campaign Center, click Promo Codes and then + Promo Code.
gifts
Choose if you want to add Fix code (generate a single code, that can be used for unlimited redemption) or Generated a bulk of codes (each code is unique and allows a single redemption).
Enter a name for the promo codes and description.
Note: You cannot have more than one set of promo codes with the same name.
Specify the discount of the promo in the Discount tab.
Note: You can create advanced promos with split cases to give different discounts in different scenarios.For example, you can give different discounts for different business locations, different days of the week, or times of the day. Learn more about cases
Discount Options
Description
On entire purchase
Give a fixed amount off or percent off the entire purchase. You can also exclude certain items from the discount and limit the total discount amount of a percent discount.
Note: If the discount is configured on the POS itself using item codes or deal codes, you can specify this discount here.
On specific items (or free item)
Give a discount on specific items: amount off, percent off, special price or free item.
By default, the discount will apply to every item. For example, if you give $2 off coffee, they will receive $2 off each coffee in the purchase. However, you can limit the number of times the discount is applied within each purchase, and limit the total discount amount.
Buy/Spend X, Get Y
Give advanced discounts on a combination of items or spend: amount off, percent off, special price or free item. Learn more
Unlike the 2nd option, here you can create discounts that apply:
to a group of items together (such as a new price for a bundle of items), or
each time that a specific quantity or spend appears in the purchase (like BOGO)
Optional: Under the terms tab you can specify when the promo codes can be used (i.e., dates, days, times ) or other conditions based on their purchase (like location, minimum spend, etc.).If you want the discount to apply each time specific items or quantities appear in the purchase, configure this in the discount itself instead of in the conditions.
Note: No membership conditions are available since promo codes can be used by any customer, including non-members.
Fix code:
Specify the fixed code for your promo.
Note:The code must be numeric, at least 3 digits and the same code cannot be used for different promotions for the same business.
Auto-Generated Promo Codes:
1. Enter the name bulk and define for each how many codes will be generated,
Notes:
a. The limit is 20,000 codes in one bulk.
b. A 5-digit code is generated by default.
c. Each code in the bulk can only be used onlyonce.
2. You can generate codes to test them before distributing to customers.
3. If you wish to define multiple bulks of codes, ex: define different bulks of codes by locations than click add bulk.
4. Once the Promo Code is activated:
a. You can download aCSV of every bulk of codes byclicking on the "download" icon:
b. You can view and copy the test codes by clicking on the "eye" icon:
Note: It's not possible to change the number of codes generated for bulk after the Promo Code was activated.
Promo Code Analysis
View how many codes were used or unused in every bulk. A bulk that was deactivated will be shown as canceled.
Promo Code Status
The following statuses are available for promo codes. Note that once promo codes are activated, they can no longer be edited.
Status
Description
Active
Activity is within the validity period (It will not be possible to change the number of codes generated for bulk after the activity was activated).
Future
Activity start date is in the future
Completed
Promo codes end date has passed.
Stopped
The activity was manually stopped (such as before the end date)
Draft
The activity was saved as a draft and has not yet been activated
Notes:
a. A bulk that was deactivated, can not be re-activated again.
b. Promo code that was deactivated can be re-activate only within 30 days. After 30 days it won't be possible to re-activate the promo codes, and its codes will be used by another campaign.
Cancel codes
Cancel one or multiple codes from the top menu in the Hub:
Promo Codes vs. Gifts
Promo codes and (created from the campaign center) can offer the same types of discounts, but there are several key differences:
Gifts are only redeemable by members, while promo codes can be redeemed by any customer (including non-members). However, if an identified member redeems a promo code, you can still view it in their Hub profile logs.
Gifts appear in the app and the POS gift list, while promo codes do not.
Gifts are sent to members using a rule or one-time activity. Promo codes can be promoted to customers in different ways by the business. For example, they can post it on their social media pages, on their website, or convert it into a QR code to display in the business. They can also sent it to customers directly via email, SMS, etc.
View ArticleCreate punch cards which provide members with a free item or another discount when they buy a certain number of items. For example, buy 5 coffees and get the 6th for free.
Article Topics:
All-in-One Punch Cards
Classic vs. Custom Punch Cards
Create Punch Cards
View Details & Analysis
No Punches for Free Items
Multiple Punch Cards
Business Scenarios
All-in-One Punch Cards
The punch card activity allows you to configure all the necessary settings right in the punch card itself, including:
Number of punches & reward for redeeming the punch card
Punch item that will entitle members to receive a punch
Sending and renewing the card
Sending messages to members when they punch, redeem or receive the card
Validity period of the punch card
Which members can use the card and in which purchases
Display settings of the card like name, description and images
No additional rules are required to punch, send, or renew the punch card, or communicate with members after they engage with the card. In addition, no additional rules are required to give members overflow punches (if you renew punch cards after the last punch). However, you can create punch card rules for more advanced and less common operations like sending the card when members join, or offering bonus punches (ex: double punch Tuesdays).
Classic vs. Custom Punch Cards
Classic punch cards reward members with a free item (such as buy 8 coffees, get the 9th for free). Custom punch cards reward members with a custom discountsuch as 50\% off specific items, or a coupon for $20 off their purchase. In addition, they allow you to create cases to give different rewards for different locations or POS’s.
Create Punch Cards
To create a punch card:
From your campaign in the Campaign Center, select +Activity and then Punch Card.
purchase conditions
Enter a name for your punch card and add a description.
Note: You cannot have more than one punch card with the same name.
To create a classic punch card (free item reward):
From the Definition tab, select the number of items and which items the member needs to buy to get the reward.
Note: No rules are required to punch the card.
Select which item the member will receive for free (if different than the punch item)
(Optional)You can limit the number of punches the member can receive in each purchase. For example, if they buy 2 coffees in one purchase but the limit is 1, they will only get 1 punch.
To create a custom punch card (advanced discounts and cases):
From the Definition tab, select Switch to custom punch card.
Select the number of items and which items the member needs to buy to get the reward.
Note: No rules are required to punch the card.
Specify the discount of the punch card.
Note: You can create cases togive different discounts in different scenarios. For example, give different discounts for different business locations, different days of the week, times of day, or member segments (such as student or VIP). Learn more about cases
Discount Options
Description
On entire purchase
Give a fixed amount off or percent off the entire purchase. You can also exclude certain items from the discount and limit the total discount amount of a percent discount.
Note: If the discount is configured on the POS itself using item codes or deal codes, you can specify this discount here.
On specific items (or free item)
Give a discount on specific items: amount off, percent off, special price or free item.
By default, the discount will apply to every item. For example, if you give $2 off coffee, they will receive $2 off each coffee in the purchase. However, you can limit the number of times the discount is applied within each purchase, and limit the total discount amount.
Buy/Spend X, Get Y
Give advanced discounts on a combination of items or spend: amount off, percent off, special price or free item. Learn more
Unlike the 2nd option, here you can create discounts that apply:
to a group of items together (such as a new price for a bundle of items), or
each time that a specific quantity or spend appears in the purchase (like BOGO)
From the Terms tab, define who can use the punch card and whenincluding:
Member segment that can receive, punch or redeem the card
Days, dates, and times that the card can be used used (general validity period)
How long after receiving the card the member can punch and redeem it (ex: 30 days)
Note: The actual validity period is the overlap between the general validity period and validity conditions based on receiving it. For example, if the punch card is valid for all of January and up to 10 days after receiving it, and the member receives it on December 28th, the member can punch or redeem it from Jan 1 until Jan 6.
Certain for punching and redeeming the card
If to automatically send the first punch card when they buy the punch item
Note: If unchecked, it need to be sent using a rule. If a punch card is sent using a rule or one-time activity, the member will not receive an additional punch card when they buy the punch item.
If to automatically renew the punch card upon redeem, last punch and/or card expiration
Note: If you choose to renew it upon expiration, the member won’t actually receive the new punch card until they buy the punch item.
From the Communications tab, you can select to send push or in-app messages when the member punches, redeems or receives the punch card.
From the Display tab, you can edit the display settings.
The display name, description and image are used when displaying the punch card on the member’s benefit list (shown in the app, POS, customer portal, or ordering sites).
To activate your punch card, click Save.
Notes:
You also have the option to save it as a draft if you're not ready to activate it. You can also save it as a template to reuse again later.
Once a punch card is activated, you cannot edit the number of punches. In addition, cards that are deactivated cannot be edited at all.
View Details & Analysis
View KPIs for the punch cards you create to measure the success of your rewards:
How many cards were sent in total
How many cards were fully punched but not yet redeemed
How many cards were redeemed
The number of cards sent = redeemed + fully punched + partially punched + expired.
No Punches for Free Items
Members will not receive punches for free/refunded items by default and there is no configuration to change this. For example, if a member buys 2 coffees and returns 1 coffee (i.e., quantity= -1), they will only receive 1 punch in their coffee punch card (since quantities are aggregated).
Note: Depending on the POS implementation, members might still receive a punch for a free item. Even if the member got the right discount, the POS might not report the item back to Como as free (for example, if they report the item at the original price and the total discounts separately).
Multiple Punch Cards
When a member has more than one of the same punch card, the card with more punches is punched. This applies to both punch cards created from the Benefits tab or the Campaign Center.
View ArticleFrom your Campaign Center, you can create rules to manage punch cards in specific scenariosincluding sending punch cards when members join the program or giving members a bonus punch in their card for a specific promotion.
Note: For classic punch cards from the Campaign Center, additional rules may not be necessary at all. Learn More
Article Topics:
Punch Card Activity vs Punch Card Rules
Send Punch Cards
Punch Punch Cards
Renew Punch Cards
Send Overflow Punches
Businesses scenarios
Punch Card Activity vs Punch Card Rules
For classic punch cards created in the Campaign Center, no additional rules are required to send, punch, or renew the punch card, or send overflow punches. However, you can use punch card rules for more advanced or less common operations, such as:
send punch cards before they buy the first punch item (such as when they join)
give bonus punches to members for a specific promotion (such as double punch Tuesdays), or after they receive their card as an encouragement
Send Punch Cards
You can create a rule to send members their first punch card when they join the program. You can also add an action to send them a push to welcome them and tell them about their new punch card.
Note:For classic punch cards created in the Campaign Center, you can select there if to send the first punch card automatically when the member buys the first punch item and to automatically send them a member when they receive their card. If the member received the card after they joined the program, they will not receive it again after they buy the first punch item.
classic punch cards
Punch Punch Cards
You can create a rule to punch a member's punch card each time they purchase a particular item.
To give members a punch each time they buy the item (ex: if they buy 2 coffees, they get 2 punches), create the action in Repeat Mode. The item that is eligible for punches is specified in the action itself (no conditions are required on top). If needed, you can also add a limit for the max number of punches they can get in a single purchase.
Note:For classic punch cards created in the Campaign Center, the member will automatically receive a punch when they buy the punch item.
Note: If you want to give a fixed number of punches for each purchase that includes an eligible item (ex: they get 1 punch no matter how many coffees they buy), create the action in Simple Mode and specify the eligible items in the conditions on top (ex: Shopping cart contains at least 1 from coffee items).
Renew Punch Cards
You can create a rule to send members a new punch card once they punch all the slots in their card (using a Last punch? condition).
Note:For created in the Campaign Center, you can select there if to automatically renew the punch card after upon the last punch, redeem or card expiration.
Send Overflow Punches
For cases when a member is entitled to more punches than the number of punches left in their punch card, they will automatically receive their overflow punches in their new card if the card is renewed after they punch the last punch.
Note: Make sure to specify which punch card in the condition. By default, the action is also delayed by 1 minute to ensure the member first receives their new punch card before they receive the overflow punches.
View ArticleCreate punch cards which provide members with a free item or discount when they buy a certain number of items.
Options for sending the punch card:
1. Send the first punch card when a member buys the first punch item. Note: if the member already has an active punch card he won't receive another one.
The member should have only one active punch card at a given time.
2. Send a punch card using a rule or one-time activity,the member will not receive an additional punch card when they buy the punch item.
Option for renewing the punch card:
Renew the punch card automatically when a member:
1. Last punch- when the member reaches the last punch on the card they will get a new punch card.
2. Redeems the punch card- after a member redeems the punch card they will receive a new one.
If a member redeems the punch card and buys a punch item within the same purchase they will receive a new punch card with the corresponding punches.
Examples:
1. Punch Card: Buy 9 coffees, Get the 10th coffee for free.
- Send punch card when members join the club, so that member can be able to see what kind of loyalty benefit the business offers.
-Send a new card only after redeem. A member who buys the punch item without redeeming the full punch card will not get a new punch.
Configuration:
1. Create a rule for joining the club.
2. Punch card configuration:
2.Punch Card: Buy 4 kids meal, Get the 5th meal for free.
- Send the first Punch Card when a member buys a kids' meal so that the punch card is sent to only relevant members.
-Send a new card only after the existing punch card is redeemed. A member who buys the punch item without redeeming the full punch card will not get a new punch.
Configuration:
3. A Seasonal Punch Card, expiration is within a month: Buy 5 summer drinks, Get the 6th drink for free.
- Send the punch card by one-time activity to members in order to trigger the campaign.
- Don't renew the punch card.
Configuration:
1. Create a one-time activity for sending the punch card.
2. Define an expiration date for the punch card.
3. Punch card configuration:
4. Punch Card with a time limit per member, Buy 8 loaves of bread, Get the 9th loaf for free. Expires after 6 months from the receive date.
- Send the punch card when a member buys a loaf of bread,so that the punch card is sent to only relevant members and give the member the full 6 months to use the card.
- Renew the punch card after the last punch (even if the member didn't redeem the punch card), the new card will be effective for the same time period.
Configuration:
View ArticleDiscounts Priority POS version 4.0 only
Limit the number of discounts that a member can get within a purchase:
- Only one gift per purchase when a member attempts to redeem more than one gift in a purchase, then only one gift will apply, the one that gives the largest discount for the member.
- When a gift (or gifts) are applied to a purchase, the member is not eligible to receive Deals in addition.
- When both gifts and Deals are applied, then Deals will be calculated after gifts, and on their net price.
View ArticleFrom your Campaign Center, create one-time activities on a group of members at once. For example, send all VIP members from a specific location a push message about the new deals for that location. You can perform the activity immediately or schedule it for later.
Article Topics:
Create One-Time Activity
Intiate One-Time From Insights
Initiate One-Time From Data Explorer
One-Time Status
Export activity to Excel
Create One-Time Activity
You can create one-time activities on a member segment you define directly in your Campaign Center. You can also initiate a one-time activity on a predefined group of members from your business insights, or on a group of members you define in your Data Explorer.
From your campaign, click +Activity and then One-Time.
Manage Campaigns & Activities
Select a template from the template library, or select to start from scratch.
Enter a name for your one-time activity and optionally, add a description.
Select which members to perform the action on by specifying criteria, then click Filter Now.
Note: Clicking Filter Now will filter all your members according to the criteria you specified. If you wish to create a template or a draft, you can click Save filter criteria and then filter the members when you are ready to perform the activity.
Select to perform the action now (default) or schedule it for a later time. Then click Save.
Note: If you schedule the action to be performed later, it will still be performed on the specific members that were filtered now. In other words, the filter won't "refresh" to reflect any changes in your segment between the time the members were filtered and the time the action is scheduled to occur.
Select the action you'd like to perform, then click Activate on top when finished.
Initiate One-Time From Insights
You can initiate a one-time activity on a pre-selected group of members directly from certain business insights. For example, click Target these members to iniate a one-time activity on the exact members that are likely to buy Chocolate Truffle:
Initiate One-Time From Data Explorer
Use the Member Filter from the Data Explorer to filter members and perform one-time activities on them from your Campaign Center.
To create a one-time action:
From Data & BI tab, click Data Explorer.
In order to enable this button, you must build a report (and run it) with the “membership key” field that is under Members -personal details.
Select which campaign you'd like to add the one-time action to, and then click OK.
Note: If you'd like to add it to a new campaign, create the campaign before the one-time action (or save the one-time action as draft and move it to a new campaign later, see )
Create your one-time activity on the segment you created from your filter.
One-Time Status
Once a one-time action is created, it appears with status Active if it was set to be performed now or status Future if it was set to be performed later. Actions which are set to be performed immediately cannot be edited after they are activated.For immediate actions, the status will automatically change to Completed once the action request is initiated.
Export Activity to Excel
After filtering a population click "export to CSV" to export the data. The report will be downloaded to your browser in a few seconds and will include all the membership data.
Note:At this stage, it will not be possible to export a population of members from a One- Time Activity that was created from Data Explorer.
View ArticleArticle Topics:
Overview
Search members
Member details and strength
Tags, Noted and Preferences
Member's benefits
Member's Activities
Actions on member
overview
The new member profile screen gathers all the information about one member in one view: details,
rewards, ability to perform actions and review member’s history and purchases.
Search Members
You can now search for a specific member by any unique identifier (example: phone number, email, name, membership key) depends on the business identification methods.
This capability does not allow a search of multiple members.
In order to keep the search option quick and simple, the results are limit to 50 members. In case you wish to segment members use the Filter Members capability.
Note: When searching, results will contain members who are an exact match as well as members that contain your search string. This includes Name, Last Name, Email, and any other unique identifier.
Example:
Search: Ann
Member Details and Strength
This box includes high level details about the member as described below:
Field
Comments
First and last name
If the member name is not updated, the member’s unique identifier will be
displayed.
Joining date/
membership age
If a member was imported to Como, the import date will be considered
as joining date
Copy membership key
By very easy click the membership key will be saved to your clipboard so you
can paste it anywhere you find relevant.
Member strength
Lifetime spent in the business (in the business currency)
Lifetime # of visits
Wallet 1 (points) will be displayed if the business is using the wallet
as defined in the business settings
Wallet 2 (credit) - will be displayed if the business is using the wallet
as defined in the business settings
Refresh Screen
This button hints the hub user with a blue balloon if the member profile screen needs to be refreshed,
meaning it is not up to date.
Registration Details
This box gives you a review of the top 4 details of the member from the business registration form.
The view can be different for 2 members at the same business, as it doesn’t display empty fields.
You can watch the full view of the registration form and edit it (for available fields) via the ‘EDIT’ button.
Tags, Notes and Preferences
This box allows you to explore additional information about a member. You can easily navigate
between the tabs.
Tags
Now, it is very easy to tag/ untag members. Just type the new tag and click Enter. You can also untag
by click on the ‘X’ near the tag. Tags will be the default view if the member has no notes.
Note: Tags are case sensitive: VIP vip
Notes
Note will be the default display of this box if at least one note saved on the member.
You can add comments with valuable information to their profile. For example, “The member
complained about not receiving a punch, so their punch card was punched manually”. Each comment
has a time stamp and the email of the Como Hub user that added it.
Preferences
This box allows you to view the member’s preferences (not editable), as follow:
SMS/ Email - Whether or not the member allows SMS text messages or emails. Members that
don't allow SMS or Emails are those that either uncheck the Allow SMS/ Allow email checkbox
that can appear on a registration form or that tap the unsubscribe link in a text message/
email.
Push Notification - Whether or not members with iOS devices have enabled push
notifications.
Location - Whether or not the member enabled location sharing. This information is taken
from the device.
T&C Member consent status. Whether or not the member approved the loyalty program
Terms & Conditions when registered.
Note: Some actions will be disabled due to the member’s preferences. For example: if the
member unsubscribed to SMS messages, all SMS actions will be disabled.
Member’s Benefits
On the right side of the screen, you can review the member's active, redeemed and expired benefits
(gifts and punch cards). The number of active benefits is highlighted in a blue balloon.
Search and filter
The new view allows you to filter the benefits view in two level at the same time:
1. Type gifts or punch card
2. Availability active/ redeemed or expired benefits. Sort methods:
Active soon to be expired benefit will be at the top.
redeemed / expired last redemption/ expired benefit will be at the top.
The default view if for active gifts and punch cards.
You can also search for specific benefit you know its name. if you cannot find it, make sure the filter in
different way.
Benefit Information
For every benefit you will find the following information:
display name and description the same terminology the member will see in the app/
customer portal, etc.
icon type
availability dates:
o valid from
o valid until
o assigned date
for punch cards, in addition the number of punches.
For redeemed benefits, redemption date will be available.
Actions on Benefits
You can perform actions on the member’s instance benefits, depend with its status:
Active
Redeem benefit (for punch cards it will be available when the punch card is fully punched)o
Remove benefits (the benefit will be deleted)
Extend expiration this new capability allows you to define a new date of expiration for the member’s benefit and to override the default configuration. For example: member wants to extend the joining gift expiration in one week as he was aboard since joining.you can define a new expiration date, as long as the asset template is still valid (thefather benefit)
Punch the punch card it allows you to define how many punches to punch in oneaction. Overflow functionality will be available according to the punch cardconfiguration.
Expired
Extend expiration in this case, the extend expiration allows you to activate expired benefit instead of sending the member a new one.
Note: Send benefits action is available form “Actions” drop down.
Member’s Activities
List of all member’s activities according to most recent, such as when they make a purchase, redeem
a gift, etc.
Filter
The new view allows you to filter the member’s activities based on its type:
Benefits activities related to the member’s benefits: gift, punch cards, points, etc.
App activities that preformed by the member: Generated an ID code, attempted to redeemgift, etc.
Legal & Membership
Communication
Purchase/ POS/ Payment activities related to any transaction the member performed: inthe store via POS, by the app via mobile payment, etc.
Each group has a different color with an indication by the activity in the activities table.
The default view includes all groups.
You can also search for specific activity by the date it occurred. When selecting specific date, the view
will be changed to all logs from the selected date or earlier.
The activities list is endless. Therefore, you can always go to the latest activity by click on “Back to the
top”
Activity Source
The activities table includes source column which indicates for every activity the source who perform
the actions.
The source includes an icon and a tooltip with additional information:
App actions performed by the member via the app.
Member profile actions performed by a hub user via the member profile screen. The
tooltip will indicate the hub user who performed the action.
Campaign center actions that performed automatically due to campaign center
configuration (rule, deal, etc.). The tooltip will indicate the activity’s type and name that
caused the action.
Purchase actions that preformed by POS transaction. The tooltip will indicate the
transaction derails: Branch ID, POS ID, Transaction ID.
Purchase
You can now view every purchase and its details as one of the members’ activities.
The ticket will include the purchase items by code, description, quantity, price and discounts.
Summary of the ticket will include the subtotal, sum of all discounts (per items or general discount),
tax and the total amount to pay. If received by the POS, payment method and amount will also be
available.
When multiple members identify on a single purchase, the upper right side of the purchase ticket will
indicate the members. Hover on the icon will show you a tooltip with the member’s name. clicking on
the icon will open the member profile page in a new tab.
Additional information for a specific item is available when clicking on the hamburger near every item.
Actions on Member
You can perform actions on a member by selecting the relevant action (described below).
When click on “Action” button you will have quick access to the most used action on a single
member.
More actions are available when clicking on the full list view.
Benefits Actions
Action
Notes
Add Points (or credit)
Use this action to send a fixed number of points.
You should also define the wallet you would like to upgrade. The wallets
selection is based on the business definition
Redeem Points (or credit)
Use this action to redeem (deduct) a fixed number of points.
You should also define the wallet you would like to update. The wallets
selection is based on the business definition.
Send Benefit
Select which gift or punch card to send, and its quantity
Communication Actions
Action
Notes
Send Push Notification
Enter the message text.
Select which action should occur when the member taps the message. For
example, if you are sending a gift, you can display the gift by choosing Open
Specific Benefit.
If the app is already open, the push displays a button. Specify the button label.
You can add an inbox to the app (such as in the member's profile) so that they
can refer back to messages later. Choose whether or not to save the message
to the app inbox (if you added one)
Open In-App Message
The message will only appear after a specific app action occurs. Select which
actions can trigger the message to appear.
Add the title and message text.
Select an action for the message button (and button label if applicable).
Select the number of days to wait before canceling the message.
You can add an inbox to the app (such as in the member's profile) so that they
can refer back to messages later. Choose whether or not to save the message
to the app inbox (if you added one).
Send SMS
Enter the SMS message.
Note: If the message is over a certain length, you'll be charged more than once
for each message. You'll be charged only once for messages which contain less
than 160 basic characters (i.e., no Hebrew or other special characters). When
estimating the length, take into account the unsubscribe text and dynamic text
(like member's name) if you added it.
Send Email
Select the email template that you created from the campaign center. The
following additional fields are shown but cannot be edited here:
Subject: taken from the email template
From: taken from the email settings
Note: some of the communication actions might be disabled due to the member’s preferences (for
example: push disabled or unsubscribe SMS) or due to the business settings (for example:
the business has no settings for marketing SMS).
Legal & Membership Actions
Action
Notes
Send SMS/ Consent Email
Allows sending dedicated consent SMS/email to a member in order to approve
the T&C.
Unsubscribe SMS/ Email
If the member asks to unsubscribe from either SMS or Email list (such as
business’ customer service), the action is available manually from the “Actions”
list.
Send Data Report
If the member asks for a data report in other ways (such as via app feedback,
or directly from the business), the action is available to send the report
manually to the member from the “Actions” list.
Delete member
Upon member request to be forgotten, you can delete the membership and
the members PII.
Member Gave Consent
(offline)
Some businesses are not using the app or customer portal and have only POS
registration (in Israel it is also relevant in some Kosher branches when
members are not using smartphones). Therefore, members have no option to
give their consent. This action enables the business to “turn on” the consent
manually (with the member’s verbal permission) so the member can be active.
Note: this capability is eliminated by default to all businesses and will be
available upon request.
View ArticleFrom the Campaign Center, create rules to automatically reward members, communicate with them, or operate your loyalty program.
For example:
Send members a gift after joining the program
Punch their punch cards or give them points for their purchases
Treat members after completing a survey
Send members a "thank you" push after they make a purchase
Article Topics:
Create Basic Rules
Create Advanced Rules
View Rule Analysis
Create Basic Rules
To create a basic rule:
From your campaign, click + Activity and then Rule.
Learn more
Select a template from the template library, or select to start from scratch.
Enter a name for your rule and optionally, add a description.
Note: You cannot have more than one rule with the same name.
Select a trigger for your rule (i.e., which member action or event will cause the action to occur).
Optional: Add conditions to your rule.
For example, specify member segments, dates, days, times, limits for how many times it can occur for each member in total or within a specific period of time, or other conditions based on the specific trigger you selected.
Select actions to perform, and add the relevant details.
Optional: You can delay the action to occur a specific period of time after the trigger (such as the day after a purchase), by clicking No Delay and specifying the delay time.
To activate your rule, click Activate.
Note: You also have the option to save it as a draft if you're not ready to activate it. You can also save it as a template to reuse again later.
Create Advanced Rules
You can create advanced rules by adding cases, or repeated actions.
You can split your rule to several cases to perform different actions in different scenarios. For example, you can perform different actions for different business locations, different days of the week, times of day, or member segments (such as student or VIP). Learn more about cases
For rules based on making a purchase, you can configure an action in Simple Mode or Repeat Mode.
In Simple Mode, all actions (except for point accumulation) will occur a fixed number of times for the specific purchase, regardless of what the member spends or how many items they buy. For example, give members a coupon when they spend over $100.
In Repeat Mode, you can allow the action to repeat several times for the same purchase based on what the member spends and how many items they buy. For example, give them a coupon EACH time they spend $100 in this purchase. This means that if the member spends $200 in this purchase, they will receive 2 coupons.
View Rule Analysis
View KPIs of rules to measure their successsuch as how many times a rule was applied and for how many distinct members.
View ArticleSearch for members based on member actions and member attributes, and perform a One-Time activity on the results.For example, you can search for "Champion" membersthat made a purchase in the last month.
Note:on filter results, only 20 member profiles are shown (randomly), to enable you to review the profile of the filtered members.The export file will include details of all the filtered members
Manage Campaigns & Activities
Article Topics:
Member Attributes
Member Actions & Criteria
Examples
Export Reports
Create a One-Tine action on the result
Member Attributes
You can filter members according to different member attributes. The attributes that you can choose from are the ones in your registration form and additional system ones like tag, if they allow SMS, etc.If you choose multiple member attributes, then ALL of them must be satisfied for the activity to apply to a member. For example, the member is tagged student AND is an app user.
Member Actions & Criteria
Category
Member Action Type
Description
PURCHASE & PAYMENTS
Made a purchase
Ex: Filter members who spent in a specific location more than $20.
Apply to multiple purchases:Number of purchases: to specify the number of times the member made a purchase(number of actions). Totalvalue of purchasesto specify the aggregate of purchase totals for all transactions(total value)
Possible criterias: Shopping cart, Total spend, Spend on specific items, Location ID, POS ID, Purchase tags, No. identified members, Order type, Purchase source type, Purchase source name.
Choose dates:aspecific date and time range, or since ever until now.
Didn't purchase
Ex: Filter members who didn't purchase in the last 3 months a specific item.
Choose dates:aspecific date and time range, or since ever until now.
Possible criterias:Location ID, Certain items.
APP
Opened the app
Ex: Filter members who opened the app more than 10 times / didn't open the app in the last month.
Number of times: how many times the app was opened within the time period you specify
Choose dates: aspecific date and time range, or since ever until now.
Paid using app credit card
Ex: Filter members who paid using an app credit card.
Choose dates:aspecific date and time range, or since ever until now.
Possible criterias:Payment flow: In-app/Top-up, and Payment amount.
MEMBERSHIP
Joined the program
Ex: Filter members who joined the program in the last week.
Choose dates:aspecific date and time range, or since ever until now.
Possible criterias: Source and Used inv
Gave consent
Ex: Filter members who gave consent in the last month
Choose dates:aspecific date and time range, or since ever until now.
Possible criteria: Source: App or iFrame / Landing page / Hub.
BENEFITS
Received a benefit
Ex: Filter members who received a specific benefit between 1.4.19-30.4.19.
Possible criterias:Benefit: select which gift or punch card.Benefits Source: the way the member received the asset: Point Shop, Rule or Hub.
Apply multiple times: how many times the asset was receivedwithin the time period you specify
Choose dates: aspecific date and time range, or since ever until now.
Redeemed a benefit
Ex: Filter members who redeemed any benefit or a specific benefit.
Possible criterias: Benefit: select which gift or punch card. Location id:the location in which it was redeemed.
Apply multiple times: how many times the benefit was redeemed within the time period you specify.
Choose dates: aspecific date and time range, or since ever until now.
Didn't redeem a benefit
Ex: Filter members who didn't redeem any benefit or a specific benefit.
Possible criterias: Benefit: select which gift or punch card. Location id:the location in which it was not redeemed.
Choose dates: aspecific date and time range, or since ever until now.
Didn't receive a benefit
Ex: Filter members who didn't receive a specific benefit between 1.1.19-31.12.19
Possible criterias:Benefit: select which gift or punch card.Benefits Source: the way the member didn't receive the benefit: Point Shop, Rule or Hub.
Choose dates: aspecific date and time range, or since ever until now.
Punched a punch card
Ex: Filter members who punched a selected (or some) punch card / punched less than twice in the last 2 weeks.
Possible criterias:Benefit: select which punch card. Total punches in the card:how many times the card was punched within the time period you specify.Last punch?: select if it is the last punch in the card.
Choose dates: aspecific date and time range, or since ever until now.
Received points/credit
Ex: Filter members who received more than 1,000 points/credit in the last month/ have more than 500 points/credit in his balance.
Possible criterias:Number of points/credit:the number of points/credit the member received.New balance:what is the new points/credit balance for the member.
Apply multiple times: how many times the member received the points/credit within the time period you specify.
Choose dates: aspecific date and time range, or since ever until now.
Note: This field will be available only if one of the wallets (point/credit) defined.
Used points/credit
Ex: Filter members who used more than 10 points/credit and their new balance is 50 points.
Possible criterias:Number of points/credit:the number of points/credit the member used.New balance:what is the new points/credit balance for the member.
Apply multiple times: how many times the member used the points/credit within the time period you specify.
Choose dates: aspecific date and time range, or since ever until now.
Note: This field will be available only if one of the wallets (point/credit) defined.
COMMUNICATION
Didn't receive a push sent
Choose dates: aspecific date and time range, or since ever until now.
Received an email
Possible criterias:Email name, Email sent from (POS, Rule, Hub, Unknown, Admin, Server)
Choose dates: aspecific date and time range, or since ever until now.
Didn't received an email
Possible criterias: Email name, Email sent from (POS, Rule, Hub, Unknown, Admin, Server)
Choose dates: aspecific date and time range, or since ever until now.
Didn't open an email received
Possible criterias: Email name, Email sent from (POS, Rule, Hub, Unknown, Admin, Server)
Choose dates: aspecific date and time range, or since ever until now.
Examples
Example 1: Preferred Location is one of "Salem", "Las Vegas", "Rockefeller" and the member Made a purchase since ever until today with total spend greater or equal to $50:
Example 2:Members that never visited and received an email (email name: welcome email):
Example 3: Spent at least $100 total (lifetime):
Export Report
You can export results to CSV, the report contains the registration form fields and default fields (Locationid, Points Balance, Tags, Allow Email, Allow SMS, Gave consent, Created On).
Create a One-Time action on the result
You can filter your members according to their attributes (ex: point balance, tag, etc.) and their actions (ex: made a purchase) and after, perform a one-time activity on all your members or a specific group of members based on what you filtered.
Select which campaign you'd like to add the one-time action too, and then click OK.
Note: If you'd like to add it to a new campaign, create the campaign before the one-time action (or save the one-time action as a draft and move it to a new campaign later, see )
Create your one-time activity on the segment you created from your filter:
View ArticlePerform one-time activities on all your members or a specific group of members. To select a specific group, you can filter your members according to their attributes (ex: point balance, tag, etc.) and their actions (ex: made a purchase).
Article Topics:
Examples
Member Attributes
Member Actions & Criteria
Member Actions & Multiple Occurrences
Refresh Filter
Note: Click here to learn about selecting members according to membership keys.
Examples
Let your VIP members know about an exclusive offer.
Notify members that prefer a specific location about deals for that location.
Send a coupon for diapers to members that bought baby products in the last 6 months.
Send an SMS to members that didn’t purchase in the last 2 months to invite them to stop by.
Send a reminder to members that received a specific benefit but didn’t yet redeem it.
Member Attributes
You can filter members according to different member attributes. The attributes that you can choose from are the ones in your registration form and additional system ones like tag, if they allow SMS, etc.If you choose multiple member attributes, then ALL of them must be satified for the activity to apply to a member. For example, the member is tagged student AND is an app user.
You can also specify the membership status (i.e., registered, pending, or non-registered app users). For example, if you want to send an in-app message to users that installed the app but haven't yet registered, you would need to apply the rule tonon-registered app users. Or if you want to register a member that paid for their membership, you would need to apply the rule topendingmembers.
Member Actions & Criteria
The following actions are currently available. For each action, you can define the date range along with additional criteria. If you add multiple actions (or even member attributes), then all of the filter criteria must be satisfied by each member.
Action
Additional Criteria
Made a purchase
All purchase conditions, except mean of payment.
Note: Find members that didn’t purchase specific items using the didn’t purchase action (instead of “shopping cart doesn’t contain”). If you add multiple purchase conditions, all must be satisfied for the same purchase.
Didn’t purchase
At specific location, or certain items
Received a benefit
Specific benefit or benefit source
Note: You cannot select multiple benefits. Either one specific benefit, or all.
Redeemed a benefit
Specific benefit or location
Note: You cannot select multiple benefits. Either one specific benefit, or all.
Didn’t redeem a benefit
Specific benefit or location
Note: This only includes members that received the benefit.
Punched a punch card
Specific punch card, how many punches are in the card, and whether or not they punched the last punch (i.e. fully punched a punch card)
Note: You cannot select multiple punch cards. Either one specific punch card, or all.
Received points
Number of points they received and their new point balance in a specific transaction where they received points
Used points
Number of points they used and their new point balance in a specific transaction where they used points
Received credit
Amount of credit they received and their new credit balance in a specific transaction where they received credit
Used credit
Amount of credit they used and their new credit balance in a specific transaction where they used credit
Opened the app
No additional criteria
Paid using app credit
Payment flow- in-app/top-up and payment amount.
Joined the program
If they used an invite code, used a specific invite code, or the joining source (such as at the POS or from the app)
Gave consent
Sending source (App or iFrame / Landing page / Hub)
Didn't receive a push sent
No additional criteria
Received an email
Sending source (such as POS, Rule, Hub, etc.) and email name
Didn't receive an email sent
Sending source (such as POS, Rule, Hub, etc.) and email name
Didn't open an email received
Sending source (such as POS, Rule, Hub, etc.) and email name
Member Actions & Multiple Occurrences
By filtering members according to multiple occurrences of an action, you can target members based on behavioral patterns. For example, reward engaged customers based on benefit redemption and point usage, target customers based on lifetime value or target relevant customer for new item recommendations.
For relevant actions, you can filter based on how many times the action occurred. For purchases, you can also filter based on the total value of the purchases (i.e., the sum of total spend for all purchases).
Note: If you add criteria, all the criteria must be satisfied for each action occurrence (see examples). However, you don’t need to add criteria to filter by the number of times the action occurred.
Example 1:Spent over $100 in at least 5 purchases
Example 2: Spent at least $500 total (lifetime) in the Manhattan location
Example 3: Opened the app at least 6 times last week
Example 4: Redeemed at least 4 benefits in the last 3 months
Example 5: Purchased baby products in at least 6 purchases in the last 2 months
(for example, to promote new baby items)
Refresh Filters
Clicking Filter Now will filter all your members according to the criteria you specified. If you wish to create a template or a draft, you can click Save filter criteria and then filter the members when you are ready to perform the activity.
View ArticleButtons appear on various app screens and can be tapped to perform a specific action, the button action. For example, a member can tapa welcome message to share an item on Facebook, or tap Call Us to initiate a phone call to the business.
You can customize the button action for welcome messages, location screens, custom screen list items, catalog items, gifts, Point Shop items and pop-up messages. The list of button actions is organized by categories.
redeem codes
Left & Right Buttons
For screensin the app that haveboth left and right buttons, the buttons have a default text and action.
App Screen
Left Button Default
Right Button Default
Catalog Items
Back
Share Text (General)
Gifts
Redeem
Close
Point Shop Items
Buy
Back
General Actions
Action
Function
No Action
No action is performed when button is tapped
Open App Screen
Opens an app screen that you select from the new list that appears. In addition to opening any custom screen you create, the only relevant options are listed below (ignore the others). Other screens can be opened from the Open Screen category.
Location List
General Info
Map
Photo Gallery
Member Profile
Custom Screen
Gift List
Rewards Screen
Admin Panel
Punch Card List
Point Shop
Wallet Screen
Instagram
Social Feed
Close App Screen
Closes the app screen containing the button
Open URLs in External Browser
Opens the webpage you specify in an external web browser. Note:This feature is great for businesses that want to allow members to donate through the app, since Apple doesn’t approve apps that embed donation pages.
Member Actions
Action
Function
Call Us
Initiates a phone call to the specified number (if left empty, the number from General Info is used)
Scan Receipt
Opens the camera to scan the member's receipt and accumulate points
Note: By customizing the app text, this action can also be used to take pictures of anything. For example, encourage members to submit photos of their pet or their latest haircut in your salon.
Give Feedback
Opens the Feedback screen
Navigate to Location
If only one location exists, launches a navigation app with the location's address. Otherwise, opens the Location List
Scan QR Code
Opens a QR scanner for the purpose of identification, redeeming gifts, URL links and other loyalty operations
Open Pop-up Message
Initiates a pop-up message similar to the action on members. (Tip: Use the pop-up message to explain a screen and link to the screen from the message's button)
Rate the App
Links to iTunes or Google Play app stores to rate the app (based on Appstore ID in App Settings)
ShareText (General)
Shares app content (text, links, etc.) to different platforms
Open Screen
Action
Function
Open Web Page
Opens a specified URL. Note: The page title appears according to the App Texts definitions
Open Web View
Opens a selected web view, with the page header defined in the web view item (make sure to create the web view first!)
Filter Location List by Tag
Opens a list of locations tagged with the tag you specify (and location group if you choose one)
Open Catalog
Opens the catalog you select
Open Text Page
Opens a page with a custom title and body text
Open Catalog Items
Opens the items of the catalog you select in the gallery view
Show Locations by Distance
Opens the Location List ordered by distance from the device's current position
Open Home Screen
Opens the app's Home screen
Manage Credit Cards
Add, or delete credit cards from your in-app wallet, outside of a payment flow
App Actions
Action
Function
Show Temporary ID Code
Presents a screen with a generated 4-digit code that members can use to identify
Show Member Code
Presents a screen with the QR version of a Member Code
Add Points
Opens a number pad for entering the number of points the member should earn. This is either presented in the Admin Mode or followed by a request for an employee code.
Pay with Points/Credit at POS
Generates and displays a verification code that members give at the POS to pay with credit (to ensure a more secure credit transaction)
Submit Purchase
Submit a specified amount as a purchase in the system and points are accumulated according to Point/Credit Settings. This can be used from Admin Mode.
Pay withCredit
Enter the amount to be subtracted from the member's credit balance. This can also be used from Admin Mode.
Enter Coupon Code
Opens a number pad screen to enter a coupon code.
Trigger Action (or Claim)
When tapped, this button can trigger any automation you create. The default text for this button is "Claim". For example, you can allow members to "claim" a coupon from a catalog (by adding it to their gifts when they tap this button).
Pay with Online Service in App
Depending on the online payment service you select (such as PayPal), displays the web view of their payment page to allow members to use this online service to pay for items or services directly through the app.
Open Inbox
Opens the inbox on the member's device, thatstores pop-up messages that were sent to them in the past. For example, you can add the inbox one of the tiles of the member profile.
Open Specific Asset Screen
Opens a specific punch card or gift screen
Open Code Generator
Opens the action code generator created from Benefits > Codes > Action Code Generator. This code generator can be added to a tile of the Admin Panel to generate codes that members can scan with their device to complete loyalty operations (such as punch a punch card).
Enter Asset Redeem Code
This can be added to the Admin Panel to allow business locations (without a POS integration) to enter in the business-side tablet instead.
Note: This feature is useful for a business that uses POS integration for some branches and Admin Mode for others. When a business has a branch with a POS integration, gifts can only be redeemed using a redeem code (regardless in which branch it’s redeemed). The branch with the POS integration can enter this code in the POS. The branch using the business-side tablet can enter this code in Admin Mode.
Pay with Credit Card at POS
Allows members to select a credit card from their app wallet and pay for items at the POS (by generating a payment code to give to the cashier to enter into the POS to complete the payment)
Note: The POS must have an integration that supports these payments.
Share Points or Credit
Allow members to share points or credit with their friends.
View ArticleBoost registration, customer loyalty and sales by allowing members to share credit (or points) with their friends.
Note: This feature is only available for the new gen app.
Article Topics:
How It Works
App Setup
Rule Setup & Settings
Logs
Requirements
How It Works
STEP 1: Add Balance
The member accumulates credit for their purchases, or buys it through their app or POS.
Create rules
STEP 2: Share Credit
The member taps a share button from a dedicated app screen, and then selects which platform to use (such as email, SMS, Facebook, WhatsApp, etc.) and which friend to share with.
Note: The message text is autofilled but the member can edit it. The default text can also be changed by the business. If the member shares with multiple friends, the first to claim it will get it.
STEP 3: Claim Credit
The friend opens a link from the message to a landing page, which allows the friend to download the app if they don’t already have it and claim the credit from the app.
App Setup
STEP 1: Share Screen
Add the share screen to your app by creating a layout block or by creating a catalog with button action Share Points or Credit. For the share amount, select fixed to specify the amount, or custom to allow the member to decide.
Note: If members buy credit at the POS, they can also open this screen from the message they get. If members buy credit in their app, they can also open it from the purchase confirmation screen.
STEP 3: Custom Texts (Optional)
From Settings > Override App Text, you can customize any text that appears on:
app share screen
autofilled share message
claim landing page
Rule Setup & Settings
STEP 1: Share Wallet
If the business only has one wallet (i.e., points OR credit), then this will be the wallet used for sharing. If the business has multiple wallets (i.e., both points and credit), then they can specify whether points or credit is shared from Operation > Settings > Point/Credit Settings.
STEP 2: Share After POS Purchase
If you allow members to buy credit at the POS, create a rule to send members a message after their purchase which allows the member to open the share screen:
Trigger: Makes a purchase
Condition: Shopping cart contains at least 1 of the credit item code
Action: Send Push Notification or Open In-App Message with Share Points or Credit button
STEP 3: Confirmation Messages (Optional)
to send push or in-app messages to the sender when they share credit. To allow them to share again with this friend, you can add a button action that opens the Share Points or Credit screen.
You can also create rules to send push, in-app messages, SMS or email to the sender when their friend claims the credit they shared with them, or to the friend when they claim their credit.
You can add dynamic texts to these messages to include the share amount, link, recipient name, sender name or wallet (points or credit).
Logs
From the sender’s profile in the Hub, view logs for when they share credit and when their friend claims it. From the friend’s profile in the Hub, view logs when they claim the credit. These logs include the amount, wallet and recipient name when relevant.
Note: The share log appears when the member taps the Share button on the share screen, even if they don’t continue to share with their friends.
Requirements
This feature is only available for the new gen app, and resubmission is required.
Only members can buy credit and they need the app to share it.
The friend must be a member and app user to claim their credit.
Allowing members to buy credit from the app requires an add-on payment service.
Allowing members to buy credit from the POS requires the Payment/PayWithBudget API call.
View ArticleFor businesses that have a POS integration, you can secure credit/point transactions by requiring members to perform additional steps to verify their identity.
Note: This article refers to credit payments but also applies to point payments at the POS.
Without Verification
If you choose not to use a verification method, member will only need to identify at the POS before paying with credit. To prevent members from identifying using another member’s info, we recommend asking members to identify by generating a 4-digit ID code from the app.
Using Verification Codes
You can require members to provide a verification code at the POS to pay with credit. You can either send them this code by SMS after they identify or allow them to generate it themselves from their app.
Note: If you select Points/Credit for your Quick Pay wallet (see image below), a verification code is not required only if the member identifies using a 4-digit ID code (temporary code generated from their app).
To set up verification codes:
From Operation > Settings > Point/Credit Settings:
Select Yes for Payment Requires Verification Code.
Add the Payment Verification Code Expiration (for how long after the member receives the code that it can be used).
To send verification codes by SMS,select Yes for Allow Auto-SMS Verification.
To allow members to generate a verification code:
Create a layout block with a Pay with Points/Credit at POS. Then add this layout block to a custom screen.
View ArticleMembers can use credit or points to pay for items at the POS and to buy items in the Point Shop.
Note: Each business can decide if payment at the POS can be performed with either credit or points (but not both). Similarly, they can choose if credit or points can be used for the Point Shop. This article will refer to credit, but it also applies to points.
Pay with Credit (POS Integration)
Important Note: To pay with credit at the POS, the POS integration must support the PayWithBudget or payment API call.
Before a member can pay for an item using credit, they need to identify at the POS. To secure the credit transaction, you can require members to perform additional steps to verify their identity.
To allow members to pay with credit:
From Operation > Settings > Point/Credit Settings, select Creditfor Pay with Credit.
Optional: Enter the Pay with Credit Ratio (default is 1).
You can also specify a minimum or maximum amount for each credit payment.
Set up your verification method (recommended).
Receive Credit
Buy Point Shop Gifts
Instead of using points, you can allow members to use credit to buy gifts from the Point Shop. Make sure to select Creditfor Purchase Item from Point Shop from Operation > Settings > Point/Credit Settingsand to allow members to receive credit by one of the methods above (see ).
Note: You can choose to either use credit or points for the Point Shop, but not both. We recommend using points for this module.
View ArticleMembers can accumulate or buy points or credit, or it can be added.
Note: This article refers to credit payments but also applies to point payments at the POS.
AccumulateCredit
Based on their purchases, members can accumulate credit using a rule. For example, for every $1 they spend in the business, they can accumulate $0.10 to their credit.
Top-Up: load credit
Buy Credit
Members can purchase credit directly at the POS or through the app using their PayPal account or credit card. Once a member purchases the credit, it can be added to their balance using a rule.
To allow members to buy credit through the app:
To add credit purchased through the app or POS:
Create an item code in the POS for each credit amount.
Create a rule to add credit when a member makes a purchase containing the credit item code.
AddCredit
Credit can be added to a member’s balance using a rule or one time action. For example, you can add creditto a member’s balance as a joining gift.
View ArticleThe new Home Screen presents only widgetscontainers of data, images and buttons. Clicking on components of the widget will open other relevant screens.
Article Topics:
Add Widgets
Profile Widget
Welcome Message
Point Shop Widget
Auto-Redeem Points Widget
Tiles Widget
Catalog Widget
Add Widgets
From Content > Layout > Home Screen (NEW), add up to 10 widgets in the order you want them to appear. Add only the number of widgets you want and leave the rest empty. You can add the same widget more than once.
Learn more
Profile Widget
The Profile Widget displays member details, benefit count and a custom button (optional). If the user isn’t logged into the app, a Login Now button is displayed instead.
Tapping on a section of the widget opens relevant screens:
Gifts opens Gift List
Cards opens Punch Card List
Points opens screen you specify
Credit opens screen you specify
Name/identifier/image opens Profile
Custom button opens screen you specify
STEP 1 Add Widget
From Content > Layout > Home Screen (NEW), select Profile Widget and then select what to display:
Note:If you select credit, points, punch cards and gifts, then 4 benefit buttons will appear instead of 3.
Component
Description
Image
Member image (when member connects with Facebook), otherwise a ( customizable ) icon
Name
First and last name
Phone/Email
Phone or email (based on which field we have for this member)
Points
Points balance
Note: You can choose to display both points and credit in the profile widget, but only one balance in the Profile Screen (by default, points are displayed). You can display the credit balance there instead by changing the app text parameter. Learn More
Credit
Credit balance
Gifts
Number of active gifts
Punch Cards
Number of active punch cards (including cards that aren’t yet fully punched)
STEP 2 Add Custom Button (Optional)
You can add a custom button to your profile widget to appear in the top-right corner. If you display points and/or credit, you also need to specify which screen to open when the user taps Points (or Credit) since different screens may be relevant for different businesses. For example, you can open the Point Shop, the Point Verification Code screen used for payment, or My Activity screen to show the member’s point transactions. Both these buttons can be specified using a special custom screen. Learn more
Welcome Messages
STEP 1 Create Welcome Messages
Create welcome message from Content > Information > Welcome Messages. All the settings still apply, but the button action will only work if it’s supported by the new app. See Graphic Guidelines
STEP 2 Add Widget
From Content > Layout > Home Screen (NEW), select Welcome Messages and specify these settings:
Field
Description
Width (px)
Image width and height in pixels
Note: The image will be adjusted proportionally for different screen sizes. Learn more
Height (px)
Width Adjustment
Image width can be fitted to the standard widget width (A), or to the screen width (B)
A: B:
Autoplay Interval (Milliseconds)
How long to show each message before automatically sliding to the next (if Autoplay on)
Note: To start, the first message will be displayed for an additional 1.5 seconds
Autoplay
Whether or not to automatically slide to the next welcome message
Point Shop Widget
Encourage members to accumulate more points so they can buy the next rewardthe next Point Shop item they will be able to afford (but is now above their current balance).
STEP 1: Create Point Shop
Create your Point Shop from Benefits > Point Shop (after creating your gifts).
STEP 2: Add Widget
From Content > Layout > Home Screen (NEW), select Point Shop Widget.
Then specify how many next rewards to show in the widget (i.e. Point Shop items that cost more than the member’s current balance).
For example, suppose the Point Shop has items with the following prices: 50, 100, 150, 200, 300 and the member has 100 points. If you select to show the 2 next rewards, then items with these prices will be shown: 50, 100, 150, and 200 (since the member can already afford the first 2 items, it presents an additional 2 “next reward” items).
Note: These items are displayed in an animation, starting from the most expensive.
Auto-Redeem Points Widget
You can encourage members to accumulate more points by automatically redeeming their points for a reward once they reach a certain number (such as a free hamburger for 1000 points). You can now add a new widget to your Home Screen to show members their progress towards their reward.
Step 1: Create Redeem Rule
To automatically redeem points for a gift when members reach a certain balance, create a rule :
When Member
Receives points
Conditions
New balance is greater than or equal to 1000
Action
Redeem Points (1000 Points)
Action
Send Gift (the reward)
Action
Send Push (or another message to notify the member of their new gift)
Step 2: Add Widget
From Content > Layout > Home Screen (NEW), add Auto-Redeem Points Widget (see Widgets ):
Field
Description
Wallet
Which wallet is redeemed in the rule (points or credit)
Layout
Direction that the image is filled to indicate the progress:
Vertical from bottom to top
Horizontal from side to side
Points Needed for Redeem
Number of points needed to receive the gift (same as the rule)
Step 3: Add Images
Progress is indicated in the widget using an image that fills up gradually. The image is empty when the member has no points and full when the member has enough points to redeem for their reward.
From Content > Branding (NEW) > Custom Icons (NEW), add images for the following icons:
[NEW] Auto-Redeem Points - Empty
An image representing the empty state
[NEW] Auto-Redeem Points - Full
An image representing the full state
Note: When choosing your images, keep in mind that they will be overlapped and the “full” one will be revealed gradually to indicate progress. So the empty image must represents an empty version of the full one.
Note: Instead of showing “to get my reward” on the widget, you can specify the reward from the app texts (for example, change it to “to get my hamburger”). Learn More
Tiles Widget
Each tiles widget can contain 1-3 tiles, and you can add up to 3 tiles widgets with different tiles.
STEP 1 Create Custom Screen
All buttons (including icons, titles and actions) are specified using a special custom screen. Since you can add up to 3 different tiles widgets for your app (where each widget can have 1-3 buttons), you can create up to 3 different custom screens for tiles widgets (each defining the buttons for a different widget).
STEP 2 Add Widget
From Content > Layout > Home Screen (NEW), select Tiles Widget. Then select the custom screen you created containing your tiles (ex: Tiles Widget Buttons 1), and the layout (text and icons, icons only or text only).
Catalog Widget
You can add a catalog widget to share your specials, news & updates, photo gallery, coupons, and more. You can fill them with items and add them to your home screen.
Note: It is recommended to use to for catalog with up to 7-8 items.
STEP 1 Create a catalog
FromContent>Information>Catalog
Notes:
Only items are displayed.
Each item has one button.
If items have tags (displaying specific content for matching users)- make sure to have at least one item with no tags to make widget displayable.
Optionally- item can have an action when pressing the image (Custom action when category / Item is tapped).
STEP 2 Add Catalog Widget
FromContent>Layout>Home Screen (NEW)
Image height (px)
Catalog name (the catalog you created in step 1)
View ArticleAllow members to load (top-up) credit directly through the appwhich they can use to pay for purchases at the POS. Encourage members to buy credit in advance by offering it at a discount. For example, let members buy $25 worth of credit for only $20.
How It Works
From their app wallet, the member selects to load their credit balance.
The member selects the credit amount and continues to payment.
After confirming the amount, the member selects a credit card.
The payment is processed and their credit balance is updated.
Requirements
The business must have a POS integration which supports Como payments to actually allow members to pay with credit at the store.
Setup
Create a web view:
Custom Amount:
Base URL
https://payments.onlineorderalert.com/como/payment
Default Params
tmpToken
locationId
Custom Params
paymentFlow - topUp
Fixed Amount:
Base URL:
https://payments.onlineorderalert.com/como/payment
Default Params:
tmpToken
locationId
Custom Params:
paymentFlow - topUp
price - XXX (no signs- Just numbers. No decimal)
Create a catalog:
Create a category for a specific credit amount.
Add an image to this category that tells the member how much credit they will buy and how much it will cost.
Note: We recommend giving them bonus credit to encourage them to load (ex: pay $20, get $25 worth of credit).
You can repeat steps 1-2 to add multiple credit amounts for the member to buy.
Create a layout block that opens this catalog.
Add a wallet screen to the app
Create a rule to add credit to their balance when the payment succeeds (with a condition of the payment amount).
Note: The amount of credit should be the amount promoted on the credit item in the catalog (which can be greater than the amount they actually paid).
View ArticleBoost salesby creating exclusive offers for members to buy through the app and then claim in the business. For example, sell a breakfast for two for $15 or a new TV for $500. Change the offers regularly to keep it interesting and to encourage members to buy in advance so they don’t miss out.
How It Works
The member selects the desired coupon and taps Buy.
The member confirms the payment amount.
The member adds their credit card info (or chooses a saved credit card from their app wallet).
The payment is processed and the coupon is added to their app giftsto redeem later.
Benefits
Reward club members by offering them exclusive dealsthrough the app.
By limiting the amount of time the offer is available, members are encouraged to buy the offer so they don't miss out.
Provide members with an incentive to conveniently and easily purchase items in advance.
Give members the opportunity to increase their purchase with other items when they visit the business to redeem their offer.
Setup
Create gifts corresponding to the coupons you want to offer.
Note: The gift should provide the member something for free at the POS since they will pay for it when they “buy” the catalog item in the app.
Create a web view with the coupon price:
Base URL
https://payments.onlineorderalert.com/como/payment
Default Params
tmpToken
locationId
Custom Params
paymentFlow - payInApp
itemCode - XXX (Your decision which number)
itemName - The name of the item (your decision)
price - YYY (no signs- Just numbers. No decimal)
Note: Add an item code here that will also be used in the rule It should be different than any item code at the POS (ex: appCoupon123)
Create a catalog for the coupons and add a category for each web view:
Attached the catalog to the relevant Layout Block.
Create a rule to send the gift when the payment succeeds (with a condition of the same item code used for the catalog item's payment button).
Note: The item should be the same as the item code that was added in step 2.
View ArticleCustomize your app's color scheme to fit your brand's look and feel. Choose from one of our available color schemes, or create your own color scheme by selecting custom colors for app buttons, text, headers, and backgrounds of various types of screens.
To customize your color scheme:
From the Content tab, click Branding (NEW)and then Color Scheme (NEW).
To choose custom colors for your scheme, here are some notes to guide you:
To change the color, enter the rgba code directly, or click the color box and select the new color.
To control color transparency, set the last value of the rgba code to a valuebetween 0 and 1 (where 0 is completely transparent and 1 has no transparency).
Note: You can also create transparent tiles by checking the Transparent box from Content > Branding > Design(which also blocks you from choosing tile background colors).
Here's an illustration ofwhere each color setting appears:
click Save.
View ArticleMembers can pay for items in the app or store, using credit cards they added to their app.
What are the costs?
In addition to your regular credit card processing fee, there's a fixed cost per transaction (charged by Como directly).
What are the prerequisites?
For in-store payments, the business’ POS integration must support mobile payments. It is fully supported by any POS that implemented API version 4.0 or later. For version 2.8 or earlier, it might be supported depending on their implementation.
How does the business get the money?
Money is transferred directly into your account in the usual way that you receive credit card payments.
Does Como have PCI compliance?
The external platform used to process the payment is PCI compliant. Como does not hold any credit card information.
Does the customer receive receipts or invoices?
It is recommended to send a confirmation of payment by SMS or email. Invoices should be issued by the business.
What types of credit cards are supported?
All the types that are supported by your credit card processor.
For more info please contact our support team: [email protected]
View ArticleCredit can be accumulated, purchased or addedand then used as a form of payment to purchase items from the business (or the Point Shop). This guide explains the ways members can receive and use credit, and how to set up this module for a business.
Why use Credit?
Credit is a great way to bring members back by allowing them to pre-pay for discounts in a business. For example, you can allow members to buy $25 worth of credit for only $20. What’s more, they can use credit to conveniently pay for items in the business with nothing more than their mobile device.
Credit vs Points
Technically, either credit or points can be used to purchase items from the business or Point Shop. Either can also be accumulated, purchased or added. However, in practice, each is more suitable for a different purpose. Here’s what we recommend:
Allow members to accumulate points based on their purchases, and then use points to buy gifts from the Point Shop
Allow members to purchase credit, and then use creditto buy items in the business
View ArticleThe trigger button (claim) can be added to any app button, tile or welcome message. When tapped, it can trigger any rule you specify.
Claim Example
A grocery store wants to provide members with coupons for one-time use. However, they don't want to send them all out as gifts since each member may only be interested in some of the coupons. Instead, they create a catalog of coupons, where each item has a "claim" button. When a member taps Claim, a rule is triggered that sends them this specific coupon as a gift. Then the member can redeem this coupon in the store.
Tag Example
You can also use the trigger button as an internal "like" button, and tag the member based on the items they like. For example, when the member taps Like for a specific type of item (like shoes) or a specific item (like beer), you can tag them with a tag associated with the items. Then later you can send them tailored promotions based on the items they like (such as coupons for shoes or beer).
Specify Your Trigger Button
You can have multiple trigger buttons in the app and for each button, you can trigger different rules when its tapped. To do this,you need to be able to identify which trigger button was tapped. For example, if a coupon is created for beer, we need to know that the member tapped Claim on the beer coupon in order to send them the beer gift.
To specify your trigger button, you need to associate itwith a particular item, asset or tag. Then when you create the rule based on when member taps "claim" button (trigger button), you can add a condition that specifies which item, asset or tag is associated with this button.
Add Trigger Buttons
Add the trigger action to any button, tile or welcome message.
To set up a trigger (claim) button:
Select Trigger Action (or Claim) as the button action.
Select an item, select an asset or enter a tag to associate with this button.
Note: Specify the same item, asset or tag in the conditions of the automation.
Select whether or not to send a pop-up message when the member taps the button. If you select Yes, add a title and message text for the pop-up message.
View ArticleThere are many icon sets which are ready for you to use, mainly when creating layout blocks. You can edit any icon in this set. If you wish to upload a set of your own, contact your Como account manager for instructions.
click here
Some Important Notes
You cannot add a new icon to the set with a different name. You can only assign a new image to an existing icon in the set. For example, you can add a new image to the icon named icon_gift_color. Make sure not to replace an image for an icon whose original image you'd like to also use in the app.
If you can't see the current icon images,it's because you selected an icon set from Content >Branding > Design that's white. Select a set that's another color to see the icon images you plan to replace.
You can combine icons from various sets. For example, if the icon forthe back button is white and the header is white, you won't be able to see it in the header of the Home Screen. If you'd like to keep a white set for the other icons, you can replace only the icons appearing in the header. For more, .
Add Custom Icons
To add custom icons:
From the Content tab, click Branding (NEW)and then Custom Icons (NEW).
To replace an icon in the set, click Choose Image and upload your new icon.
Click Save next to the new icon.
Combine Icon Sets
To combine icons from different sets:
From Content > Branding > Design, select the icon set containing the icon you'd like to use ina different set.
From Content > Branding (NEW)> Custom Icons (NEW), right-click the icon you want and click Save image as... to save the icon on your computer.
From Content > Branding > Design, select the icon set you'd like to add the icon to. Then click Save.
From Content > Branding (NEW) > Custom Icons (NEW), add the icon set you saved to replace the corresponding icon from the set. Then click Save.
View ArticleAdd a side menu to give app users quick and easy navigation from any app screen. The side menu is opened from a hamburger icon in the app header, and you can choose which app screens or actions are linked to this menu.
Add layout blocks
Setup
To add a side menu:
From Content > Branding > Design: select Use side menu under Navigation type. Then click Save.
From Content > Custom screen > add aSide Menu screen:
Screen Title: SideMenuContent Specify Buttons for New Gen App: Side Menu Buttons.
A. Select a layout for the side menu.
to the tiles (which are items in the navigation list)
Note: By default, the first block is Home. You can add up to 7 blocks. If you want to add less than 7, select Empty Block for the tiles you don't want to use.
Then click Save.
Left vs Right Side Menu
Whether the side menu opens from the left or right side of the screen depends on the direction of the app language:
LTR (left-to-right) apps, such as in English, have a left side menu by default
RTL (right-to-left) apps, such as in Hebrew, have a right side menu by default
This default, as well as the default text size of the menu, can be overwritten by request.
View ArticleTo comply with the GDPR and other privacy regulations (Know Your Data), members can request a report of the data collected on them since they joined the program (or downloaded the app)such as member details, member activity, and purchase history.
How It Works
Member enters the Data Portability & Report app screen (from the new profile layout).
Member confirms or enters an email address for receiving the report.
Member automatically receives a data report by email within 7 days.
Notes:
The email address is autofilled if we have one (such as from the registration form). The member can enter a different address here instead, however, it will only be used for sending this report and the email in their profile won’t be updated. If the format of the email is invalid (such as name@email), the member will not be able to submit the request.
Although there is no technical limit, we guide the member to request the data report up to once per month (or anytime if they also request to be forgotten).
Data Report
The data report is sent in an email which contains links to 3 different files: member details, user actions, and purchase history. This email is sent to the member, the business (and other feedback email addresses), Como support, and Como legal. All these emails are paid by the business.
Reports are in English, except for the business specific text which is translatedsuch as gift names or names of registration form fields. The date/time in the files are according to the business time zone.
Member Profile in Hub
If the member asks for a data report in other ways (such as via app feedback, or directly from the business), an option is available to send the report manually to the member from Find Members.
Note: There’s a permission tag for this button, but the button is displayed by default.
New logs can also appear in the member profile:
Member requested a report of their data *
Data report was sent to the member
Failed to send data report to the member
*only appears when member requested it via the dedicated app screen
View ArticleTimes are displayed according to different time zones in the Como Hub, depending on whether the action is related to members or to the Como Hub.
Member Related Actions
Member related actions are actions that are perform by the member (in the app or business) or by someone else (such as an employee) on behalf of a member. This includes redeeming gifts, making a purchase, punching a punch card, etc. A log of these actions can be found in a member profile (from Find/Filter Members) under Latest Logs. These times are displayed according to the time zone of the location where the action was performed.
Como Hub Related Actions
Como Hub related actions include actions performed by Como Hub users such as exporting a report from Filter Members. The time log of these actions is displayed according to the time zone of the browser that’s used to view the log. For example, if a Como Hub user exports a report at 10:30am, another Como Hub user in another time zone will view the same log according to the time zone of their browser (for example, 12:30pm).
View ArticleYou can manually register new members directly from the Como Hub. This is especially helpful in cases wherecustomers don't have a smartphone and can't register themselves.
To register new members:
From the Top Menu, click Create New Member:
Enter the relevant details and click create member.
View ArticleMembers can access their loyalty account directly from the business websiteanytime they want. The customer portallets customers register to the program, log in to their account, view their benefits and purchase history, update their details, and even buy gifts from the Point Shop. This allows businesses to launch their loyalty program before their app is ready and allows members to access their account without an app.
Note: Paid registration is not supported through the Customer Portal.
Setup
The following is required to set up your customer portal.
STEP 1: Specify Features
You'll need to decide which features to include in your portal and tell your Como account manager:
If to allow registration via the portal
Which rewards to display from the following:
Point shop
Punch cards
Credit or points (one or both)
If to display the My Activity screen which includes purchase history and point transactions
If to give the option to log in via plastic cards/membership number (only for migrating programs)
For Como Account Managers: Give this info to the integration team, with the business name, Location ID and API Key.
STEP 2: Colors, Images & Text
All colors and logos are automatically taken from the colors specified for your app (via the Como Hub)ensuring that your customer portal is branded to the colors of your business.
Images for your benefits are also taken from the Como Hub (chosen when the benefit is created). For the best user experience, the following sizes are recommended:
Benefit Type
Width
Height
Gift
460 px
290 px
Punch Card
500 px
484 px
Point Shop Item
477 px
557 px
All text that appears in the customer portal can be customized in the usual way. However, note that some of the text that appears in the customer portal also appears in the app (so changes you make may affect both). See Customize App Text
STEP 3: Business Website
The business must add a link to the customer portal to their website. Contact Como for this link.
NOTE: For clubs that previously required membership cards before migrating to Como, additional steps may be required. Learn More.
View ArticleBenefits can be free products or services, discounts on a specific item or the entire purchase, or any other promotions the business creates. At the POS, members can receive benefits when they perform any of these actions:
Redeem gifts
Redeem punch cards
Use deals
Benefits can be defined by ususing discount types, or they can be defined by the POS usingitem codes or deal codes.
Discount Type
You can define the benefit directly in the Como Hub, instead of in the POS. This benefit provides a discount on the entire purchase (not only specific items) and the discount can either be a fixed amount or a percentage.
Fixed Amount: For Discount Params Sum, enter the amount you'd like to discount off the purchase (such as $5).
Percent: For Discount Percent, enter the percentage such as 5 for 5\%. You can also limit the amount of the discount in limit. For example, if the discount percent is 10\% and the limit is $20, a member who purchases items totaling $300 will receive a discount of $20 instead of $30.
Item Codes
When item codes are used to represent a benefit, they can only be used to give a specific item (product or service) for free or at a discounted price.
For Gift Item Codes (in POS), enter the item codes for the benefits you'd like to give your member.For example, enter the item code forfree coffee.
Note: You can add multiple item codes. For example, the business can offer more than one benefit, or if the business uses more than one POS company, each POS company will have a different item code for the same benefit.
Deal Codes
Deal codes activate the POS's promotion system and can represent benefits that are more sophisticated. For example, 5\% off lighting or get a free tie with the purchase of any shirt.
For Gift Deal Codes (in POS), enter the deal codes for the benefits you'd like to give your member.
Note: You can add multiple dealcodes (for different benefits, or for different POS companies a business uses).
View ArticleWelcome messages are displayed on the Welcome Slider, the biggest tile on your app's home screen. Theycan be images (with or without titles)or clickable images, where an action is performed when the image is tapped. For example, welcome messages can open any app screen such as a catalog of specials, a specific punch card or a social media page.
button action
To add welcome messages:
From the Content tab, click Information and then Welcome Messages.
To display only the image (instead of both the image and title), select Yes for Display only images?and then click Save.
Note: We recommend this if the image itself already contains text.
Click Add Welcome Message.
Fill in the following fields:
Field
Description
Choose Image
Add an image. See graphic guidelines
Title
Choose a title that fits the image, and the screen that it links to (or action performed when tapped). For example, if you choose the image of an item from your catalog, write "See our new specials". This message can then link to the catalog.
We recommend adding a title with 3-5 words, that fit in one line.
Restrict access only to members?
To allow only members to view the content of this tile when tapped, select Yes. We recommend this if the welcome message links to a screen you want to restrict (such as the Rewards Screen). Then when non-members tap this tile, a pop-up message is displayed asking them to join.
Publish Status
Published items are shown in the app, while hidden items are not.
Type and press Enter (Tags)
Add view tags if necessary. For example, if the welcome message is tagged "Students", only members tagged "Students" will see it.
Add a, to set what happens when the welcome messageis tapped.
Click Save.
To reorder the welcome messages, drag them to their desired position and clickSave Item Order.
View ArticleFrom the Campaign Center, create deals to automatically apply during checkout at the POS. Create basic discounts (like 5\% off the purchase, or a free coffee), or advanced discounts (like BOGO,3 shirts for $20, spend $100 get $20 off, etc.).
Article Topics:
Create Advanced Discounts
Examples
Create Advanced Discounts
Create advanced discounts from the Buy/Spend X, Get Y option. There are 2 parts to the discount configuration:
In part A:Specify all the items (or spend) that relates to the discountboth the items that make them eligible to receive the discount and the items that will actually be discounted. For example, for a "buy 1, get 1" deal, specify 2 items here.
In part B:Specify the discounts that will apply to the items in part Aeither to all the items in part A or specific items in part A. By default, every time that part A appears in the purchase, part B will apply (unless you specify a limit).
Learn more about specifying items here
Examples
Here are some common discounts.
Example 1: BOGO on Cocktails
Example 2: Spend $100, Get $20 Off
Example 3: Buy 3 Shirts for $20
Example 4: Buy Hamburger, Fries & Drink for $20
Example 5: Buy Shampoo, Get 2nd for $1
Example 6: Buy Main Course, Get Kids Meal for $1
View ArticleCreate and manage all your campaigns from your Campaign Centerincluding automated rules, discounts and rewards, and one-time actions on member segments. Your Campaign Center is available from the Create Punch Cards for Campaigns tab in your Como Hub.
Article Topics:
Campaign Overview
Activity Types
Create Campaigns
Campaign Overview
Organize your business activities into different campaigns as you see fit. Here are only some examples of campaigns:
Joining Campaignfor activities related to new members that join like joining gift
Basic Program Rewardsbasic loyalty scheme like punch card rules, point accumulation, & general benefits
Holiday Promotionsspecial offers and deals for a specific holiday
July Offersspecial seasonal benefits
VIP Specialsspecial deals for a specific member segment
Win-Back Campaignspromotions targeting members who haven't visited in a while
New Summer Collection 2018promote new products
Activity Types
There are different types of activities you can add to each campaign and there's no limit for how many you can add.
Activity Type
Description
Example
Rule
Automated rules to perform actions when a specific trigger occurs
When a member makes a purchase in July and spends over $100, give them a gift with a coupon for their next visit, along with a push
Deal
Discounts which are automatically applied to the purchase during POS checkout if the terms apply
10\% off the purchase; 3 shirts for $10; buy 1 get 1 on cocktails; for each $100 you spend, get $20 off, and more
One-Time
One-time actions performed on a member segment you create from your Data Explorer or directly from the Campaign Center
Send a coupon for a new soft drink to all members who purchased soda in the last month
Punch Cards
Reward members for repeat purchases
Buy 8 coffees, get the 9th for free
Create Campaigns
You can create campaigns directly from scratch, or you can use the Goal Wizard to choose a recommended campaign based on your business goals, which will be automatically created for you with one click.
To create a new campaign from scratch:
From the main page of theCampaign Center tab, click + Campaign.
Enter a name for your campaign.
Click + Activity to start adding activities to your campaign.
For more on the different activites:
Create Rules
Create Deals
Create One-Time Actions
View ArticleFrom the Campaign Center, create deals to automatically discount a member's purchase during checkout at the POS when terms apply. Unlike gifts, deals are automatically applied without the member having to request it and they can be re-used. For example, give members:
10\% off their purchase
BOGO deal on cocktails during happy hour
3 shirts for $20 for students, in July
$10 off their purchase for every $80 they spend
Kids meal for $1 when they buy 2 main courses
Article Topics:
Create Basic Deals
Create Advanced Deals
View Deal Analysis
Create Basic Deals
To create a basic deal:
From your campaign, click + Activity and then Deal.
Learn more about cases
Select a template from the template library, or select to start from scratch.
Enter a name for your deal and optionally, add a description.
Note: You cannot have more than one deal with the same name.
Optional: Add deal terms(conditions for when they will apply).
For example, specify member segments, dates, days, times, or other conditions based on their purchase (like location, minimum spend, etc.). If you want the deal to apply each time specific items or quantities appear in the purchase, configure this in the discount itself instead of in the terms.
Specify the discount of the deal.
Discount Options
Description
On entire purchase
Give a fixed amount off or percent off the entire purchase. You can also exclude certain items from the discount and limit the total discount amount of a percent discount.
Note: If the discount is configured on the POS itself using item codes or deal codes, you can specify this discount here.
On specific items (or free item)
Give a discount on specific items: amount off, percent off, special price or free item.
By default, the discount will apply to every item. For example, if you give $2 off coffee, they will receive $2 off each coffee in the purchase. However, you can limit the number of times the discount is applied within each purchase, and limit the total discount amount.
Buy/Spend X, Get Y
Give advanced discounts on a combination of items or spend: amount off, percent off, special price or free item. Learn more
Unlike the 2nd option, here you can create discounts that apply:
to a group of items together (such as a new price for a bundle of items), or
each time that a specific quantity or spend appears in the purchase (like BOGO)
To activate your deal, click Activate.
Note: You also have the option to save it as a draft if you're not ready to activate it. You can also save it as a template to reuse again later.
Create Advanced Deals
You can create advanced deals by adding cases, or advanced discounts (Buy/Spend X, Get Y).
You can split your deal to several cases to give different discounts in different scenarios. For example, you can give different discounts for different business locations, different days of the week, times of day, or member segments (such as student or VIP).
View Deal Analysis
View KPIs of deals to measure their successsuch as how many times a deal was applied and for how many distinct members.
Notes:
For POS’s that implemented API version 2.8 and earlier, these KPIs are estimates. A deal is counted as applied if it’s calculated for a member (GetMemberBenefits API call), and then a purchase is submitted for the same member (SubmitPurchase API call).
KPIs don't include when existing deals were applied before the feature was released (before Nov. 19, 2018)
View ArticleFrom the Campaign Center, you can create campaigns based on your business goals, which have proven business results. For example, you can create campaigns that drive spend, or promote slow or new locations.
To create campaigns based on your goals:
Select the Goal Wizard tab from the home page of your Campaign Center.
Select your goal.
Select which campaign to use to achieve this goal, and click Create.
The campaign is automatically created, with all the relevant business activities as drafts.
Customize it according to your needs:
Edit the campaign name if needed.
Click the activity and add missing details. For example, you may need to specify the gift, amounts, dates, etc.
Activate the activity.
View ArticleFrom the Campaign Center,manage all your campaigns from one placeincluding automated rules, discounts and rewards, and one-time actions on member segments. Your Campaign Center is available from the Filter & Sort Campaigns tab in your Como Hub. Learn about creating campaigns
Article Topics:
Manage Activities
Manage Campaigns
Manage Activities
From the home page of your Campaign Center, view key details of each activity including the status.
Status
Description
Active
Activity is within the validity periodthe rule and deal will apply if the conditions are met
Future
Activity start date is in the future
Completed
Activity end date has passed (or the one-time action was initiated)
Stopped
Activity was manually stopped (such as before the end date)
Draft
Activity was saved as a draft and has not yet been activated
From the activity page, you can change the start and end date. From the home page, you can:
Add a new activity to a campaign
View activity details: when and which users created it, first activated it, and last modified it
Move activities to different campaigns
Stop a campaign that was activated
Manage Campaigns
From the home page, you can rename your campaigns and archive/unarchive campaigns.
Note: You cannot archive a campaign with Active or Future activities. You'll need to Stop the activities first. If you unarchive a campaign, all the activities will be automatically re-activated.
Filter & Sort Campaigns
From the home page, filter which campaigns and activities are displayed according to the activity type and status, you can view only one activity or only one status. By default, all archived campaigns and completed activities are hidden. You can also sort your campaign according to creation date.
View ArticleWhen creating a deal, rule, one-time, or gift in your Campaign Center, start from scratch or choose a template from our rich template library. You can even add your own templates to use again later. Templates not only provide a faster and easier setup, they can give you great ideas for activities to create.
Article Topics:
Load Templates
Create Templates
Edit or Delete Templates
One-Time Templates
Load Templates
To create an activity using a template:
After selecting to create an activity, choose which template you'd like to use:
After the template is loaded, customize it according to your needs.
For example, add relevant details like which benefits, which items for discounts, which locations, which days, etc.
Once you're done customizing it, click Activate.
Note: You can also save it as a draft, or even click Save as template to create a new template based on your customizations.
Create Templates
To create a new template:
When you create a deal or rule, click Save as template to save it as a template.
Enter a template name and description. Then click Save.
If you're ready to use it now, click Activate. In any case, your template is added to the template library, which you can see when you select to create an activity.
Edit or Delete Templates
From the template library, you can edit the template name or description, or delete a template.
You can edit the template itself by loading it, making changes and then clickingSave as template. To edit your existing template click Replace. To create a new template, click Save as new template.
One-Time Templates
One-time activity templates cannot be created for a predefined group of members. Otherwise, each time the template is used, the action will be performed on the exact same members. When creating a template, specify your filter criteria and click Save filter criteria. When you are ready to use the template, click Filter Now to select the exact members who meet your criteria.
View ArticleWhen you create a rule in the Campaign Center, you start by specifying the trigger for the rulewhen the action should occur. For example, when a member makes a purchase or when a member joins the program.
Under When Member,select the trigger from the drop-down, or click see all member actions to view the complete list.
Note: Certain triggers appear disabled if they are not available (for example, if your POS doesn't support it, or if you don't have the feature set up for your business).
Article Topics
Purchases & Payments
Benefits
Membership
App
Connectivity
Invite Friends
Create Friend Referral Campaigns
Purchases & Payments
Trigger
Description
Makes a purchase
When members make a purchase in the store or app
Example: Send a "thank-you" push after a purchase, also letting members know they accumulated points. Or punch a punch card after every purchase of a certain item, etc.
Pays with points at the POS
When members pay with points at the POS
Example: Send a special gift when members use more than a certain number of points.
Pays with credit at the POS
When members pay with credit at the POS
Example: Send a special gift when members use more than a certain amount of credit.
Pays with app credit card
When members pay with a credit card they added to their app walleteither as payment at the POS or for purchases in the app
Example: Send a push to tell members their credit card was charged, or send a coupon that they purchased in their app.
Pays with PayPal
When members pay with PayPal for purchases in the app
Example: Send a coupon that they purchased in their app.
App credit card payment is declined
When members try to pay with a credit card added to their app wallet but the payment is declined
Example: Notify members with a push if their payment did not succeed
PayPal payment is declined
When members try to pay with PayPal in the app but the payment is declined
Open purchase event
When members start a purchase but didn't yet pay (and submitPurchase API call is sent with a status of "open")
Note: This depends on if and how the POS implemented it.
Benefits
Trigger
Description
Receives a benefit (gift/punch card)
When members receive a gift or punch card from a rule (or automation), from Find/Filter Members, or from the Point Shop
Example: Give a free punch on every new punch card they receive, or send them an in-app message to let them know about a new benefit you sent them.
Redeems a benefit
When members redeem a gift or punch card during their purchase at the POS (once the purchase is finalized)
Example: Send a new gift or punch card when the last one was redeemed, or upgrade the member's coupons after each redemption.
Buys a gift from Point Shop
When members purchase a gift from the Point Shop using points (or credit depending on your settings)
Example: Send members who buy certain items in the Point Shop some bonus points to encourage them to start accumulating more points.
Punches a punch card
When members punch a punch card (where the specific card can be defined in the rule conditions)
Example: Send an in-app message after the last punch to remind members to redeem their benefit, or after the Xth punch to encourage members to continue punching because their reward is just around the corner. You can also create a deal that gives members a free punch for every two punches.
Overflows punch card
When members receive more punches for their purchase than they have left in their punch card
Example: Send members who overflow their punch card all the extra punches on their new punch card
Receives points
When members receive points for a purchase or another activity (or buy points directly)
Example: Send a push to a member with their new point balance, or send a surprise gift when they receive more than a certain number of points.
Uses points
When members use points to buy an item from the Point Shop or as payment at the POS
Example: Send a push to a member with their new point balance, or send a surprise gift when they use more than a certain number of points.
Receives credit
When members receive credit for a purchase or another activity(or buy credit directly)
Example: Send a push to a member with their new credit balance, or send a surprise gift when they receive more than a certain amount of credit.
Uses credit
When members use credit to buy an item from the Point Shop or as payment at the POS
Example: Send a push to a member with their new credit balance, or send a surprise gift when they use more than a certain amount of credit
Membership
Trigger
Description
Joins the program
When new members join the programsuch as through the app, POS, website, or Hub
Example: Send new members a joining gift, punch card or push saying "Welcome to the program!".
Updates membership details
When members fill out or updatea certain field in their registration form, or enter a certain value for a field in their registration form.
Note: You can limit this trigger to occur only the first time they register, or only whenupdate their details after registering.
Example: Send a different joining gift to different groups of members (a free glass of wine to members 18+ and a free glass of orange juice to members under 18). You can also tag members based on their home branch and send personalized deals based on their home branch.
Has a birthday
When a member has a birthday (either exact date or their birthday month) Learn More
Note: You need to have the birthday field on your registration form.
Example: Send members a push and a special treat on their birthday
Has an anniverary
When a member has an anniversary (either exact date or their anniversary month) Learn More
Note: You need to have the anniversary field on your registration form.
Example: Send members a push and a special treat on their anniversary
Tagged
When a member is tagged (from a rule or from Find/Filter Members)
Example: Send members that are tagged VIP a push about all the benefits VIP members receive.
Untagged
When a member is untagged (from a rule or from Find/Filter Members)
Consented to T&C
When members consent to program terms and conditions
Example: Give members their joining gift only after they consent to terms, or send members a bonus gift once they consent to terms.
Note: When members register through the app registration form (whether it's in the app or business website), the member automatically consents when they register. However, when members register in other ways (such as auto-registration at the POS), they need to consent through a link they receive by SMS or email. Learn More
App
Trigger
Description
Opens the app
When members open the app
Note: Use this trigger wisely, otherwise it can negatively effect their user experience.
Example: Send members a coupon or in-app message that directs them to the Rewards screen.
Installs the app
When customers intall the app, whether or not they're registered as members
Example: Send a push about the joining gift they'll receive once they register as members.
Fills out a form
When members fill out a form or survey (this can be limited to one time per member)
Example: To encourage members to answer a survey, send them a gift when they complete it.
Taps Claim button
When members tap a button in the app that was assigned the action: Trigger Action (or Claim)
Example: Create both a catalog item (with a "Claim" button) and gift that correspond to the same coupon. Then when the member taps "Claim" on the coupon (from the catalog), send them the corresponding coupon as a gift.
Enters a coupon code
When members enter a coupon code through the app.
Note: Which coupon codes trigger this automation is defined when creating the coupon codes(from Benefits> Codes).
Example: When members enter coupon codes, send them points, punches or gifts along with a push.
Connectivity
Trigger
Description
Receives a beacon signal
When a beacon signal is sent to Comotriggered when a member enters, or leaves the area of the business
Note: This trigger is only available for businesses that install beacons.
Example: Send members a push or a special promotion when they enter the store.
External event submitted
When an external event is submitted by a 3rd party that implements the submitEvent API call
Unsubscribes from SMS
When members tap the unsubscribe link in a text message (SMS) or when they uncheck the Allow SMS box that can appear on a registration form
Invite Friends
Trigger
Description
Joins with a friend invite code
When a member joins the program using an invite code they received from a friend who referred them (see )
Example: Give members that join via friend referral an extra reward (such as bonus points)
Note: This only applies if the invite code is entered into the registration form at the time they registered
Invited a friend who joins
When a member invites a friend that joins the program. This is triggered when the invited friend joins the program, and not when the friend is invited.
Example: Give members that successfully referred their friend a special reward, such as bonus points or a coupon.
View ArticleWhen you create an activity in the Campaign Center, you can split it into several cases to perform a different action or discount for different scenarios. For example, give:
Punch cards for beer to members 18+ and for coffee to younger members
Different discounts for different days of the week, or hours
Students 15\% off their purchase, and other members 10\% off
Different joining gifts for different locations based on the member's Home Location
Article Topics:
Create Cases
Manage Cases
Create Cases
To split an activity into several cases:
From the activity, click Split to several cases.
Optional: Enter a case description.
Select the condition for when this case should apply.
Important Notes:
Only one case can be applied for each activity. If the conditions of multiple cases are satisfied, the first case will apply.
If you add general conditions in the "When" section, these conditions will apply to all cases.
If you add multiple conditions for the same case, all conditions must be satisfied for the case to apply.
Add the action or discount for this case.
Click Add another case and repeat the configurations above.
Note: When you add another case, it is automatically created with the same type of condition as the first. However, you can delete this condition and add a different one if needed.
Manage Cases
You can manage the cases you created as follows:
Cases can be displayed as a summary or in detail. Click Expand all to view all the cases in detail or click Collapse all to view them in summary view.
Click Cancel split to cancel the different cases (but note that all the cases will be deleted and you'll have to re-configure the action).
Use the arrows to change the case priority, since the order of the cases is important. The actions of only the first case that applies to the member is performed. For example, suppose Case 1 applies when a member spends over $100, and Case 2 applies when a member spends over $200. If a member spends $300, then Case 2 should apply. But if Case 1 is before Case 2 in the list, Case 1 will apply since $300 is over $100.
View ArticleWhen you create a purchase-based rule in the Campaign Center, you can perform an action multiple times for the same purchase according to the quantity or spend of items in their cart.For example, give members a punch in their punch card every time an eligible item appears in their purchase, or give members a coupon for their next purchase for each $50 they spend.
Article Topics:
How It Works
Examples
How It Works
Actions that can repeat for the same purchase are configured in Repeat Mode(except for point accumulation, which is configured in Simple Mode).
In the example above, the member will get a free coffee mug for each $100 they spend. So if they spend $250 in one purchase, they will get 2 mugs. In general, every time A appears in the purchase, B will occur.
Note: Certain actions, like sending a push, will only occur once even if they are configured in Repeat Mode.
Examples
Here are some examples:
Example 1: Get a punch in the punch card for each coffee
Example 2: For each 5 items you buy from cosmetics, get 2 free mugs.
Example 3: For each $100 you spend on cosmetics, get a free mug.
View ArticleWhen you create a rule in the Campaign Center, you start by specifying when the rule will apply by choosing a trigger. You can drill down even more by adding conditionsbased on date and time, days and hours, membership, purchase, and more.
Article Topics:
Condition Types
Create Conditions
Multiple Conditions
Learn more
Condition Types
For all rules, you can specify the following types of conditions:
Membership includes member details like member tag and point balance Learn more
Date and Time on which date and time the trigger occurs Learn more
Days and Times on which day of the week and times of day the trigger occurs
Based on the trigger you choose, different conditions are available.
Purchase purchase details like total spend, items in the shopping cart, location, etc.
Benefit which benefit, or price of a Point Shop gift
Punches how many punches will be in the card after it's punched, and whether or not it was the last punch
Points how many points the member received/used, and the new balance
Credit - how much credit the member received/used, and the new balance
Form which form was filled out
Claim which catalog item, benefit or tag was associated with the "Claim" button
Beacon Signal identifiers for the beacon and what type of event occurred
Payment payment amount, payment flow for in-app credit card, and item code specified for the payment button
Tag - which tag the member received or was removed
External Event related to external events submitted
Updated Membership Details - which member details were updated and from/to which values
Create Conditions
You can create a condition by choosing a field, operator and value. For example:
Different operators are available for different types of fields. In cases where you can specify multiple values for a field, press Enter after each value:
Multiple Conditions
If you add multiple conditions, then ALL the conditions must be satisfied for the action to occur.
Example 1:Member spends over $100 at specific locations
Example 2: Member is both a student and a VIP
View ArticleWhen you create a rule or deal in the Campaign Center, you can choose to apply it to specific members. For example, you can apply it only to members with a specific tag such as students, VIPs, or members that haven't visited in 2 months.
By default, rules and deals apply to all registered members.
However, you can click to change it to apply to all members (which also includes Pending members who haven't completed their registration payment, andNon-Registered App Users), or to specific members.
You can specify members according to different member attributes. The attributes that you can choose from are the ones in your registration form and additional system ones like tag, if they allow SMS, etc.If you choose multiple member attributes, then ALL of them must be satified for the activity to apply to a member. For example, the member is tagged student AND is an app user.
You can also specify the membership status (i.e., registered, pending, or non-registered app users). For example, if you want to send an in-app message to users that installed the app but haven't yet registered, you would need to apply the rule to non-registered app users. Or if you want to register a member that paid for their membership, you would need to apply the rule to pending members.
View ArticleWhen you create a rule or deal in the Campaign Center, you can choose to apply it to specific days, dates and times. For example, you can apply it only in July 2018, on Sundays from 3-5pm.
By default, rules and deals apply anytime.
However, you can click to define specific times.
For example, you can apply it during August 2018, Mon-Fri at 12-6pm and Sat-Sun at 3-5pm:
View ArticleWhen you create deals or purchase-based rules in the Campaign Center, you can specific conditions based on the purchase.
Purchase Fields
Field
Description
Shopping cart
Quantity of items contained in the shopping cart
Total spend
Total amount spent on the purchase
Spend on specific items
Total amount spent on specific items in the purchase
Location ID
Identifier of the location (branch) where the purchase occurred
POS ID
Identifier of the POS "terminal" where the purchase occurred
Purchase tags
Tags sent by the POS for a purchase (depends on what the POS sends)
No. identified members
Number of members that identified on this purchase
Order type
Type of transaction such as take away, dine in, or delivery (depends on what the POS sends)
Purchase source type
Origin of the transaction such as POS, Website, or App (depends on what the POS sends)
Purchase source name
Integrator name, such as POS name (depends on how it's sent)
Mean of payment
Methods used to pay, such as credit card, points, cash, etc.
Important Notes:
Values must be entered exactly the way the POS sends them. Check with Como Support Team if you are not sure how.
If the member pays with different means for the same purchase (ex: points and cash), the rule still considers the entire purchase amount and not only the amount paid by a specific means of payment. For example, if you give different accumulation rates for cash and the member uses both points and cash for the same purchase, the accumulation rate applies to the entire purchase amount and not just the amount paid using cash.
Probability
It can be used only when splitting into cases in rules and one-time activities.
This allows sending different actions based on probability. For example: when members have a birthday, send them a scratch card 40\% will receive a 15\% off voucher while 60\% will receive a free dessert.
Notes:
You can use this capability for A/B testing.
It is not built to support stocks.
When having more than 2 cases (e.g: 70\% & 30\% probabilities), The \% of probability that you need populate in each case the actual probability you want. e.g: you want to split the population to: 50\%, 25\%, and 25\%: case 1: 50\%, case 2: 50\% (50\% from the 50\% population after case 1), case 3: 100\% (what's left from the population).
Condition Examples
Example 1:Member buys at least 1 coke
Example 2: Member spends at least $100
Example 3: Member spends at least $50 on appliances
Example 4: Member purchases at a specific location
Example 5: 50\% of the members will get 50 points, 25\% will get coffee, and 25\% will get SMS.
View ArticleWhen you create a rule, gift or deal in the Campaign Center, you can choose to apply it to specific items or saved groups of items. For example, you can specify items for purchase conditions, discount configurations, or repeated actions in a purchase-based rule.
Article Topics:
Item Codes or Department Codes
Saved Groups
Advanced Criteria
Item Codes or Department Codes
You can specify items by entering the item codes or department codes directly, or pasting them from Excel.
Saved Groups
You can select from a list of saved item groups.
When you specify items using item codes, department codes, or advanced criteria, you can save the items as a group to reuse later by clicking Save as a group. You can later edit or delete an item group from the icons that appear when you hover over a group in the list.
Note: If you edit or delete an item group, it will effect all the activities that use this group.
Advanced Criteria
You can specify items using advanced criteria based on the item code, item name, item tag, item price, department code, or department name. If you add multiple conditions, you can choose if the items in the group need to satisfy all the conditions, or any (i.e., only at least one) condition.
Note: When adding values (except for price), make sure to press Enter after each value.
Example 1: Items from a specific department except for certain items (such as all appliances except ovens)
Example 2: Items from a specific department plus some items from another department (such as electronics and shampoo)
Example 3: Items from a specific department, over a certain price (such as exclude free items).
View ArticleFrom the Campaign Center, you can perform actions on members using an automated rule, or using one-time actions.
Article Topics:
Communication
Membership
Benefits
Other
Learn more
Communication
Test to myself
Check the content and the structure of your communication message before you send them to your members by using "Send Test" button:
Notes:
This capability is available only for SMS and E-mail actions.
The SMS can be sent only to a phone number that is related to the business’s country code. For example, for a business that set-up in the US (country code 1), it will possible to send test SMS only to a US mobile provider number.
Add your phone number and e-mail to your Hub user, so that the system can auto-populate it for you (Go to User Option drop down on the Hub header and select “My Hub Preferences”).
The SMS can be sent only to registered members in the business that allows marketing communication.
Action
Notes
Send Push Notification
Enter the message text.
Select which action should occur when the member taps the message. For example, if you are sending a gift, you can display the gift by choosing Open Specific Benefit.
If the app is already open, the push displays a button. Specify the button label.
You can add an inbox to the app (such as in the member's profile) so that they can refer back to messages later. Choose whether or not to save the message to the app inbox (if you added one).
Open In-App Message
Even if the rule trigger occurs, the message will only appear after a specific app action occurs. Select which actions can trigger the message to appear.
Add the title and message text.
Select an action for the message button (and button label if applicable).
If the rule is triggered but the app action doesn't occur within a certain period, you can cancel the message since it may not be relevant by then. Select the number of days to wait before canceling the message.
You can add an inbox to the app (such as in the member's profile) so that they can refer back to messages later. Choose whether or not to save the message to the app inbox (if you added one).
Send SMS
Enter the SMS message. The SMS service provider and sender name is set from Operation > Settings > External Servicesand the country code mustset from Operation > Settings > App Settings.
Note: If the message is over a certain length, you'll be charged more than once for each message. You'll be charged only once for messages which contain less than 160 basic characters (i.e., no Hebrew or other special characters). When estimating the length, take into account the unsubscribe text and dynamic text (like member's name) if you added it.
Send Email
Select the email template that you created from Content > Email Templates. The following additional fields are shown but cannot be edited here:
Subject: taken from the email template
From: taken from the email settings
Content type: whether the email is image, image + text or HTML
Membership
Action
Notes
Register Member
Register members who aren't automatically registered by submitting the registration form. For example, register members that successfully pay for their membership. Make sure the specify that the rule applies also to Pending members (and not just registered).
Update Membership Details
For programs that use expiration, extend a membership expiration date when a member registers/renews their membership (for example, when they purchase their membership).
Tag Member
Enter the tag (only one tag). To add multiple tags, you need to add multiple actions.
Untag Member
Enter the tag (only one tag). To add multiple tags, you need to add multiple actions.
Benefits
Action
Notes
Add Points
Give members a fixed number of points, or a custom number of points depending on their purchase. You can specify the custom number in 2 ways:
By rate (Ex: Add 1 point for each $1 spent)
By percent (Ex: Add 5\% of the purchase total)
For custom number of points, you can also specify different point accumulation for different items, exclude certain items or means of payment from accumulating, and the wallet if a business uses multiple wallets (i.e., both points and credit).
Send Benefit
Select which gift or punch card to send.
Punch a Punch Card
Select which punch card to punch.
Note: In Simple Mode, each punch card will be punched a fixed number of times (only once by default). Use Repeat Modeto provide punches to the member each time they buy the eligible item (for example, if they buy 2 coffees, they'll get 2 punches).
Other
Action
Notes
Export Event
Send data to 3rd party systems, that can then use the data to perform actions externally. For example, inform a CRM when a new member joins the program.
View ArticleWhen you create a rule in the Campaign Center, you can specify how many times this rule can be applied to each member in general, and/or to each member within a specified time period.
repeated actions
Article Topics:
Rule Limit vs Action Limit
General Limit
Limit per Time Period
Rule Limit vs Action Limit
This limit relates to the rule in general. For, you can also limit the number of times the action can occur per purchase. This limit is NOT reflected here. For example, you give members a gift for each $100 they spend, up to 2 times per purchase.
General Limit
You can specify a maximum number of times that the rule can apply per member:
Limit per Time Period
You can specify a maximum number of times that the rule can apply per member, within a specified time period. The time periods can be calendar periods or rolling periods (see table below).
Period
Description
Hour
Calendar hour, such as 3:00-3:59pm. For example, if the action is limited to once per hour and the action is performed on a member at 3:58pm, it can be performed again on this member at 4:00pm
Day
Calendar day, such as Sunday
Week
Calendar week, such as Monday-Sunday
Note: The definition of a calendar week also depends on the territory. For example, in Israel, the week is Sunday-Saturday.
Month
Calendar month, such as January
Year
Calendar year, such as 2018
Rolling Period
Rolling period. For example, if the action is limited to once per day and the action is performed on a member on Monday at 12pm, it cannot be performed on this member again until Tuesday at 12pm.
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