Membership
Table of Contents
Create Points Earning and Spending Rules
Learn how to establish the conditions on how loyalty program points are earned and spent.
Points Earning and Points Spending Rules define the conditions applied to membership plans to earn or redeem points. For example, you can create a points earning rule that grants 5 points for every $10 spent on an order. It is also possible to create a points spending rule that allows members to obtain discounts by redeeming membership points.
In this article, you’ll learn how to create Points Earning and Points Spending Rules that you can apply to membership plans on your loyalty program.
Important:
- A Loyalty Program license is required to be able to access full CRM features and tools. You may reach out to a Channel Partner or Eats365 to purchase a license.
- Your account must have the required permission level to create Points Earning and Points Spending Rules.
Create a Points Earning Rule
To create a points earning rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Earning Rules.
- At the top right, click on +Add.
- Enter your Points Earning Rule information and set the rule’s conditions.
- At the top right, click on Save to confirm.
You can add the following Points Earning Rules information and set your preferred conditions on the Merchant Portal:
Setting
Basic information
Rule Name
Enter your preferred Points Earning Rule name to make it easily identifiable.
Description
Add useful details about the Points Earning Rule such as which situations it can apply to or other important information.
Rule Type
Select how you want the rule to apply. This option changes the Point Earning Style. You can choose either:
- According to Spending - Every Y amount spent in one transaction rewards an X amount of points.
- According to Specific Behavior - Every Y amount of credit added rewards an X amount of points.
Rules
Eats365 Point Balance
Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.
Point Balance represents the remaining points a member earned minus the points that the member spent. When Point Balance is enabled, members can earn points that can be redeemed for rewards, such as discounts or special offers.
Eats365 Accumulated Points
Note: The Accumulated Points setting name may vary depending on the Accumulated Points name you set from the Global Settings.
Accumulated Points refers to the total amount of points a member has earned. When Accumulated Points is enabled, points are added to a member’s total accumulated points when the specified Point Earning Rule conditions are met.
Points Earning Style
Displays the earning method. This option can only be changed by modifying the "Rule Type."
Points to Reward (X)
Set how many points a member receives upon spending a set amount or upon adding credit.
Amount Spent (Y) in Base Currency
Note: This applies when "According to Spending" is selected as the "Rule Type."
Set how much a member should spend to earn points.
Added Credit Amount
Note: This applies when "According to Specific Behavior" is selected as the "Rule Type."
Set how much credit a member should add to earn points.
DeleteAvailability
Date
Set the days when the points earning rule applies.
Shop
Choose if you want the point earning rule to apply to All Shops or to Specific Shops.
DeleteConditions
Set the conditions for when the rule applies.
Note: Rule only applies when all the conditions selected are fulfilled.
You can include the following condition types:
- Order Total - Earn points when the minimum order amount is reached.
Note: This is the default condition type and cannot be deleted. - Specific to Tender - Earn points when a specific tender type is used.
- Party Size - Earn points when the minimum party size is reached.
- Member’s Birthday - Earn points when orders are made during a member’s birth day or month.
- Order Mode - Earn points if a member places their order through Dine-In, Delivery, Pickup, Catering Delivery, or Catering Pickup.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Earning Rules.
- At the top right, click on +Add Rule.
- Enter your Points Earning Rule information and set the rule’s conditions.
- At the top right, click on Save to confirm.
You can add the following Points Earning Rules information and set your preferred conditions on the Merchant Portal:
Setting
Basic information
Rule Name
Enter your preferred Points Earning Rule name to make it easily identifiable.
Description
Add useful details about the Points Earning Rule such as which situations it can apply to or other important information.
Rule Type
Select how you want the rule to apply. This option changes the Point Earning Style. You can choose either:
- According to Spending - Every Y amount spent in one transaction rewards an X amount of points.
- According to Specific Behavior - Every Y amount of credit added rewards an X amount of points.
Rules
Eats365 Point Balance
Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.
Point Balance represents the remaining points a member earned minus the points that the member spent. When Point Balance is enabled, members can earn points that can be redeemed for rewards, such as discounts or special offers.
Eats365 Accumulated Points
Note: The Point Balance setting name may vary depending on the Point Balance name you set from the Global Settings.
Accumulated Points refers to the total amount of points a member has earned. When Accumulated Points is enabled, points are added to a member’s total accumulated points when the specified Point Earning Rule conditions are met.
Points Earning Style
Displays the earning method. This option can only be changed by modifying the "Rule Type."
Points to Reward (X)
Set how many points a member receives upon spending a set amount or upon adding credit.
Amount Spent (Y) in Base Currency
Note: This applies when "According to Spending" is selected as the "Rule Type."
Set how much a member should spend to earn points.
Added Credit Amount
Note: This applies when "According to Specific Behavior" is selected as the "Rule Type."
Set how much credit a member should add to earn points.
DeleteAvailability
Date
Set the days when the points earning rule applies.
Shop
Choose if you want the point earning rule to apply to All Shops or to Specific Shops.
DeleteConditions
Set the conditions for when the rule applies.
Note: Rule only applies when all the conditions selected are fulfilled.
You can include the following condition types:
- Order Total - Earn points when the minimum order amount is reached.
Note: This is the default condition type and cannot be deleted. - Specific to Tender - Earn points when a specific tender type is used.
- Party Size - Earn points when the minimum party size is reached.
- Member’s Birthday - Earn points when orders are made during a member’s birth day or month.
- Order Mode- Earn points if a member places their order through Dine-In, Delivery, Pickup, Catering Delivery, or Catering Pickup.
Create a Points Spending Rule
To create a points spending rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Spending Rules.
- At the top right, click on +Add.
- Enter your Points Spending Rule information and set the rule’s conditions.
- At the top right, click on Save to confirm.
You can add the following Points Spending Rules information and set your preferred conditions on the Merchant Portal:
Setting
Basic information
Rule Name
Enter the preferred Points Spending Rule name to make it easily identifiable.
Description
Add useful details about the Points Spending Rule such as which situations it can apply to or other important information.
Rules
Reward Type
Select the type of reward member’s get after spending a set number of points.
Discount Amount (Y) in base currency
Set the discount amount a member receives after spending a set number of points.
Points Spending Style
Select how a member can spend earned points.
- Fixed: Allows you to enter a fixed amount of points (Points Cost) needed to receive a discount.
- Flexible: Sets an open conversion requirement to redeem discounts using points.
Minimum Points to Spend
Set the minimum number of points a member can spend.
Redemption Limit (% of Order Total) :
Set the amount that can be taken off from the order total.
DeleteConditions
Set the conditions for when the rules apply.
Apply to
Set the dining type where points spending rule applies. You can select from Dine-In, Takeout, Catering Pickup, or Catering Delivery.
Apply Rule only if the following condition(s) are met (leave blank if no restriction)
Member can use their points to get a discount when the minimum order amount is reached.
Exclude Specific Items
Select which Items are excluded from the points spending rule.
DeleteMerchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Spending Rules.
- At the top right, click on +Add Rule.
- Enter your Points Spending Rule information and set the rule’s conditions.
- At the top right, click on Save to confirm.
You can add the following Points Spending Rules information and set your preferred conditions on the Merchant Portal:
Setting
Basic information
Rule Name
Enter the preferred Points Spending Rule name to make it easily identifiable.
Description
Add useful details about the Points Spending Rule such as which situations it can apply to or other important information.
Rules
Reward Type
Select the type of reward member’s get after spending a set number of points.
Discount Amount (Y) in base currency
Set the discount amount a member receives after spending a set number of points.
Points Spending Style
Select how a member can spend earned points.
- Fixed: Allows you to enter a fixed amount of points (Points Cost) needed to receive a discount.
- Flexible: Sets an open conversion requirement to redeem discounts using points.
Minimum Points to Spend
Set the minimum number of points a member can spend.
Redemption Limit (% of Order Total) :
Set the amount that can be taken off from the order total.
DeleteConditions
Set the conditions for when the rules apply.
Apply to
Set the dining type where points spending rule applies. You can select from Dine-In, Takeout, Catering Pickup, or Catering Delivery.
Apply Rule only if the following condition(s) are met (leave blank if no restriction)
Member can use their points to get a discount when the minimum order amount is reached.
Exclude Specific Items
Select which Items are excluded from the points spending rule.
DeleteManage Points Earning Rules
Edit a Point Earning Rule
To modify a Point Earning Rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Earning Rules.
- Click on the Rule Name that you want to update.
- Update the Point Earning Rule.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Earning Rules.
- Click on the Rule Name that you want to update. Alternatively, you can click on Edit
.
- Update the Point Earning Rule.
- At the top right, click on Save to confirm.
Deactivate a Point Earning Rule
For reporting purposes, once a Point Earning Rule has been created, it can no longer be deleted. However, you can deactivate a Point Earning Rule to make it unavailable.
Note: The Point Earning Rule cannot be deactivated if applied to a membership plan. Make sure to remove the Point Earning Rule from a membership plan before you deactivate.
To deactivate a Point Earning Rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Earning Rules.
- Next to the Point Earning Rule that you want to delete, click on Deactivate
.
The Point Earning Rule is now deactivated. To re-enable it, click on Reactivate
.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Spending Rules.
- Next to the Point Earning Rule that you want to delete, click on Deactivate
.
The Point Earning Rule is now deactivated. To re-enable it, click on Reactivate
.
Manage Points Spending Rules
Edit a Point Spending Rule
To modify a Point Spending Rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Spending Rules.
- Click on the Rule Name that you want to update.
- Update the Point Spending Rule.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Spending Rules.
- Click on the Rule Name that you want to update. Alternatively, you can click on Edit .
- Update the Point Spending Rule.
- At the top right, click on Save to confirm.
Deactivate a Point Spending Rule
For reporting purposes, once a Point Spending Rule has been created, it can no longer be deleted. However, you can deactivate a Point Spending Rule to make it unavailable.
Note: The Point Spending Rule cannot be deactivated if applied to a membership plan. Make sure to remove the Point Spending Rule from a membership plan before you deactivate.
To deactivate a Point Spending Rule, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM.
- Select Points Spending Rules.
- Next to the Point Spending Rule that you want to delete, click on Deactivate.
The Point Spending Rule is now deactivated. To re-enable it, click on Reactivate .
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM.
- Click on Loyalty. Then, select Points Spending Rules.
- Next to the Point Spending Rule that you want to delete, click on Deactivate.
The Point Spending Rule is now deactivated. To re-enable it, click on Reactivate.
