Use Cases
1. If the customer did not scan their QR code initially to earn points and the order has already been closed.
2. Customer Device Issues:
The customer has internet problems, and the app did not open.
The customer’s phone screen is broken, or they have no internet connection.
Server malfunctions or app errors prevent the customer from accessing the app.
3. Point of Sale Issues:
There is no internet or electricity at the location, hindering normal point accrual.
Problems with scanning equipment at the location.
Plugin errors at checkout when scanning.
4. Campaign Issues
The customer did not receive bonus points from a campaign due to a system error or oversight.
5. Human Error
The guest or staff forgot to use the app, and the guest remembered after payment.
The waiter incorrectly allocated points, requiring correction (delete previous transaction and allocate correctly).
Instruction
1. Log In
Access the LoyaltyPlant CRM platform.
Use your credentials to log in.
If you encounter login issues, please reach out to the LoyaltyPlant support team at [email protected].
2. Navigate to the "Customers" Tab
If the Customers tab is not visible in your interface, please contact LoyaltyPlant support team for assistance
3. Locate your customer using their phone number, email address, or app ID
Request the customer’s phone number or email for identification.
To find the app ID: Open the app > Menu (top-left) > Edit Profile > Tap and hold the user ID.
4. Click the customer ID displayed to the left of the name
5. Click "Create Transaction"
If the "Create Transaction" button is not visible in your interface, please contact the LoyaltyPlant support team for assistance ([email protected]).
6. Enter the transaction [order] time as shown on the receipt or in the POS
Use the format HH:MM (e.g., 06:48 PM).
7. Select the order’s date and time
Pick the exact date and time from the calendar (e.g., November 10, 2025, 06:48 PM).
8. Select the appropriate location
Choose the correct location from the dropdown list (e.g., Taco Station New York).
9. Enter the total amount of the customer’s order
Input the exact amount (e.g., $32.00).
10. Click "Create"
Confirm the transaction by clicking the Create button.
11. Click on "Transactions" to view the points received by the customer
Check the transaction history to verify points allocation (e.g., 32 points for $32.00).