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Overview

The Loyalty Accounts page is only accessible by users with Admin or Loyalty Account privileges. This page is used to add, edit, and delete Loyalty customer accounts. The functions on this page are designed for FasCard users and employees. Loyalty users may also access and edit their account information by logging into their account via mobile device.

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Managing Loyalty Accounts

Navigating to the Loyalty Accounts page under the Loyalty Tab will display a sortable, filterable list of Loyalty Accounts present in the system.

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The Loyalty Account list allows you to sort accounts in any order, pre-filter any accounts based on whether an account was recently created, has no available balance, is disabled, or has a note stored to the account.

Note

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Viewing the Full Loyalty Accounts Table

To view the full, unfiltered table, uncheck the Accounts recently created box to display the Loyalty Accounts table in its original view.

Searching & Pre-Filters

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To search for an account, simply type known information in the Search for account field and select the Search button.

By default, when first clicking the Loyalty tab to display the default Accounts sub-tab, the checkbox for Accounts recently created will be enabled by default.

Pre-filters do not affect using the Search button to find a specific account from any information among any listed column.

After the Search button is used, you can, then, check-enable a pre-filter to better narrow search results.

With the default pre-filter active, accounts created on the current date of accessing the list will display. If no accounts were created today, the list will show No Users Found, requiring the Accounts recently created checkbox to be unchecked to display all all Loyalty accounts. Whether an account was recently created, has no available balance, is disabled, or has a note stored to the account, pre-filters can take any assortment of checkboxes enabled or disabled into account at any given time.

Sort & Filter

By default, the first sorted option when navigating to the Loyalty Accounts page is Last Activity in descending order, indicated by the down-arrow next to the Last Activity column.

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Each column can be selected in any sort direction (ascending or descending) in any given priority based on how the user would want the list displayed at that specific time.

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You can also filter columns based on any text-specific, number-specific, and/or date-specific guideline at the user's choosing by clicking any of the filter icons Image Modifiednext to any of the column names.

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Note

When navigating away from the page, going back to the Loyalty Accounts page will reset any filters or sorts set.

Displaying Account Details

Clicking anywhere on a user row will display the user details in the user details section of the page. Clicking the Add New button allows a new Loyalty Account to be added.

Tip
The Loyalty URL link (upper right of image shown above) is only visible when a "Join Loyalty Program" coupon is active. See FasCard Loyalty Site - Coupons for more information.

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Loyalty Account Details

Once a Loyalty Account is selected or Add New is clicked, details for the account will be displayed. Account details are further broken down by section, below.

Tip

Customers can link their loyalty accounts to multiple locations, allowing ease of access when utilizing different stores and locations. This also allows FasCard Loyalty Cards to be used at multiple locations. Balances and other store account information do not transfer between accounts.
The 'Cards' column displays the first card number associated with the account and denotes the number of additional loyalty cards associated with the account.

Account Info

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title	ACCOUNT INFO SECTION

The account info section displays basic contact information for a selected user.

FIELD	DESCRIPTION	IMAGE
Name	The name of the selected user.

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	Address 1	User's registered address.
	Address 2	User's registered address.
	City	User's registered city.
	State	User's registered state.
	Zip	User's registered zip code.
	Email	The registered user's email address. This is also the user ID for logging into the Loyalty website. This entered field is only visible if a customer registers their email, whether through a Touch Kiosk or the FasCard Mobile App/Site, or if entered manually.
	Phone	The registered phone number of the selected user.
	Language	This is the chosen customer language that will appear on the FasCard readers (subject to firmware availability).
	Group	The loyalty group associated with the selected account.
	User Discount	This field allows a discount to be manually assigned to the loyalty account.
	Total Discount	The discount amount the Loyalty account holder will receive off of participating equipment (See Pricing / Features on how to set participating equipment).
	Email when cycle nears completion	Check box that allows customer to receive email indicating machine cycle is 90% complete.
	Disable Account	Check box that allows account to be disabled.
	Notes	Free form text area, notes are only viewable to users with access to this page
	Save	This button saves changes to the Account Info section when clicked.
	Remove	This button removes all personal information for the user, balances on loyalty cards will still be available but all account activity will be anonymous
	Cancel	This button cancels changes to the Account Info section when clicked.

Account Details

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title	ACCOUNT DETAILS SECTION

The account details section displays account balance information.

FIELD	DESCRIPTION	IMAGE
Account Created	This indicates the date and time that the master account was created.

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	Account Linked	This indicates the date and time that the loyalty account was linked to the store account.
	Account Balance	The value that the user has added to the account either by credit card or over the counter via Add Value feature. This information can only be edited by a user account with Admin permissions.
	Account Bonus	The current bonus value the user has on the account. Bonus can be earned through one of the loyalty programs, configured on the Loyalty Settings page. This information can only be edited by a user account with Admin permissions.
	Loyalty Points	The current total of points the user has on the account. Point can be earned through the loyalty point program, configured on the Loyalty Settings page. This information can only be edited by a user account with Admin permissions.
	Free Dry Credits	The number of free dry credits the account has (see Pricing / Features on how to set participating equipment). This information can only be edited by a user account with Admin permissions.
	Available Credit	The sum of Account Balance and Account Bonus the user has on the account.
	Additional Notes for Adjustment	An optional field that ties an API-accessible-only note to its associated adjustment process.
	Adjust Credit	This button saves changes to the Account Details section when clicked. It is only available to users accounts with Admin permissions.
	Choose Packages	A listing of purchase packages that may allow a user to earn a bonus on their account if they purchase stated amount. Packages are configured from the Loyalty Settings page. Packages can be selected by clicking them.
	Enter Custom Amount	Entering a value and clicking 'Purchase' will update the user's account with said value along with any applicable bonus. Adding value to an account assumes that the user has accepted payment outside of FasCard (ie, Cash, Coupon). Value added to an account is logged and viewable from the Loyalty Cash Report.
	Location	The location will be mapped to the purchase, allowing the Loyalty Cash report to filter cash transactions to be viewed by specific locations. The location drop down list will only display the locations accessible by the user currently logged in. The Locations will be listed in alphabetical order. If the user has previously selected a location at a given workstation, that location will be remembered. If the user has not used the workstation then the location selected by the previous user will be selected. The user may change the location at any time.

Choose Package

This section allows users with the requisite privileges to add value to an account on the behalf of the customer. To add value to an account using this function, follow the steps listed below.

Select a package or enter a custom dollar value in the appropriate field.
Select the appropriate location from the dropdown menu.
Click Purchase.
Value will be added to the customer account, including configured bonus amount.

Recent Activity

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title	RECENT ACTIVITY SECTION

The Recent Activity section displays the last five (5) actions performed on an individual's loyalty account.

Column	DESCRIPTION	IMAGE
Date + Location	Row(s) will display a date and (if available) location in where the activity took place.

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	Time	Time of activity performed.
	Mach # / Type	(If available) the machine number and type the activity occurred.
	Card	(If available) The loyalty or credit/debit card number involved in the activity.
	Description	A description of the activity that occurred at said date/time at the location specified.
	Cash	Physical dollar amount of what was utilized for the specific activity.
	Credit	Credit amount of what was utilized for the specific activity.
	Balance	Account Balance amount credited to or debited from the account.
	Bonus	Loyalty Bonus amount credited to or debited from the account.
	Remain Credit	Remaining credit available between Account Balance and Account Bonus
	Free Drys	Available free dry points.
	Search All Activity	Redirects to the Loyalty Account Activitypage.

Cards

The cards section displays the cards that have been associated with the account. An account may have multiple cards associated with it.

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title	ADD A NEW CARD

When you click "Add New Card", the below fields will appear and need to be completed.

Follow the

Follow the steps in the 'Edit a Loyalty Account' section, below.

FIELD	DESCRIPTION	IMAGE
Number	A 9 - 12 digit number, generally printed on the front or back of the card.	Image Modified
PIN	A 3 digit number, generally printed on the front or back of the card.	Image Modified

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title	DELETE A CARD

When you select a card by clicking its card number row, the 'Delete Card' option becomes available. Once the 'Delete Card' option is used, the card number selected is removed from the Loyalty account and would be available for reuse for dispensing or adding to a new or existing account.

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Merge

The Merge section allows the active account to be merged with another. When merging accounts, all of the account balances, cards, and account activity are merged together.

Merging two accounts together is determined by whether there is a "mergeability" between the source and destination account.

For instance, the easiest tell would be if the email address field on the source account is blank but has a card number assigned and the destination account has an email address visible whether a card number exists or not. This is because the email field only populates if registration for the loyalty user is completed, indicating the account has been verified.

Note
Only the email address of the target account is retained. The source email address is dropped.

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title	MERGE CARD

When you click "Add New Card", the below fields will appear and need to be completed.

Follow the

Follow the steps in the 'Edit a Loyalty Account' section, below.

FIELD	DESCRIPTION	IMAGE
Email / Card Number	The email address or the card number for which the active account will be merged too	Image Modified
Merge	Button that executes the merge	Image Modified

Merging Loyalty Accounts

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title	Merging Loyalty Accounts

Navigate to the FasCard Admin site and sign in with an Admin or Loyalty Accounts user account.
Click the Loyalty tab.
Click the Accounts link.
Navigate to the loyalty account to be the 'Source' of the merge.
Enter the email address or card number from the loyalty account that will be the 'Target' of the merge in the Merge field.
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Click Merge. Once the Merge button has been selected, one of two actions occur:
1. An error will display if the accounts are not mergeable.
2. A confirmation popup window displaying both source and destination data will display.

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If the confirmation popup window displays, confirm the merge by clicking the Proceed with Merging button.
Once initiated, a confirmation will be displayed at the top of the screen that the merge has completed.

Coupons

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title	Coupon Section

This section displays any coupons that have been applied to the account utilizing the FasCard Loyalty Site & Mobile App. This is strictly a historical record and nothing can be edited in this section.

FIELD	DESCRIPTION	IMAGE
Name	This indicates the name of the coupon program.	Image Modified
Code	This indicates the code for the applied coupon.	Image Modified

Auto Reload

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title	RELOADING OPTIONS

This section allows users with the requisite privileges to configure an automatic value reload for the selected Loyalty account. To configure an Auto Reload, select from the following options:

Note
The Auto Reload function does not process payment and serves strictly to reload the card balance. This function is recommended primarily for subscription based services or laundry-inclusive rent packages. Auto Reload may only be configured by users with Admin privileges.

OPTION	SELECTION
Monthly Reload	Day of Month - this is the numeric day of the month Last day of month - if this is checked, the last day of the month will automatically be selected without regard to the variable number of days (30 v. 31, etc) within the month Time - this is the time of day at which the balance is reloaded	Image Modified
Weekly Reload	Day of Week - this is the day of the week by name Time - this is the time of day at which the balance is reloaded
Balance Reload Amount	this is the balance amount added to the Loyalty account when reloaded (balance represents cash value)
Bonus Reload Amount	this is the bonus amount added to the Loyalty account when reloaded (bonus represents promotional/non-cash value)
Zero Balance/Bonus before reloading	if checked, the new balance will be equal to the reload amount. If left unchecked, the reload amount will be added to the existing balance
Notes	An optional field that ties an API-accessible-only note to its associated reload process.

Add or Edit a Loyalty Account

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title	Add A New Loyalty Account

When adding a Loyalty account, only an email address at minimum is needed to be able to begin the registration process of an account for FasCard Loyalty Site & Mobile Appaccess. Should an email not be entered at present, an email can always be entered later so long as the loyalty user has not already created an account through the FasCard Loyalty Site or Mobile App.

Navigate to the FasCard Admin site and sign in with an Admin or Loyalty Accounts user account.
Click the Loyalty tab.
Click the Accounts link.
Click Add New.
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Enter the appropriate information in the Account Info section. (An email address is required to use the FasCard Loyalty Site & Mobile App.)
Click Save.
'User Added' message appears near top of page indicating success. Note: The loyalty user's email address is only visible if entered manually upon account creation or once registration is completed if through any other means outside of this process.
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Enter appropriate changes in Account Details section, if applicable.
Click Adjust Credit (if changed).

Email Registration Sequence

Once an email is entered, whether immediately or at a later time, the loyalty user will receive a notification in their email to complete the registration process.

The email will include a link to the mobile site to create a password and register their FasCard account.

Click the provided link or navigate to https://m.fascard.com from a desktop or mobile device.
Select the 'Forgot Your Password?' link and enter your email.

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Once entered, you will receive an email with a six (6) digit code for verification. This code will be valid for up to one (1) hour even if you re-enter your email address in the .
On the page that follows after entering an email, you will need to enter the six (6) digit code and click NEXT.

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Once verified, create a password on the Set Password page that follows.
Passwords must be a minimum eight (8) characters in length and include one uppercase letter, one lowercase letter, and one number.

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Once entered, select the Save button to complete registration.

Edit a Loyalty Account

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title	EDIT A LOYALTY ACCOUNT USER

Loyalty account information can be edited by searching for or selecting the desired account and altering the appropriate fields.

To save changes in the Account Info section, click the Save button.
To save changes made in the Account Details section, click Adjust Credit.

Tip
A Loyalty card may be added in the Cards section by clicking Add New, entering the card number (no spaces) and PIN, then clicking Save Card. Fields in the Account Details section, as well as the Disable Account feature are only available to Admin users. Admin users that edit Balance/Bonus/Points fields will not be counted in any Loyalty Cash reports.

Disable a Loyalty Account

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title	DISABLE A LOYALTY ACCOUNT USER

Loyalty Accounts can be disabled but not deleted. To disable a Loyalty Account, navigate to the FasCard Admin site and sign in with an Admin or Loyalty Accounts user account and follow the steps below.

Click the Loyalty tab.
Click the Accounts tab.
Search or select the account to be disabled.
Click Disable Account in the Account Info section.
Click Save.
A 'User information saved' message appears, indicating success.
The account will be displayed in the account list in a red, italicized font.

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CCI Technician Information

FasCard: User Account Linking

Versions Compared

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New Version Current

Key

Overview

Managing Loyalty Accounts

Searching & Pre-Filters

Sort & Filter

Displaying Account Details

Loyalty Account Details

Account Info

Account Details

Recent Activity

Cards

Merge

Merging Loyalty Accounts

Coupons

Auto Reload

Add or Edit a Loyalty Account

Email Registration Sequence

Edit a Loyalty Account

Disable a Loyalty Account