FasCard Admin Site - Loyalty Accounts
- Steve Marcionetti
- Chris Kite
- Former user (Deleted)
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.
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.
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.
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
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.
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.
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 next to any of the column names.
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.
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.
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.
Account Info
The account info section displays basic contact information for a selected user.
FIELD | DESCRIPTION | IMAGE |
|---|---|---|
Name | The name of the selected user. |  |
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. | |
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
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. |  |
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.
|
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
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. |  |
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 Activity page. |
Cards
The cards section displays the cards that have been associated with the account. An account may have multiple cards associated with it.
When you click "Add New Card", the below fields will appear and need to be completed. 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. |  |
PIN | A 3 digit number, generally printed on the front or back of the 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.
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.
When you click "Add New Card", the below fields will appear and need to be completed. 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 |  |
Merge | Button that executes the merge |
Merging Loyalty Accounts
Coupons
Auto Reload
Add or Edit a Loyalty Account
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.
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.
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.
Once entered, select the Save button to complete registration.