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Program

Screen Name

Program

Log in - Loyalty - Program

Summary

A screen displaying the complete list of programs created for customer use and detailing them based on status information.

Screen

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Fields Description

The specific information fields include:

  • Program code

  • Program name

  • Effective date

  • Number of members

  • Description

  • Status

  • Action

[Filter]

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Users can filter information based on the following fields:

  • Keywords

  • Status

    • All

    • Active

    • Waiting to use

    • Inactive

    • Expired

  • Date range

Select Search to find


[Create New] – Create a new program

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Note: Fields marked with * must be filled in completely, click Confirm to complete creating the program

[Detail] – View detailed information about the program's activities

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[Tab Program information]

Allows users to check the Activities log, which includes the following information for the program:

  • Modified time

  • Modified by

  • Action type

  • Description

[Tab List of tigers]

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Specific description of member rankings and benefits within each rank:

  • Benefit name

  • Application

  • Expiration date

  • Discount

  • Action

    • Benefit usage time

    • Application

    • Select the days of the week when the discount can be used"

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(1) Choose a tier/ Select a tier to add to the Program, then press (2) Add tier

If there is no Tier to add, click on (3) Create new to create one immediately.

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(4) Add benefits and configure benefits in the Program:

Select a benefit to add to the Program, then click Add.

If there is no benefit to add, click Create new to create a new one

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[Tab List of members]

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  • Membership code

  • Member name

  • Phone number

  • Time use

  • Tier

  • Monthly subscription fee

  • Status

  • Note

Action buttons

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(1) Renewal

(2) Edit-Transfer

(3) Remove member from the program

- Add member: Select members, then choose a tier and the program participation time for the selected members.

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Remarks

N/A

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