1. POS Integration
POS Portal Benefits
The Smart Button Loyalty Platform (SBLP) provides retail clients with the
ability to provide seamless POS integration, offering ease of use, flexibility • Enroll customers via POS. Quick, user-
and convenience. friendly screen allows sales associates to
enter information with ease.
The POS (or Point-of-Sale) portal is a fully integrated web site that can • Real-time messaging.
facilitate transactions within a browser window at any POS terminal that • Account Lookup - Improved customer
has an Internet connection. service. Access a customer’s account at the
register.
Much of your data collection can take place at check out very easily. • Deliver personalized points accrual
SBLP provides you with the technical know-how to make that happen. It’s information/points directly at POS.
as easy one screen that allows you to collect pertinent information from
your customers. CRM and loyalty start at the point of sale. If you don’t • Customized messaging - Ability to customize
have a system that captures customer information at the point of sale, receipts with customer welcome message at
you’ve lost an easy way to gain insight customer behavior, value and enrollment.
loyalty. • Display purchased points earned and points
balance.
As part of SBLP, the POS portal, along with related web services supports • Custom coupons - Deliver targeted offers to
member enrollments, interaction and transaction issuance, reward issuance customers at POS.
and offerings (via POS promotions, forced and recurring rewards), coupon
• Redeem rewards instantly on site.
issuance and offerings (via POS promotions), member information and
maintenance pages and much more. • Vital data collection takes seconds with our
user-friendly interface.
SAMPLE PORTAL POS SCREEN
Optional POS Portal Settings Available. See Page 2 for Details.

2. POS Portal Setting Options
Minimum Age - The minimum accepted age of a new Issue Interaction of Type - Upon admission processing (if
enrollee via the POS portal. enabled), the loyalty program will issue this interaction to the
Patron.
Enroll Into Club - The club that new enrollees are
automatically placed into. Enable 'Do Not Call' Option - System users can alter the
status of the 'Do Not Call' preference for Patrons via the POS
Transaction Type for Purchase - The transaction type that portal.
is associated with a purchase transaction at the POS source.
Enable 'Do Not Mail' Option - System users can alter the
Hide Point Details - Enabling this would obscure all point- status of the 'Do Not Mail' preference for Patrons via the POS
related details from view at the POS portal. Examples include portal.
points available, and points earned.
Enable 'Do Not Email' Option - System users can alter the
Require Phone Number - Enabling this option will require all status of the 'Do Not Email' preference for Patrons via the
enrollees to provide their phone number upon enrolling via the POS portal.
POS portal.
Enable 'Do Not Text' Option - If enabled, system users can
Require Email Address - Enabling this option will require all alter the status of the 'Do Not Text' preference for Patrons via
enrollees to provide their email address upon enrolling via the the POS portal.
POS portal.
Allow Override of 'Id Validation' - Allows the POS system
Require Postal Address - Enabling this option will require all user to bypass any ID-specific validations when entering a
enrollees to provide their address upon enrolling via the POS new account Id for a Patron.
portal.
Address Type - The selected address type is the type that
Require Zip Code - Enabling this option will require all will be viewable and editable for Patrons being accessed via
enrollees to provide their zip code upon enrolling. the POS portal.
Show System Id Types - Enabling this option will display Email Type - The selected email type is the type that will be
details about Id types in the POS portal. This option will viewable and editable for Patrons being accessed via the
affect the details displayed when working with a Patrons POS portal.
account Ids.
Primary Phone Number Type - The selected
Allow 'Initial Setting' of Employee Flag - Enabling this phone number type is the primary type that will be viewable
option allows the POS operator to set the employee flag upon and editable for Patrons being accessed via the POS portal.
new enrollment.
Alternate Phone Number Type - The selected phone
Allow 'Editing' of Employee Flag - Enabling this option number type is the alternate type that will be viewable and
allows the POS operator to set the employee flag after editable for Patrons being accessed via the POS portal.
enrollment (Edit Account).
Perform Admission Swipe - If enabled, admission swipe
processing will start when a patron is retrieved on the POS
portal. This processing will mirror what takes place on the
kiosk and will award all qualifying admission transactions and
points.
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