This document introduces a loyalty program called Retail Rewards that uses smart cards to track customer purchases and reward them with points. The program is aimed at small retailers like convenience stores to help them compete. Customers receive a branded loyalty card to earn points with each purchase and redeem points for gifts. The system includes a handheld card reader, printed cards, and optional software to track customers and issue reports. Training is provided to set up the system and run the loyalty program.
2. Your own Advantage Card
Up and running in 10 Days from proof acceptance or even earlier in
emergencies!
You can design your own card with your logo pictures
and images. The limit is your imagination.
5. RETAIL LOYALTY MARKETS
• Our simple system is aimed at the smaller
retailer either in a high street, corner shop,
garage forecourt or wine shop outlet.
• Londis, Cost Cutter, Newsagents, Wine
Shops, Garage Forecourts, Butchers.
• Our aim is to help smaller shops stay
competitive with their own ‘Club Card’ and
keep local people ‘Shopping Local’
6. Loyalty Membership Card
• Given to Customers as a membership/loyalty/Gift card to
incentivise returning to your store.
• There can be up to 3 different levels of card to allow
Gold, Silver & bronze memberships.
• Members can ‘log’ into the Store and gain points each
time they shop with you.
• Shopping times of can be recorded and downloaded to
software to show frequency of visits.
• The Card can also be used as a Gift Card given to
Friends and Family which in turn can be used as a
loyalty card.
• Ad hoc points can be given at any time.
7. 5 Times as much to get a new
customer than keep an existing one
• Every business should have a customer
loyalty program.
• Why?
• Because it costs five times as much money
to find a new customer than it does to get a
current customer to come back and do
business with you.
• 5 times the amount!
• That alone is enough reason to have a
customer loyalty program.
8. ELECTRONIC GIFT CARD
The cards we provide are chip cards which
contain a ‘Points Purse’ and a ‘Gift Purse’ the Gift
purse can be added to at anytime and can be
reused. If cards are given to friends and family
the card automatically turns into a points loyalty
card as the Gift cash is spent.
Gift denominations are determined by the Salon
Manager and can be audited.
1. XMAS CARD
2. SAVINGS CARD
3. GIFT CARD
4. Credit returns Card
9. Creating the Gift Card
Using the Managers card the gift cash is
added to the card in seconds. Every time
the card is inserted into the terminal the
available cash is shown on the terminals
screen.
The Gift card can be used as whole or part
payment in the salon for services or
product.
10. Points or Minutes
• The card can be set up to gain Loyalty
Points i.e. 5 points = £ 1.00 spend
• This can be changed at any time to
introduce promotion days or demo days.
• Instead of using Points you can use the
card to build up time in the salon/spa i.e.
you can gain 5 Minutes for every £ 10.00
spent etc. This is easily changed by the
manager as required. The minutes can be
collected for free beauty spa sessions etc.
11. How are points gained
• 5 Points for every £1.00 spent (suggested)
• Up selling at sign up time
- 50 points for sign up of form
- 3 VIP levels - Bronze (Single)
- Silver (Double),
- Gold (Triple).
- Extra Bonus Points
- Product purchases
12. Examples of how points can be exchanged
• £1.00 Wine Voucher 100 Points
• Car Wash Voucher– 250 Points
• £5.00 of tokens - 500 Points
• £10.00 of Tokens - 1000 Points
• Bottle of Whisky 2000 Points
• Case of Wine 3000 Points
• Purchase of product – see catalog
These are examples of Points you can use
to purchase drinks or further tokens.
13. Building Customer Loyalty
• Loyalty Card helps guarantee your
Customer returns for further plays.
• Affiliate Partners who will recognise the
Platinum Card. Travel Agents,
Restaurants, Hotels, etc
• Sending out Statement of account with
special offers etc
• SMS and Emailing Customers
• Use the card as XMAS or SAVINGS club
14. Preserving your Business
• Adding loyalty points cards to your business
keeps your cash flow in your business and not
your competitors
• Offering Gift Card facility and Loyalty points
gives added value to the card
• When staff members leave they would find it
harder to take away your clients because they
cannot use your loyalty card anywhere else.
• No need to give out discounts thus again
preserving your business cash flow.
15. Sending Out Statements
Dear Mrs Cuthbertson,
We are pleased to let you know that you have 2450 points on your
Smart Account and we would be pleased to see you at our Bank
Holiday opening day where you would be able to redeem your points
towards products in our gift collection. You would of course be able to
gain even more points by taking advantage of our special offers
detailed below.
Beauty Selection Face Pack Skin Treatment Massage
1000 Points 2,500 points 5,000 points 5,000 points
16. Example Gift Collection
Skin Care Products 500 Face Pack 750 points Massage 1500 Points Gift Cards from 500 Points
FlipFlops 1500 Points
Skin Tone 2500 points Ladies Bag 5700 Points Ladies Scarf 5700 Points
Make up set 1000 points
17. What If?
We could provide
a solution which:-
• Allowed you to improve retention
• Up sell to regular Customers
• Help get off the discount trap
• Increase top line profits by at least 15%
• Offer your customers a unique Card
18. Loyalty in a Box
Unique and Powerful Hand Held Loyalty System
Hand held Unit
Desktop with Audit Trail
19. SMART REWARDS
Loyalty in a Box
• LOYALTY IN A BOX enables Retailers to
launch their own Loyalty System, with the
capabilities of the famous branded Loyalty
Schemes, but at a fraction of the cost and
with greater simplicity.
20. Running the System from your
Laptop or PC
This versatile reader can be fitted to any
Laptop or PC and comes with utility
loyalty software which will enable points
to be written straight onto the card.
Pending points can also be created in
advance of card presentation.
LOYALTY MANAGER SOFTWARE
The loyalty Manager software
enables you to operate the system
directly from your PC and includes a
USB reader/writer.
21. HOW DOES IT WORK
Points Award
Your valued customers are allocated
Loyalty Cards which can be branded with
your Logo or with one of our unique
designs. These Cards are used for storing
Loyalty Points which are earned for every
transaction made in your store. The
Loyalty Card acts as a constant reminder
of your brand, inducing customers to
return more frequently and increasing
expenditure.
22. What Do I need
We provide you with everything that you
need for your Loyalty scheme, from the
Loyalty Terminal and Cards through to the
point of sale marketing and optional PC
Software.
23. What is Included
• Hand Held or Desk top Smart Card Terminal
• Plastic Customer Smart Cards
• RTB Certificate
• Rechargeable battery and Cradle
• Managers and Clerk Cards
• System Marketing Booklet
• System training and instruction Manual
24. YOUR FIRST STEPS
• In the first instance you should decide
what you want to call your scheme
i.e.
‘Gift Shop’ Loyalty Card
Privilege Card
Advantage Card
Priority Card
Gift Rewards
Gold Club
Platinum Card
Club Card
25. Sending us your LOGO
• Once you have decided on your Scheme
name you should send us your company
LOGO or a picture of your shop or scheme
design.
• You can send this by Email or by post
• Once we receive the information we will
provide you with a PROOF CARD for you
to approve or make amendments.
26. YOUR LOGO and IDENTITY
• Your logo will be used on the cards and in
any point of sale literature we prepare for
you. i.e Scheme application forms etc.
27. Proof Accepted what Next
• Once you have approved your card we can
produce the smart cards for your scheme.
• Normally at this point we take payment for
the system either by cheque or Credit card.
• At anytime you are free to visit us in
Beverley to discuss the scheme and have
hands on to the equipment before purchase.
28. Once Payment has Cleared
• Your Cards and Terminal will be
despatched by overnight courier.
• Once your cards arrive you can
commence using the system immediately
• The system will be programmed with your
chosen scheme which you can of course
change at any time.
29. SCHEME OPTIONS and
Suggestions
In the first instance we recommend using
the 5% system. This option is set up as
follows:-
For every £1.00 spent you award 5 points
i.e. £50 = 250 Points
£75 = 375 Points
£100 = 500 Points
30. After the Transaction
Once the transaction is completed the
points are written to the smart chip and the
customer is given back the Smart Card.
The customer can verify how many points
there are on the card at any time during or
after the transaction by simply inserting
the card.
31. Redeeming the points
At some point the customer may wish to
‘CASH IN’ his points towards purchases.
The redemption value should be initially set
as follows:-
100 Points = £ 1.00
500 Points = £ 5.00
1000 Points = £ 10.00
2000 Points = £ 20.00
32. TAKING POINTS OFF THE CARD
The terminal has the option to take points off
the card using the ‘Subtract Points’ option.
You can either hand over a Gift Voucher to
the value of the points or simply deduct
the value from the transaction.
33. EFFECT OF Redeeming
Customer has spent £ 100 to achieve a £5
gift voucher.
That £5 will now need to be spent back in
the centre on goods or sevices you sell.
The effect cost to you for this transaction
will be less than £ 2.50 based on Cost of
sales.
34. Cost to you if Discount used
If the same transaction had been made
using the discount structure that cost
would be £ 100 X 10% = £10.00
The £10.00 leaves your shop with no
guarantee of it being spent with you in the
future. Therefore the saving to your cash
flow using the loyalty Solution is £7.50 or
based on a turnover of £ 10,000 per week
the saving is £ 750.00 per week
35. CUSTOMER RETENTION
The customer having purchased from your shop
will leave with not only the goods but also a
personalised loyalty card with ‘Points’ gained
from the purchase and the satisfaction that
he/she will return at some stage to make further
purchases and gain additional points.
The card will also contain the Shop number and
a reminder to shop there again in the future.
36. PRICING OF THE SYSTEM
The Hand held or Desktop Terminals are
available at a price of £ 695.00 each.
This price includes 100 cards and set up.
Minimum order for cards is 100 @ 99p
each for standard coloured cards.
1000+ Cards are 89p each.
5000+ Cards are 79p each
Application forms/leaflets £ 39.00/100 in
Full Colour A4 Double sided.
37. TERMINAL RENTAL
• The desktop terminals can be rented at the
rate of £49.00 per month for a minimum
rental period of 6 Months. Cards can be
purchased as and when you need them.
• Alternatively we are happy to supply the
terminal in 3 monthly instalments.
• Software can be paid in 2 instalments.
38. Software Marketing
• Search on Clients not recently visited.
• Output Files to CSV for Mail merge
• Multiple terminal Database
• Full Audit Trail reporting.
• Individual Account Summary’s
• Check on Log ins through Desktop
terminal
39. Software Options
• SHOP or CENTRE level software
• Loyalty Manager 1 – 2000 Customers £ 395.00
• Loyalty Manager 2000+ Customers £ 595.00
• Loyalty Manager 5000+ £ 795.00
• Loyalty Manager 10,000+ £ 995.00
• Additional sites within same system data
sent by Email to head office £ 195.00 each.
WEB Module for Customer Points checking POA
WORKSHOP LOYALTY PROGRAMME
Training at our offices is £ 95.00. We do not sell the software without
Training and part of the training is setting up the terminal linked to your
chosen computer which you will need to bring with you during your
workshop visit. Please allocate 2-3 hrs for the workshop.
TRAINING ON SITE is £ 295.00 per day if ordered with the Software, otherwise
it is £ 395.00 per day.
40. Training
• Software training conducted in Beverley will be
provided at £95.00 per visit.
• Training on Site within 100 miles of Beverley will
be £ 295.00 and £ 395.00 for a full days training
Anywhere else in the country.
• Training beyond 100 Miles of Beverley at the
daily rate of £ 395.00. per installation.
• Additional days on same site at £ 295.00/Day
• Training costs include travelling &
accommodation where applicable.
• A pre installation form will need to be completed
before visit to check equipment.
41. WORKSHOP AGENDA
1. Overview of System and use of cards in the terminal.
2. Using the Managers Card.
3. Full run through of Service Options for the terminal
4. Using the Clients cards to build up points
5. Installing the Software on your chosen computer.
6. Registering the Software.
7. How to Run your Loyalty Scheme including case studies etc
8. Setting up the Data base options, Menus, tick boxes etc
9. Setting up the database with pre defined data on test system
10. Reading the terminal into the Computer.
11. Programming the terminal from the computer & Hotlisting
12. Running the Audit Trail
13. Producing Reports and Advanced Marketing (More Detail on
Course)
42. Smart Card Entitlement
Optional Suggestions
Each customer who spends over a certain amount i.e. £ 20.00
could be entitled to a loyalty card.
Very regular clients should be given a card to ensure retention
of your best clients.
You should invite the customer to join into the scheme and
request that they complete the form.
Do not hand over the Smart Card until the form is completed.
43. What You Get in the Box
• Hand Held or Desk top Smart Reader/Writer
• Recharging Cradle and Battery
• Printed Cards + Training Cards
Including Set Up and Design of your Card
• Master Cards and Programming Cards
• Marketing Your Loyalty Scheme Handbook
• Posters & Application forms templates.
• 12 Months RTB warranty and Support
44. OPTIONS TO PURCHASE
• OUTRIGHT PURCHASE £ 695.00 (Includes100
Cards)
• SOFTWARE £ 395.00 for marketing and database
per store or Head Office version available.
• 6 Monthly Interest Free Payments + Cards.
£99.50p per month. Through rolling Credit card or
Post dated cheques.
• 12 Month Rental Contract with 3 Months Deposit,
includes first 50 Cards. £ 49.00 per Month.
• TRIAL AVAILABLE FOR UP TO 1 MONTH JUST
PURCHASE 100 Smart Cards. (£50 refundable
deposit on Terminal).
45. Questions and Answers
Q. What if the Customer loses his/her card
A. In the Standalone system the card
should be treated as a ‘Gift Card’ or
‘Cash Card’. If the customer loses the
card it is like losing cash and the reverse
of the card will have a disclaimer.
If on the other hand you utilise the software
you can keep a record of the time, Date
and Points gained at each visit.
46. Terms and Conditions
This Example is used on the back of Gift Cards
The ‘Company’ cannot replace or reimburse the value of the
points of your card if it is Lost, Stolen or Damaged. Please
look after this valuable card carefully and treat it just like
cash. To check your points balance or to add more points
hand your card over at the checkout.
Your Customer can bank their points in at any time in return for
a ‘Gift Voucher’ or against Purchases. You should
encourage banking wherever possible at the Point of Sale.
47. What About Returns
Most shops these days offer Credit Notes
against returned or unsuitable goods.
As a General Rule If they are a Loyalty Card
holder you should not give points out for
Credit Note Purchases.
48. What if Customer forgets Card
If the Customer forgets their card you should
validate the Sales Receipt and insert your
test card to calculate points and write on
the goods receipt.
The Customer simply brings in the receipt
next time and you add the points to the
card and sign the receipt with points given.
49. How Many Customers can I have in
the system
• The Standalone system is limitless in
terms of card holders 100 - 500,000+
• The Audited system is again limitless,
however you will need to download your
transactions on a regular basis i.e. the
terminal holds about 1000 transactions i.e.
loyalty card holder visits.
50. How long does it take to get new
cards
Your Art work will already be set up in the
system we therefore require 1 Weeks
notice to get new cards to you.
Simply phone through your order. Once you
are a customer of ours you will have a
30 day credit account.
51. Some of our Clients
• Compass Group
• British Airways
• National Trust Enterprises
• Alpha Airport Catering (6 Airports)
• Crown Courts
• Vauxhall Motors, Evans Halshaw
• Clarins UK
• 500 Schools & Colleges, 120 Golf Clubs
52. Our Partners
• Gemplus UK (Worlds Largest Smart Card Company)
• Universal Smart Cards
• SharpSoft
• Siemans
• Sharp UK
SmartCardWorld are development Partners
For Universal Smart Cards.
53. Smart Card World Our History
• Established 14 Years Ago - May 1996
• Won Major Award for Best Loyalty System in
1999.
• Industry Sectors, Salon, Restaurant, Retail
• Largest Sector Education with 1.4million cards
over last 5 Years
• Finalists in Nat West Awards for most Innovative
Business Idea (2007)
• Finalists In Nat West Awards, Micro Business of
the Year. (2007)
• Suppliers of one of the largest small business
loyalty schemes Clarins with 100 Terminals and
350,000 cards in last 3 years.
54. Our Services
• Supply of Smart Cards including
personalisation, embossing, fulfilment
• Supply of Terminals Handheld, Desktop &
PC USB.
• Point of Sale and application forms etc
• Software for Database and Marketing
• Bespoke Development
• Personalisation and Fulfilment
• Data Mining