Hi Ackroo Community!
Today’s update is about our Virtual Terminal (VT) “fund a unit” capability. For those that are not familiar, our virtual terminal is a non-integrated portal every program admin can access to process gift card & loyalty transactions. The currency of the transaction in this case, is called “units” which refers to a specific item (ex. a carwash, or salad). We have updated the ability to add an expiry date to a unit. Here are the details:
Who:
This feature applies to all clients.
What:
Ability to fund a “unit” via the VT that can expire on a desired date.
Where:
This function is only available on the Virtual Terminal and is not compatible with other terminals.
When:
Available to use now!
Why:
This feature would come in handy if you wanted to run a BOGO campaign and you are issuing a coupon for a specific item. We have also seen users fund units to something like a “seasons pass” for theme parks and museums that could expire at the end of a season. If you are a resort or hotel you could fund “X” amount of free continental breakfasts for the duration of your customer’s stay etc.
How:
Step 1: Log into your VT
Locate the customer with whom you’d like to fund a unit. You can search for your customer by:
- Card Number
- Name
- Batch Number
- Reference ID
- Bin #
- Phone Number
Step 2: Fund a unit
On your VT you have a button labelled “fund unit”. If this button is not showing, you can turn it on by heading to “admin” > “point of sale” > “menu profiles” > “add menu profiles”. You will also have to set up “categories” in your program console prior to this exercise. You can do so by heading to “admin” > “settings” > “unit” > “add unit”.
Click this button to proceed with funding a unit.
Step 3: Define your unit to be issued to the customer
1. Enter the # of units you wish to enter for the client (For example 5 units).
2. Choose a predefined category the unit would relate to.
3. Toggle to receive a receipt via email on/off.
4. Optional – Enter a description. (Ex. “Customer service gesture”)
5. Set an expiration date for the unit(s) to expire.
You will be shown a pop-up containing the transaction details. You can choose to print this if needed.
Lastly, you can view the balance of expirable units on the user’s card profile:
Like always, if you have any questions please email clientsuccess@ackroo.com.
