Configure balance types to control how and when points are earned for Loyalty members. Balance types can also be used to track data about members, such as member visits, and to offer members targeted recognitions.
Manage Balance Types at Loyalty > Loyalty Admin > Campaigns > Balance Types.
If you'd like members of a club to receive rewards based on points, then you'll need to define at least one balance type for each club.
You can also define multiple balance types for each club. For example, a club could track different different balance types for its members:
- Box Office points: Earn fixed points on Box Office transactions.
- Member points: Earn variable points on concession transactions.
Having multiple balance types allows you to track member activity through several metrics. You can also choose to make some balance types, such as loyalty points, visible to members and to restrict the visibility of other balance types, such as total spending, to Loyalty administrators.
Where multiple balances are defined for a club, you can set up a member balance to represent the combined points balance. This is done by configuring the Accumulate to Balance Type field for each involved balance type.
Important! Each balance type must be unique to a single club, but each club may be associated with several balance types.
Balance types can be used to manually track data about members that can then be used in rules to include members in a Group.
Default earning methods
Balance types can track three any of these earning methods:
- Visits (counted as the number of unique sessions attended).
- Spend. For example, the amount spent ($, €, £, etc) in sales transactions.
- Quantity. For example, the number of a Ticket Type sold.
Define the default earning and redemption rates when configuring each balance type.
Note: If a method of earning relies on member behaviour, then the balance type can be updated by a Promotion, which allows points to be earned based on rules.
Overriding earning methods
You can include overrides to the earning or redemption rates with the following methods defined in order of precedence ('Apply Item Adjustments' must be ticked on the Balance Type page):
Important! Apply Item Adjustments must be selected on the Balance Type page.
- Balance Type Override Settings which allow an override on the earning and redemption rate by any of the following criteria: Site, Cinema Type, Item Group, Item Class, Item.
- Item values for earning and redemption.
- Item Class values for earning and redemption.
- Item Group values for earning and redemption.
Fields used in setting up a Points Balance:
Section 1: Data
|Club||The balance type will be applied to all members for the club selected.||Film Club|
|Name||A descriptive name for the Balance Type.||Film Club Points|
|Name Alt Lang||The name of the Balance Type to display in an alternative language.||Puntos|
|Unit Name||The type of unit recorded against the Balance Type.||Points, or Visits|
|Item Group||(Optional) Select the Item Group when this Balance Type only applies to a particular item group.||CONCESSIONS|
|Accumulate to Balance Type||(Optional) Select a parent Balance Type that the points of this Balance Type will update also.||Member Points|
Section 2: Calculation
|Units Earned Per Visit||(Optional) This field is entered for a Balance Type that tracks member visits. The Item Group should be set to BOX OFFICE if this is entered. A visit counts the number of unique sessions attended by the member.||10|
|Earning Adjustment||The Earning Adjustment is the conversion from the monetary value (dollar, pound, e.t.c.) to points. This adjustment can be specified by a number of specific criteria including item class and item if necessary in the Balance Type Override settings. When the checkbox 'Use Quantity' is checked then this value will be used to calculate the number of points per item.||1|
|Redemption Adjustment||(Optional) The Redemption Adjustment is the conversion from the monetary value (dollar, pound, e.t.c.) to points when you use points as a payment type. This adjustment can be specified by a number of specific criteria including item class and item if necessary in the Balance Type Override settings.|
|Maximum Unit Calculations based on||(Optional) Select an option when limits are applied for points earning. The options are to limit by Amount of Points or Quantity of Items. When using Quantity of Items the loyalty configuration setting ‘MaximumPointsEarnedQuantity’ takes affect.||Amount of Points|
|Maximum Units Earned Per Visit||(Optional) This is used in conjunction with the 'Maximum Unit Calculations based on' option. When the points need to be limited per transaction enter an amount.||Enter 20 to limit the number of points that can be earned per transaction.|
|Maximum Units Earned Per Day||(Optional) This is used in conjunction with the 'Maximum Unit Calculations based on' option. When the points need to be limited to an amount earned per day then enter an amount.||Enter 50 to allow up to 50 points to be earned in one day.|
|Maximum Units Earned Per Session||(Optional) This is used in conjunction with the 'Maximum Unit Calculations based on' option. When the points earned in box office sales need to be limited to an amount earned per session.||Enter 30 to allow up to 30 points to be earned for tickets to a session.|
|Number of Decimal Places||Select the level of accuracy that you want to record points transactions. When the number of decimal places selected is less than the number calculated on earning points, the points will be rounded for each item.||Enter 0 decimal places to use rounding.|
|Is Default Balance Type||A default Balance Type must be selected for each club.|
|Show On POS||Check the box to allow the balance type to be displayed in Point of Sale.|
|Earn Points On Points Use||Check the box to allow the member to earn when they are using points as a payment type or recognition to pay for an item or ticket.|
|Enable Points Expiry||Check the box to calculate expiry records for the Balance Type using the configuration settings (as described in the points expiry section).|
Section 3: Earn on Items
|Apply Item Adjustments||Check the box when the Balance Type has override earning or redemption adjustments, or any adjustment amounts have been defined in the item group, item class or item setup.|
|Include Tax||Check the box when the post tax value is used in the points calculation. Leave the box unchecked to calculate the points based on pre-tax value.|
|Check the box when the post tax value is used in the points calculation. Leave the box unchecked to calculate the points based on pre-tax value.||Check the box to calculate points based on the number of items purchased rather than spending value. This works in conjunction with the Earning and Redemption Adjustment values.|
Section 4: Earn on Payment
|Earn points on payments||Check the box to disregard any earning adjustment overrides in the Balance Type override settings, item groups, item classes, or items. The points value will be calculated on the total amount paid by the customer, which will not include the value of any redemptions or discounts. This type of balance must be based on amount of points.|
Note: Units of earning can be defined as a decimal value and/or less than 1, but not a negative number.
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