Setting up preferences in Loyalty

Preferences help capture a member's interests and choices when they sign up to your Loyalty programme. For marketing content that's more targeted and personalised, you can tailor what information to send to a member based on the preferences they select.

All members are grouped into various preference types (if a member doesn't select one, a default preference is assigned). A preference type is a category, such as "Select your favourite genres", which contains preferences, such as "Horror" or "Fantasy". Other preferences you might want to ask about include things like seating preference, cinema preference, and available offers.

Tip: Use preferences to let Loyalty members choose the promotional information they wish to receive and/or opt-in to available newsletters. 

Steps

Preferences must be assigned to a preference type, so create your preference types first.

Adding a preference type

1. In Loyalty Manager, go to Loyalty Admin > Demographics > Preference Types.
2. Click Add New Record.
3. Enter the details of the new preference type.
4. Click Save.

Adding a preference

1. In Loyalty Manager, go to Loyalty Admin > Demographics > Preferences.
2. Click Add New Record.
3. Enter the details of the new preference. 
4. Click Save.

In the Lumos CMS, you can create more specific, personalised questions and allow members to update their details when they're signed in. See the Setting up custom preferences in the Lumos CMS article for more information.

Important: When setting up custom preferences or questions for your Loyalty members, you must not request or collect Personal Data, including Special Categories of Personal Data. As a Vista client, you are not permitted to upload or process sensitive data within the Vista system.

Personal Data is any information relating to an identified or identifiable natural person, who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.

Special Categories of Personal Data, under the General Data Protection Regulation (GDPR), includes information revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, genetic or biometric data for the purpose of uniquely identifying a natural person, health-related data, and data concerning a person's sex life or sexual orientation.

By using Vista’s tools, you agree to comply with all applicable data protection laws and to avoid collecting or storing any data that falls under these categories.

See also: 

• Setting up custom preferences in the Lumos CMS