# Loyalty (Enterprise)

Loyalty Configuration in Verifone Commander Central allows for loyalty settings to be configured and managed in the cloud, and then transmitted to a single or multiple sites. Support for loyalty remote management within Verifone Commander Central requires software Release 54.00 or higher.

### **Configuration Syncing**

#### **Initial Onboarding**

When the Verifone Commander is initially onboarded into the cloud, if it is on Release 54.00 or higher, it will transmit its current loyalty configuration to Verifone Commander Central.

The current configuration is only transmitted to Verifone Commander Central during the initial onboarding.

#### **Configuration Updates**

* After the initial upload of the current configuration, any updates made in Verifone Commander Central can be accessed and transferred to the site by either the major oil provider and/or the merchant administrator, if applicable.
* After the site is onboarded to the cloud, Loyalty Configuration will still be available within Verifone Configuration Client.
* If there are local changes within Verifone Configuration Client made to the Loyalty Payment Configuration at the site, these changes will NOT be transmitted to Verifone Commander Central.
* If updates are sent to the site from Verifone Commander Central, the last update sent will override previously transmitted or locally stored data.

### **Loyalty Programs**

The loyalty payment program allows for different loyalty programs to be generated and assigned to multiple sites with specific Merchant IDs (MIDs) for each location. Loyalty Programs can be created in Verifone Commander Central, or they can be added when the site is onboarded to Verifone Commander Central.

#### Create Program

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**Enterprise**

To create a new Loyalty program, navigate to Verifone Commander Central > Configuration > Site Management > Select the Sites drop down and switch the view to Enterprise.

<figure><img src="/files/iGl1CQvqR4xtiJC3M3oD" alt=""><figcaption></figcaption></figure>
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**+Create New**

After navigating to the Enterprise view, select + Create New in the top right corner.

<figure><img src="/files/PMvAVdksIJ04nUnVYsRX" alt=""><figcaption></figcaption></figure>
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**Create New Data Set**

From the Create New Data Set pop-up, select the Configuration Category of Payment Operations. Select the Configuration Type of Loyalty.

<figure><img src="/files/ijOciLj3aAs5E8v3BEED" alt=""><figcaption></figcaption></figure>
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**Continue**

Click Continue to open the creation form.
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**Create Loyalty Program**

<figure><img src="/files/PiFyl3c9QzvZknC8Nfb8" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="180" valign="top">Field</th><th valign="top">Description</th></tr></thead><tbody><tr><td valign="top">Create New or Clone from Existing</td><td valign="top"><p>To create a new loyalty program, select the Create New bullet.</p><p>To copy settings from another loyalty program to be modified, select Clone from existing. (See next section for more details)</p></td></tr><tr><td valign="top">Configuration Name</td><td valign="top">The specific name for the loyalty provider.</td></tr><tr><td valign="top">Provider</td><td valign="top">Select the loyalty provider from the list that is used to host the name. The list is a pre-defined selection of approved loyalty hosts.</td></tr><tr><td valign="top">Program Name</td><td valign="top">Sets the Program ID for the loyalty program.</td></tr><tr><td valign="top">IP/Host</td><td valign="top">Sets the IP address of the loyalty host. (Provided by loyalty host)</td></tr><tr><td valign="top">Port</td><td valign="top">Communication Port Number for the primary loyalty host (Provided by loyalty host)</td></tr><tr><td valign="top">Heartbeat (seconds)</td><td valign="top">Sets the interval in seconds between network status checks from the Electronic Payment Server to the Loyalty Host. Minimum amount allowed is 120 seconds.</td></tr><tr><td valign="top">Enable TLS</td><td valign="top">Enables the use of secure Transport Layer Security (TLS) connection to the loyalty host. When TLS is used, data is encrypted over the communication line.</td></tr><tr><td valign="top">Program Settings</td><td valign="top"><p>Enable Bar code Scan - Enables bar code scanning for the related FEP.</p><p>Display FEP inside for Multiple Loyalty -Displays loyalty programs at the POS when multiple loyalty is used.</p><p>Enable Card Download - Allows the loyalty host to send down loyalty cards through the Loyalty Card Table Download function.</p><p>Display FEP Outside for Multiple Loyalty - Displays the Loyalty Program at the DCR when multiple loyalty is used.</p></td></tr><tr><td valign="top">Receipt Offline Message</td><td valign="top">When loyalty is offline the message entered here will print on the receipt.</td></tr></tbody></table>
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**Save & Next**

Select Save & Next to save the parameters entered.
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#### Clone from Existing Program

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**Choose a template**

If the Clone from Existing Program is selected on the Create Program form, it will prompt to search for the name of the program to clone.

<figure><img src="/files/bSpMTLaCtKo4hVkNpKIz" alt=""><figcaption></figcaption></figure>
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**Clone or View**

After completing the search function, select clone or view from the return list displayed.

<figure><img src="/files/1opRrTHpWj56SkcSgtYT" alt=""><figcaption></figcaption></figure>
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**Configuration Name and Program Name**

Enter the Configuration Name and Program Name for the configuration. Make additional changes to the communication parameters and program settings before continuing. See the table above for more details on each field.
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#### Add Loyalty Cards

The next section on the Create Program form allows loyalty cards to be added to the program. If an Alternate ID is allowed with the loyalty card, select the check mark next to ‘Add Alternate ID’. An Alt ID Card name will be automatically added to the table. Alternate ID cannot be edited, it is only enabled by being added to the card table.

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**Add Another Card**

Select ‘Add Another Card’ to add additional loyalty cards to the list.

<figure><img src="/files/9JOG6DWzSBlU1rjbhQHK" alt=""><figcaption></figcaption></figure>
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**Entry Fields**

Complete the entry fields for the specific loyalty card being used.

<table><thead><tr><th width="190" valign="top">Field</th><th valign="top">Description</th></tr></thead><tbody><tr><td valign="top">Card Disabled</td><td valign="top">Disables the loyalty card.</td></tr><tr><td valign="top">Card Abbreviation</td><td valign="top">Two-character abbreviation for the card.</td></tr><tr><td valign="top">Lower Iso</td><td valign="top"><p>Sets the lower value of the card bin range. The entered card number must be greater than or equal to this number to match the table entry.</p><p>For standard bar codes and mag stripe loyalty cards this will be the first six-digits.</p><p>For GS-128 bar codes, 8018’ is a special application ID and is required as the first four-digits of the Lower ISO range followed by the first two-digits of the bar code.</p></td></tr><tr><td valign="top">Upper Iso</td><td valign="top"><p>Sets the upper value of the card bin range. The entered card number must be less than or equal this number to match the table entry.</p><p>For standard bar codes, GS-128 bar codes, and mag stripe this will be the same as the lower ISO range or ending range value.</p></td></tr><tr><td valign="top">Pan Length</td><td valign="top"><p>Sets the number of digits that are used with each card or barcode.</p><p>Mag-stripe loyalty cards use 16-digits. Standard bar codes used 12-digits. GS-128 bar codes use 22-digits.</p></td></tr></tbody></table>
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**Save in the card**

Select Save in the Card window to save the card. Add any additional cards needed for the specific loyalty program.
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**Save & Next**

Select Save & Next to proceed to the Site Assignment Area.
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#### Site Assignment

The site assignment section displays a list of sites that have been onboarded to your Verifone Commander Central account.

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**Select Sites**

Select the sites this loyalty should apply to from the list. Selecting the top level of a group will select all sites within that group.
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**Save & Next**

Select Save & Next after the sites are selected.

<figure><img src="/files/eHzorlZpONXVE0XUgYhV" alt=""><figcaption></figcaption></figure>
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#### Loyalty Merchant ID (MID)

Each location must have a merchant ID (MID) assigned to it for the loyalty provider. The MID allows the loyalty host to identify the site for transactions. Every location will have a unique MID.

Enter the Merchant ID to the right of each selected location. Be sure to enter in the correct MID for each site as it is the loyalty provider’s unique identifier for the site.

<figure><img src="/files/m0ScJBDpVKhPRGbYcVJt" alt=""><figcaption></figcaption></figure>

There is an optional Bulk Upload feature that allows a spreadsheet to be utilized to import multiple MIDs at one time.

To complete a Bulk Upload for Loyalty MIDs, select the Bulk Upload button on the form, export the template, complete the form, and upload the file to the MID section.

<figure><img src="/files/MVBqIX5462jYwQkk1vxM" alt=""><figcaption></figcaption></figure>

#### Review the Parameters

Before applying the parameters, you can review the selections and entries made to confirm they are correct. At the bottom of the form, the Card(s) and Site(s) Assignment are collapsed. To expand those sections, click the title to expand or collapse those sections.

Click Save & Next to apply the configuration.

<figure><img src="/files/ND8aAJwKhf4TdQEejgTZ" alt=""><figcaption></figcaption></figure>

#### View Existing Loyalty Programs

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**Enterprise**

To create a new Loyalty program, navigate to Verifone Commander Central > Site Management > Select the Sites drop down and switch the view to Enterprise.

<figure><img src="/files/5BBuJmXoo4MoN8W1hlZM" alt=""><figcaption></figcaption></figure>
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**Viewing**

Check the Viewing selection to the right of the filter button. If it is set to Viewing: Loyalty, then use the Filter function to switch to Loyalty (Configuration Category: Payment Operations | Configuration Type: Loyalty).
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**Search**

All loyalty programs will be displayed. To search for a specific loyalty configuration, use the drop down to the left of the search criteria bar to switch between loyalty provider, configuration name, or program name.
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**Three Dots**

Select the three dots to the right of the Program Name view.
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**View**

Click View.

<figure><img src="/files/Nyn0QtQXNqvIpgJJ8CF9" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/qgNFYUYM5i14IZNljaa2" alt=""><figcaption></figcaption></figure>
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