Difference between revisions of "Exporting contact details for loyalty cards"
From Catalyst
Katy Kitchen (talk | contribs) |
(Bulk update) |
||
| (3 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
Follow these instructions to create a file containing customer contact details. The reports can be run to include customers who were issued loyalty cards by a specific site or they can include all customers with a loyalty card. | Follow these instructions to create a file containing customer contact details. The reports can be run to include customers who were issued loyalty cards by a specific site or they can include all customers with a loyalty card. | ||
| Line 10: | Line 8: | ||
=== Loyalty Scheme Mail === | === Loyalty Scheme Mail === | ||
| − | * To select a specific Site enter the Site Code in both boxes. | + | * To select a specific Site, enter the {{DataValue|Site Code}} in both boxes. |
* For all Sites or if you have one Site, leave the range blank. | * For all Sites or if you have one Site, leave the range blank. | ||
* Click {{Button|Start}} to create a file containing Customer names and addresses, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSMAIL.CSV}} and will be overwritten every time you run the report. | * Click {{Button|Start}} to create a file containing Customer names and addresses, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSMAIL.CSV}} and will be overwritten every time you run the report. | ||
=== Loyalty Scheme Email === | === Loyalty Scheme Email === | ||
| − | * To select a specific Site enter the Site Code in both boxes. | + | * To select a specific Site, enter the {{DataValue|Site Code}} in both boxes. |
* For all Sites or if you have one Site, leave the range blank. | * For all Sites or if you have one Site, leave the range blank. | ||
* Click {{Button|Start}} to create a file containing Customer names and Email addresses, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSEMAIL.CSV}} and will be overwritten every time you run the report. | * Click {{Button|Start}} to create a file containing Customer names and Email addresses, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSEMAIL.CSV}} and will be overwritten every time you run the report. | ||
=== Loyalty Scheme Mobile === | === Loyalty Scheme Mobile === | ||
| − | * To select a specific Site enter the Site Code in both boxes. | + | * To select a specific Site, enter the {{DataValue|Site Code}} in both boxes. |
* For all Sites or if you have one Site, leave the range blank. | * For all Sites or if you have one Site, leave the range blank. | ||
* Click {{Button|Start}} to create a file containing Customer names and Mobile numbers, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSSMS.CSV}} and will be overwritten every time you run the report. | * Click {{Button|Start}} to create a file containing Customer names and Mobile numbers, their Loyalty Card number and current balance on their card. The file can be found in {{FilePath|..\SXICONS\OUTPUT\LSSMS.CSV}} and will be overwritten every time you run the report. | ||
| Line 28: | Line 26: | ||
* [[How do I Issue Loyalty Cards?]] | * [[How do I Issue Loyalty Cards?]] | ||
* [[How do I Redeem Loyalty Points?]] | * [[How do I Redeem Loyalty Points?]] | ||
| − | * [[How do I | + | * [[How do I check how many loyalty cards have been Issued?]] |
| − | * [[How do I | + | * [[How do I check loyalty card balances?]] |
| − | * [[How do I | + | * [[How do I check how many loyalty points have been redeemed?]] |
| − | * [[How do I | + | * [[How do I view loyalty points that have expired?]] |
* [[How do I Check who a Loyalty Card belongs to?]] | * [[How do I Check who a Loyalty Card belongs to?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|loyalty, points, redeem, redeemed, loyalty card, issued, issue, expired}} |
| − | {{ | + | {{KB_RGen}}{{ZN_Accounts}} |
Latest revision as of 05:29, 12 April 2019
Contents
Summary
Follow these instructions to create a file containing customer contact details. The reports can be run to include customers who were issued loyalty cards by a specific site or they can include all customers with a loyalty card.
More Information
Go to " Reports & Settings Reports Accounts Report Generator".
- Type 'Loyalty Scheme' and click [Search].
- Highlight the report to run and click <Start>.
Loyalty Scheme Mail
- To select a specific Site, enter the 'Site Code' in both boxes.
- For all Sites or if you have one Site, leave the range blank.
- Click [Start] to create a file containing Customer names and addresses, their Loyalty Card number and current balance on their card. The file can be found in '..\SXICONS\OUTPUT\LSMAIL.CSV' and will be overwritten every time you run the report.
Loyalty Scheme Email
- To select a specific Site, enter the 'Site Code' in both boxes.
- For all Sites or if you have one Site, leave the range blank.
- Click [Start] to create a file containing Customer names and Email addresses, their Loyalty Card number and current balance on their card. The file can be found in '..\SXICONS\OUTPUT\LSEMAIL.CSV' and will be overwritten every time you run the report.
Loyalty Scheme Mobile
- To select a specific Site, enter the 'Site Code' in both boxes.
- For all Sites or if you have one Site, leave the range blank.
- Click [Start] to create a file containing Customer names and Mobile numbers, their Loyalty Card number and current balance on their card. The file can be found in '..\SXICONS\OUTPUT\LSSMS.CSV' and will be overwritten every time you run the report.
See also
- How do I set up a Customer Loyalty Scheme?
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
- How do I check how many loyalty cards have been Issued?
- How do I check loyalty card balances?
- How do I check how many loyalty points have been redeemed?
- How do I view loyalty points that have expired?
- How do I Check who a Loyalty Card belongs to?
