Rewards & loyalty program with Hitachi Solutions Ecommerce

This deck explains how the rewards and loyalty program works with Hitachi Solutions Ecommerce.

1. Rewards Program with Hitachi Solutions Ecommerce

2. Feature overview Configure reward tiers Configure reward earning rate and redemption rate Earning reward points Let shoppers pay via reward points partially or fully! Let Customer Support accept payment via reward points Returns & refunds for payments by reward points Reward points life cycle - earning and redemption How does a refund get integrated? 2

3. Feature overview Earning Rules and Redemption Rules - Define earning rules for different reward tiers. Let reward point earning rates be higher for your more loyal customers. Define redemption rules in different currencies. API for Third Party Reward Point Integration - Enhance your online store by using third party reward point programs. Reward Loyalty with Reward Tiers - Assign more reward points to more valuable customers and reward customer loyalty. Reward higher volume purchases with more points – the more you shop, the more points you earn. Online Redemption - Pay via reward points during checkout. Reward points can be used to pay partially or fully in conjunction with traditional payment methods. Dynamics Integration: Reward redemption (or payment) is treated as Advanced Payment/Pre-Payment and is integrated with the sales order.

4. Configure reward tiers Value Customer Loyalty Earn reward points based on reward tiers. Reward tiers define customer loyalty. Give more reward points to your more loyal customers. Assign reward tiers Assign the highest reward point value (reward tier) for your most valuable customer class. Reward tier is configured for specific customers, and takes precedence over its reward tier in the customer class.

5. Configure reward earning r ate and redemption r ate Reward Earning Exchange Rate Configure different reward earning exchange rates for different reward tiers in different currencies. Earning rate can be more for a higher reward tier. Reward redemption rate Specify reward amount to be redeemed per 100 points earned in a specific currency. Easy upload Import a reward program from your existing system to the Manager Panel . Sample CSVs are provided for the same.

6. Earning reward p oints Earn Points As You Pay Reward points are earned and shown to the shopper on the web store as soon as the payment is received by the merchant . Reward points can be earned for all items. There is no item restriction. Shoppers can also earn reward points for shipping and taxes paid. Earning Rule Reward earning is based on the final order total. The shopping cart total may differ due to tax, manual coupon applied, or shipping method selection, hence the reward point earn display on the shopping cart may differ from the reward points earned after order placement.

7. Earning reward p oints (cont.) Reward Points Earned For Orders Placed Via Manager Panel Similar to how points are earned when items are purchased through the storefront, points can also be accrued if the CSR places an order through the Manager Panel. Let CSRs Reward the Shopper Manually As Well Increase shopper loyalty with an option to add reward points. If a shopper cancels/returns any order, the CSR can manually deduct his earned reward amount.

8. Customers can use earned rewards as a payment method during checkout, and p artial or full payment can be done. Payment by rewards are treated as Advance Payment, and the reward amount balance is reduced. Taxes cannot be paid via reward points. Let shoppers pay via reward points partially or fully!

9. CSRs can also accept payments via reward points. They can use reward points earned by the customer and accept payments. Let Customer Support accept payment via reward points

10. Returns & refunds for payments by reward points Returning an Order Paid via Reward Points If a payment was made on a sales order through reward points, then an appropriate refund is made to the customer’s account during returns. The rest of the money can be refunded to a credit card or any other selected payment method in the return order form. Returning an Order that Earned Reward Points If a sales order earned reward points, then the earned reward amount is deducted from the shopper’s account during a return.

11. 11 Reward points life cycle - earning and redemption The issued reward amount to the shopper flows into Microsoft Dynamics ERP. A reward report can be used and manual entry can be done once a quarter using that report. GL entry can be made using the outstanding reward balance. Anytime a payment made by rewards points is integrated to Microsoft Dynamics ERP, it is treated as a check payment for accounting purposes.

12. How does a refund get integrated ? Online Return Requests Return requests paid partially or fully via reward points can be submitted online via automated checkpoint, ensuring only valid returns are submitted. Warehouse Receives Items Returned merchandise is received in the specified warehouse. The process of receiving and inspecting the merchandise is based on the back-office Microsoft Dynamics ERP. Different ERPs provide a slightly different process for receiving returns. Refund of Reward Points A return invoice with a negative amount is generated, reward points are refunded, and the remaining amount is refunded to another payment method used during order placement.