Merchant

Use the 'Merchant' Tab to view and manage merchants of your products.

Locate Merchants

To view a list of all merchants, click on 'List Merchants' in the left menu. You can also run a search for a specific merchant by clicking on 'Find Merchant', and running a search in the same method as running a search for a specific member. Since loyalty programs tend to have only a handful of merchants, using the 'List Merchants' function is most likely the more efficient option.

Merchant Account

Once you have selected a merchant, you can view and manage the account for that merchant. Under the 'Merchant Account' drop down in the left menu, select 'Edit Merchant'. You can then manage general account information for the selected merchant, or click on the 'Address', 'Telephone' or 'Password' tabs to edit the merchant's address, contact information or reset their password respectively.

Merchant Points

You can also manage the points for a selected merchant. After selecting a merchant, expand the 'Merchant Points' drop down and click on 'Adjustment'. Here you can add or remove points from a merchant account. You can also view how many points a merchant currently has by clicking on 'Points Management'. Points transactions are displayed under the 'Activity' tab, and the merchant statement is under the 'Statement' tab.

Commerce Upload

The Commerce Upload section (found under the Merchant Tab) allows you to bulk-upload point transactions for members from external commerce files. Before uploading any file, you must first add your merchant(s) and assign a point conversion (points per dollar). We recommend testing every file before performing a live upload. After an upload completes, review the summary and detail files for errors and notices.

Point Conversions

Point conversions define how many points a member earns per dollar spent at a merchant. Use the following options in the Commerce Upload menu to manage conversions:

• List Point Conversions – View all point conversion rules currently configured for your merchants.
• Add Point Conversion – Create a new points-per-dollar conversion rate for a merchant.

Uploading Commerce Files

The following upload options are available under Commerce Upload. Always use the corresponding Test option first to validate a file before performing a live upload:

• Upload Merchant Commerce File – Upload a standard merchant commerce file to award points to members.
• Test Merchant Commerce File – Validate a merchant commerce file without committing any transactions.
• Upload TicketFly Files – Upload commerce files exported from TicketFly.
• Test TicketFly Files – Validate TicketFly files before uploading.
• Upload Aknaf Files – Upload commerce files from the Aknaf system.
• Test Paycom Salary – Validate a Paycom salaried-employee commerce file.
• Upload Paycom Salary – Upload a Paycom salaried-employee commerce file.
• Test Paycom Hourly – Validate a Paycom hourly-employee commerce file.
• Upload Paycom Hourly – Upload a Paycom hourly-employee commerce file.
• View Previously Uploaded Files – Review the history of previously uploaded commerce files along with their summary and detail results.

File Templates

Members can be identified in a commerce file using either their Member Loyalty Card number or their email address. Download the appropriate template for your file format:

File Fields

The following fields are used in the commerce file. Fields marked mandatory must be present in every record. At least one point or purchase amount field (marked special*) is required per record.

* Each record must include at least one of: PurchaseAmount, RegularPoints, BonusPoints, DoublePoints, POSRewardPoints, or ProductSpecialPoints.

Error Messages

The following errors may appear in the detail file after a test or upload. Fatal errors prevent the entire file from being processed; record errors skip only the affected record.