Skip to main content

Voyado Engage

Using the integration

This is how to use your integration with Voyado Engage.

The POS

As mentioned, the VOYADO POS MODULE comes with several new commands:

  1. VOYADOMEMBERBONUS: See a Voyado member's bonus checks

  2. VOYADOMEMBERCONTACT: See a Voyado member's contact info

  3. VOYADOMEMBERPROMOS: See a Voyado member's promotions

  4. VOYADOMEMBERSEARCH: Search for a Voyado member by phone, email, SSN

  5. VOYADOSEARCHPHONE: Search a Voyado member by phone

If you created the default POS panel setup using the option in the Voyado Integration Setup, these commands will already be mapped to the relevant buttons on the POS for you.

LS_Central_-_POS_layout-1.png
Contacts

Voyado is the owner of all contacts. This means that any changes made to a contact in the POS will always be synced up to Voyado Engage. Likewise, contact data will always be fetched from Engage before it is shown on the POS.

Note

A new customer added in LS Central will automatically be created as contact type member in Voyado Engage.

Voyado Member Search

Installing the VOYADO POS MODULE added a new search panel to the POS: the Voyado Member Search. This uses the attribute specified in Voyado Integration Setup / General to search for a member. The attribute used can be Email, Mobile Phone No or SSN (to be added down the line) and the attribute you've chosen is shown on the panel's name (in this case, Email).

Voyado_Member_Search-1.png

Type your search and select OK. If a member is found, they'll become the active contact in the POS.

Note

You, the customer, can choose what parameter to use for identifying a member in the POS. This is set in the Voyado Integration setup in LS Central.

Member Management Panel

This panel can be opened either by a Voyado Member Search or manually with the button VOYADO M. CONTACT on the POS (which uses the new command VOYADOMEMBERCONTACT).

LS_Central_-_Member_Management_Setup_0.png

If you have an active member, their data will be visible here.

If you've not identified the member, you can now search for them by entering Email or Mobile Phone No and pressing Voyado Search on the bottom row.

The search will first check LS Central and then Voyado. Data will also be synced to Voyado if necessary, for example, if a change was made to that member's data in LS Central but not yet saved to Voyado.

Note

Write mobile phone numbers without spaces (example: +34777888555)

This search has a few possible outcomes:

1. The member does not exist

If the member cannot be found in LS Central or in Voyado, no data will be returned. The user can then create a member for this customer directly on the POS.

Email and Name are mandatory fields when creating new members (LS Central requires them both). So if you have a customer's Mobile Phone Number but not their email, just write in a fake email instead (along with Name and Mobile Phone Number) and LS Central will accept it. This fake email does not have to be unique.

This is the sequence to create a new member:

  1. Enter Name and Email and any other data such as Mobile Phone No

  2. Select SAVE

A new member will be now created in both LS Central and Voyado.

Note

Selecting SAVE is always safe to do when you've filled in Name and Email. If that member exists, their data will be retrieved and shown. If not, a new member will be created. SAVE is your friend!

2. The member exists only in Voyado

This could happen, for example, if the member created their account online and has never used the POS. If a search is made for a member like this, data from Voyado will be populated in the panel. However, Club Code, Scheme Code, Account No. and Contact No. will be empty.

Select SAVE and the member will be automatically created in LS Central (and any additional data will also be synced to Voyado).

50316_spr.png
3. The member already exists in both systems

In this case, you will get all the member's information and can choose to update it (for example, perhaps the person has changed name). Again, selecting SAVE will automatically sync any such changes to Voyado.

Things to keep in mind

Note

If a new member's country code is not specified, the country code for the store will be used by default, since Engage requires a country code to be sent.

Note

In LS Central there are no controls about a member's phone prefix, but Engage requires a correct prefix. It is important for the POS user to enter the prefix correctly.

Transactions

All transactions, both purchases and returns, are sent on-the-fly from LS Central to Voyado Engage. Engage runs a background process to read in new data, so there might be a slight delay before receipts turn up in the Engage frontend.

In LS Central transaction receipts can be found in the Transaction Register.

Receipts in Voyado can be found under a contact's Transaction History.

Transactions-1.png

If a receipt does not turn up in Engage, for whatever reason, there is functionality in LS Central to help with this.

Missing receipts

Each transaction creates a receipt in LS Central's Transaction Register. An individual receipt looks like this.

Transactions-2.png

Under the Voyado heading is the indicator Is in Voyado which lets you know if the receipt has safely made it to Engage.

It can be tricky, in isolation, to tell if the indicator is set to ON or OFF. Here's what both states look like:

The indicator in the YES / ON position:

LS Central slider in the YES / ON position

The indicator in the NO / OFF position:

LS Central slider in the NO / OFF position

If a receipt could not be transferred to Engage, you can try sending it manually with Send receipt to Voyado on the top row. You will be informed if this has worked. If an error occurs, check the log on the Voyado Integration Setup page for details.

Note

Resending a receipt from LS Central to Voyado Engage is mostly for first-line support to use if something has gone wrong.

Returns

Returns also turn up under a contact's Transaction History in Engage. In the example here, the topmost transaction is a return. They can be manually sent in the same way as other transactions, if needed. Note that a return transaction's Total is negative.

Transactions-3.png
Promotions

A Promotion is first created as a Store Coupon in LS Central. This data is then sent over to Voyado with the press of a button, where it's used to create a matching Voyado Promotion.

Here are the steps to follow:

Create a Store Coupon

Go to Store Coupon List in LS Central and create a Store Coupon. Check that the details are filled out as in the example below:

Promotions-1.png
  • Code: The id of the campaign

  • Description: A short description

  • Coupon Issuer: Who is the coupon issuer

  • Coupon Reference No.: The reference id

  • Price Group: The price group that will be applied.

  • Calculation Type: This must be set to Discount

  • Validation Period ID: Validation period for the campaign

  • Status: Enabled/Disabled

Here you define which items will be part of the campaign, as you would do for any Store Coupon.

  • Calculation Type: Discount

  • Discount Type: Discount %

  • Value: The discount percentage that will be applied.

  • Barcode Mask: Barcode mask (already set up)

Here you'll see that the Promotion works as a Discount Percentage.

  • Handling: Discount

  • Entry Validation: Apply to Entry

  • Coupon ID Method: Serial No.

  • Member Type: Club

  • Member Value: The id of the club

  • Voyado Promotion: Enabled/Disabled

  • Voyado Promotion Type: Multichannel-Promotion

Create the Promotion in Voyado

When your Store Coupon is set up, go to the top menu in LS Central. Select Actions and then Create Promotion In Voyado.

Promotions-2.png

This sends all the information to Engage, creating a Promotion. In Engage, your new Promotion will look like this:

Promotions-3.png

You'll notice that the External id of the Voyado Engage Promotion matches the Code value of the Store Coupon. This is how the integration understands that these two are the same. Now this Promotion can be assigned to members and segments in Engage and become part of an automation flow.

Caution

If you edit the Promotion in Voyado, you should then always manually sync it in LS Central.

Note

To make this Promotion available online, tick the Can be used online checkbox on the Engage page.

Using a promotion in-store

Once a customer is identified in the POS, select the button Voyado Promotions (which uses the new command VODAYOMEMBERPROMOS). LS Central will then receive all the active promotions for this member and confirm that each one:

  • Was created in LS Central

  • Is currently enabled in LS Central

Coupon entries will now be shown in the POS and can be applied to purchases. When one of them is used, the coupon entry in LS Central is deleted and the Promotion is redeemed in Engage. This means the next time LS Central requests a member's active promotions, the one just used won't turn up, since it has been redeemed.

Note

Only promotions that were created in LS Central can be used.

Using a promotion online

Assuming the Can be used online option has been ticked for the Promotion in Voyado Engage, it should now be usable with online purchases.

Setup for creating and redeeming

To ensure that promotions are created and redeemed correctly, be sure that the Promotions section of your Voyado Integration Setup looks like this.

Promotions-4.png
Bonus checks

Bonus checks, unlike Promotions, are always created first in Voyado Engage. They are then imported into LS Central whenever needed and used to create data entries using the template Voyado Bonuschecks found under POS Data Entry types. These can then be applied to transactions in the normal way.

Setting up bonus checks

In your Voyado Integration Setup there are two options under Bonus checks / Bonus check type and these are VOUCHER and COUPON.

Bonus-checks-1.png

Note there is a new Tender Type specifically for bonus checks (14). This should already be set.

Through LS Central you can choose to handle bonus checks as a COUPON or VOUCHER. Both of these are applied to the contact's total as a discount; they are not used as tender. This avoids issues such as the POS suggesting giving the customer a cash refund for the amount remaining, or generating new bonus points on the tendered amount.

Note

Both options for Bonuscheck Type, VOUCHER and COUPON, are applied as a discount.

Bonus checks template

In LS Central, go to POS Data Entry Types. There you should see Voyado Bonushecks listed as a type. This is the template used by LS Central to create bonus checks.

Bonus-checks-3.png

Select this to view the details.

Bonus-checks-4.png

If Use Full Remaining Balance is set to ON, the bonus check will be entirely used up the first time it is used and then be automatically redeemed in Voyado Engage.

If Use Full Remaining Balance is set to OFF, the bonus check can be used many times, as long as it still has money remaining. This amount will of course decrease every time it is used.

Using a bonus check

When a member is identified in the POS, LS Central checks if that member already has data entries of type Voyado Bonuscheck. If there are, these will first be deleted.

A sync will then be performed with Engage to fetch any bonus checks and new data entries will be created in the LS Central. Bonus checks are thus created on-the-fly whenever a member is identified in the POS (and deleted after).

To see the bonus checks available for a member, select Voyado Bonuschecks in the POS (which uses the new command VOYADOMEMBERBONUS).

You will see something like this:

Bonus-checks-5.png

From here you choose the bonus check you want to use (or that the customer wants to use) and then select Add to Transaction as usual.

Bonus check states

Engage and LS Central use different naming conventions for the current state of bonus checks. Natively in Engage, a bonus check's state can be either Used or Unused. When an Engage-created bonus check is imported and viewed in LS Central, the states shown (in the column Voyado Status) are REDEEMED and UNUSED:

  • Used in Engage = REDEEMED in LS Central

  • Unused in Engage = UNUSED in LS Central