The rewards tablet is a page you point a spare tablet or second screen at, facing the customer. They tap in their phone number and see their store credit, their tier and their last few purchases. Nobody signs in.
It is part of the Loyalty module. If Loyalty is not switched on for your account the page answers The Loyalty & Rewards module is not enabled for your account. Please contact support to enable this feature.
Set the tablet up
- Ask Stratamize support for the tablet address for the register you want to put
it beside. It looks like
https://yourstore.example.com/rewards/yourstore/register-1. The address is per register, and the app does not display it anywhere, so you have to be given it. - Open that address in the tablet's browser.
- Put the browser in full screen, and set the tablet to stay awake on mains power.
- Stand it where the customer can reach it.
The page needs no login and no app install. Anyone who has the address can open it, so treat it as public: it shows a balance and a name to whoever types a phone number that exists in your customer list.
What the customer sees
The tablet opens on Enter Your Phone Number with a large keypad, a Backspace key and a Clear key. Submit turns on once ten digits are in.
When the number matches a customer, the screen changes to:
- Welcome back, {their name}! with their tier badge.
- Your Wallet Balance — the store credit they can spend.
- Tier Progress — a bar toward the next tier.
- Recent Purchases — their last five sales, each as a date and a total.
- A Start Over button.
The keypad takes digits only, and what the customer taps is sent as digits, so there is nothing for them to get wrong at their end.
What they are matched against is not fully cleaned up, though. The lookup
strips hyphens and brackets from the stored number but not spaces, so a customer
whose number you saved as (555) 123-4567 — with the space after the bracket —
cannot be found from the tablet at all and gets Customer not found. Save phone
numbers without spaces and the tablet finds everyone. See Add and find a
customer.
Tapping Start Over clears the screen back to the keypad and untags the customer at that register, so the next person starts clean. If nobody presses it, the tagged customer is dropped automatically after four hours.
Two things it will not do yet
- The Tier Progress bar always reads $0. The spend figure the bar is drawn
from is not sent to the tablet, so a Standard customer reads
$0 / $500 to silver, a Silver one$0 / $1500 to goldand a Gold one$0 / $3000 to platinum, whatever they have actually spent. Worse, the thresholds in that line are the shipped defaults built into the tablet, not the ones on your Rewards page — if you have changed your thresholds, the tablet quotes the wrong target to your customers. Their tier badge and wallet balance above it are correct. If a customer asks, read the tier off the badge and the spend off Reports → Top Customers. - Nothing appears on the cashier's screen. Tagging a customer on the tablet does not attach them to the sale the cashier is ringing. The cashier still has to look the customer up on the sale screen. Treat the tablet as a display for the customer, not as an input for the register.
Messages a customer may see
- Customer not found. Please register at the counter. Either the number is not in your customer list, or it is in there saved with a space in it — which the lookup cannot match. Check the Customers page before you create a second record for the same person. See Add and find a customer.
- Too many requests. Please try again later. The page is rate limited to 30 requests a minute from one internet connection, and everything the tablet does counts, including the live-updates connection it holds open. If your whole shop shares one connection and you run several tablets, expect to hit it. One tablet per register is what this was built for.