Question 1

How to accept payment with bonuses? - Poster

Accepted Answer

${frame}

To accept payment with bonuses:

In the open receipt on your POS go to the Customer tab in the top left corner.
Start entering a name, phone number or loyalty card number, choose a customer from the list and tap Apply.
Go back the Receipt tab and tap Pay.
In payment window choose Use bonuses.
Tap Pay.

☝🏻 If you don’t have Use bonuses field in payment menu, that’s mean that your customer is not in cash-back rewards program or he doesn’t have any bonuses to use.

In order not to pay for products or categories of products with bonuses, add them as exclusions.

Question 2

How to set up a bonus loyalty system - Poster

Accepted Answer

You need to log in to your Poster account. If you have a Connect account, you need to log in to that!

Set up a bonus loyalty system so that customers can accumulate bonuses and use them to pay the bill or part of it. To do this, create customer groups and set up the rules for transitioning between bonus groups.

Creating customer groups

Create customer groups to set up bonus accrual.

Add customer groups to set up bonus collecting. To do this:

Go to Marketing → Customer groups in the management console.

Click Add.
Name group, e.g. “5%”.
In Loyalty program field choose the Cash-back rewards system.
Enter bonus size, e.g. “5%”.
In Birthday bonus field enter bonus size which will be automatically enlisted to a customer on birthday.
Click Add.

💡 Set up different percentages for different customer groups.

Transition conditions between cash-back rewards groups

You can set up an automatic increase of bonus percentage, turn on the transition between cash-back rewards groups and enter the

Question 3

How does the scanner work?

Accepted Answer

You can do this using the Loyallyst Scanner, which works both on a computer and on a phone.

Link to the scanner: https://admin.loyallyst.com

*For more convenient use on a phone, it’s better to add it to the home screen.

Instructions for iOS

How to install a progressive web app on Android:

Open Chrome on your Android device.
Go to the website with the progressive web app.
Tap Install.
Follow the on-screen instructions.

After logging in, you can easily scan customer cards by simply pointing at the QR code.

You can also find a customer by phone number.

How to redeem or accrue bonuses?

After scanning the customer’s card, you will be able to see all their information: their name, bonus balance, and the date of their last visit.

How the mobile version looks:

[](https://downloads.intercomcdn.com/i/o/1065252191/ef8ec4920a65eac749b898a8/image.png?expires=1750109400&signature=4c326365b4f9b9e5b26d4ebdb5743d3ca0e440234

Question 4

Promotion "Sixth Coffee Free" - (Elite)

Accepted Answer

How to create the "Sixth Coffee Free" promotion:

Open the Marketing → Promotions tab in the admin panel.
Click the Add button.
Set the name and duration of the promotion.
Specify the establishments where the promotion will apply: either across the entire network of establishments or only in selected ones.
In the Promotion Conditions block, choose the categories or items the promotion will cover.
Set the order condition to Exactly and enter "5" in the field for the required number of items in the order to receive the bonus.
In the Accumulation Conditions field, select With accumulation of quantity or amounts in several receipts.
Select the participants of the promotion.
In the Promotion Results block, specify the bonus item the customer will receive. In our case, only registered clients will get coffee for $0.01. The bonus item is given after fulfilling the promotion conditions — purchasing five cups of coffee.
Click Add.

To apply a promotion with accumulation, such as "Sixth Coffee Free":

Add the client's card to the order:

Select the promotional item and go to the Client tab.
Start entering the client's name or phone number, choose the card from the list, and apply it to the receipt.

Question 5

Automation settings for conversion improvement

Accepted Answer

We recommend setting up the following automations, as they demonstrate high conversion rates and help improve customer engagement:

1. Bonus Reminder – notifying customers about their available bonuses to encourage them to make a purchase.

Setting Up the “Bonus Reminder” Automation:

Go to Marketing → Automations and click Create.
Enter the name: “Bonus Reminder”.
Select the trigger: “Last Visit” and set the number of days since the customer last visited.
Click “Continue”. In the “If” field, select “Customer Balance”, choose the operator “Greater than or equal to”, and enter the bonus amount.
Choose “Send Push” and specify the title and message:

Title: “Hi, {{user.info.FIRST_NAME}}”
Message: “You have {{user.balance}} bonus points on your account!”

Click “Save” – the automation will start automatically.

2. Birthday – a personalized birthday greeting for the customer, including a special gift.

Setting Up the “Birthday” Automation:

Go to Marketing → Automations and click Create.
Enter the name: “Birthday”.
Select the trigger: “Birthday” and set the number of days before the birthday to send the reminder.
Click “Send Push Notification” and set:

Title: “🎉 Let’s Celebrate Together!”
Message: “Your birthday is in 3 days! 🎂 Visit us and get 100 UAH as a birthday gift. See you soon! 🥳”

Choose “Wait” and

Question 6

How to add a place and set up Geo-push? - (Pro)

Accepted Answer

You need to follow this link: Create Places or go to the "Settings" - "Places" section.

On this page, you need to click the "Create" button.

Click to activate.
Add an image (Size up to 1MB). If you have a large photo, you can compress it using this service. Click here
Add the name of your Place.
Phone number.
Provide the address.
Latitude and Longitude. You can find this information on Google Maps.

Right-click on the desired area of the map.

A pop-up window will appear. Latitude and longitude in decimal format will be displayed at the top. To copy the coordinates, left-click on them.

Order in locations list.

Display Order on the Places Page, field is optional.

Add text that you want to be displayed when your customers pass by your place. This feature works for users who have installed Apple Wallet.
Links to your social networks. It is important to provide the full link, for example: https://www.instagram.com/loyallyst/
Add your working hours

[](https://downloads.intercomcdn.com/i/o/1064068003/9b62633c7275c438d7fb7529/%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B02024-01-18%D0%B2223013.png?expires=1750109400&signature=7a6b7ed12df64c71583aa6

Frequently Read Articles

Browse All Categories