Untitled - ZenGlobal
Contents
1. ZEN GLGBAL the power of insight User Guide ZEN GLOBAL the power of insight Table of Contents MENU BAR RITTER 1 CUSTOMERS MENU seas arch drain inane s FA ra GU D a IDCN E RERO REM Vie 3 LOAL TY ee 3 Fada IVC Mio m 3 Update Member Detalls areisirerirroaitc tirinn enaa EEEE EE ETE E EETA 4 card Replacement VIG EOS aeuum catus ra enan Ea RAEE ES 5 emper POINT AdUSUNEN enrere et EE ER E E E MIR 6 MSC T ge gel dade DO era E EE E E A E EA E Eran create sends BODOFP Es csset senator tere ae acaasn do atacee Fb UE NU FA TenE TM 8 CRECES M an EA eea E EE NTE en E 9 Pee NOVO A 9 TRACKING TRANSACTIONS diesxhnskessstqeresusiesesxecpus9sesuTespseeaeasasdssl vM FERME EFI E 2I 10 FILTER t 10 0 udi 10 Transaction FONE c E 11 EEE E e E E 11 PEPOT ea ERA 13 LOYALTY REPORTS SL nisidiuuEDLREXIEPUIEIGEIIE MI EVIdINEF dE HIICCR DIAM IPM E QUNM MINE SIDE 14 MEMBERS REPORT S cetacean sentation Purses n bern Pu GIVE dU PRISE abe oat eatin SuSE 14 HISTORY REPORTS cee ee ee EHE END eH 15 STATISTICS REPOR DS eee en nn a a apex ad br i a rere 17 MOVEMENT REPORTS eitis rk irati boe eed Utd Psi true leased e Cestino deme eb 18 MARSEHTID AVEO cisccidssti ntaucuvi v rbbrada HO2. Add Card Remove Cad Groups nons s Add To Group Not a Family Member FOLLOW THESE STEPS TO TRASNFER MEMBER DATA AND POINTS TO A NEW CARD STEP 1 Enter the new card number in the REPLACEMENT field STEP 2 Click REPLACE CARD A confirmation pop up box will appear select OK STEP 3 NAVIGATE CUSTOMERS LOYALTY GENERAL MAINTENANCE PROCESS LOST CARD STEP 4 n PROCESS LOST CARD click your venues name in the COMPANY column Loyalty Update Maintenance Pending Lost Cards When the process is complete the following green text will appear at the top of the screen Processing Lost Cards Complete USER MANUAL Page 6 of 31 ZEN GL BAL the power of insight MEMBER POINTS ADJUSTMENTS POINTS ADJUSTMENTS MUST BE DONE THROUGH SYSNET SiPOS NOT YOUR ZEN PORTAL STEP 1 Open SiPOS from your Sysnet dock A STEP 2 Click inside the PLU box and type a semi colon followed by the card number E g 61805642598 Then select the ENTER key on your keyboard STEP 3 The member name will now appear at the top in the MEMBER SECTION STEP 4 Click back in the PLU box press ALT S to search for a PLU Look up and enter PLU called POINTS ADJUSTMENT STEP 5 Enter the amount of points in the QTY column NOTE Place a minus sign in front of the quantity to remove points STEP 6 Click COMPLETE SALE TO CASH to complete the process USER MANUAL Page 7 of 31 ZEN GLOBAL the power of insight COMMUNICATE TO YOUR DATABAS
3. FILTERS Created for specific groups STEP 4 Select one of the 4 options DOWNLOAD THIS SELECTION MERGE THIS SELECTION Send Now BATCH MERGE THIS SELECTION Send Later or DISPLAY THIS SELECTION Description w Filter All Respondents Download this Selection Merge this Selection Batch Merge this Selection Display this Selection Page 22 of 31 ZEN GLOBAL the power of insight EMAIL CREATE AND SEND MENU NAVIGATION CUSTOMERS MARKETING EMAIL OUT EMAIL REPORT TEMPLATE REPORT Dione Rcs rep ssis S contomers Brcacan aroc Comeen inaona S gqgecthone qnid i Maintenances W Loyety T Marketing n Marketing Z x b B A L m l Voco d Zen Vision Gift Cards Emai Temnpiste Razor STEP 1 Select the email template you wish to use by selecting the TEMPLATES NAME STEP 2 Email editor will open rename the email in the DESCRIPTION field at the top STEP 2 Enter the tagline into the SUBJECT LINE field then select SAVE SAVE EMAIL You cannot save an email until both the above fields are complete STEP 3 Now you can design your email using the editor functions STEP 4 Send email Follow the same process as MARKETING SMS SEND detailed previously SALES MENU ZEN SALES REPORTS Sales reports include both loyalty and non loyalty sales Home Ste Map Af Sales lli Products Bj Company 4 story d Suggestions M i Balance Reports sales Reports gt lil ttem Movements d
4. ME Upload php SSL Certfcate Username Seco peter cen aa Key Password arte tga d Sere SS Caino Serves Contr ok pue igo i If this doesn t work check whether the network has gone down If you still have internet and network connection check to see if the H amp L transaction server is running If this is not the case the manager on duty needs to contact the H amp L helpdesk 1300SYSNET 1300 797 638 If you find only one of your POS is down then check your network cables For other portal issues or assistance in SMS and email sends please contact a Zen representative at H amp L Australia on 08 8291 9550 USER MANUAL Page 31 of 31
5. Maintenance P vouchers GB Fonts Maintenance B card Maintenance UP Prize e gt amp Jackpots Loyalty Reports EB Family Cards Upload Fiters SR members T Offer J Member Transactions t History b gt amp Statistics Movement b the power of insight The drop down box allows the selection to be changed and expands the report from consolidated to display individual members Report Options Frequent Shopper Member Report Valid Mobile Mobile Postcode v6n0s7 _ WedDer Dar eae EI USER MANUAL Sales to Points Date Balance 19 73 19 4 Page 15 of 31 ZEN GL BAL the power of insight The MEMBER TRANSACTIONS REPORT displays which members transact on specific days Displayed as sales points earned bonus points earned transactions or points redeemed Report Options Options Store Date 2092011 Tree Sues e Report Type Des v Sales Points Bonus Top 10 Loyalty 0 benennen Ont Monday Tuesday Wednesday Thursday Friday Saturday Sunday Customer a 10 Oct 2011 11 Oct 2011 12 Oct 2011 13 Oct 2011 14 Oct 2011 15 Oct 2011 16 Oct 2011 numen HISTORY REPORTS TIME HOUR REPORT same as in the sales reports but can be narrowed down to display only loyalty sales as well as the sites total sales States BC v Stores Verve A vw Bys Day Date 12 02201 9 10 Oc
6. basket analysis tool that can help with future promotions etc Report Options Options a eee Date 29 Sep 2011 Display As Associated with CARLTON POT 1 512 gt Top 10 by Sales Test Hotel ITEM MOVEMENTS ITEM PROFITS REPORT Lists items sold in a particular period and the profit made Report Options Date From 22 Sep 2011 Date To 23 Sep 2011 Site Test Hotel x Revenue Groups Liquor TA x Item Profits Report Liquor TA Between 22 Sep 2011 and 29 Sep 2011 Inclusive Description Item Retail Sales Cost v Quantity GST GP Margin Sales CARL DR STUB CTN 103 40 98 2 249 80 1 286 64 56 225 08 42 81 963 16 4 45 Baramucn m rom mune naxa o as sazos sm o axem lem moams umo nas rune wo o svn xw cmn inm oon um sam o cef amm o S m m O mese ie zaAcacm sees anm inno ea o HUM o HA size im wn i mnm amm wmm 1 cms Mem Wm inm mmama time sem rM Hmm x0 rM Mam Hed cM cous coa car er ssa O a smol mam aeu om USER MANUAL Page 27 of 31 ZEN GLOBAL the power of insight SPECIALS REPORT SALES REPORT displays items that have been flagged in H amp L as being on special as a combined report ITEM SALES will show you a breakdown by item Report Options Options Ezii rJi trc States i v Site Ai Date 29 Sep 2011 Display As Tabe v Specials Top 10 All by Sales EE Mondsy Tuesday Wednesday Thursday Endsy Saturdsy Sunday Hem 26 Sep 2011 27 Sep 2011 28 Sep 2011 25 Sep 2011
7. for All S 2011 to 18 Oct 2011 inclusive Transaction gt 600 00 Points Bonus Jackpot Total Points Discount 2011 10 07 6180200885 2 890 00 5 722 20 0 00 0 00 0 00 76 musea eisai DEMO p smem 10087 ooo ooo namer dan musen emm 810000 pans nm omo ago ooo dno mo sazon sano oo oc essor sooo USER MANUAL Page 20 of 31 ZEN GLOBAL the power of insight MARKETING SUB MENU ITEM WITHIN THE CUSTOMERS MENU This section holds databases of non card holding member Loyalty members who have completed a survey questionnaire and customers who have signed up online but have not activated their card FIND A RECORD MENU NAVIGATION CUSTOMERS MARKETING MARKETING EDIT MEMBER Search for the customer and edit them accordingly ensure you select UPDATE to save data You can also add a new member to marketing by the following steps MENU NAVIGATION CUSTOMERS MARKETING MARKETING NEW CUSTOMER SMS CREATE A SMS MENU NAVIGATION CUSTOMERS MARKETING SMS OUT EDIT 4Mome Rsitemap sales Micustomers Miproducts Mivision Company 4oinsstc Moe J Maintenance W Loyalty gt Fa ienen E Marketing B Schedule gt t gt CRM gt SMS Out g Edit he gt j gt enerate Home gt LAS E g Zen i gt 14 STEP 1 A pre existing SMS message will open click NEW STEP 2 In the DESCRIPTION field title your SMS for your reference STEP 3 Enter your message before the lt lt STOP gt gt
8. sen 9 gt vede Det oa Per zu rwr Sti SINGLE PRODUCT FILTERING Find a member that has purchased a particular product First step is to locate the products PLU STEP 1 Select the FIND button next to ITEM CODE and search for the product t a i aas im USER MANUAL Page 12 of 31 ZEN GLOBAL the power of insight STEP 2 Select the product then press ADD found next to the FIND button ueri weg Far Mean AL Mire bec a gt Mepurl ere Pers o mp eres CHOCKEM PARMA 2001942 1 204 Duro PME Pages Pe 10 15 2G E Bur CHCEM PASSA 0019921 POT A PRIMA 0427182577 COSI K Bar STEP 3 Within the bottom table OPTION column change to PRESENT then select a DATE range and lastly change the CONDITIONS column to AND Select UPDATE to complete Ten L a Cate nte Tu Cw Oe Ma e a Page iat Lt Ca Des MULTIPLE PRODUCT FILTERING MENU NAVIGATION CUSTOMERS LOYALTY UPLOADS FILTERS ITEM GROUP REPORT muon Y ety Sepet 23 Coe Mew Denm run V STEP 1 Select CREATE NEW ITEM GROUP STEP 2 Name your item group in the DESCRIPTION field and press SAVE STEP 3 Navigate back to ITEM GROUP REPORT select created item group and click SHOW ITEMS STEP 4 Click ADD ITEM Search item and tick box to select item s press ADD SELECTED ITEMS STEP 5 Navigate back to FILTERS and select your filter Within the filter select the RECORDS tab STEP 6 Within the LOYALTY ITEM GROUP drop down list select you
9. to find members that have purchased specific products or made purchases at specific times Report Options Expired Cards Ignore v Birth Month None v Age Range None v Gender Sots v Names None x Once selections have been made the report generates a list of customers you can view on screen or download to a spreadsheet Please see documentation on filters for more information on their use MOVEMENT REPORTS MOVEMENT REPORTS displays customer statistics within a time period with sales average sales points redemptions etc Particularly useful for a company with multiple sites It starts as a consolidated report however selecting a period within the first column drills down to individual loyalty customers their purchases redemptions and average spends Report Options Date 12 Oct 2011 By Current Week m Loyalty Movements Current Week 2011 10 15 2011 10 16 USER MANUAL Page 19 of 31 ZEN GL BAL the power of insight SITE MOVEMENTS REPORT monitors points liability It shows points awarded redeemed net points and their value It can also be used to display historical balances on specific dates Report Options WARNINGS REPORT is designed to report on high value transactions and warn against potential misuse of the loyalty system Report Options Site Option gt 600 00 x Date From 48 Sep 2011 Date To 48 Oct 2011 Warning Loyalty Sales
10. 0J 1S Filters Type Sies inc v Sales Inc Sales Unit ete ace Units Sites Sales Inc NET Unit Cost Cost Profit Scan Rate Customer Units Customer 53784 8 Cost Customer Sales Ex 67231 Clicking on the SITE NAME allows you to break the report down into revenue group sales or location sales Sites Sales Inc NET of Discounts Monday Tuesday Wednesday Thursday Friday Saturday Sunday i 26 Sep 2011 27 Sep 2011 28 Sep 2011 25 Sep 2011 30 Sep 2011 01 Oct 2011 02 Oct 2011 Total v 9 017 16 13 572 71 14 867 00 17 372 13 60 212 91 67 231 77 16 570 16 a suma seem aos emium o CD mama sasam ITEM SALES list items sold on a particular day This report can also be broken down by locations or revenue groups and can show data for sales inc sales ex units cost etc Report Options Options Fi Range Type Ssies ine v Top 10 All Sales Inc By Location Location 1 Tuesday Wednesday Thursday Fndsy Saturday 26 Sep 2011 27 Sep 2011 28 Sep 2011 29 Sep 2011 30 Sep 2011 01 Oct 2011 CARLTON POT 232 90 777 50 773 60 778 20 3 826 40 4 733 50 X COAT NG ms soo suec s2000 pas mamoe wem OO 0 meteo ems a meme USER MANUAL Page 26 of 31 ZEN GLOBAL the power of insight ASSOCIATED ITEMS REPORT allows you to select a product and see what other items have been purchased with it within a time frame this is a handy
11. 30 Sep 2011 01 Oct 2011 02 Oct 2011 Total v CARL DR STUB CTN 74 50 186 25 149 00 335 25 484 25 670 50 223 50 2 123 25 ioco cm ux mes wns nae nen Ho ern Mae TE mes emen und quss sasaa uud sasas susazsa er cmLosueek suem sew wee cuse 3 orn 70008 seM 900 ams Gus sumo nen Ges sae um VIC BITT STB 6PK CONTROL REPORT SIATISTICS TIME HOUR gives a breakdown of sales throughout the day This report can show count quantities sales etc Clicking on the hour allows further drill down into either viewing finer intervals 15 minutes or show the individual transactions within the hour Report Options eyes Filters Filter AlSses 7 Type Cous Transactions per Hour by Day Test Hotel By Location All Time Monday Tuesday Wednesday Thursday Friday Saturday Sunday Total 26 Sep 2011 27 Sep 2011 28 Sep 2011 29 Sep 2011 30 Sep 2011 01 Oct 2011 02 Oct 2011 8 00 8 59 1 VeudeumsbfortsHou 2 2 o 7 o 2 3 89 3 View Finer Intervals for this Hour a _ x5 o i 0330 00 mones 0 mi 0 m y o um ooogm USER MANUAL Page 28 of 31 ZEN GLOBAL the power of insight POS REPORTS CLERK TRANSACTIONS shows sales for individual POS users Clicking on the user allows you to drill down to individual clerk transactions or display the items they have been selling Report Options States vic v Site Test Hotei v Type Trarsactons v Date 28Sep 2011 B
12. C D A L Franchise Reports Zen Services Zen Marketing Z g Control Reports USER MANUAL Page 23 of 31 ZEN GL BAL the power of insight BALANCE REPORTS SITE BALANCES displays the sales balance for venue s on any given day By clicking on a specific day additional details will be viewable for your selection Report Options Site Teste v By bsy e Date 24 Sep 201 Sales Inclusive of Specials Tenders i NN RE 0 9965 000 0 00000 Tenders Under Over Budget Manager Cashier Report Manager Cashier Report USER MANUAL Page 24 of 31 ZEN GLOBAL the power of insight SITE JOURNALS allows specific transaction searches on a specific day Transaction Header Terminal 515 Journal 835867 Test Hotel SALES REPORTS SALES is a flexible report showing sales for day on day week on week month on month etc Report Options Options States Al v By Friday Date 29 Sep 2011 Display As Tabie x Sites Sales Inc NET of Discounts 02 Sep 2011 05 Sep 2011 16 Sep 2011 Report Options Options 3 States Al v Date 23 Sep 2011 Sites Sales Inc NET of Discounts Day 26 Sep 2011 To 02 Oct 2011 D 26 Sep 2011 27 Sep 2011 28 Sep 2011 29 Sep 2011 30 Sep 2011 O1 Oct 2011 92 Oct 2011 Day USER MANUAL Page 25 of 31 ZEN GL BAL the power of insight The FILTERS TAB allows you to show different figures within the report
13. DIE DIM III IU EDI MPuR MID M PRI TIN M MM PEEU UTE 20 BUG eS eiie E T E 20 DMS Creato Seng R OPON semini aeo ERI nen ee ere eee een TUE 20 Email v roeate Send Apdo 8 6 gi Gunn enn ner ete nner Tett nai IEEE er eee ee 22 OPLE TETRI eect adc eae eiatd caadecrhidendteredet EA EE E EAA 22 SALES REPORTS ee E E E EE EEEE E E E ne 22 PAN EREDO are E E E A E E dU EE AEEA cacy TE E AEREN Zo DSS I COIS cuseiniudee sut A EE E IHE EE Ur E Via iE DUET E S EU Dd UNE 24 cer MOVOTDIOT TES veda ne ee 26 ope cdle IRD CNG sedduva vin vutksuchrter uertaauies TETERE E T E OEREN T EEEE EEE EERE 2 CONTOR ODOT Ses ve Menon UITIUM HC aH NM aded ERICH a I eA een En 2 CUSTOMISATION usszexusuishdxhkvEbLFPdzani2duciElRM E iEFEDEPN M REI ED VPPM7 QI FUSS P RiCYE ME EF FARA EIE 29 FAVOURITE GROUP S sscteessistbimd vram dat send ese assert mE proc cv p PRI aDSpaw Ta ME MO IDEHIE 29 SOPPOR ae eta eee eee ia bed eterna E E IM ME NNad MdcsEERE 30 OFFLINE OOE 30 USER MANUAL Page 2 of 31 ZEN GLOBAL the power of insight ZEN GLOBAL HOME SCREEN MENU BAR The MENU BAR is located across the top of your browser GETTING TO KNOW YOUR MENU CATEGORIES E w A Ee lt SC Up pg zenglobal net Login php companyel P SSX I O rnglbal net Some A Ste Map ues Bcustomers MiProducts ey sor 34 Company rtestory Suggestions HOME Select to return you i i SUGGESTIONS to the Welcome Screen A learning area
14. DO NOT remove the STOP this is the automated opt out required for privacy STEP 4 Select SAVE to complete the process SMS Detail Maintenance Master SMS Reference Tost Description Test bptoutReply STOP to 0447100204 SMS Opt Out Message gt OptOutSend STOP to 0447100204 Sender ID Liquor Lads Maximum 1 Message Block s USER MANUAL Page 21 of 31 ZEN GLOBAL the power of insight SMS SEND AN SMS Marketing sends need to be sent via a survey There are two options for the send OPTION 1 DATABASES OPTION 2 SEND TO ALL NON RESPONDENTS STEP 1 Select one of the two options and select RUN RELATED FILTERS from the list Marketing Surveys SMS O Decription 4 Tee Enabled Questions Filters Respondants Create Survey Oriental m 1 3 153 Databases Send to all non AF 0 24 respondents Edit Survey 1 2 Edit Related Filters 7 Run Related Filters L STEP 2 Select the send fields as follows Options Opt in SMS Merge Forms Reference name of the SMS you wish to send Job Number Select NEW JOB Using an old job number will resend a past message Site Leave ALL or select your venue from the drop down list NOTE The Selections tab found at the top can be used to narrow down the database USER MANUAL STEP 3 Click on your selection of either ALL RESPONDENTS Anyone who HAS answered the survey NON RESPONDENTS Anyone who HASN T answered the survey OTHER
15. E SMS CREATE YOUR MESSAGE MENU NAVIGATION CUSTOMERS LOYALTY SMS OUT EDIT STEP 1 A pre existing SMS message will open select NEW found at the bottom right of the screen to start STEP 2 In the DESCRIPTION field title your SMS for your reference STEP 3 Enter your message before the lt lt STOP gt gt DO NOT remove the STOP this is the automated opt out required for privacy STEP 4 Select SAVE to complete the process SMS Detail Maintenance Master SMS Reference Tost Description Task bptoutReply STOP to 0447100204 SMS Opt Out Message gt OptOutSend STOP to 0447100204 Sender ID Liquor Lads A Maximum 1 Message Block s SMS SEND YOUR MESSAGE MENU NAVIGATION CUSTOMERS LOYALTY SMS OUT GENERATE Otherwise if you are in the SMS Edit screen select GENERATE found at the bottom right STEP 1 Once GENERATE is clicked the screen below will appear and the following needs to be selected from the drop down boxes across the screen TE CNN amm 70 7 734 734543173 Options Opus l1 Merge Formi armas Offer Offen none Jomi 2006 Heme Site a Options Opt in SMS Merge Forms Reference name of the SMS you wish to send Job Number Select NEW JOB Using an old job number will resend a past message Site Leave ALL or select your venue from the drop down list You can then target specific members by using the POINTS SELECTIONS FILTERS GROUP and CARD TYPE tabs fou
16. EMAIL HISTORY REPORTS select your DATE range to display all email campaigns sent BATCH REPORTS VIEW SCHEDULED EMAILS AND SMS MENU NAVIGATION COMPANY COMPANY MAINTENANCE BATCH REPORT Select your SITES as ALL select DATE range and your OPTIONS PENDING PROCESSED ALL or AUDIT to display scheduled and past email and sms sends IMAGE AND ATTACHMENT UPLOAD MENU NAVIGATION CUSTOMERS LOYALTY UPLOADS amp FILTERS IMAGE UPLOAD USER MANUAL STEP 1 Select the image using the BROWSE tool then select UPDATE STEP 2 Once image is uploaded the image title will appear above the browse box To view the IMAGE GALLERY select IMAGE REPORT The same process applies when uploading PDF s expect using the ATTACHMENT UPLOAD and ATTACHMENT REPORT menu tabs found in UPLOADS FILTERS Page 10 of 31 ZEN GL BAL the power of insight TRACKING TRANSACTIONS FILTERS MENU NAVIGATION CUSTOMERS LOYALTY UPLOADS FILTERS FILTERS Filters narrow down purchases of specific products revenue groups and particular time periods Sales Products son Company history Suggestions J Maintenance E Marketing gt ij Pointa Maintenance gt Le B A L Lr CAM il Voucher b F4 iz Tipping b ia pee ices A Zen Marketing Ze b Offer b image Upload Mail Out gt IN Image Report E sms Out 3 Attachment Upload IE Email Out z Attachment Report Pd i item Group Rep
17. IT Within the loyalty menu there are a number of areas which can be ignored by the general user The main sub categories you will visit for membership related tasks are GENERAL MAINTENANCE PROCESS LOST CARD CARD MAINTENANCE FIND MEMBER and NEW CARD LOYALTY REPORTS Use this menu to view a series of loyalty based reports SMS OUT Where you send and report on loyalty SMS campaigns Vd vv Y EMAIL OUT Where you send and report on loyalty EMAIL campaigns MANAGING YOUR DATABASE FIND A MEMBER MENU NAVIGATION CUSTOMERS LOYALTY CARD MAINTENANCE FIND MEMBER Home Site Map AF Sales Customers Products Compeny 4o History 4 Suggestions Ja Pind Member T A z Find Loyelty Custom H EMA a a Please choose a field to search Name Card Number Email Mobile Search USER MANUAL Page 4 of 31 ZEN GLOBAL the power of insight Search for a member by using the 4 options NAME CARD NUMBER EMAIL or MOBILE Searching by name You must use a minimum if 4 characters when using this field Use the alphabetical tabs in CUSTOM to list all members individual letter HINT If searching for a common surname enter the surname and first initial eg smith b UPDATING MEMBER DETAILS MENU NAVIGATION CUSTOMERS LOYALTY CARD MAINTENANCE FIND MEMBER SELECT YOUR MEMBER Once you select the name of the customer you wish to update the edit box will appear with a series of tabs All items with a red need to be comple
18. Select STATISTICS tovieva CUSTOMERS alae displays the most is your most frequently used snapshot of your database used functions MAINTENANCE contains your company information HISTORY Records your LOYALTY maintains reports and current sessions movements SALES Contains communicates to loyalty SALES REPORTS for both non loyalty and loyalty transactions MARKETING maintains and communicates to non card holders COMPANY Contains your Zen parameters Main menu tabs you VOUCHERS maintain and will use are report on vouchers 1 COMPANY MAINTENANCE BATCH REPORT to view scheduled emails SMS 2 In USERS select PORTAL USERS to create username and passwords To the right of SUGGESTIONS the two most visited functions in your current session will be displayed HELP KEY The icons found immediately to the left of the Help key will be the print or download functions when viewing reports USER MANUAL Page 3 of 31 ZEN GLOBAL the power of insight CUSTOMERS MENU 4h Home SiteMap A Sales Mt Customers l Products Company 5 History 4 Suggestions Find Loyalty PORISITIUVIWIXIYIZ Please choose a field to search on SUB MENU CATEGORIES IN THE CUSTOMERS TAB ARE MAINTENANCE LOYALTY MARKETING AND VOUCHERS As a user the main sub category you will use is LOYALTY to manage communicate and report on members LOYALTY SUB MENU ITEMS WITHIN THE LOYALTY MENU YOU WILL FREQUENTLY VIS
19. fferent time periods and works as a ranking report displaying the top customers for each field Report Options Options Store Al v By Week x Date 17 Oct 2011 Type Ssies v Sales Sales Points Frequent Shopper Cards Top 10 Cards By Sales Points Cand Week End Week End Week End Week End Week End Week End Red e 11 Sep 2011 18 Sep 2011 25 Sep 2011 02 Oct 2011 09 Oct 2011 16 Oct 2011 ck maryam 74 74 44 4Redeem Points Cors Nen ss ss ee en slo Cart janan eso oma omo aces gout sumare m e IM e O Top 10 Total lum Je m imm a ME USER MANUAL Page 17 of 31 ZEN GL BAL the power of insight CARD SALES HISTORY is a very flexible report that can be used for customer rankings It can be narrowed down to individual member groupings and on specific product purchases Report Options Options Bi 1 38 EA States All v Store A v Report Type By Rsnge v Date From 10 Oct 2011 Date 12 Oct 2011 Card Sales Report Top 10 Card For Dates Between Mon 10 Oct 2011 and Wed 12 Oct 2011 k Sales v Points Bonus Discount Card New 15 85 0 map 0 cS um E OE LuJcegetLtLeL LLLLL cDwnLu o o OA PELLI IOODpb o o a ewL1 U TLLALLHDLLLLDAALA STATISTICS REPORTS SALES REPORT is a consolidated report for sales across the venue s As per the drop down shown the Sales report can track all venue sales loyalty sales only average customer spend of sales loya
20. lty as counts or amount purchased and sales by postcode Report Options States A v By Type Loyalty Purchases iv Date 12 Oct 201 Display As Tabe v Customer Counts Customer Purchase Average Customer Purchase Loyalty Customer Counts Loyalty Purchases chases By Store Average Loyalty Purchase ium Week End cH End Loyalty Counts End Week End Week End Week End EE 04 Sep 2011 11 Sep 2011 Loyalty Purchases 2011 02 Oct 2011 09 Oct 2011 16 Oct 2011 Total v Customer By Post Code 1 611 76 1 074 29 Sales By Post Code 1 331 55 1 325 03 1 511 69 1 190 81 Tames 0 18876 GQuU42 G1889770 00 325 O asm smol suma mam CARD REPORT captures a snap shot of your loyalty customers demographics It can be used as a consolidated report or detailed report displaying individual members matching the selection Report Options Options E Store Venue Aly Dy vw Date 12 Oct2011 Top 10 Loyalty Member Report For Wed 12 Oct 2011 by Age and Gender Venue A Gender Sor aw Sales Average Spend Points Bonus Discount Redeem Points Redemption Customers fe fate eal ession Female 40 gt 50 0 10 06 1 Home Store 00 00 Staff Member Urkromn Gender maa aaf waf s of aa 6 ae MTS LUE USER MANUAL Page 18 of 31 ZEN GL BAL the power of insight CARD FILTERED REPORT is used for segmenting the database based on information collected from your loyalty customers It can also be used with FILTERS
21. n the email editor screen nsert insert i Hyparink mage View email Text Highlight Text formatting buttons HTML code Colour Text Z y mE Xx 3 BE s Format ms gt Fo t oze d O B X Galat e ee LZJ9ommoulA 4 2D x 2 Oy M m 1 39617 F Ye nsert Table Erase Document insert Smiley Ful screen text Properties edit mode formatting background colour etc USER MANUAL Page 9 of 31 ZEN GLOBAL the power of insight STEP 1 Rename your email within the DESCRIPTION field at the top STEP 2 Enter the tagline into the SUBJECT LINE field then select SAVE SAVE EMAIL STEP 3 Now you can design your email using the editor functions STEP 4 SEND YOUR EMAIL Follow the same process as SMS SEND detailed before HINT To duplicate an email design select the HTML button copy all contents then select NEW found to the bottom right of the screen select the HTML button and delete all contents and paste This will also duplicate the email Then enter the details and save ADDITIONAL USEFUL EMAIL TOOLS 1 Click MERGE TAG found at the bottom right of the screen to view codes that can be implemented into your email content e g customers name points balance 2 Once you have SAVED your email select EVALUATE to display the final emails appearance 3 When editing text type first then format in this order Colour Family then size last EMAIL REPORT ON SENT CAMPAIGNS MENU NAVIGATION CUSTOMERS LOYALTY EMAIL OUT
22. nd at the top right Eg SELECTIONS tab can be used to select birth months STEP 2 Click CALCULATE to proceed to the send screen Screen example below USER MANUAL Page 8 of 31 ZEN GLOBAL the power of insight SEND SMS NOW Select the 2 ACTION icon hovering over this will either display SEND NOW or MERGE SELECTION Selecting this action sends SMS then and there it can not be reversed SEND SMS LATER Select the 3 ACTION icon hovering over this it will either display SEND LATER or BATCH MERGE SELECTION A new screen will appear where you enter time and date for the send SMS NOTES 1 Zen SMS clock works on Australian Eastern Standard time 2 By not selecting a date and time the SMS will automatically be sent the following day at 3am SMS REPORT ON SENT CAMPAIGNS MENU NAVIGATION CUSTOMERS LOYALTY SMS OUT SMS REPORTS select your DATE range to display all sms campaigns sent EMAIL CREATE YOUR EMAIL MENU NAVIGATION CUSTOMERS LOYALTY EMAIL OUT EMAIL REPORT TEMPLATE REPORT Mua sse Aomen Brosses Gwen comomy Gmatey Bowopemors jarna menter Bact b P General Maerte avh 6 Z I Marketing remate i S Card Maintenance E voues gt T Price Maintenance b CE E um arketing Zen Vision Gift Cards Privacy porary Reports Upload Filters Offer This lists the email templates saved Select the template you wish to use by clicking the TEMPLATES NAME This will then ope
23. ort E Poa CREATE A FILTER STEP 1 Select CREATE NEW Filter Loyalty Filter Report b Filter w Filterid Elements Enabled Changed Comments User Create New Filter 1 Steak Sandwich 1 2 J 2010 06 29 Any member who puchased the steak sandwich special between 14 and 21 June 2010 Tomj Dag2 3 z JS 2010 06 29 Daq2 Tomj Daiquiri 2 2 J 2010 06 29 Members who had the daiquiri special between 7 and 14 June Tomj STEP 2 In the DESCRIPTION FIELD title the filter In the COMMENTS field briefly describe what the filter will be doing Then select UPDATE FILTER Now select Records to set the tracking Lopaty Fiter H Updated 4 Pumas Pot une Ay Recorts Oeecriptos Parra amp Pet tuned iu Laat Change 08 Ju 2010 Cranged By Tom Comments Filter io show are loyalty customer Bat purchased he pama and get day Setween Ane 29 A Ab 5 2012 4 Enabea Fiter EN CE mJ USER MANUAL Page 11 of 31 ZEN GLOBAL the power of insight TRANSACTION FILTERING Find any member that has transacted within a specific time period STEP 1 Select the ADD button next to TRANSACTION Finer New Loyalty Filter Detais Records STEP 2 Within the bottom table OPTION column change to PRESENT then select a DATE range and lastly change the CONDITIONS column to AND Select UPDATE to complete Desert tetere we ote Ses Lonato Type ee Tet or Trete Dele Date Te Comer Twesch erae A Rates
24. r item group and click ADD STEP 7 OPTION column change to PRESENT select a DATE range and change the CONDITIONS column to AND Select UPDATE to complete USER MANUAL Page 13 of 31 ZEN GLOBAL the power of insight RUN A FILTER There are two options to run a filter 1 Click RUN FILTER found bottom corner of your created filter details or 2 Manually through reports MENU NAVIGATION CUSTOMERS LOYALTY LOYALTY REPORTS STATISTCS CARD FILTERED Sales Moroducs vison Company story Suggestions Mainte nemo Proyaity gt General Maintenance uowsenro D Points Maintenance gt D G B A amp CRM Card Maintenance P Vouchers YP Prize Maintenance Tipping Jackpots gt i a ee EE rketing Zen 2 Upload Filters If Members Ei of JP Member Transactions History AP Sales w Movement G Card E x b NM NX X STEP 2 Select the FILTERS tab and in FILTER 1 select filter from drop down list click CALCULATE STEP 3 Select the DOWNLOAD action icon for a spreadsheet or VIEW icon to display on screen NOTE Filters are also available within Email and SMS generate screens USER MANUAL Page 14 of 31 ZEN GL BAL LOYALTY REPORTS SUB MENU ITEM FOUND UNDER LOYALTY MENU NAVIGATION CUSTOMERS LOYALTY LOYALTY REPORTS MEMBERS REPORTS p A Soles Bi Customers fli Products ij Company Guy P Maintenance M Loyalty ej Several
25. se users will see the report STEP 4 Select a Report or Function you would like to save in your Favourites Group On the lower left hand side of the screen there is a link to create the report you are viewing as a favourite ADD THIS REPORT TO FAVOURITES STEP 5 Click on HOME and the FAVOURITES GROUPS you just created should appear To DELETE REPORTS MENU NAVIGATION COMPANY USERS PORTAL USERS gt FAVOURITES and select the report you wish to delete USER MANUAL Page 30 of 31 ZEN GLOBAL the power of insight SUPPORT OFFLINE MODE If the system goes into OFFLINE MODE details of the customer will not be displayed at POS You will see a message at the top and bottom of the screen saying Offline e g 6194975359 Offline The FIRST CHECK made is on the GMS site server that connects the POS to the internet This is found by double clicking the blue circular icon in your tool bar on server computer where transaction server runs You can then check if it is online if it is stopped you can restart and reconnection will be achieved GMS Site Server Monitor Errore Dages ismos Vornturg Loca t rorrrent Local Most hane Jper sins Sraten amp CENCAW 725029 Windows 7 Syster Mere 247M free 4294 Vb tote ontse Seto ZEh Godel Upload 9 Oreertace mutisi Revcie Corrector Sets Rente P sorta syateq cot Memete Port 061 Prepay URI Ft Upioad phe l Enated Ugieac Ust 55 Authentcston
26. t 2011 15 Oct 7013 12 Oct 2911 13 Oct 2011 14 Oct 7013 15 Oct 2941 36 Oct 21 Tre USER MANUAL Page 16 of 31 ZEN GL BAL the power of insight ITEM SALES REPORT tracks which items are sold to loyalty customers within the date period Report Options Options 77 Store A v Date From 16 Oct 2011 Date To 18 Oct 2011 Loyalty Transaction Item Member Report Description Quantity v Bonus Points Normal Points Total Points Sashes Tots Points Redemption Amount 6 70 i B 67 67 0 00 ides Drie Cafes a 298 3238 82396 rrr 5 sxc cates D 00 s s men Jor Drip Coffer at siz Token PS gs 4475 39 95 NEW CARDS REPORT tracks new members and which POS user signed up the member Report Options From Date 01 Sep 2011 To Date 30 Sep 2011 New Loyalty Cards From 01 Sep 2011 to 30 Sep 2011 Store Store Customer Card Email Mobile Employee v Referral Sign Up Venue A 300 Card JANIS 290131734138 Shells Dubroy 2011 09 03 wei m0 eee oweenm emmy ome wen xo cem Soo O mme 3e wen xo eee amen memet o O Mua wes x ame a mmen mem we cedes Gmmwmes O OO OOOO memet mue w m mum em O O mme O mme UECEN CURE RN NM wen xo cem mmwueu mme O Gu p went o Kia nomam memet o Huan SS aaa AREE E etc a Eyre i DDEQEBEEECUTCIQAUAPA UP TO MEE fe FREUE RR RESI CARD HISTORY REPORT tracks members across di
27. te or filled in with a N A for the record to save Click ADD UPDATE to save the details before moving to the next tab When the record has been updated correctly the following will appear under the top menu bar The Member Detail was Successfully Added Updated The Member Loyalty Detail was Successfully Added Updated Extra Member Loyalty Detail was Successfully Added Updated Member Name Member Number New Customer Man l Member Number New Customer Tithe Ne First Name a Sernam m Contact Name Home Phone Work Phone z Find Card ASA poate Several tabs control member information The following are HINTS for specific tab 1 CARD TAB Ignore the POINTS RULE CARD ACTIVE and DESCRIPTION FIELDS 2 CONTROL TAB Leave fields as is unless member has opted out via a manual app form then update 3 POINTS TAB POINTS PER REDEEMED POINTS and DISCOUNT is not to be altered 4 TRANSACTIONS TAB Select a specific date from DATE column to view members individual transactions USER MANUAL Page 5 of 31 ZEN GL BAL the power of insight CARD REPLACEMENT AND DATA MERGES MENU NAVIGATION FIND MEMBER MAINTENANCE TAB within the selected member record Member Name Gauci Torry Member Member 10000433 1500009907 Name ddmess Comments Cand Conto Ports Irsosacoos lnformaton Grouns Replacement Comment O card D en Card Replace Card Family Card E Add Points to Famiy
28. y Day v Clerk v ET e MILLE USER MANUAL Sites Clerk Report Summary Transactions Monday Tuesday Wednesday Thursday Fndsy Saturday Sunday Total 26 Sep 2011 27 Sep 2011 28 Sep 2011 29 Sep 2011 30 Sep 2011 01 Oct 2011 02 Oct 2011 amp 5 27 as 24 113 Clerk Transactions Reget 8 5 02 a Clerk Items Report Page 29 of 31 ZEN GLOBAL the power of insight CUSTOMISATION FAVOURITE GROUPS Favourite Groups allow quick and easy access to the reports you use most frequently Favourite Groups can be created for a variety of portal functions or reports e g Loyalty Functions or Weekly Sales MENU NAVIGATION COMPANY USERS PORTAL USERS USER REPORT STEP 1 In your user profile select SECURITY tab and change the DEFAULT LOGIN SCREEN to FAVOURITE REPORTS and SAVE STEP 2 Select your favourite groups MENU NAVIGATION COMPANY USERS PORTAL USERS FAVOURITE GROUPS and select ENTER NEW GROUP STEP 3 Enter Group Description and choose colour and layout formats FO irga rere YOUR CNN 09897780000 ae ke Jer b net cf ew 4 4 Drd pic E Len HAL Dari qrara uire ct e ICT LJ Mhp banchrmasie Sm n e Gee te 18 bg baai M AM INN ia SaL 1 e Q ROUP LEVEL indicates which other users will have access to the Favourites Reports i e Own Groups indicates only you have access to those reports If you select COMPANY and then the type of user e g Company Administrator only the
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