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Summary of Contents for Hypercom T4205 Dial
- Page 1 The Checklist...
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Page 2: Basic Setup Instructions
B in the back of this slideshow for instructions on switching between internet and dialup and enabling or disabling the auto dial backup feature. 3. If using a T4205 or T4210 Dial Only model Hypercom terminal, just plug a telephone line into the LINE port underneath the machine. - Page 3 Root Menu Screen Once the terminal has been powered on and properly downloaded with software, the root menu will display all applications that have been loaded on your terminal. Your gift and loyalty program and credit card application (if installed) are completely separate applications running on different processing networks.
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Page 4: Main Menu Screen
Main Menu Screen The gift and loyalty program main menu features the three main terminal functions: Record Sale, Balance Inquiry and Load Value. Record Sale is the most commonly used function to enter the sale amount of customer transactions and process redemptions (if applicable), which drives the calculation of earned rewards. - Page 5 Swipe Card Screen Go ahead and swipe a card at the main menu to initiate a Record Sale transaction. If hand-keying the ID off the back of a card, you do NOT need to enter the first 4 zeroes. If a registered customer does not have a card available, you can enter their mobile number in this screen in lieu of card ID#.
- Page 6 Record Sale Amount Screen On this screen the clerk simply enters the sales ticket amount for the current transaction. Always enter the FULL amount of the sales ticket in this screen. Do NOT discount or adjust the sales amount for a redemption (that screen comes later).
- Page 7 Redemption Type Screen Your gift and loyalty program enables clerks to record the sale transaction AND process a redemption (removing value from the patronʼs account) in ONE (1) consolidated transaction. Select GIFT/RWDS to perform a redemption for withdrawing funds from the Gift or Rewards balance. The system automatically withdraws funds from the Gift Balance first (if available) followed by the Rewards Balance next by default.
- Page 8 Gift Rewards Redemption Process After selecting Gift / Rewards at the Redemption Type screen, the clerk will be prompted whether to Redeem All (Yes or No). The Redeem All function overrides common Insufficient Funds errors to force through any rewards redemptions as long as the account is activated by cashing out any available balances on the patronʼs account to apply toward the sales ticket.
- Page 9 Widget Redemption Amount Screen (if enabled) Merchants can enable an optional 3rd balance called the Widget Balance to track loads and redemptions of specific items in single integer format (1. 2. 3, etc.) as opposed to currency ($X.XX) format. This extra currency balance can be named anything you like such as: “Entrees”, “Lunches”, “Games”, or “Kids Meals”...
- Page 10 Final Sales Confirmation Screen The final confirmation screen provides clerks with the opportunity to check the accuracy of the transaction details before finalizing the transaction and printing a receipt. If a gift/rewards redemption is requested by the patron the patron will earn rewards on the difference between the sale and the redemption (The Remitted Amount) which is explained in more detail on the following slides.
- Page 11 Automated Email Marketing (Recommended) Operators can create a variety of event bonuses and promotional templates by clicking Event Triggers and Promotions and Automated Emails when signed into the back office account with Administrator security clearance. Basic and Premium templates include: •...
- Page 12 Clerks do NOT need to perform any math in their heads to calculate rewards. The Load Rewards function on the terminal should NEVER be used to manually calculate rewards for customers (a common training mistake). Please train your clerks to use the Record Sale function to record customer sales with or without redemptions and allow the system to automatically calculate rewards for your customers based on...
- Page 13 The Printed Receipt The printed receipt summarizes all relevant transaction details including displaying the card activation status (Yes SALE Joe Smith or No) along with current real-time balances available to Sale Amount $23.00 redeem toward future purchases. Redeem $10.00 Gift Remits $13.00 Earns $1.30 Reward In the transaction illustrated on the right, the clerk recorded...
- Page 14 Fundraising Transaction Processing There are two ways merchants can participate in a fundraising program. (1) Distribute a personalized fundraising SALE card allocated to a specific non-profit organization that Cardholder contains the merchantʼs branding elements, OR (2) Accept a Sale Amount $25.45 Earns $2.55 Reward non-personalized fundraising coalition card distributed and marketed outside the merchantʼs place of business. ...
- Page 15 Patron Online Activation Methods The activation of a patron’s account is a critical step in your EMAIL DOUBLE OPT-IN loyalty program because it represents the collection and The standard activation authentication of customer data imported into your private method of clicking a link marketing database.
- Page 16 Text Keyword to Short Code Activation Method (Recommended) The fastest and most efficient activation method is by keyword text to short code. This method works by advertising your unique keyword to customers with instructions to text “KEYWORD” to 55678 (USA) or 70734 (Canada) to register their loyalty account and unlock an activation bonus.
- Page 17 Important Account Activation Rules By default, patrons MUST activate their loyalty account in SALE order to redeem rewards value or widgets value that was Joe Smith EITHER earned through sales activity OR triggered by Sale Amount $23.00 bonuses configured in the Event Triggers and Remits $13.00 Promotions page of the back office. ...
- Page 18 Help Activating Account Trouble Tickets IIn some cases, patrons have trouble registering a new account OR register their account online but fail to follow the final activation step that certifies their mobile number or email address through double opt-in authentication. Your loyalty vendor provides a Help Registering trouble ticket service available from the online activation form (either our website or your website if your webmaster implemented our...
- Page 19 Balance Inquiry Screen The Balance Inquiry function allows clerks to check available patron balances, activation status and recent transaction history without actually processing a transaction. Press the DISPLAY option to show the patron’s currently available balances and activation status on screen only. Press PRINT to generate a paper receipt (Balances DISPLAY OR PRINT Report) showing the patron’s current balance, activation...
- Page 20 Load Value Function There are up to three separate currencies (balances) that appear on the printed receipt: Gift, Rewards, and the optional Widgets balance. All currencies can be manually loaded to execute a variety of prepaid strategies to drive visitation and frequency.
- Page 21 Load Gift Value Screen Letʼs now walk through a Load Gift transaction. The Load Widgets and Load Reward transactions follow the exact same process. Enter the exact amount of value being purchased by the customer or manually loaded to run a prepaid marketing strategy.
- Page 22 Final Load Gift Confirmation Screen The final confirmation screen provides clerks with the opportunity to check the accuracy of the transaction details before processing and printing a receipt. Clerks can either select CONFIRM to finalize the transaction or press CANCEL to exit the transaction without processing and return back to the main menu.
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Page 23: Terminal Reports
Terminal Reports Unlike credit card processing, there is no settlement or batching function available or necessary in the gift and loyalty program. All transaction activity and subsequent reporting occurs in real- time and is available on demand anytime by clicking Reconciliation Report from the back office. -
Page 24: Voiding Transactions
Voiding Transactions Similar to voiding a credit card transaction, any gift or loyalty transaction can be voided as if it never happened. Clerks or managers can void a previously processed transaction directly from the terminal by pressing the down arrow at the loyalty main menu screen and selecting Void Transaction. - Page 25 Exhibit A: Connectivity Switching Terminal Connectivity from Dial-Up to Internet (or vice versa) on T4220 Dual Com Launch the loyalty program by selecting LOYAL PATRON at the root menu screen to access the loyalty main menu where Record Sale, Balance Inquiry and Load Value functions are displayed.
- Page 26 Exhibit B: Dial Backup Enabling or Disabling Dial Backup on T4220 Dual Com If you intend to run a telephone line for auto dial-backup (recommended) or wish to disable the auto dial backup feature follow the procedures below to enable / disable the function.
- Page 27 Exhibit C: Enabling Clerk IDs Enabling Clerk IDs for Linking Employees to Specific Transactions When Clerk IDs are enabled, clerks are prompted to enter a specific numeric code (Clerk ID) before finalizing a transaction on the terminal. This code or ID is then validated for accuracy against the database during processing.
- Page 28 Exhibit D: Enabling Manager Password Enabling Manager Password on Load Value Transactions You have two (2) options for setting manager passwords to lock down the Load Value function. Operators can elect one of the following options or enable both for ultimate security. Option 1: Manager / Administrator ID Validation This option validates the Clerk ID entered by the employee has either Manager or Administrator security clearance as setup in the Users...
- Page 29 Exhibit D: Enabling Manager Password Option 2: Set Hard Coded Terminal Password This option adds a hard coded password prompt to the terminal itself so only users who input the correct password can even access the Load Value screens. Follow the instructions below: 1.
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