Setting Up Loyalty Widgets in Heartline

In this guide, you will learn how to configure and customize loyalty widgets using the Heartline system. The process involves ensuring integrations, installing and customizing widgets, and setting up redemption and earning workflows. Follow the steps below for a seamless setup.

Ensure you are logged into the Heartline system and have navigated to the dashboard. On the left-hand menu, locate and select the "Integrations" tab.

Verify that Heartline is installed in 99minds. Check the Heartline settings by clicking on the "Manage" button. Review all settings related to Loyalty Widget Installation.

To install the Loyalty Widget, click the "Install" button. If it is already installed, proceed to the "Widget Customization" tab to customize the Heartline widget. Here, you can adjust options such as store credit, loyalty points, VIP tiers, coupons, and coupon rule selection.

Select the desired coupon rule for display on the loyalty widget. Based on the selection, relevant coupons will appear on the widget. You can also choose to hide store credit, loyalty points button, and issued coupons. Additionally, you can customize the label for the store credit button.

For demonstration purposes, the labels "SC" and "LP" have been used. Configure the rewards title as desired, such as "Rewards." Once complete, click the "Update" button.

Ensure the integration status is enabled. If it is already enabled, it will show the option to disable the Heartline integration. After verifying, return to the dashboard.

Verify the setup in the Heartline point of sale. Access the point of sale screen and click on "New Ticket."

Add a customer to the point of sale. For illustration, a customer named John Doe has been added.

Select "Add Customer."

After adding the customer, the Heartline loyalty widgets will be visible. Customizations made in 99minds will be displayed, including store credit, loyalty points, and redemption options.

View the reward title displaying current data, store credit, and points. Configure redemption flows, such as exchanging five points for a five-dollar coupon.

Configure this flow from the 99minds loyalty widget settings. To redeem, follow the setup instructions.

Upon redemption, a five-dollar coupon will be issued. Clicking the "Rewards" button provides a comprehensive view of the loyalty widgets.

Multiple tabs are available, including coupon issuance, gift card issuance, and customer birthday and anniversary setups. Options to issue store credit, loyalty points, and change tiers are also present. Below, you will find options for redemption, earning, gift card transactions, store credit transactions, and coupons.

Options for redemption are available.

The widget setting displays a title for five-dollar coupons exchanged for five points. Set up this configuration in 99minds loyalty widget settings.

Here are the earning options.

Set up earning configurations within the 99minds widget.

The gift card section displays current data.

You can redeem points by clicking the "Redeem" button.

The customer will redeem five points to receive a coupon. The coupon will be visible here.

The issued coupon is a five-dollar coupon, and the current points balance will be zero.

This view is displayed by the Heartline widget.

Verify settings in the 99minds section. Navigate to the dashboard and locate widget settings.

Find the loyalty widget setup.

Configure the redemption flow in this section. Go to points settings.

Review redemption methods.

Configure the title as "Five-Dollar Coupon for Five Points" and set the redemption point requirement to five.

This setup is reflected in the Heartline loyalty widget. Redeem five points to receive a five-dollar coupon.

The same applies to earning methods.

This is the title for earning methods.

Configure earning by placing an order, spending one dollar, and earning 0.1 points. This setup is mirrored in the Heartline point of sale.

The configuration was done through the widget settings.

This represents the configuration.

Upon redeeming points, the coupon is issued.

Set up the redemption workflow in 99minds. Review all workflows.

Verify the loyalty points claim trigger for redeeming loyalty points.

Ensure loyalty points claimed are greater than or equal to five for a five-dollar coupon issuance.

Confirm the execution of this flow.

The current timestamp reflects the execution.

Flow execution is confirmed.

Coupon issuance is successful.

Verify the recent coupon for John Doe.

Review the recent coupon, a five-dollar coupon.

This process describes the setup of widget settings and redemption flows from both widget and integration settings.

Thank you for using this guide.