(Speedline provided documentation)
Punchh is a web based loyalty platform that allows users to accrue points and loyalty reward dollars as well as use customized rewards in SpeedLine. Below are some facts and features about Punchh.
Punchh is web based and does not require third party software outside of the SpeedLine POS
There are no loyalty cards with Punchh. Punchh allows you to accrue and redeem rewards that can be branded for the store through an app
Punchh users can create their own customized personal redemption codes in the Punchh app or on the Punchh website. These codes can be used in store in place of the Punchh app
All customer accounts are located on the Punchh servers
If you forget your Punchh app. SpeedLine will print a barcode – generated by Punchh – at the bottom of the ticket that can be redeemed later in the app or on the website
Punchh has a store and forward mode where it creates a ticket with a barcode that is later submitted when the connection to the Punchh server is reestablished
Point accrual is done on the Punchh side and is based on the dollar amount spent in SpeedLine. Vendors determine the number of points and rewards dollars given per dollar spent. If a customer at a store doesn't have access to the app, a barcode is printed on the ticket and can be used to accrue points manually for the next 24 hours
Rewards can be redeemed simply by accessing the loyalty screen in Terminal. Rewards redeemed are always determined by Punchh and are always applied as a dollar discount on the ticket.
A loyalty account can be accessed in 3 places in Terminal:
On the Customer screen by touching Loyalty. This method is generally used for delivery orders
On the Full Review screen by selecting the Loyalty line on the ticket and touching Edit, or by waiting for the loyalty card prompt, if enabled
On the User screen by touching Loyalty. This method does not apply the loyalty account to the next order entered, so is generally used only to check loyalty account balances
Once you have accessed the loyalty screen you can access the Punchh account by doing the following
Scan the QR code from the app
Enter the customer's phone number. (Does not allow redemptions, as it's possible to give someone else's phone number.)
Enter an email address. (Does not allow redemptions, as it's possible to give someone else's email address.)
Enter a custom redemption code
Punch rewards available will be listed in the Loyalty reward screen. Custom redemption codes can be created for a set dollar amount on the Punchh website then used in store.
Punchh Barcode Printing
Read the following article: Configuring Punchh Loyalty for Printing Barcodes
To redeem Punchh rewards, you must create coupons in Menu Designer that correspond with the Punchh rewards offered.
Coupon creation is covered in the Speedline Menu Designer Coupons and Value Meals Training Guide
To create Punchh Coupons read the Menu Designer Help File
See examples of Punchh coupons in the attached menu demomenu-Punchh coupons
Punchh setup is quick and easy once the customer has a Punchh account. The customer will be provided all the account information to be used in Store Manager by Punchh. There is no third party software to install when setting up Punchh.
Log in to Store Manager and click the Settings tab
Click on People and click Loyalty
Click the Punchh tab
Enter the POS Server Address as <Punchh POS endpoint URL>
Enter the ISL Server Address as <Punchh Data Sync endpoint URL>
Enter the Location Key. This is a unique key for each location provided by Punchh
Optionally you can choose whether to award points on gift cards at add value and tender by selecting the check boxes
Install the Punchh security certificate
Copy punchhcom.crt to your computer
Double click the security certificate
Click Install Certificate
Select the Local Machine bullet and click Next
Click Next and Finish