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Membership Rewards® Bonus Points Certificate

1. SAVE CHANGES Figure 13 Changing company profile information Private and Confidential Page 24 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account 4 4 Viewing Your Account Summary Your account summary is a brief report of account status It shows you the following e Total number of points available for awarding e Total number of points you have purchased to date e Any adjustments to your points balance e Number of points purchased with payment pending This summary provides totals only In order to see details of your account activity you should view your purchase history or reports To view your account summary do the following e From any page on the Bonus Points Certificate Program site click Account Summary Account Summary Account Summary Purchase Points Total Points Purchased to date 10 000 000 Manage Promotion Details Points Awarded to date 2 000 000 Award Points Certs Adjustments 1 000 000 expired 1 000 000 make goods View Purchase History Total Available Points 8 000 000 nA on Points Purchased Awaiting Payment 1 000 000 Create Reports Total Points 9 000 000 Creative Guidelines Manage Account User Settings Merchant User Guide Figure 14 Account Summary page 4 5 Viewing Purchase History Your purchase history provides an overview of bonus points purcha
2. Signing In To sign in to your account do the following 1 On the menu bar of the Home page click Merchant Sign In In the User Name box of the Merchant Sign In page type your user name In Password type your password E Click Access Account Merchant Home Merchant Sign In Merchant Application Form Welcome back to the Bonus Points Certificate Program Please enter your Bonus Points Certificate Program User Name and Password Merchant User Guide User Name Note User Names and Passwords are case sensitive 4 3 4 3 1 Password Forgot Password ACCESS ACCOUNT Apply for the Bonus Points Certificate Program First time users must apply and be approved to participate in the Bonus Points Certificate Program When you sign in the Account Summary page loads From here you can perform most administrative tasks associated with your account Changing Your Account Settings You can make changes to various aspects of your account to reflect changes to your operations or your use of Bonus Points Certificate Program This section contains procedures for making these changes Changing Your Password To change your password do the following Private and Confidential Page 19 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account 1 From any page on the Bonus Points Certificate Program site cl
3. a new temporary password will be generated for the User and sent to the email address above The User will be prompted to change their password when they first sign in to the system Figure 12 Creating a new user 4 3 4 When you save a new user record the system generates a new temporary password and emails it to the address you provided for the user The first time the new user signs in to the system he or she will be prompted to set a new password Changing Company Contact Information You can change any of the information previously recorded to describe your company contacts your company or its address If you change company information though you must ensure that your changes do not leave a required box or list empty To change information identifying your company contacts or address do the following 1 From any page on the Bonus Points Certificate Program site click Manage Account User Settings 2 Onthe Account Settings page click Edit Company contact and or address information Make any changes you wish To record your changes click Save Private and Confidential Page 23 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account Company Account Information Company and Address Information Required information Company Name i Prima Motors iy name as it should appear on t
4. xls excel file of up to 200 e mail addresses Manage Account User Settings Merchant User Guide Figure 23 Choosing an award method 7 2 Awarding Points by Printed Certificate If you chose Print Certificates Locally in section 6 1 you follow a three step process 7 2 1 Setting Up Award Certificates To set up certificates for printing do the following 1 On the Award Points Print Certificates Locally Step 1 page check your balance to confirm you have enough points to award If you have to buy more points see section 5 on page 27 2 Check to ensure that the promotion for which you want to award points is shown in the Promotions list If you do not see the promotion you want click Manage Promotion Details and set up the promotion for more see section 7 3 From Bonus ID select the ID of the promotion for which you want to award a Bonus Points Certificate 4 From Points choose the number of points to award Private and Confidential Page 40 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Note Steps 5 through 7 are optional If you provide this information the appropriate certificate will be personalized when you print it 5 In First Name type the first name of the person to whom you want to award points 6 In Last Name type the person s last name Private and Conf
5. 14 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideApplying to the Bonus Points Certificate Program 6 Selectwhichever of the check boxes Hard Copy Certificate or Email Certificate describes the way you want to deliver Bonus Points Certificates to customers If you want to use both methods select both check boxes Private and Confidential Page 15 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program A Bonus Points sa soa os Certificate Program Merchant Home Merchant Application Form Step 1 Company Step 2 Contact Step 3 High Level Step 4 Merchant Sign In information Information Promotion Information Application Confirmation Merchant User Guide Step 3 High Level Promotion Information Required information High Level Promotion Concept Limited Time Promotion Less than 1 year L Ongoing Promotion Greater than 1 year What customer behavior will be bonused Please provide a high level promotion description Number of Points expected to be awarded annually e rsa bom pos rie Expected Promotion Start Date Mar 3 m 2008 x Expected Promotion End Date Mar w 3 2008 x Do you pian to add any special restrictions to the promotion
6. Confidential Page 2 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide 5 2 Providing Payment INTONNGHON ii A e 29 5 3 Completing You NaN e nehn ad 30 5 4 Purchase Confira dt tii 31 6 a A O haan e Rh gc sc toe ca A che 33 6 1 Managing Promotion Details pensheni nAi aN NEEE ANAA 33 6 2 REQUESTING a New PromONnoi esiosas atine naa TSE ESA ET E TEETE 34 6 3 ADDIOVING a Pramollo vias ia ea 36 6 4 VIEWING AROMA tt t 37 7 Awarding Bonus Points Certificates oooooconionionnnonnnonananananononocnnnnnnonnornnoon anna nornornnonnnons 39 7 1 Choosing a DistbUTION MEMO iii a a 39 7 2 Awarding Points by Printed Certificate ccceccsseseessessesesecsscsecescesceseseseessessesecsecsecseeseseeseeees 40 Fal Setiig UPA Ward ai EA 40 7 22 REVIEWING A WTO ii ea 43 123 COMIMIND Pte AWN Sii dt ibi tt id 43 7 3 Awarding Points by Emailed Centificate oooonocnonocnoccnocconcnnnonoonoonoonoo AN 44 7 3 1 Setting Up Award CerTificQTES oooocoonnonnonnonoonornconarnoonnonnonononnonno noo noo noo nao nao AA ano RA 44 7 3 2 REVIEWING EMail AWQNFQOS earair ai a R ARR EENE O E R ENEA 46 7 3 3 Confirming Emailed Awards sisirin entana NA AAAA E RANAN AE 48 7 4 Awarding Points BY BUIK EMiGlll i sect ated a ai OE UE BAE 48 7 4 1 Obtaining the Bonus Points Certificate Program File Template o ococcccocconcnnnnnon 48 742 Preparing a Bulk Award FIE eia srna a e AiE AE AATA 49 7 43 Uploadin
7. be enforced at redemption when recipient account details are collected Specify a Maximum Points Set a limit on the number of points an individual can earn via this promotion Note that this restriction can only be enforced at redemption when recipient account details are collected Upload your Logo for Certificates The logo provided will be displayed on Bonus Points Certificates as well as appear on the customer redemption screen Please ensure the logo uploaded is within the dimensions provided on the screen Click Preview Certificates to view a sample of a Bonus Points certificate complete with the information entered on this screen Click submit to send your promotion to your Bonus Points Administrator for approval 6 3 Approving a Promotion When your Bonus Points Administrator has approved your promotion you will need to make a final approval in order to activate the promotion When your Bonus Points administrator has approved your promotion you will receive an email Return to the Manage Promotion Details screen and you will see the promotion in the Promotions Awaiting Approval section with a new status of Awaiting Approval Merchant Follow these steps to approve your promotion l 2 Select your promotion On the Approve Promotion Details screen select the Approval checkbox and click Save Your promotion will now be active and available to award certificates immediately Private and Confidential
8. e minimum spend points maximum Ono Oves Please explain Do you plan to award the Bonus Points Certificate to customers via check all that apply O hard Copy Certificate C Email Certificate In which channels do you plan to market the Bonus Points Certificate Program Please select all that apply On store Clonine Clphone other please specify Terms amp Conditions Please click here to view the Terms and Conditions of the Bonus Points Certificate Program To submit the application you must indicate your acceptance and understanding of the Terms amp Conditions by checking the box below O Ihave reviewed and accept the Bonus Points Certificate Program Terms amp Conditions O Ihave reviewed the Bonus Points Certificate Program Terms amp Conditions and accept pending the following modifications American Express reserves the right to not accept this enrollment form based on any modifications to the terms and conditions pomts c 11 Need Help Certificate Program Terms and Conditions Privacy Policy FAQ Merchant User Guide Contact Us Private and Confidential Page 16 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program Figure 4 Providing promotion information 7 Selectthe check boxes that describe the marketing channels y
9. page click whichever link corresponds to the distribution method you want Print Certificates Locally to print certificates yourself Emailed Certificates to send up to 15 certificates by email Award Batch to use email distribution to up to 200 recipients Private and Confidential Page 39 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Account Number 3942 Merchant Name Points QA Test PepsiCo Inc ee rewards Bonus Points Contact Name Super User sess Certificate Program sicn our BonusPoints 9 Account Summary Award Points Purchase Points The Award Points page enables you to award Bonus Points Certificates to your customers Below you can choose Manage Promotion Details the method of distribution of the Bonus Points Certificates either via email or via a printed certificate Certificates are valid for 12 months once they are issued Points are automatically deducted from your balance Issue Certificates for Membership Rewards bonus points Print Certificates Locally print up to 15 recipients at a time on your local printer i Ss Click one of these E mail Certificates e mail certificates to up to 15 recipients at a time a Search Awards links to select an Create Reports Upload a list of E mail Recipients award method View Purchase History Award Batch upload an
10. promotions over the course of two 2 years e Any restrictions you propose to impose on the promotion such as minimum purchase required or a maximum possible award e Award format printed certificate email certificate or both e Marketing channels you propose to use You provide this information on the High Level Promotion Information page The information you provide will help set up your account and promotion should your application be approved 3 8 Providing Promotion Information To provide promotion information do the following 1 On the High Level Promotion Information page select the check box that most accurately describes the duration of your promotion If your promotion will last less than a year select Limited Time Promotion If your promotion will last longer than a year select Ongoing Promotion 2 In the What customer behaviour will be bonused text entry box type a description of the behaviour you would like to encourage 3 In Number of Points expected to be awarded annually type the number of points you estimate to award each year 4 Select the Start Date and End Date of your promotion from the appropriate sets of drop down lists 5 If there are no plans to add special restrictions to the promotion select the No option button If you are going to impose restrictions select the Yes option button and then type a description of the restrictions in the text entry box Private and Confidential Page
11. records in order to get a receipt 2 Do one of the following To set up another set of awards click Award More Points OR Click any other link in the menu bar Account Summary Award Points Email Certificates Purchase Points step 1 Enter Recipient Information Step 2 Review amp Email Bonus Points Certificates Step 3 Confirmation Manage Promotion Details Step 3 Confirmation Batch ID 12586 View Purchase History Date 10 8 107 Search Awards Total Recipients 3 E Total Points Awarded 3 250 Create Reports A Bonus Points Certificate has been generated and sent via email to each of the recipients below The points have been Creative Guidelines deducted from your online points balance Manage Account User Settings Recipient Certificate Points Promotion Merchant User Guide Steve Ogden Test driving a car steve ogden bella com See ee Bonus ID 1245 Barry Winters Leasing a new car barry sympatica ca ra Ae 500 Bonus ID 2457 Ann Guylan Purchasing a new car ann rogors com ZETA ZN Ce 200 Bonus ID 2458 AWARD MORE POINTS Print this confirmation page for your records Figure 29 Confirming the emailing of award certificates 7 4 Awarding Points by Bulk Email Bulk email allows you to award Bonus Points Certificates to a group of recipients in a single transaction In order to use the bulk email feature you must e Obtain the Bonus Points Certificate Program deposit file template e Be able t
12. 50 1 000 2 500 01 14 2008 Manage AccountUser Settings AAN ge plas 10 000 15 000 PRESION Awaiting Approval Merchant Merchant User Guide 2457 Leasinga new car 5 000 10 000 01 14 2008 Expired MANAGE PROMOTION DETAILS Instructions For detailed instructions on how to upload a bulk file click here File Template To download the xis template that you will need to use to format your file click here Fie Name if you can t see the Browse button your browser does not support file uploading lt BACK CANCEL RESET NEXT gt Figure 30 Obtaining the bulk deposit template file 7 4 2 Preparing a Bulk Award File Take care when preparing a bulk email award file If you do not follow these instructions closely your upload may fail or individual awards may not go through To prepare a file for bulk deposit do the following 1 When you download the email bulk upload template file save it on your computer in a location of your choice We recommend you save it under the existing name 2 Open the file and make a copy by using the Save As command using the name of your choice 3 Type or paste the records of the individuals to whom you want to award Bonus Points Certificates If you are pasting records use the Paste Special command and paste the data as Text 4 Donot make any formatting changes All cells must be formatted as Text Do not use bold italics or other text decoration Do not include for
13. IST Figure 40 View Promotion Details Once a promotion has become active only a Bonus Points Administrator may make modifications to a promotion Should you need to modify an active promotion please contact your Bonus Points Administrator Private and Confidential Page 38 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates 7 Awarding Bonus Points Certificates This chapter describes how to award Bonus Points Certificates Bonus Points Certificates can be awarded either via print paper certificate or via email certificate The chapter contains the following sections e Choosing a Distribution Method Print vs Email e Awarding Points by Printed Certificate e Awarding Points by Emailed Certificate e Awarding Points by Bulk Email 7 1 Choosing a Distribution Method There are three methods of distributing points you have purchased through Bonus Points Certificate Program You can e Print up to 15 certificates from a local printer e Email a certificate to up to 15 recipients for whom you have a valid email address e Upload a file listing up to 200 recipients each of whom will receive an emailed certificate To choose a distribution method do the following 1 From the menu bar on any page on the Bonus Points Certificate Program site click Award Points Certs 2 On Award Points
14. If any of the individual award details have to be changed click Back Do not use your browser s Back button Make the changes on the Step 1 page 3 When you are ready to print the certificates click Finish 7 2 3 Confirming Printed Awards When you click Finish a processing page may appear briefly as the certificates are sent to the printer Printed certificates are always printed on the default Private and Confidential Page 43 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates printer specified for the computer from which you set up the awards If possible please print the certificates on a color printer When the Step 3 page appears do the following 1 Collect the printed certificates and check to be sure all of them printed 2 If there was a printing problem click Re Print the Certificates Reprinting does not deduct any further points from your balance Click Print this confirmation page for your records in order to get a receipt Do one of the following To set up another set of awards click Award More Points OR Click any other link in the menu bar o eee Award Points Print Certificates Locally Purchase Points Step 1 Enter Recipient Step 2 Review Step 3 Confirmation amp Print Bonus Points Manage Promotion Details Information Awards Certificates Step 3 Confirmat
15. MEMBERSHIP Ma rewards Bonus Points tificate P BonusPoints Certificate Program Membership Rewards Bonus Points Certificate Program Merchant User Guide Points International Ltd March 2008 TABLE OF CONTENTS 1 al goto Ue fog erni E PDT en Cnet ie cere E eee ee eee 4 MSEE ELE S iii cts cos ops A ea cea 4 1 2 TYBOGFAPHIC Gh CONVENIO iii eel 4 1 3 Documentation FeSdbdek cuna aa A EEE 5 2 Understanding the Bonus Points Certificate PrograM occoccccnconcoanonanonanonanonanonnconnonnarnnos 6 3 Applying to the Bonus Points Certificate Program cccsececccsscesseesecsscesecesscesseeseceesensees 7 Understanding Promotion INFOMATION ccceessessessesseeseeseessescesccsscsscsscsecescesecseeseeseeseeeeeeeeeesees 7 3 2 Understanding Promotion INFOMATION smoren o Ea EAA a 7 3 3 Applying to Participate in the Bonus Points Certificate Program sseessessesesesssreresssreresesrere 8 3 4 Opening the Application FOM ococcnconcnccononnnonnnnnonnnnnonncnnonnonnon non non E NR RE non noo noo RANAR RR AE 8 3 5 Providing Company and Address INFOMMNATION 00 ceceeesessessescceecescecceeseeessesecseeseeeseeeseeseseasers 9 3 6 PrOVIGING Contacto Mal cian li EA E AE A deeds 10 3 6 1 Providing Primary Contact InformatioN ccccoccocnonnoononnonnonncnnonnonnonnonnon cnn non ono noo noo nnconcnnonnos 10 3 6 2 Providing Customer Service Contact InformatiON oocococnocnconconconoonnononnnononnnnnno nooo nconcnnonnos 13 3 6 3
16. March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Buying Points 4 Click Purchase ER NAY Bonus Points Purchase Step 1 Points Step 2 Payment Step 3 Points Purchase Step 4 Purchase Manage Promotion Details Purchase Information Verification Confirmation Award Points Certs Step 3 Points Purchase Verification You must View Purchase History Payment Method Wire Transter select this Search Awards Total Points 500 000 A Cost Per Point 0 02 check box to Total Points Cost 10 000 00 A Ji Processing Fee 100 00 submit a SARE TOTAL AMOUNT DUE 10 100 00 urchase Manage Account User Settings p Merchant User Guide a The points you are aboutte ptrchase as part of this order are valid for 24 months from the date that payment is received and processed_Ort certificates are awarded to customers certificates are valid for 12 months from date of issuance CT With this purchase agree to extend my existing Sonus Points Agreement for 3 years from date of points purchase lt Back cancer PURCHASE gt Figure 21 Verifying your points purchase Caution Do not click Purchase more than once per order If you are paying by credit card you may be charged each time you click the Purchase button 5 4 Purchase Confirmation Once your order is complete you are presented the confirmation screen Private and Confident
17. Page 36 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions Account Summary Approve Promotion Details Purchase Points y Note if there are no Promotions associated with this Merchant the Merchant will be unable to award bonus Manage Promotion Details points or create certificates Award Points Certs Membership Rewards reserves the right to modify the details of this promotion For assistance please call your Membership Rewards Bonus Points Manager or 212 640 2747 View Purchase Stators Promotion Details Search Awards Bonus ID 1819 Create Reports Promotion Title Redemption Message This message will display on certificate redemption page Description 100 200 500 0 0 Certificates will be limited to these denominations Please ensure the denominations fall between the allowed minimum 100 points and maximum 5 000 points values Feb 26 2008 Jun 30 2008 Manage Account User Settings Merchant User Guide Cardmember can earn points on this Bonus ID an unlimited number of times Check this box to indicate your En Width 165px approval of i o File Type jpg or gif the n Background white prom otion Browse Preview certificate Cardmember can earn an unlimited number of points on this Approval O agree that the promotion details specified above are correct Figure 39 Approve Promoti
18. Providing Billing Contact and Address INfoOrMatiON ocoocccnconccnconcononnnononononnonnonncononnonnos 13 3 7 Understanding Promotion InformatiON cococcconconcononnnononononnnononnonnonnonnoonon non nono no nro ERE 14 3 8 PrOVIGING POMOTION AO INCOTON areena ieai ETE EENE 14 4 Administering Your ACCOUNT ccccccsssessscssscesscsseeeseceescsscessecsssceescsseeaeceescseecsaeeesecescsseensees 18 sening PASS Wo ida tall td 18 4 2 SIGAN orai dada i Sa ih alee Gi 19 4 3 Changing TOU ACSS Seling A a Siete 19 431 lt Changing YourPasswoOrd celia 19 4 3 2 Changing Your Account INFOPMATION ceescsscssessesscssesseeseesceseescesecsecssceeeeseesesseeseeseeseeseenes 21 4 3 3 cAGGING G NEW Usa carta AA tl 22 43 4 Changing Company Contact INFOFMATION rossoi na aa EAA Aa 23 4 4 Viewing Your ACCOUNT SUMIMOTY areare a EA ROA TAA EEO aiin 25 4 5 Viewing Purchase HisStOlY oooooococooooononnonnonoonornoo noo noo n non non aora non no nar nanonnonnos 25 4 5 1 Understanding Purchase HIstory sssssssssesscsssssssscssssesesssssssssessessesssssesseseseseesssssssesenss 25 4 5 2 Viewing the Purchase LIST sceccessssssscescssessessesseseseesessssesessesensessessesseseeenssesssseseensesennenss 26 4 5 3 Viewing Purchase DetalilS ooooocoonoonnonoonaonnonnonncrnornoonoonoo nor noo nor nnonnon non nnr nor noo narrar n car nor ninio 26 5 BUVING ROMS a Tra OST att EI 28 5 1 SElECTING A Purchase AMOUNT o e A as 28 Private and
19. XXXXXXX You must be enrolled in the US Membership Reward to redeem this certificate The certificate can only be o MEMBERSHIP a Bonus Points i rewards 5 t BonusPoi Please allow 24 hours for the bonus points to be credited to is sPoint your online account Terms and Conditions apply See below See below for complete terms and conditions Terms amp Conditions 1 To redeem this Bonus Points Certificate you must be enrolled in the US Membership Rewards program Program at the time of certificate redemption If you are not enrolled in the US Membership Rewards Program visit americanexpress com rewards or call 1 800 AXP EARN 297 3276 for more information or to apply for a Card Individual terms and conditions as well as annual Program fees apply for certain Card products Bonus points will be credited to your online Program account within 24 hours of Bonus Points Certificate redemption Certificate must be redeemed online by midnight Eastern Standard Time on the expiration date located on the face of the certificate Once this certificate has been redeemed it is invalid American Express reserves the right to discontinue or change the Membership Rewards Bonus Points Program at any time with or without notice Lost stolen damaged or destroyed Bonus Points Certificates will not be replaced by the merchant or American Express Only original certificates will be honored Certificates are void if reproduced altered count
20. ard Amounts End Date Status 1245 Test driving a car 2501500 750 1 000 2 500 01 14 2008 Active 2457 Leasing a new car 5 000 10 000 01 14 2008 Active 2458 Purchasing a new car 10 000 15 000 01 14 2008 Awaiting Approval Merchant MANAGE PROMOTION DETAILS Instructions For detailed instructions on how to upload a bulk file click here File Template To download the xis template that you will need to use to format your file click here TO If you can t see the Browse button your browser does not support file uploading File Name lt Back cancel RESET NEXT gt Figure 31 Uploading a list of email recipients Note If you do not see the Browse button your browser is not capable of uploading files Use a different browser to perform this task or choose a different method of awarding points 3 In the dialog box select the file containing the deposit information 4 Account Summary urchase Points View Purchase History Search Awards Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Click Open If there are any errors in the file messages describing them appear on the page If you can fix these errors yourself go back into the file and make the corrections then repeat steps 2 through 4 to re upload the file Upload File of Recipients Step 1 Upload Recipient List Step 2 Review Awards Step 1 Upload Recip
21. business days Please be aware that due to certain legal and contractual obligations not all applications can be approved The primary contact listed on the merchant application will be contacted once a decision has been made or if additional information is needed If you have not heard from the Membership Rewards Bonus Points Program within 10 business days please contact us at 212 640 2747 Thank you HOME Figure 5 Application Confirmation page Once your application is approved and you have received an email advising you ve been approved you can begin purchasing and awarding points immediately Private and Confidential Page 17 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account 4 Administering Your Account Once your application for a Bonus Points Certificate Program account is approved you can begin managing your account This chapter contains information about basic procedures you will use in the administration and operation of your account This chapter contains the following sections e Setting a Password e Signing In e Changing Your Password e Changing Your Account Information e Adding a New User e Changing Company Contact Information e Viewing Your Account Summary e Viewing Purchase History 4 1 Setting a Password The first time you try to sign in to your account you will be prompt
22. e Purchase History list view do the following e From any page on the Bonus Points Certificate Program site click Purchase History Account Summary Purchase History Purchase Points Note The status of a purchase is pending when the points purchase order has been placed but payment has not yet Manage Promotion Details been received and processed Bonus Points are valid for 24 months fromtheceate pe _AAAN gt a EN pe Click an order George Harris Online Points 2 PENDING D to see Peter Stevenson Online Points 2 PENDING George Harris Online Points COMPLETE George Harris Online Points i COMPLETE details of that Search Awards 5 George Harris Online Points COMPLETE 01 29 2006 Peter Stevenson Online Points 5 PENDING order Award Points Certs Create Reports Print this page for your records Creative Guidelines Manage Account User Settings Merchant User Guide Figure 15 Viewing purchase history 4 5 3 Viewing Purchase Details To view the details of a specific order do the following 1 From any page on the Bonus Points Certificate Program site click Purchase History 2 On the Purchase History page click the Order ID of the order you want to view Private and Confidential Page 26 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account Account Summary Purchase Points Manage Promotion De
23. ed to set a password You will use this password each time you sign in to your account To set a password do the following 1 Inthe User Name box on the Login page type the user name set when your account was created 2 In Password type the temporary password sent when your account was approved Click Sign In The Change Password page opens Change Password Please enter a new password and a security question to which only you know the answer User Name ASmith New Password E ee at least one letter one number and no spaces Confirm New Password Security Question Whatis the city of your birth al Answer Figure 6 Signing in for the first time Private and Confidential Page 18 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account 4 2 In New Password type the password you want to use with this account In Confirm New Password retype the password exactly as you typed it in the previous step 5 From Security Question choose a question to use in authenticating your identity The answer to this question should be easy for you to remember or locate but not obvious to others 6 In Answer type the answer to the question you chose 7 Click Continue You only have to use this procedure the first time you sign in See the following section for instructions on regular signing in
24. email certificate or both Marketing channels you propose to use You provide this information on the High Level Promotion Information page The information you provide will help set up your account and promotion should your application be approved Providing Promotion Information 3 3 Applying to Participate in the Bonus Points Certificate Program In order to award Bonus Points Certificates as incentives you must be enrolled in the program Enrolment involves completing the Program application which requires the following information Company and Address Information Company Contact Information Marketing Contact Information Customer Service Contact Information Billing Information 3 4 Opening the Application Form To open the application form do the following 1 Browse to membershiprewards com MerchantCert 2 Click Merchant Application Form Private and Confidential Page 8 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program Membership Rewards Administrator MEMBERSHIP Bonus Points Current User Joe Smith rewards e ye A Certificate Program SIGN OUT BonusPoints 9 Welcome to the Bonus Points Certificate Program Merchant Applicati F is ibi With the Bonus Points Certificate Program you can use Membership Rewards Bonus Points as an effective marketing Merchant Sign I
25. er be used Expired promotions will disappear from this screen 2 months after expiry 6 2 Requesting a New Promotion 1 Select Request New Promotion on the Manage Promotion details screen to request a new promotion Private and Confidential Page 34 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions Account Summary Purchase Points Award Points Certs View Purchase History Search Awards Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Figure 38 Create Promotions Create Promotion Note if there are no Promotions associated with this Merchant the Merchant will be unable to award bonus points or create certificates Membership Rewards reserves the right to modify the details of this promotion For assistance please call your Membership Rewards Bonus Points Manager or 212 640 2747 Promotion Details Bonus ID Title Redemption Message Description TBD max 30 This message will display on certificate redemption page LJ C am Certificates will be limited to these denominations Please ensure the denominations fall between the allowed minimum 100 points and maximum 100 000 points values Mar 3 2008 x Mar 3 2018 v Cardmember can earn points on this Bonus ID an unlimited nu
26. erfeited or obtained or used improperly This certificate is not transferable The transfer of the certificate to a third party including sale change or auction of the certificate is illegal Bonus Points Certificate Redemption Instructions Certificates can only be redeemed online Please visit membershiprewards com BonusPointsCert You will need to provide select information about your Membership Rewards enrolled American Express Card and the certificate code located on the face of this certificate Please allow 24 hours for the bonus points to be credited to your online Membership Rewards account If you have certificate redemption questions contact the Membership Rewards program at 1 800 AXP EARN and provide Bonus ID 0000 Private and Confidential Page 47 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Figure 28 Reviewing emailed awards 2 If any of the individual award details have to be changed click Back Do not use your browser s Back button Make the changes on the Step 1 page 3 When you are ready to issue email the certificates click Finish 7 3 3 Confirming Emailed Awards When you click Finish a processing page may appear briefly as the certificates are emailed to your recipients When the Step 3 page appears do the following 1 Click Print this confirmation page for your
27. et address or post office box of where your office is located 6 Type the City and choose the State or Province in which your office is located and type its Zip Postal Code 7 From Industry choose the description that most closely matches the field in which your business operates In Products Service type a brief description of your primary business activity 8 In the Business Description text entry box type a more detailed description of your business Optionally if you have an American Express SE Number type it in the American Express SE Service Establishment Number box 9 If you want to start again on this page click Reset When you are satisfied with the information you have provided click Next 3 6 Providing Contact Information The second step in the application process is to provide information that allows American Express to contact you This process involves three separate steps 3 6 1 Providing Primary Contact Information To provide primary contact information do the following Private and Confidential Page 10 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideApplying to the Bonus Points Certificate Program 1 Type the First Name and Last Name of the primary contact the person to who will primarily manage this account e g purchase points manage promotions award certificates Optionally you can select a salutat
28. ethod of payment is credit card from Credit Card Type select the card you want to use Private and Confidential Page 29 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Buying Points Account Summary Bonus Points Purchase a SS Step 1 Points Step 2 Payment Step 3 Points Purchase Step 4 Purchase Manage Promotion Details Purchase Information Verification Confirmation Award Points Certs Step 2 Payment Information View Purchase History Select the Method of Payment F hA s i A o The next screen will provide yoi your purchase Please note that your purchase will not be completed Create Reports until you review the summary and click Purchase on the next screen Enter Credit Card Information Creative Guidelines lin A Please note payment information entered must match the information on the purchaser s credit card statement rec Credit Card Type Name As It Appears on Card Note The credit ES American Express E cal Card Number Security Code digits printed above your account number i3 m 3 on the front of Expiration Month Expiration Year your credit card January 01 E 2007 3 Billing Zip Postal Code Country UNITED STATES lt Back CANCEL RESET NEXT gt Preview invoice Membership Rewards Bonus Points will be deposited upon receipt of your payment If you are not
29. for completing your payment 2 Click Generate Invoice to view a printable invoice detailing your purchase Private and Confidential Page 32 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions 6 Promotions The chapter describes how to create and manage your promotions You must create a promotion and have it approved by your Bonus Points Administrator before you can begin awarding Bonus points This chapter contains the following sections Managing Promotion Details Requesting a New Promotion Viewing a Promotion 6 1 Managing Promotion Details Use this screen to manage your existing promotions and request a new promotion The Manage Promotion Details screen is broken into the following sections Current Promotions Promotions Awaiting Approval Expired Promotions Private and Confidential Page 33 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions Account Summary Purchase Points Award PointsiC View Purchase History Search Awards Create Reports Creative Guidelines Manage AccountiUser Settings Merchant User Guide Manage Promotion Details In order to award Bonus Points Certificates to your customers you need to set up a promotion outlining key promotion details Please
30. g a Bulk Award File ooooocnonnonnocnononononnnnnonncnnonnoonoonononnon noo A a 49 7 5 Searching tor Awad Records iii A ada 51 7 6 VIEWINO REPO ic A A E 54 Private and Confidential Page 3 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Introduction 1 Introduction 1 1 1 2 This document serves as a user manual for the American Express Bonus Points Certificate Program In this manual you will find all of the information needed to manage your account in the Bonus Points Certificate program This document contains the following chapters e Understanding the Bonus Points Certificate Program background information on the overall program e Applying to the Bonus Points Certificate Program how to apply and set up your account in Bonus Points Certificate Program e Administering Your Account instructions on managing your account and the users who have been granted access e Buying Points how to purchase bonus points that you can award as incentives to customers Using This Guide This document contains procedures that describe how to perform tasks related to your Bonus Points Certificate Program account Each procedure begins with an introduction explaining the purpose of the task it describes In some cases more background information is required this information is provided in sections with titles begin with
31. ge 27 Private and Confidential Page 44 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates 2 Check to ensure that the promotion for which you want to award points is shown in the Promotions list If you do not see the promotion you want click Manage Promotion Details and set up the promotion for more see section 7 Note All of the information in steps 3 through 7 is required for emailed award certificates 3 From Bonus ID select the ID of the promotion for which you want to award a Bonus Points Certificate From Points choose the number of points to award In Email Address type the recipient s address In First Name type the first name of the person to whom you want to award points 7 In Last Name type the person s last name Private and Confidential Page 45 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Award Points Email Certificates Step 1 Enter Recipient Information Step 2 Review amp Email Bonus Points Certificates Step 3 Confirmation Step 1 Enter Recipient Information e information for each certificate below Certificates may only be issued against promotions with an active Points will be deducted from your Online Points ba
32. he Bonus Points Certificate issued to Customers Prima Motors max 30 characters Membership Rewards reserves the right to modify this version of the name Company Website Address mosh PrimaMotors com JUNITED STATES gt A Address Street Street Name Suite Floor P O Box 345 Main Street Suite 100 B State or Province E ao Fin Svcs Insurance Cars Business Description _ __ We lease and sell cars Primary Contact Information Salutation Omis Our Ours Ous GeorgeHarris Name will be used for signing into the program if your account is approved User Names are case sensitive and must include at least 5 characters Customer Service Contact Please provide us with the contact information for the individual group responsible for answering questions from customers related to your Bonus Points Certificate promotion Same as Primary Company Contact Salutation Onmiss Our Ours Ous First Name Billing Contact Please provide us with the contact information for the individual in your Accounts Payable department Same as Company Contact Salutation Owiss Our Ours Onus First Name Last Name Business Fax Email Address Re enter Email Address ed Billing Address Please provide us with the address for invoices Cl Same as Company Address Address Street Street Name Suite Floor P O Box
33. hone number Optionally type another number a mobile for example in Other Phone and a fax number in Business Fax 4 In Email Address type the contacts email address Confirm this by typing the address again in Re Enter Email Address 5 In the Address text entry box type your company s billing address 6 Type the City and choose the State or Province in which your office is located and type its Zip Postal Code Private and Confidential Page 13 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideApplying to the Bonus Points Certificate Program 7 From Country choose the country of your billing address 8 If billing information requires specific mail direction as part of the address type this in Mail Code 9 Click Next to continue the application process 3 7 Understanding Promotion Information When applying for a Bonus Points Certificate Program account you must provide information about the way in which you plan to use bonus points certificates as an incentive As part of your application you are asked to do the following e Approximate duration of your promotion more or less than a year e Type of customer behaviour you would like to encourage e Approximate number of points you expect to award per year note that your initial points purchase must be a minimum of 2 000 000 bonus points but they may be used over multiple
34. ial Page 31 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Buying Points Manage Promotion Details Award Points Certs View Purchase History Search Awards Create Reports reative Guidelines Manage AccountiUser Settings Merchant User Guide Bonus Points Purchase Confirmation Step 4 Purchase Confirmation Order ID APC12345 Purchase Date 11 29 2007 Purchaser George Harris The Membership Rewards Bonus Points purchased will be credited to your online account once payment has been received and processed If you are not paying by credit card please allow up to 7 business days from receipt of payment for your payment to be processed Purchase Summary Total Points 500 000 Cost Per Point 0 02 Total Points Cost 10 000 00 Processing Fee 100 00 TOTAL AMOUNT DUE 10 100 00 Payment Information Payment Method Check Send payment to Membership Rewards Bonus Points Certificate Program c o Points International 179 John Street 8th Floor Toronto Ontario MST 1X4 Canada If your billing department requires an invoice to issue payment on this order GENERATE INVOICE please click the button below to generate an invoice BUY MORE POINTS ACCOUNT SUMMARY Print this confirmation page for your records 1 If you chose to pay by check money order or wire transfer the confirmation screen provides the details
35. icate Program Merchant User Guide Awarding Bonus Points Certificates 6 Repeat this process as many times as required to upload the file with no error messages Back on the Upload File of Recipients page click Next 8 On the Step 2 page make sure that the information displayed matches the file you uploaded A LL Upload File of Recipients Purchase Points Step 1 Upload Recipient List Step 2 Review Awards Manage Promotion Details Award PointsiCerts gi Step 2 Review Awards There are 17 records in the file totaling 8 500 Points View Purchase History Press the Finish key to process these transactions Search Awards Once you press the Finish key the file will be uploaded the certificates will be issued and points will be deducted from your online points balance Once certificates are issued certificates can not be changed or withdrawn Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Figure 33 Reviewing a bulk file upload 9 To complete the upload click Finish Once receipt of your file is established you are sent a confirmation email You should receive your email within 24 hours This email explains the results of the upload any awards that failed are identified 7 5 Searching for Award Records You can locate details of individual awards by using the Bonus Points Certificate Program site s search function You can search for awards on any of the follo
36. ick Manage Users Account Settings A Account Settings ire AKL This page allows you to update company and key contact information and manage your account settings Depending on Manage Promotion Details your access level you may also add delete users and assign change access levels Award Points Certs Company Information View Company contact and or address information Clic k here View Purchase History Edit Company contact and or address information Search Awards to change facade Pata User Information you r rameter naka password Creative Guidelines Change My Password Merchant User Guide Figure 7 The Account Settings page 2 Onthe Account Settings page click Change My Password Change My Password Old Password New Password Confirm New Password Security Question mother s maiden name Answer spyker Submit Figure 8 Changing a password 3 In Old Password on the Change My Password window type your current password 4 In New Password type the new password you want to use In Confirm New Password retype the password exactly as you typed it in the previous step 6 Click Submit Note You can also change your security question and record a new answer in this window Private and Confidential Page 20 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Admi
37. idential Page 41 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Account Summary Purchase Points Manage Promotion Details View Purchase History Search Awards Create Reports Manage Account User Settings Merchant User Guide Award Points Print Certificates Locally Step 1 Enter Recipient Step 2 Review Step 3 Confirmation amp Print Bonus Points Information Awards Certificates Step 1 Enter Recipient Information Please enter the information for each certificate below Up to 15 certificates may be printed at one time Certificates may only be issued against promotions with an active status Points will be deducted from your Online Points balance Your current Online Points balance is 14 984 432 Promotions To manage your promotions please click the Manage Promotion Details button below Award Amounts End Date Status 1 001 2 002 Mar 5 2008 Active 1 002 2 002 Mar 6 2008 Active 1 003 2 003 Mar 7 2008 Active MANAGE PROMOTION DETAILS Maximum miles per award 5 000 Note Name is not required However if you provide this information the Bonus Points Certificate will be customized with the customer s information Bonus ID Points First Name Last Name Choose x Choose Choose Choose Choose w Choose Choose
38. ient List Upload encountered errors see below Email certificates by uploading a list of recipients max 200 in excel comma or semi colon separated file and let the system process the transactions Files may take up to 24 hours to process at which time you will receive a confirmation email Promotions To manage your promotions please click the Manage Promotion Details button below Bonus ID Title Award Amounts End Date Status 1245 Test driving a car 250 500 750 1 000 2 500 01 14 2008 Active 2457 Leasing a new car 5 000 10 000 01 14 2008 Active 2458 Purchasing a new car 10 000 15 000 01 14 2008 Awaiting Approval Merchant MANAGE PROMOTION DETAILS Instructions For detailed instructions on how to upload a bulk file click here File Template To download the xls template that you will need to use to format your file click here Browse If you can t see the Browse button your browser does not support file uploading File Name Line 5 Email Address is required Line 5 Invalid Bonus ID Please correct all errors detailed above and upload the updated file again No certificates will be issued until the entire file is uploaeded with no errors lt Back CANCEL RESET NEXT gt Figure 32 You are told if there are errors in your file Private and Confidential Page 50 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certif
39. igure 11 Manage Users page 4 On the Create User page from Access Level choose the degree of access you want the new user to have 5 From Status choose the status you want to assign this user Choose Active unless you are creating a user who will not have to have access to the account for some time 6 Type user account information into First Name Last Name and Email Address To confirm the email address retype it in Re enter Email 7 In User Name type this user s user name This is the name the user will use when signing on to the system User Names are case sensitive and must include at least 5 characters 8 Click Save Private and Confidential Page 22 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account IA Create New User Purchase Points Required information Manage Promotion Details Award Points Certs Account Access rias Select Access Leve Limited User More Information z View Purchase History Status Active E Search Awards Create Reports Creative Guidelines Last Name Merchant User Guide Re enter Email Address do not copy amp paste User Information First Name ings Email Address Login Sign In Information 5 User Names are case sensitive and AFN Banes O mustinclude at least 5 characters When the Save button is clicked
40. ion If you want type the contact s Title Position In Business Phone type the contact s business telephone number Optionally in Other Phone type an alternate phone number a mobile for example and in Business Fax type the contact s fax number 4 In Email Address type the contact s email address Type the address again in Re enter Email Address to confirm the address the two addresses you type must match 5 In Enter a User Name type an identifier for your contact person to use with this account if your application is approved You must use at least five and can use a maximum of 15 characters You can use any mix of letters and numbers 6 To continue providing contact information see Providing Customer Service Contact Information For a reference to the contact page of the application form see Figure 3 Private and Confidential Page 11 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program eds i Merchant Application Form Step 1 Company Step 2 Contact Step 3 High Level Information Information Promotion Information Step 2 Contact Information Required information Primary Contact Information Salutation O miss Omur O mrs Oms User Name will be used for signing into the program if your account is approved User Names are case sensit
41. ion amp Print Bonus Points Certificates View Purchase History Batch ID 12586 Search Awards Date 10 8 107 Total Recipients S Create Reports Total Points Awarded 3 250 Creative Guidelines The following bonus points certificates have been printed and the Points have been deducted from the online points account Manage Account User Settings If printer problems are experienced certificates may be re printed by clicking on the button below and no additional Merchant User Guide points will be deducted from your account Recipient Certificate Points Promotion Steve Ogden PNE4 866 Test driving a car steve ogden bella com Se eae a Bonus 10 1245 Barry Winters Leasing a new car barry sympatica ca IRTE an Bonus ID 2457 Ann Guylan ann rogors com Purchasing a new car W3XH NN72 T222 EM14 2 500 Sonus D 2458 RE PRINT THE CERTIFICATES AWARD MORE POINTS Print this confirmation page for vour records Figure 26 Confirming the printing of award certificates 7 3 Awarding Points by Emailed Certificate Awards by email are set up in a similar fashion to printed certificates A major difference is that emailed awards must be personalized 7 3 1 Setting Up Award Certificates To set up certificates to be emailed do the following 1 On the Award Points Email Certificates Locally Step 1 page check your balance to confirm you have enough points to award If you have to buy more points see section 5 on pa
42. ive and must include at least 5 characters Customer Service Contact Please provide us with the contact information for the individualQreug customers related to your Bonus Points Certificate promotion FR sine as pnay Congiany Contact You must provide a Om Que Ons Ons user name for your primary user to allow for first sign in Billing Contact C same as Company Contact en Ok Sic Oe Select this box to pre fill the form with data you ve already entered Business Phone Other Phone Business Fax Email Address Re enter Email Address Billing Address Please provide us with the address for invoices E Same as Company Address Address Street Street Name Suite Floor P O Box Mail Code gt lt Back cancet RESET NEXT gt Figure 3 Providing contact information Private and Confidential Page 12 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideApplying to the Bonus Points Certificate Program 3 6 2 3 6 3 Providing Customer Service Contact Information You must provide contact information of an individual or group within your company who could respond to customer questions concerning a Bonus Points Certificate promotion To provide customer service contact information you have two choices e If the customer service contact is the same as the primary c
43. lance Your current Online Points balance is 5 497 500 Promotions reative Guidelines To manage your promotions please click the Manage Promotion Details button below Bonus ID Title Award Amounts End Date 1245 Test driving a car 250 500 750 1 000 2 500 01 14 2008 Merchant User Guide 2458 EN 40 000 15 000 01 14 2008 Manage AccountiUser Settings 2457 Leasing anew car 5 000 10 000 01 14 2008 You must provide MANAGE PROMOTION DETAILS all of this Please ensure that you enter the correct email addrese ftor Mg recipient of the Bonus Points Certificate information for If you are awarding more that mail Bonus Points Certificates please click here to upload a file each recipient Required information Bonus ID Points Email Address First Name Last Name Choose a Choose i Choose al Choose EJ Choose al Choose Choose al Choose Choose al Choose J Choose al Choose EJ Choose al Choose Choose al Choose EJ Choose al Choose Choose al Choose Choose E Choose v Choose EJ Choose Choose EA Choose TT Choose E Choose e a e B Ea Total Points Remaining Points 5 497 500 lt Back cance RESET Next gt Figure 27 Creating a list of email award reci
44. mber of times O Cardmember can earn points on this Bonus D3 time s Cardmember can receive an unlimited number of pointson this Bonus ID O Cardmember can receive a maximum of 10 000 points on this Bonus ID Height 60px Width 120px File Type jpg or gif Background white Preview Certificates 2 Enterthe Promotion Title This will be displayed on Bonus Points certificates and the recipients redemption screen 3 Enter a redemption message This will be displayed on Bonus Points certificates and the recipients redemption screen Private and Confidential Page 35 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions Enter a description Use this field to provide a detailed description of the promotion to your Bonus Points administrator Choose your Award Amounts These will be your available certificate denominations for the promotion you are requesting please ensure they are within the minimum and maximum award amounts Choose your Promotion Duration You will not be able to issue awards on this promotion outside of the effective dates please ensure the dates entered leave enough time to submit all your awards Specify a Receive Multiple Times option Set a limit on the amount of times an individual can earn a Bonus Points Certificate via this promotion Note that this restriction can only
45. mulas 5 Use only the first worksheet and do not change the worksheet name 6 Save the file making sure to retain the xls extension 7 4 3 Uploading a Bulk Award File Once you have created a bulk award file formatted using the Bonus Points Certificate Program template you award points by uploading the file to the Bonus Points Certificate Program To upload a bulk deposit file do the following 1 Verify that your bulk deposit filename has a xls extension 2 On the Upload File of Recipients page click Browse Private and Confidential Page 49 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Account Summary Purchase Points Manage Promotion Details REPARA AA A View Purchase History Search Awards Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Upload File of Recipients for Email Certificates Step 4 Upload Recipient List Step 2 Review Awards Step 1 Upload Recipient List Email certificates by uploading a list of recipients max 200 in excel comma or semi colon separated file and let the system process the transactions Files may take up to 24 hours to process at which time you will receive a confirmation email Promotions To manage your promotions please click the Manage Promotion Details button below Bonus ID Title Aw
46. n a new browser window Account Number 3942 Merchant Name Points QA Test PepsiCo Inc M reward Bonus Points Contact Name Super User A is eine moe Certificate Program ee ee Award Points Print Certificates Locally Purchase Points Step 3 Confirmation amp Print Bonus Points Manage Promotion Details Certificates PULLS E Dei z Step 2 Review Awards The certificate information you have provided is displayed below View Purchase History e Certificates will be sent to the default printer connected to this computer e Once printed the total points will be deducted from your online points balance Create Reports e Select the Submit button to print the certificates below Search Awards anaa ALNUS estilo If you experience printer problems certificates may be re printed and no additional Points will be deducted from your FS ad ot 3 online points balance Once printed certificate points may not be re deposited into your online points account Merchant User Guide e Recipient Points Promotion From Claudia W Asgeirsson Sent Thursday April 17 2008 4 09 PM Roz have set up a Bonus ID in our systems for you that is valid from today through April 17 2010 The John Doe 1 Bonus ID is 3555 You will still need to set up the promotion in the BP Program system but that is the Bonus ID you can use for testing Thanks Claudia Bonus ID 3555 Figure 25 Reviewing printed certificate awards 2
47. n bar click Purchase Points Account Summary Bonus Points Purchase m Step 1 Points Step 2 Payment Step 3 Points Purchase Step 4 Purchase Manage Promotion Details Purchase Information Verification Confirmation da Step 1 Points Purchase Cl IC k Ca Ic U a te View Purchase History Purchase Membership Rewards Bonus Points that you can award as Bonus Joints Certificates You can distribute the after typ in g q Bonus Points Certificates to your customers either via email or paper certif ates A seara aeos The table below shows the price of purchasing points per order As can see the more you buy in a single order the value into this box Create Reports lower the cost per bonus point Pricing Level Points Creative Guidelines Level1 50 000 1 024 999 You must Manage Account User Settings Level2 1 025 000 1 849 999 9 click the Merchant User Guide Level3 1 850 000 2 749 999 b U tto n Level4 2 750 000 after typing 50 000 points the number Points purchased will expire 24 mopft i geed of oints Number of Points 500 000 A Please click Calculate to view points p J cost after entering number of points yo U wa n t lt Back CANCEL RESET NEXT gt to buy Figure 17 Purchase Points page 2 In the Number of Points box on the Bonus Points Purchase page type the number of points you want to buy Note The minimum order is 50 000 points Your first order though must be for at least 2 000 000 points The
48. n tool to drive desired behavior from yourr customers or employees To learn more about the Bonus Points Certificate Program click here to access the merchant user guide Merchant User Guide Merchant Application Form Click here to open the Interested in the Bonus Points Certificate Program Complete and submit the Merchant Application Form Allow 5 10 H business days for review of your application and a response from a representative of the Membership Rewards a pp li ca ti O nN form Bonus Points team Merchant Sign In Already enrolled Sign in here to manage your account Learn more about the Bonus Points Certificate Program Merchant User Guide Learn how your organization can maximize the power of Membership Rewards Bonus Points through the Bonus Points Certificate Program Figure 1 Loading the application form When the Application Form page opens you begin a four step process of providing information to support your application for an account 3 5 Providing Company and Address Information The first step of the application process requires you to provide information about your company To provide company and address information do the following press TAB to move from box to box on the form 1 In Company Name type the version of your firm s name you want used with this account The maximum number of characters you can use is 45 2 In Company name as it should appear on the Bonus Points Certificate issued to cu
49. nistering Your Account Note Your username and password are both case sensitive 4 3 2 Changing Your Account Information You can change certain details of your own user account within your organization s Bonus Points Certificate Program account You can change any of the following e First Name and Last Name e Email Address You cannot change your access level status or user name To change your account information do the following 1 From any page on the Bonus Points Certificate Program site click Mange Account User Settings Account Summary Account Settings Purch Point o This page allows you to update company and key contact information and manage your account settings Depending on Aae Promotion Dots your access level you may also addidelete users and assign change access levels Award Points Certs Company Information View Company contact and or address information View Purchase History Edit Company contact and or address information Search Awards E User Information Create Reports Manage Users Change My Account Information Creative Guidelines Change My Password FAA een DESPERTE Merchant User Guide Figure 9 Account Settings page 2 On the Account Settings page click Change My Account Information 3 Make any changes you want to your information IO Modify User Change My Account Information Purchase Points 5 Required Information Manage Promotion Details Account Access Awa
50. o upload files through your browser 7 4 1 Obtaining the Bonus Points Certificate Program File Template Bonus Points Certificate Program uses Microsoft Excel xls files for receiving bulk email information All files you send for bulk deposit must conform to a template To obtain a copy of this template for your use do the following Private and Confidential Page 48 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates e Onthe Award Points Bulk Deposit page click the link in the line File Template This will enable you to download the template to your computer Account Summary Upload File of Recipients for Email Certificates Purchase Points Step 4 Upload Recipient List Step 2 Review Awards Step 3 Confirmation Manage Promotion Details Step 1 Upload Recipient List Email certificates by uploading a list of recipients max 200 in excel comma or semi colon separated file and let the View Purchase History system process the transactions e a Search Files may take up to 24 hours to process at which time you will receive a confirmation email Cl IC k th IS li n k Promotions Cresta Report to obtain the To manage your promotions please click the Manage Promotion Details button below Creative Guidelines Bonus 1D Title Award Amounts End Date template file 1245 Test driving a car 250 500 7
51. ompany contact select the check box Same as Primary Company Contact and go on to Providing Billing Contact and Address Information e If the customer service contact is not the same as the primary contact do the following 1 In Salutation select the option that applies to your contact 2 Type the contact s name in the First Name and Last Name boxes Optionally type the job title in Title Position 3 In Business Phone type the contact s office telephone number Optionally type another number a mobile for example in Other Phone and a fax number in Business Fax 4 In Email Address type the contacts email address Confirm this by typing the address again in Re Enter Email Address Providing Billing Contact and Address Information To provide billing contact information you have the following choices e If the billing contact is the same as the primary company contact select the check box Same as Primary Company Contact e If the billing address is the same as the company address select the check box Same as Company Address e If the billing contact is not the same as the primary contact or the billing address is not the same as the company address do the following 1 In Salutation select the option that applies to your billing contact 2 Type the contact s name in the First Name and Last Name boxes Optionally type the job title in Title Position 3 In Business Phone type the contact s office telep
52. on Details 6 4 Viewing a Promotion From the Manage Promotion Details screen click on any Bonus ID to view a promotion Private and Confidential Page 37 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Promotions Account Summary Purchase Points Award Points Certs View Purchase History Search Awards Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide View Promotion Details Active Promotion If you need to make changes to an existing promotion please contact your Membership Rewards Bonus Points Manager at 212 640 2747 Promotion Details Bonus ID Bonus 1D 1245 Title Test driving a car econ Prima Motors thanks you for your business This message will display on certificate redemption page Description this will be fed to Customer service Award Amounts 250 500 750 1 000 2 500 Certificates will be limited to these denominations Please ensure the denominations fall between the allowed minimum 100 points and maximum 100 000 points values Promovon July 2 2007 July 2 2010 d multiple Cardmember can earn points on this Bonus ID 1 times Maximum Points Cardmember can receive a maximum of 10 000 points on this Bonus ID Logo for Certificates TE PRIMA BRANDS LIMITED Preview Certificates Approval l agree to the terms of this promotion RETURN TO PROMOTION L
53. orts until you review the summary and click Purchase on the next screen Creative Guidelines lt Back cancel RESET NEXT gt OS Membership Rewards Bonus Points will be deposited upon receipt of your payment If you are not paying by credit card please allow up to 7 business days from receipt of payment for your payment to be processed Merchant User Guide Figure 18 Choosing a payment method 2 If your method of payment is check money order or wire transfer take note of the instructions and then continue on to step 9 Account Summary Bonus Points Purchase Step 2 Payment Award Points Certs View Purchase History Search Awards q f The next screen will provide you with a summary of your purchase Please note that your purchase will not be completed Create Reports until you review the summary and click Purchase on the next screen Payment Method Check Creative Guidelines Send payment to Membership Rewards Bonus Points Certificate Program Merchant User Guide clo Points International 179 John Street 8th Floor Toronto Ontario MST 1X4 Canada Manage Account User Settings lt Back CANCEL RESET NEXT gt Preview invoice Membership Rewards Bonus Points will be deposited upon receipt of your payment If you are not paying by credit card please allow up to 7 business days from receipt of payment for your payment to be processed Figure 19 Payment by check 3 If yourm
54. ou intend to use in promoting the Bonus Points Certificate Program Select all that apply If you select Other type an explanation in the box to the right of the check box 8 Read the Terms amp Conditions that apply to the Bonus Points Certificate Program When you have finished select the check box that confirms your acceptance of these Terms amp Conditions You may request modifications to the terms and conditions and they will be reviewed by a Bonus Points Manager when considering your application 9 If you want to start again on this page click Reset When you are satisfied with the information you have provided click Next When you click Next your application is automatically submitted to the Bonus Points Certificate Program administrators The Application Confirmation page confirms the submission of your application for the Bonus Points Certificate Program The administrators process the application and send notification to the email address you provided for your primary Company Contact Please allow up to ten business days for review of your application Merchant Application Form Step 1 Company Step 2 Contact Step 3 High Level Step 4 Information Information Promotion Information Application Confirmation Merchant User Guide Step 4 Application Confirmation Thank you for your interest in the Membership Rewards Bonus Points Certificate Program Your application has been received and will be reviewed within 10
55. pace type face as follows This is an example of a line of code e The first time you see a term that is defined in a glossary that term is set in italics e Information that may be helpful or may increase your understanding of the text may appear in Note form A Note looks like this Note A note provides supplemental information Information that is crucial to the performance of an action is always included with a procedure e Information about actions that you must do or must avoid in order to prevent loss of data or some equally serious disaster is set out in a Caution A Caution looks pretty much like a Note but with a different label Caution You must always take seriously any information contained within a Caution e Links to URLs or email addresses are underscored as follows nosuchaddress aexp com If you are reading this document on a computer and the link is colored blue you can connect to the URL or email address represented by clicking the coloured text 1 3 Documentation Feedback Direct your comments and suggestions about this document to your Bonus Points Manager at American Express Private and Confidential Page 5 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideUnderstanding the Bonus Points Certificate Program 2 Understanding the Bonus Points Certificate Program Thi
56. paying by credit card please allow up to 7 business days from receipt of payment for your payment to be processed Figure 20 Credit card payment form 4 In Name type the cardholder s name as it appears on the card 5 In Card Number type the number of the card you are using 6 In Security Code type the card s code number Depending on the card you use this will be on the front or the back of the card and either a three or a four digit number 7 From the Expiration Month and Expiration Year lists choose the month and year the card expires 8 In Billing Zip Postal Code type the Zip or postal code of the card s billing adaress From Country select the country of the billing address 9 Click Next 5 3 Completing Your Order To complete your order do the following 1 On the Points Purchase Verification page click the Bonus Points Agreement link and read the Bonus Points Certificate Program agreement carefully You must signify acceptance of these terms to complete your order The agreement is legally binding and non compliance grants the Bonus Points Certificate Program the right to take the necessary actions to correct the situation 2 When you have read the terms and conditions close the window or browser tab in which the document opened 3 On the Points Purchase Verification page select the check box to confirm your understanding and acceptance of the terms of this purchase Private and Confidential Page 30 of 54
57. pients 8 Repeat steps 3 through 7 for each recipient to a maximum of 15 9 Click Next 7 3 2 Reviewing Email Awards To review the awards you set up for emailing do the following 1 On the Award Points Email Certificates Step 2 page examine the certificate information displayed Private and Confidential Page 46 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Sea oes Award Points E mail Certificates Purchase Points Step 1 Enter Recipient Information Step 2 Review amp E mail Bonus Points Certificates Step 3 Confirmation Manage Promotion Details Step 2 Review amp E mail Bonus Points Certificates You are about to e mail a Bonus Points Certificate to each of the recipients below in the specified points denomination To proceed with this action click Finish View Purchase History Search Awards Recipient Create Reports Andrew Jones andrew yahoo com Manage Account User Settings Merchant User Guide Sample Bonus Points Certificate The below sample certificate is an example of what will be delivered to the first award recipient Redeem this certificate for A Andrew Jones To redeem this certificate please visit membershiprewards com BonusPointsCert and have your US Membership Rewards enrolled Card present Expiration Date MM DD YYYY Certificate Code X
58. price per point is shown in the table above the Number of Points box this price is rounded to four decimal places To see the full price clear the check box beneath the table 3 Click Calculate Caution You must click Calculate before you click Next or the system will not save the purchase amount you typed Private and Confidential Page 28 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Buying Points 4 Review the purchase cost that appears If you want to change the number of points you are buying do steps 2 and 3 again typing a new number 5 When you are satisfied with your purchase amount click Next 5 2 Providing Payment Information Once you have specified the number of points you want to buy you must specify the form of payment To provide payment information do the following 1 On the Payment Information page select your Method of Payment from the list Account Summary Bonus Points Purchase Step 1 Points Step 2 Payment Step 3 Points Purchase Step 4 Purchase a3 Verificati a Manage Promotion Details Purchase Information Confirmation Award Points Certs Step 2 Payment Information View Purchase History Select the Method of Payment Choose a sett The next screen will provide you with a summary of your purchase Please note that your purchase will not be completed Create Rep
59. r of the earliest awards to be included in the report 4 From the drop down lists it To choose the month day and year of the latest awards to be included 5 Click View Report If a matching report exists it appears on the Reports page Reports Certificates Awarded 01 13 2007 01 14 2007 Bonus ID Issue Date Certificate Code Awarded By Awarded To Email Address 2458 01 13 2007 7D92 XD8B YT91 2527 Frank Denhart 2458 01 13 2007 M8R3 0533 FEZN 62W0 Frank Denhart Cary Elwis 2458 01 13 2007 4Z63 0G2X 4894 0NY6 Frank Denhart Peter Skynnard pskynnard anywhere com Total Recipients 3 Total Points Print this page for your records Figure 37 Viewing a report The report returned will contain up to date information related to all awards matching the report criteria Private and Confidential Page 54 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide
60. rd Points Certs Access Level ADMIN View Purchase History Search Awards Create Reports Creative Guidelines enn ASA Re enter Email adam comp Merchant User Guide User Name AClark SAVE CHANGES RETURN TO ACCOUNT SETTINGS Figure 10 Changing account information in the Modify User page Private and Confidential Page 21 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account 4 To confirm the changes click Save Changes 4 3 3 Adding a New User You must be an administrative level user in order to add a new user To add a new user do the following 1 From any page on the Bonus Points Certificate Program site click Manage Account User Settings On the Account Settings page click Manage Users On the Manage Users page click Create New User Account Summary Manage Users hase Point o To modify an individual user please click on the name to display all user details M Promotion Details lanage Pron 5 Name User Name Access Level Status Password Status Award Pointsicorts Paul Aster Paster Administrator Active John Baynes John234 Regular User Inactive George Harris GHarris Administrator Active Search Awards Helen Avalon 345Havalon Limited User Active View Purchase History Create Reports Change My Password Creative Guidelines CREATE NEW USER Merchant User Guide F
61. review the promotions below If you would like to set up a new promotion please click here Current Promotions To review the details of an active promotion please click on the Bonus ID to view promotion details Bonus ID Title Award Amounts End Date Status 1245 Test driving a car 250 500 750 1 000 2 500 01 14 2008 Active Promotions Awaiting Approval To grant approval for a promotion that has been set up but its status is still listed as Awaiting Approval please click on the appropriate Bonus ID to review promotion details and approve promotion Once promotion is approved Bonus Points Certificates can be issued against this Bonus ID Bonus ID Title Award Amounts End Date Status Purchasing a new Awaiting Approval 00002458 B 10 000 15 000 01 14 2008 Merchant To set up a new promotion please click on the button Setup New Promotion below REQUEST NEW PROMOTION Expired Promotions No changes can be made to these promotions Bonus ID Title Award Amounts 2457 Leasing a new car 5 000 10 000 Figure 22 Manage Promotion Details 1 The Current Promotions section contains all promotions that are active and available for the awarding of Bonus Points Certificates 2 The Promotions Awaiting Approval section contains all promotions which are awaiting approval from a Bonus Points Administrator or your merchant account 3 Expired Promotions contain a list of all promotions which have expired and can no long
62. rtificate Program account Private and Confidential Page 6 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program 3 Applying to the Bonus Points Certificate Program This chapter describes the process of applying to participate in the Bonus Points Certificate Program and upon approval setting up an account to manage the Program This chapter contains the following sections 3 1 Understanding Promotion Information When applying for a Bonus Points Certificate Program account you must provide information about the way in which you plan to use bonus points certificates as an incentive As part of your application you are asked to do the following Approximate duration of your promotion more or less than a year Type of customer behaviour you would like to encourage Approximate number of points you expect to award per year note that your initial points purchase must be a minimum of 2 000 000 bonus points but they may be used over multiple promotions over the course of two 2 years Any restrictions you propose to impose on the promotion such as minimum purchase required or a maximum possible award Award format printed certificate email certificate or both Marketing channels you propose to use You provide this information on the High Level Promotion Information page The informa
63. s chapter contains basic information describing the American Express Bonus Points Certificate Program The American Express Bonus Points Certificate Program allows you to purchase Membership Rewards points in bulk and then distribute the points via certificates according to specific promotion set ups to meet the objectives of your organization By participating in the Bonus Points Certificate Program you can use Membership Rewards points as an incentive in any of the following ways e Customer Promotions o Acquire new customers o Retain current customers o Enhance your current loyalty program e Employee Recognition The Bonus Points Certificate Program has been proven to increase the performance of program participants incentive programs The program works this way e Pre purchase bonus points online paying for them using the method that best suits your way of doing business e Award Membership Rewards bonus points through Bonus Points Certificates to recipients you choose in denominations you choose You can award Bonus Points Certificates in two different ways printed certificate or email certificate e Track bonus points purchases and certificate awards online and to view reports of your account activity The following chapters provide detailed instructions for performing all of these activities beginning with the applying to participate in the Bonus Points Certificate Program and setting up of your Bonus Points Ce
64. ses you have made over the life of your account It also gives you access to the details of individual purchases 4 5 1 Understanding Purchase History Your purchase history provides both list and detail views of your purchases The list view includes the following information e Order ID the unique identifier for each purchase request you ve made e Purchase Date the day on which you made the request e Purchaser the individual user who made the request e Points the number of points purchased in an order Private and Confidential Page 25 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Administering Your Account e Status the current status of an order The detail view includes for a given order the following information e Purchase Date the day on which you made the request e Order ID the unique identifier for this purchase request e Purchaser the individual user who made the request e Status the current status of this order e Payment Method the means by which this order was paid for e Total Points total number of bonus points purchased in this order e Cost Per Point cost of each point purchased e Cost of Points the number of points multiplied by cost per point e Processing Fee the service charge if any for this order e Invoice total the full amount charged to you for this order 4 5 2 Viewing the Purchase List To view th
65. stomers type the short version of the above name that you would like to appear in the Bonus Points Certificates that you issue to your customers prospects Note Membership Rewards reserves the right to change the display name 3 Optionally type your Company Website Address 4 From Business Country choose the country in which your business is headquartered Private and Confidential Page 9 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Applying to the Bonus Points Certificate Program Merchant Application Form Step 1 Company Step 2 Contact Step 3 High Level S Information Information Promotion Information Application Confirmation Step 1 Company Information Required information Company Name Company name as it should appear on the Bonus Points Certificate issued to Customers max 30 characters Membership Rewards reserves the right to modify this version of the name Company Website Address Country UNITED STATES Address Street Street Name Sute Foor P O Box City State or Province Zip Postal Code n y Industry Products Services Please Select a Business Description American Express SE Service Establishment Number CANCEL RESET NEXT gt Figure 2 Providing company information 5 In the Address text entry box type your company s full stre
66. t use wildcards If you do not provide an exact match the search will return no results 4 Click Search If your search is successful the relevant records appear on the Search Results page RA Search Results Your search for Bonus ID 1245 has returned the following results Certificate Information Purchase Points Manage Promotion Details Awarded To Certificate Status Award Points Certs Adam Clark adam points com Emailed Certificate 1X87 8111 321D 884E 250 Points Bonus ID 1245 Expires 01 16 2009 issued Reprint Certificate Create Reports i Issued Reprint Certificate Creative Guidelines Bonus ID 1245 Manage AccountUser Settings Expires 01 16 2009 Merchant User Guide Pri Certifi 3H81 4PAB P7DW 6P29 250 Points Bonus 0 1245 Expires 01 16 2009 Issued Reprint Certificate Printed Certificate 1231 3EG2 5148 XN19 250 Points Bonus ID 1245 Expires 08 11 2007 Emailed Certificate 4SY8 A6H4 146C 682D 250 Points Bonus 10 1245 Expires 08 11 2007 Print this page for your records Figure 35 Viewing the results of an awards search Private and Confidential Page 52 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates e Click on the Bonus ID to view the details of the promotion related to the award e The Date of Last Status column refers to the date
67. tails Award Points Certs Search Awards Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Purchase History This page outlines all details of your specific points purchase Order ID APC12345 Number of Points 500 000 Purchase Date 12 23 2007 Release Date 12 24 2007 Expiry Date 12 23 2009 Invoice Number 234567 Purchaser George Harris Status Complete Payment Information Payment Method Credit Card American Express 2000 000 000K 3124 View copy of invoice Purchase Summary Total Points 500 000 Cost Per Point 50 02 Total Points Cost 10 000 00 Processing Fee 100 00 TOTAL AMOUNT DUE 10 100 00 Bonus points in this purchase will expire 24 months from the date payment is received and processed RETURN TO PURCHASE LIST Figure 16 Viewing details of a purchase Private and Confidential Page 27 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Buying Points 5 Buying Points This chapter contains detailed instructions for making purchases of points through the Bonus Points Certificate Program website This chapter contains the following sections e Selecting a Purchase Amount e Providing Payment Information e Completing your Order e Purchase Confirmation 5 1 Selecting a Purchase Amount To select a purchase amount do the following 1 On the navigatio
68. the word Understanding Read the following section for an explanation of the way text in the procedures is formatted Typographical Conventions Within this guide certain concepts or rules are used to display important text or to alert you to things you must do or beware of These conventions include the following e Names of menus commands labels and buttons are bolded e Keystrokes or keystroke Combinations are set in an ifalic font Where you see a plus sign between two keys as in Press CTRL ALT you should press both keys simultaneously Where two or more keys are separated by commas as in Press F1 ESC you should press and release the first key then press and release the second key Private and Confidential Page 4 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Introduction e If you are required to type a specific word phrase or set of characters this is set in a bold italic type face For example Type Bonus Points Certificate Program e If you are required to type something which varies from user to user a placeholder appears in italics to represent what you are to type For example if you see Type username and password you would type your own username and password e Where sections or lines of code are shown for demonstration purposes they are set as separate paragraphs in a monos
69. this award most recently underwent a status change e When a printed certificate is in Issued status click the Reprint Certificates link to reprint the certificate Private and Confidential Page 53 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates 7 6 Viewing Reports The Bonus Points Certificate Program system allows you to view reports on specific bonus IDs Reports are generated by the system whenever you use the Create Reports page to view them To create and view a report do the following 1 On the menu bar click Create Reports 2 On the Create Reports page from Bonus ID select the bonus type whose awards details you want to view Account Summary Create Reports t thake Painia The Create Reports page allows you to view all Bonus Points Certificates awarded for a period Choose a Bonus ID Manage Promotion Details enter the date range and click View Report Award Points Certs To locate details of an individual Bonus Points Certificate award click Search Awards on the left navigation bar Bonus ID Choose Bonus ID EJ View Purchase History From Jan l1 Q200 E l To Nov El E 2007 E Creative Guidelines VEW REPORTE Manage Account User Settings Merchant User Guide Figure 36 Choosing a report to view 3 From the drop down lists in From choose the month day and yea
70. tion you provide will help set up your account and promotion should your application be approved Providing Promotion Information Applying to Participate in the Bonus Points Certificate Program Opening the Application Form Providing Company and Adaress Information Providing Contact Information Providing Customer Service Contact Information Providing high level promotion information Accepting the Bonus Points Program Terms amp Conditions 3 2 Understanding Promotion Information Private and Confidential Page 7 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User GuideApplying to the Bonus Points Certificate Program When applying for a Bonus Points Certificate Program account you must provide information about the way in which you plan to use bonus points certificates as an incentive As part of your application you are asked to do the following Approximate duration of your promotion more or less than a year Type of customer behaviour you would like to encourage Approximate number of points you expect to award per year note that your initial points purchase must be a minimum of 2 000 000 bonus points but they may be used over multiple promotions over the course of two 2 years Any restrictions you propose to impose on the promotion such as minimum purchase required or a maximum possible award Award format printed certificate
71. w Choose Choose w Choose Choose w Choose Choose w Choose Choose x Choose Choose x Choose Choose w Choose Choose w Choose Choose x Choose Choose x Choose Choose Choose Choose w Choose EB BH EHEC EH Total Points Awarded 0 Note Name is not required However if you provide this information the Bonus Points Certificate will be customized with the customer s information lt BACK CANCEL RESET NEXT gt points c m Need Help Certificate Program Terms and Conditions Privacy Policy FAQ Merchant User Guide Contact Us Private and Confidential Page 42 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates Figure 24 Creating a list of recipients for printed certificates 7 Repeat steps 3 through 7 for each recipient to a maximum of 15 8 Click Next 7 2 2 Reviewing Awards To review the awards you set up for printing do the following 1 On the Award Points Print Certificates Locally Step 2 page click the Preview Certificates button Your certificates will open i
72. wing criteria e Batch ID e Bonus ID e Certificate Code e Confirmation Number e Email Address e Issue Date e LastName To search for records do the following 1 On the menu bar click Search Awards Private and Confidential Page 51 of 54 March 2008 Membership Rewards Bonus Points Certificate Program Merchant User Guide Bonus Points Certificate Program Merchant User Guide Awarding Bonus Points Certificates 2 On the Search Bonus Points Certificate Awards page choose your search criterion From the Search By list choose the information type you want to search for Account Summary Purchase Points Manage Promotion Details Award Points Certs Search Bonus Points Certificate Awards The Search Awards page allows you to locate details of an individual Bonus Points Certificate award Choose which search to perform enter the search criterion and click Search To see all awards for a period click Create Reports Purchase History Search By Batch ID Name and Email Address are not required fields for issued certificates If you select these criteria your search may be incomplete Field Create Reports Creative Guidelines Manage Account User Settings Merchant User Guide Figure 34 Searching for awards 3 In Required Field type the precise information you want to find Note You must type the information exactly as it was entered into the system Search terms are case sensitive You canno

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