The ArrowPOS / Repeat Returns Interface Users Guide
1. Concepts
Arrow has developed an extremely effective and exclusive interface with Repeat Returns to provide our
clients with a proven method of both retaining customers, and getting them to order more often. If you can
get your customers to order just one more time per month, it would be a tremendous boost to your sales.
Success is a numbers game: The more members, the greater the results. The primary initial focus is to enroll
members.
2. Getting Started
If you are new to Arrow, the first step is to get your store very comfortable with how Arrow works on a day
to day basis. Once the store is humming, we can look to adding Repeat Returns. We will be making a few
minor changes and showing the order entry people new screens. Let’s make sure they have the basics first.
Phase 1: Get comfortable with Arrow – this should take a few weeks to get everyone on auto-pilot.
Phase 2: Arrow Basic Setup
a. Default email extension shortcuts – Arrow comes preloaded with the obvious ones, like
@aol.com, @yahoo.com, etc. You need to determine what others are in your area. It could be the
predominant provider like @sbcglobal.net, @insight.rr.com, or it could be a business in the area,
like UPS.com. See Attachment 4
b. Set up the phone scripts – more on this below, but this is very, very important.
Phase 3: Collect Mode – We can set up Arrow to simply collect the emails. We want to get to 300 members
before launching to make sure there is an immediate impact when launching the system. This amounts to
about 10 new members per day for a month.
Warning: Accuracy is paramount. Both Arrow and RR are only as good as the information entered
Warning: The temptation to take shortcuts. It’s Friday night and the phones are ringing. The
temptation is to bypass the signup screen and move onto taking the order: don’t let it happen. 30%
of your customers call on a Friday night so get them enrolled. Keep in mind, once enrolled, they will not
be asked again.
Phase 4: Sign Up with Repeat Returns to determine such things as trigger points, rewards levels, offers,
artwork, etc. The clock is now ticking and the quicker you work with the RR personnel, the faster we can
launch.
Warning: Do not waste time. You have offered to Reward your customers, and they have given you
their email in return. If you wait too long, they may get a bit miffed and mentally write it off.
Phase 5: Once the offers are finalized, they need to be entered into Arrow. RR will send the info to Arrow
for entry. In the future, the interface will be such that the entry will be much simpler and hopefully
automated.
Phase 6: Go Live! At this point, Arrow will tie into your system and dump the emails you collected into the
RR system. Heads up! This will impact your business and food for the next few days. If you offer free
breadsticks as the Welcome Offer, you better have plenty of breadsticks backing it up.
3. Sister Stores
The Arrow/RR interface has the ability to share members between stores allowing their customers to
venture to any store and redeem rewards.
Warning: Although this feature sounds like a great idea, it can pose flow issues and should be
used sparingly and only in areas where the locations are owned by the same individual and
in close proximity to each other.
4. Setting up the Phone Script
This is perhaps the most important consideration for both the customer and the order entry person. The
customer must be asked nicely, and the order entry person must have guidance. To change or adjust the
order entry script, see Attachment 3.
a. The order entry script must be adjusted to get members, and simply asking for an email is too
invasive. Something must be offered, for instance…
“Are you a member of our Rewards program? Well, how would you like to be rewarded
for being one of our best customers, and get Free food?... Good. All I need is your email
address, and yes, it is for our internal purposes ONLY.”
5. Setting Up Default Email Extensions
These shortcuts are very handy for quick email entry. See Attachment 4
6. Types of Offers
Yes, it would be nice to be able to have free reign to create any kind of offer, however, there are certain
limitations to make them computer friendly. The types of offers for the Arrow/RR interface are as follows:
a. Percent Off Line Item
b. Percent off entire Check
c. Dollar value
7. Setting up Offers in Arrow
There needs to be a link between the offers in your RR program, and within Arrow for redemption. Each offer
will have a unique identifier code within both systems, and they have to match. The offers are entered into
Arrow through the Arrow Rewards Manager. (See Attachment 4 for details.)
8. Testing Offers
This is an important step as all offers must be tested. Keep in mind, we are linking two systems, Arrow and
RR and the offers must be both present and correct in both.
a. Set up a test customer for all offers now and in the future. Make their phone number easy to
remember, like 000-000-0000, or use the store phone number. Also, make sure the email address is
valid to make sure the offers come across.
b. When an offer is finalized, have RR make those offers available for the test customer by sending to
the email address of the test customer.
c. Enter the rewards into Arrow Rewards Manager, See Attachment 4.
d. Carefully enter the appropriate check into Arrow, redeem the offer, check the math, and send.
e. Recall customer and do two things:
i. Check that the previous offer was redeemed, ie. No longer there
ii. Run the next offer
9. You Already Have a List with Constant Contact, Vertical Response, etc.
To import a list into Arrow, we must have an email and telephone number, plus importing into an existing
Arrow Database poses issues with matching the email to the right customer. We do not recommend
importing. However, we do recommend using your email list to get people to sign up through Arrow, by the
following:
a. Once RR is setup and ready to launch, send an email through your current provider announcing your
rewards program.
b. The announcement could read, “We are so proud to now be offering a fantastic rewards program to
our customers. Please call us now to both enroll and receive a great offer that is available only to those
who enroll in the next two weeks.”
c. The offer has to be strong to get them excited.
d. This offer needs to be setup in the Arrow Dynamic Discounts.
e. Be sure to have your phone number prominently displayed.
10. Customer Entry: How to Gather Emails
To make the system work, we need to be able to pry a customer’s email address. People still typically view
their email address as sensitive and don’t just give it out in fear of spam. Therefore, you have to ask nicely
and offer something in return. With this in mind, the script has to change when your employees encounter
a potential member either on the phone or in person.
a. Effects on Order Entry Script (to change entry script, see Attachment 2)
i. The order entry script must be adjusted to get members, and simply asking for an
email is too invasive. Something must be offered, for instance…
“Are you a member of our Rewards program? Well, how would you like to be
rewarded for being one of our best customers, and get Free food?... Good. All I need
is your email address, and yes, it is for our internal purposes ONLY.”
ii. There is another script page if you want to add a more detailed explanation.
b. Adding New Members
i. From Arrow – The most efficient and automatic method of entering the customer into
the Rewards program is thru your Arrow system. When the RR interface is turned on,
you will see the email entry screen and script after choosing an address. Arrow will
step you thru the entry process. See Attachment 5 for the general flow.
ii. Outside of Arrow – if a member joins thru your website, from a sister store, or by
another means, Arrow does not know yet. This is one reason why the first question in
the script is so important. The order entry person needs to enter the phone number
and lookup. The procedure is in Attachment 6.
c. Customers Claims to a Member (see Attachment 6)
The first part of the script is crucial… “Would you like to be a member of our rewards
program?” The response could easily be, “I already am.” Keep in mind, you will only see the
script if the person is not already a member. It is possible the person is a member under
another phone number, or has signed up outside of Arrow and we need to find their Rewards
number on the Repeat Returns system for Arrow to recognize them.
d. Merging Customers
Arrow allows for one customer to have numerous phone numbers, and there are times when
you need to link phone numbers. When you find someone who is already a member, you
may need to add another phone number to that customer record. This situation will arise
when someone calls from their home, their office, and a cell. It could also be from a family
member calling from their personal phone. E.g.
1. They are already a member and under another phone number
2. They want to link their phone number to another member of the family
11. Looking up Customer’s Points
The accumulated points will print on the bottom of the expediter check. At the same time, there are times
when the customer asks for their balance and you will need to look up a customer to access their RR
information. To simply view their information, simply enter their phone number through the PHONE button.
The points will show up there, and they will show up on the order entry screen in the Rewards Button.
12. Shared Phone Numbers
There are some customers who share a phone number, e.g. A business has one trunk line reflected on caller
id, but there may be a number of members using that same phone number. See Attachment 8 for handling.
13. Editing Existing Email Addresses
For now, this is a two-step process, one within Arrow and then through your RR portal.
a. Arrow – (See Attachment 9) Keep in mind, the information now only resides in Arrow so you must
follow step b. below.
b. RR – consult the RR team for instructions.
14. Using the Upload/Download Arrow Rewards Function
In the Back Office → Configuration there are 2 buttons directly associated with the Repeat Returns
rewards program: Upload Arrow Rewards Customers and Download Arrow Rewards Customers.
1. Upload Arrow Rewards Customers
1. This button you would only use once when you initially sign up for the rewards program. What it
does is it automatically enrolls every customer you have that has an email address on file. Once
you press this button, it will ask for a date range. After selecting your range, it will start the
process, which could take 30-45 minutes, depending on how many customers need to be
uploaded.
2. Download Arrow Rewards Customers
1. This function downloads all the customer data from people who have signed up and/or used the
rewards program online. As such, this function will need to be used every day to ensure all the
customer data is as up to date as possible. Unlike the upload function though, this process only
takes about 30 seconds if it is done regularly.
15. Redeeming Rewards (See Attachment 9)
When the customer is a member of Repeat Returns, you will notice a new box showing up on the order
entry screen beside the Dynamic Discounts button. To see the available rewards, start a ticket and touch
the button. To redeem, build the ticket, touch the RR button, choose the reward. When the ticket is sent,
the reward redemption is removed from the customer record.
Note: A ticket has to be started.
Note: If no offers exist, it can be one of three things:
i. Wrong customer, double check the phone number
j. Offers were used
k. Offers expired
16. Adding Customer Points
Every once in a while, you may need to add points to the customer which can be done through the RR
portal, or directly from Arrow. See Attachment 7 for the Arrow procedure.
17. Analyzing Results
The progress and performance of your rewards program can be accessed through your personal login to the
Repeat Returns website. The folks at Repeat Returns can guide you through the more pertinent reports and
graphs. On the surface, the more interesting information to watch is on the dashboard, where you can see:
a. Membership Growth – As mentioned, numbers are the key to success. The steeper the graph, the
better
b. ROI – how much invested vs. return
c. Other things to consider - Reports
i. Which offers are working best
ii. Growth and results over time
18. Changing Offers
Changing offers requires a few steps
a. Work with the RR team to add offers or change offers already in place. Decide on the artwork and the
wording of the offer
b. Follow the procedure in Attachment 4 for adding or adjusting offers
c. Test the offer
19. FAQ’s
a. Do Members Need to Print Offers? – No printing needed, although some will do it anyway. Arrow is a
paperless system. The information is referenced by entering the phone number thru the PHONE button.
b. Do Members Need a Member Card? – No cards necessary. Arrow is a card-less system. The
information is referenced by entering the phone number thru the PHONE button.
c. Can we Issue Member Cards? – at this point it is not necessary, although some of our users have
inquired about using cards. We have it in development.
d. How do I add the reward into my system?
i. See Attachment 4
e. How do I add the members once I receive the notification that a new user has signed up online?
i. See attachment 6
f. Why is my customers point balance negative?
i. A customer's points should never be negative, if it is, contact either Arrow Support or Repeat
Returns.
g. How do I add points to my customer?
i. See Attachment 10
h. The offers we know are valid do not show up in Arrow for the customer?
i. Trying to apply to the wrong customer.
ii. The offer has been used by that customer.
iii. The offer is expired for that customer.
iv. The offers are not entered into the Arrow Rewards Manager.
v. The offer numbers in the Rewards Manager do not match the RR system.
i. I enter a customer and the system is really slow and times out?
i. Lost internet connection
ATTACHMENTS
1) Arrow Setup Screen Navigation – Use this for referencing the rest of the Attachments pertaining to
settings
2) Setting Your Script
3) Setting Up Default Email Addresses
4) Setting Up Your Offers
5) Entering Customer Emails thru Arrow
6) Finding Customers Entered Outside of Arrow
7) Merging customers phone numbers
8) Shared Phone Numbers
9) Redeeming Rewards
10) Adding Customer Points thru Arrow
Attachment 1: Arrow Setup Screen
At the main menu, selecting the Back Office and inputting your password will take you to the back office.
Once here the main buttons used in reference to the rewards programs are the Marketing button and the
Configuration button.
Marketing:
• This will take you to where the offers are initially inputted
• You can add/remove/edit offers in most ways using this function
Configuration:
• If you need to do any advanced setting you will need to go into Configuration
• Advanced settings include setting default email address, editing advanced rewards offers, editing your
script etc...
Attachment 2: Setting your script
Go into Back Office → Configuration and select Global/Station Configuration
Once there, scroll down to Rewards and press it, then press Rewards Message to edit the script.
Once there, you can edit the script by pressing Change Setting. Once done, simply click Complete to save the
changes.
Attachment 3: Setting Default Email Addresses
Go into Back Office → Configuration and select Misc Settings.
Once there, select Email Defaults and press Add New Email Default. Once you have finished, press complete to
save your new email default.
There are 2 ways to setup an offer, first is through the Marketing function, and second is through the Dynamic
Discount function.
1) Setting up through Marketing:
Go into Back Office → Marketing, once you are there, press Edit Promotions.
Once here, scroll down to the offer you wish to edit. There are 7 columns that can be edited: Offer, Amount,
Function, Min Ck, Groups, Tax, DD.
Column Types
1. Code: This column states the promo code used, can’t be edited
2. Description: States the offer description
3. Offer: this column lets you put in the offer title
4. Amount: this column lets you put in the offer amount
5. Function: this column lets you describe the offer type, if the offer was a flat dollar amount ($5 OFF
your order of $20 or more) you would leave this column blank. If the offer is a percentage you have
two options, TD or LD. TD is a total discount and will apply a discount to the total check, whereas LD is
a Line item Discount and will only apply the discount to one item. It is recommended that if the offer
only targets one item it be setup as a Dynamic Discount.
6. Min Ck: This column lets you specify if a minimum check amount is required for this discount to apply
7. Groups: This column lets you specify if only a certain group of items can have the discount applied to it,
it is recommended that if this is the case that it be setup as a dynamic discount.
8. Tax: Let’s you decided if the offer is taxed or not.
9. DD: This lets you link a Dynamic Discount to a Reward Offer, however, if you set up the Dynamic
Discount correctly, this field will automatically populate.
Example offer: 20% OFF your next order of $30 or more
The steps to input this offer are:
1. Type out “20% OFF your next order of $30 or more” in the Offer Column
2. Put .20 (20%) in the Amount Column
3. Type TD in the Function Column as this offer targets the whole check
4. Type 30 in the Min Ck Column as it states the you need to spend at least $30
And this should be the end result.
2) Setting up an offer through Dynamic Discounts:
Go into Back Office → Configuration and press Dynamic Discounts
Once there, go ahead and press Add Discount: We will go ahead and use a more advanced but common offer,
Offer 701 “1 LG 16” 2-top Pizza and a 2 Liter of soda for $18”
1. Under Name, type out Repeat Returns Offer #701, you can also use Promo 701, RR Offer #701 Etc., just
as long as the order taker can clearly see that it is only for Repeat Returns Customers.
2. Description: Type out “1 LG 16” 2-top Pizza and a 2 Liter of soda for $18”
3. Under Discount type select Target Price, and set the target price to 18
4. Setting the Maximum Discount:
1. It is important to set a max discount or else there is an opportunity for the offer to be exploited, the
offer specifically states that it is for a 2-topping pizza, so we need to make sure it won’t subtract the
price from 3+ toppings
2. You will need to find the base price of these items, simply go to the order screen and ring up a
LG 2-Topping pizza and a 2 liter. For this menu the price happens to be $21.24. 21.24 – 18 = 3.24, so the
maximum discount in this case is $3.24.
5. Once those are set go ahead and scroll down to the bottom and there are 2 settings that are specific to
Repeat Returns Offers: For Rewards Only and Rewards Promo Codes
1. For Rewards Only: Selecting this checkbox makes the dynamic discount only available as a rewards
option. If this is not selected, a non-rewards member could use this offer.
2. Rewards Promo Codes: This field must be filled out to link the dynamic discount to the rewards
offer code. In the example case, it would be filled out with 701
6. Finally, go ahead and select the necessary groups required, in this case we need 1 of the 16” Pizzas
selected and 1 of the 2 liters. So, selecting them and typing 1 in the # column will let the system know
we need at least one of the items on the check for the reward to qualify.
The Dynamic discount should end up looking like this:
As a side note, you can test the promotion without a rewards member by leaving the For Rewards Only box
unchecked and using it as a normal discount, just remember to check it once you are finished testing it.
Attachment 5: Entering Customer Emails Through Arrow
When a new customer phones in, it will take you to this screen.
Simply filling out the E-Mail field will enter and save the customer’s email for your records. If you wish to add
an email to an existing customer, go into Back Office → Customer Search, and type in their name/phone
number and it will bring you to this screen where you will be able to add in an email address.
Attachment 6: Finding customers entered outside of Arrow.
Go into Back Office → Configuration and press Download Arrow Rewards Customers.
Pressing this button will bring up a date selection asking you how far back you want to download from, the
default is set to a month. Once the date is selected it will download any customers that signed up online. This
function should be used once a day to ensure the information in the POS is as up to date as possible.
Attachment 7: Merging customer phone numbers.
Occasionally a customer may have several phone numbers associated with them and they may have duplicate
accounts because of it and you will need to combine them under one account to ensure that they get points no
matter which phone number they use. To combine you will need to get in the Customer Information screen. To
do this, go into Back Office → Customer Search and search for the customer you wish to edit.
Once there click Combine Customers,
and search for the phone number you wish to combine them with. Once you find it, the system will ask to
make sure you want to combine them, and will give you an option to select which customer you wish to keep,
as it will delete the information of the other one. By default, the Red Button will keep the original and the
Green will keep the 2nd one you searched for. Once you’ve verified which customer is the original and which is
the duplicate, select which one to keep and it will combine their information.
Attachment 8: Shared Phone Numbers.
Very closely related to Attachment 7, after combining customers with different phone numbers it will create a
shared number for the customer. To view shared numbers, press Customer Functions → Other Phone
Numbers.
Once there, you can add/remove shared numbers.
Attachment 9: Redeeming Rewards.
Once a customer has been enrolled, there will be a new button next to the Dynamic Discount button, titled
Rewards. Pressing this button will bring up any available promotions.
As seen here, the promotion available is 15% OFF your next order. Pressing this will apply the offer much like a
Dynamic Discount.
Attachment 10: Adding Customer Points Through Arrow
You can manually add points to a customer in the Customer Information screen. Go into
Back Office → Customer search, find the customer you need to add points to and the press Rewards Member.
Then press Add Reward Points to Customer. You will be able to add however many points you need. If for any
reason you need to remove points, put a (-) in front of the number to subtract points.