How do I keep Customers from ordering a group of items that are out of stock?
- Place those items in one specific category, then use our Square Category Admin feature to toggle that particular Category on or off anytime you want. And, for hiding a specific or particular item that may have just gone out of stock use our built-in "Hide" feature. See #2 and #3 under the "PRE-ORDER APP DASHBOARD" section at the bottom of this page.
Pre-Order Stand-Alone Loyalty Glossary
First and foremost, you can call your denomination of loyalty whatever you would like, ie. stars, points, credits, etc. We assume stars and points are the most popular terms for rewards, so that's what you will see us commonly refer to them as.
Sign Up Bonus - This is how many stars/points you give Users when they sign up for your Loyalty Program and verify their Phone Number
Birthday Bonus - This is how many stars/points you give Users on their birthday. Note: They enter their birthday on their My Account page when they sign up and create an account. We've also built in security where if they change their birthday the system will detect if they've already received a birthday reward and will only grant them another birthday reward a year from that date.
Points/Stars per $1 spent - If you'd like to offer rewards for every dollar a Customer spends, then this setting will allow you to set how many stars (or points) a Customer will receive. So if you set this to 10 and a Customer makes a $7 purchase, then they'll receive 70 stars. Of course, the correct Loyalty Type Option has to be selected for this setting to apply. We have 2 Loyalty Type Options (see below)
Customer Note - This is a simple text label that appears right before the Customer Note (that Customers can fill out on the Checkout page of the App). You can make this simply "Note:" or "NT:" or "Special Instructions:"
Square Loyalty - If the toggle is set to "OFF" then it means you would like your App to use Pre-Order's Stand-Alone Loyalty System. And, if the toggle is set to "ON" then it means you want to use Square's built-in Loyalty System.
OFF = Use Pre-Order Stand-Alone Loyalty | ON = Use Square Loyalty
Daily Visits Limit - Some Customers like to limit how many times (per day) a Customer can come in (ie visit) and get rewards (or order from the App and get rewards). For example, if you'd only like to grant rewards 2 times per day. So, if a Customer comes 5 times in a day (to pickup orders they placed from the app, or simply a walk-in order), then they'd only receive rewards for the first 2 visits.
Visit/Min Purchase - This is the minimum amount a Customer's purchase must be to qualify for and receive rewards for that particular purchase. ie. If you make this 500 (which is $5) then a Customer must spend at least $5 during a visit to receive rewards.
Loyalty Type Option - Stars per Visit vs Stars per $1 Spent. Basically, you can reward Customers based on each time they visit or each dollar they spend.
Reward Value - The reward value is basically how much your base reward is worth. This is mostly used for determining how many stars or points you might want to give per $1 spent. But we program an actual redeemable reward into your app for this amount too. So once a User earns the needed amount of stars/points they can visit the Rewards page of your App and "redeem" this base reward.
In addition, we use this amount plus the Reward Cost amount (below) to create a sort of "rate" - ie. the amount of stars/points a Customer can earn per $1 spent. So if your Reward Value is $5 and the cost is 50 stars/points. Then 10 stars/points gets you $1, and therefore 1 star/point = $0.10.
Reward Cost - This is how many stars/points a Customer has to have earned to redeem your base Reward (ie above). So if this is 50, then it means when you reach 50 stars/points you can redeem a $5 gift card (based on the above example). Although this can be any combination of amounts.
Note: We have a feature that allows us to program your App to automatically give the Customer your "base" reward once they've accumulated/earned the necessary/required amount of stars/points. For example, when Customers reach 1000 stars you can automatically give them a "free" reward (with a value of up to $10 or any amount you want).
Just let us know when you're working with our Team on your App that you want to do the automatic reward option.
Why do Users have to verify their phone number to join the Loyalty Program?
- Excellent question. In a nutshell, it's one of the most secure ways to keep people from "gaming" the system, while also protecting them and their rewards at the same time. It's a very industry-standard practice that a lot of famous brands have already proven to be extremely effective.
PRE-ORDER APP SETTINGS (EDIT APP HOME SCREEN)
We've created a few key settings that you can change in real-time, any time you want on your App's Home screen. We did these to help you keep your app fresh for your Customers!
You can change:
1) The Background Image on the main/home screen (and we've even built in an automatic image cropper - just drag the image with your finger)
2) The Rewards Description (ie. the text that displays at the top under your logo)
3) The Nearby Push Notification (and we've coded a special way for you to automatically display any location name, like if you have multiple and the Customer's amount of points or stars, in real-time, no matter what they may be). We do this with: $name = location and $num = points/stars
Manage New Order Updates - you can click this, then tap the button to start getting instant notifications on whatever device you do this from. This is a way to assign our built-in, real-time Order Notifications to any device(s).
Manage Locations - these locations are the ones on the Locations page (not the ones from Square's system that you see when you click the "Order Now" button)
For the Locations, we have an update we're in the process of adding to your Admin as a new tab called "Locations". You'll basically type the address, click "Return" on the keyboard and it'll drop a pin automatically (I'm not sure if it lets you drag the pin). We're leaving the lat and lng fields open so people can edit them more granularly if they want.
In the App, in that App Settings section there is a Manage Locations option at the bottom that allows you to add a location or edit a location (swipe left). And then you can long press on a marker (after you pinch-zoom with your fingers to get close) to move the marker with your fingers.
Let me know if the In App option works for you. I'll let you know when we finish moving the new tab over.
Manage Food Truck - this is how you udpate the App so it starts tracking you (or rather, the device you do this from) in real-time. So if you have a Food Truck and want your Customers to be able to keep up with where your truck is in real-time then you can use this. You can also put "away" (ie. Truck Closed) messages, your specific location (ie. special instructions to find the truck, cart or pop-up location, etc).
More on #1, #2, #3 above....
We built these in, so our clients can run "theme"-specific promotions - you know Chicago is BIG on that. Like St. Patty's Day, Halloween, etc. So you can switch that image easily...
Just go to "Login" at the bottom of the left side menu and login with 356877 (ie. PIN Code). And it'll reveal a bunch of links on the left slide out menu (towards the bottom).
Look for the "App Settings" link! Then scroll down and you'll see the image - just tap it and you can switch the image easily! (ie. make sure the images are on your phone).
Then click "Apply" at the top right. Then if you close the app and re-open it, the new bg image will suddenly appear.
Once it's been uploaded by you - anybody opening the app will simply see it (ie. they don't have to close it and re-open it unless they're literally in the App already with the old bg image up).
PRE-ORDER IN-APP SETTINGS (TO UPDATE THINGS LIKE BALANCE, POINTS/STARS, ETC)
In no particular order:
"Manual Loyalty" - Login by clicking the "Login" Menu Link (in the left slide out menu) then entering the Admin PIN Code (we'll provide a unique one to you or let you pick 6-digits).
Admins will be able to scan the QR Code (on the Customer's App on the E-Wallet page) and give them any amount of points instantly! It's super quick.
Manage Pickup Orders
PRE-ORDER WEBSITE ADMIN APP DASHBOARD (EDITING YOUR APP'S CONTENT)
Your App is mostly pulling data (like Menu/Items/Products, Locations, Categories, Product Options, Pricing, etc) from Square and then pushing data (like Orders) back "to" Square. That's how deeply we've integrated our technology into their system (thanks to their awesome global API - thanks Square!). However, there are some areas/features where some businesses may feel limited, so we've actually created a lot of ways to add functionality to Square's existing system, which is all done within your Pre-Order App Dashboard. See the notes below for "quick tips" on how to use the various dashboard/features.
Import all your Products, Categories and Locations from Square.
You'll see a lot of blue buttons on the main tab/page of your Admin. For example:
Note: so if any of these tabs are empty, then you probably need to click the button to populate it, then you'll be able to use the over-ride features we've created!
Hide Any Product(s) From The App
Use test_sku_id in the SKU field of any product (in your Square Dashboard when you edit an Item) to hide it from the app (this is the "quick" method, see #2 below for the full method).
Hide Any Product(s) From The App (IF you already use your own SKUs)
Simply go to the "SQ Products" tab in your App Admin Dashboard and add the SKU.
Change Loyalty Settings (if you use Pre-Order's "Stand-Alone" Loyalty)
Square has its own Loyalty and Rewards Program, but we have a very similar one built into all our Pre-Order Apps. If you're using our system, you can change certain settings on the fly, like how many stars (or points) Customers get per each dollar spent (for example).
Go to the "SQ Settings" tab and adjust any field as needed.
Hide a Category (or Categories)
Categories in the App pull directly from your Square Dashboard, however, we understand that some of your Categories may be meant for "back-of-house" only or have other internal uses, so we've created a Dashboard Tab to help you hide Categories without having to delete them from your Square Dashboard.
Go to "SQ Cats" then click any toggle under the "HIDE" column or click the blue "Edit" link to open the individual editing options for a particular Category and you can change the "hide" settings there too.
Hide a Location(s)
Locations in the App pull directly from your Square Dashboard, however, we understand that some of your Locations may be meant for "back-of-house" only or have other internal uses like Festivals/Fairs, Special Promotions, etc, so we've created a Dashboard Tab to help you hide Locations without having to delete them from your Square Dashboard.
Go to "SQ Locations" then click any toggle under the "HIDE" column or click the blue "Edit" link to open the individual editing options for a particular Location and you can change the "hide" settings there too.
Edit your Food Truck Tracker settings (note: this may be some other type of "mobile" or popup shop depending on the Client)
Go to the "Config" Tab, then scroll down until you see the "FOOD TRUCK SETTINGS (7 settings)" section. You'll be able to edit all the settings we've built to help people find your "mobile" store/shop/popup/truck/etc.