ANALYZE FREQUENT BUYER PERFORMANCE

The RICS Frequent Buyer feature enables retailers to track and analyze customer purchases tied to a frequent buyer program as they are transacted through the RICS POS. To assist a retailer with tracking and analyzing these transactions, RICS has several reports that display frequent buyer accumulation, issuance, redemption, and expiration.

This document is a resource for retailers to understand how to analyze frequent buyer performance via:
Generate a Frequent Buyer Activity Report
Generate a Customer Accumulation Report
Generate an Expiring Rewards Report

 


GENERATE A FREQUENT BUYER ACTIVITY REPORT
The Frequent Buyer Activity report enables retailers to analyze frequent buyer transactions as they are transacted through the RICS POS to identify accumulation, issuance, redemption and expiration.


REPORT OPTIONS TAB

1. In the RICS Back Office, go to Reporting :: Data Export :: Custom Exports :: Frequent Buyer Activity

2. Use the Sales Period dropdown menu to determine what sales period to analyze


REPORT CRITERIA TAB

1. After selecting the report options, click on the Report Criteria tab

Note: The Report Criteria tab will be blank unless the user is analyzing data from a Store Owner level within a multi-store organization. To continue making selections, please proceed to the Additional Customer Criteria tab.


ADDITIONAL CUSTOMER CRITERIA TAB

1. After selecting the report criteria options, click on the Additional Customer Criteria tab

Note: To report on all frequent buyer activity based on the Report Options and Report Criteria tabs, leave the Additional Customer Criteria fields blank or unselected and proceed to Step 4.

2. Enter the frequent buyer plan name in the Plan field to determine what plan to display

3. Select the filter activity options to determine what transactions to display on the report. Multiple options can be selected to narrow down a search

How Would You Like to Filter Activity Options:

Rewards earned – Select to filter rewards earned at the RICS POS.

Rewards expired – Select to filter rewards by expiration.

Rewards redeemed – Select to filter rewards redeemed at the RICS POS.

Purchases toward Rewards – Select to filter accumulation towards a reward at the RICS POS.

Adjustments – Select to filter adjustments made via the RICS Back Office Manage Customer screen.

Voids – Select to filter transactions voided within the RICS Back Office.

Plan Changes – Select to filter plan changes made via the RICS Back Office Manage Frequent Buyer screen.

Initial Load – Select to filter accumulation and rewards imported through the RICS Back Office.

 

4. Click Export Data

 

 


GENERATE A CUSTOMER ACCUMULATION REPORT
The Customer Accumulation report enables retailers to analyze transactions as they occur through the RICS POS to identify accumulation for a plan.


REPORT CRITERIA TAB

1. In the RICS Back Office, go to Reporting :: Frequent Buyer :: Customer Accumulation

2. Enter the necessary criteria to determine what customers to display on the report. Multiple options can be selected to narrow down a search.

Options:

Customers – Enter or search for a customer account number(s) to select which customer(s) to output.

By Customer City – Enter a customer city or cities to select which customer(s) to output.

By Customer State – Enter a customer state(s) to select which customer(s) to output.

By Customer Zip – Enter a customer zip code(s) to select which customer(s) to output.

Customer Custom Entries – If set up within the store, enter a custom entry or entries to determine which customer(s) to output.

Note: If selecting multiple Customers, Customer Cities, Customer States or Customer Zip codes, separate the values by commas. To exclude the selected value(s), select the checkbox next to Exc. To select a consecutive group of zip codes, enter two dashes (--) in between the first and last zip code. Example: To analyze all customers with a zip code between 46201 and 46212, enter 46201—46212.


ADDITIONAL CUSTOMER CRITERIA TAB

1. After selecting the report criteria, click on the Addition Customer Criteria tab

Note: To report on all frequent buyer plans based on the Report Criteria tab, leave the Additional Customer Criteria fields blank and proceed to Step 3.

2. Enter the frequent buyer plan name in the Plan field to determine what plan to display

 

3. Click Add Job and Run

 

 


GENERATE AN EXPIRING REWARDS REPORT
The Expiring Rewards report enables retailers to analyze and identify customers with a previous or upcoming reward set to expire during a selected period of time.


REPORT OPTIONS TAB

1. In the RICS Back Office, go to Reporting :: Frequent Buyer :: Expiring Rewards

2. Use the Expires On dropdown menu to determine during what period of time to analyze expiring rewards


REPORT CRITERIA TAB

1. After selecting the report options, click on the Report Criteria tab

Note: To report on all expiring rewards based on the Report Options tab, leave the Report Criteria tab fields blank and proceed to the Additional Customer Criteria tab.

2. Enter the necessary criteria to determine what customers to display on the report. Multiple options can be selected to narrow down a search.

Options:

Customers – Enter or search for a customer account number(s) to select which customer(s) to output.

By Customer City – Enter a customer city or cities to select which customer(s) to output.

By Customer State – Enter a customer state(s) to select which customer(s) to output.

By Customer Zip – Enter a customer zip code(s) to select which customer(s) to output.

Customer Custom Entries – If set up within the store, enter a custom entry or entries to determine which customer(s) to output.

Note: If selecting multiple Customers, Customer Cities, Customer States or Customer Zip codes, separate the values by commas. To exclude the selected value(s), select the checkbox next to Exc. To select a consecutive group of zip codes, enter two dashes (--) in between the first and last zip code. Example: To analyze all customers with a zip code between 46201 and 46212, enter 46201—46212.

 

ADDITIONAL CUSTOMER CRITERIA TAB

1. After selecting the report criteria, click on the Additional Customer Criteria tab

Note: To report on all frequent buyer plans based on the Report Options and Report Criteria tabs, leave the Additional Customer Criteria fields blank and proceed to Step 3.

2. Enter the frequent buyer plan name in the Plan field to determine what plan to display

 

3. Click Add Job and Run

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