Pvloyalty by Anthony Manzilla

Loyalty Program

TABLE OF CONTENTS

A. Sales Procedures

13. Loyalty & Rewards Merchant Agreement

107

â&#x20AC;˘ Online Sales Process

14. Basic Rewards Program Enrollment Form

114

â&#x20AC;˘ Direct Sales Process

15. All Access Rewards Program Enrollment Form

116

B. Sales Rep. Supplies:

16. Marketing Materials Creative Brief

119

1. Loyalty Program Sales Guide

17. Training Verification Form

122

2. About Pago Vision PDF/Brochure

18. Merchant Feed Back Form

124

3. Merchant Pricing PDF

19. Supporting Business Documents Samples

126

4. Custom Loyalty Gift Cards Samples

Training Documentation

129

5. Custom Posters Samples

For Sales Reps:

6. Marketing Materials PDF Proof Sample

7. Magnetic Stripe Reader

8. Loyalty Program Post Card

9. Universal Cards & Posters Catalog

10. Merchant Loyalty Program Manual

11. Customer Enrollment Form Sample

103

C. Main Documents/Forms

104

12. Loyalty Document Check List

105

Session 1- Introduction to Pago Vision Loyalty

128

Session 2- The Web Interface

152

Session 3- Merchant Boarding

193

Session 4- More Knowledge Leads to More Sales

208

For Merchants: 1. Tips to Implement a Succesful Loyalty Program

224

A. Sales Procedures POWERED BY MOZIDO

Online Sales Process

ONLINE SALES PROCESS [Summary]

SALES REPRESENTATIVE

Cold Call

PAGO VISION/ OPERATIONS Pago Vision promotes the loyaly program through Email Campaigns and Sales Cold Calls.

MERCHANT

Email Blast

Interested Merchant contacts Pago Vision.

Sales Rep. provides Merchant with a Pago Vision Introduction, Pricing, and Online Demo.

Merchant makes the decision to purchase the service (YES/NO).

YES

Sales Rep. adds Merchant Info to Merchant Feedback Spreadsheet and General Interest Email Blast.

1 Pago Vision will follow up and create another opportunity to close that sale.

END

SALES REPRESENTATIVE

PAGO VISION/ OPERATIONS

MERCHANT

1 Merchant chooses the Program Package (Basic/ All Access) and the Marketing Materials Package to start (Basic/ Plus/Premium).

Sales Rep. collects signatures for Loyalty Agreement and all enrollment forms and documents required.

Sales Rep. provides all documents collected to Operations.

Operations collect and review all documents. If everything is in order, they create the merchant loyalty account.

Operations send a Welcome email to the Merchant.

Operations charge the merchant for the chosen marketing materials package, and sets up the monthly fee. A Card and Poster Design PDF Proof is created and sent to the merchant for approval.

Merchant approves, signs the Design PDF Proof, and sends it back to Operations.

Marketing materials package is printed and sent to the Merchant along with Merchant Login Credentials. Operations train the Merchant and provide Tips to Implemente a Successful Loyalty Program.

Pago Vision provides continuous customer support.

END

Merchant receives all materials and training needed to start the loyalty program.

DETAILED ONLINE SALES PROCESS OBJECTIVE: To be efficient with the sales process. RESPONSIBILITIES: Sales Rep. should: Sell the Loyalty Program following the procedures. Operations should: Collaborate with the Sales Reps. during the Sales Process. Creative Dep. should: Design all marketing materials on time and according to specifications Sales Rep. Supplies: 1. Loyalty Program Sales Guide 2. Online Sales Process 3. About Pago Vision Loyalty PDF 4. Pricing PDF 5. Poster Samples 6. Loyalty & Gift Cards samples 7. Marketing Materials PDF Proof Sample 8. Magnetic Stripe Reader 9. Loyalty Program Post Card 10. Universal Cards & Poster Catalog 11. Merchant Loyalty Program Manual 12. Customer Enrollment Form Sample Main Documents/Forms 13. Loyalty Document Check List 14. Loyalty & Rewards Merchant Agreement 15. Basic Rewards Program Enrollment Form 16. All Access Rewards Program Enrollment Form 17. Marketing Materials Creative Brief 18. Training Verification Spreadsheet 19. Merchant Feedback Spreadsheet Additional Documents/Forms 20. Supporting Business Documents • Copy of voided check • Owner ID or License copy • Copy of the Business License, Sales Tax Certificate, or DBA 21. Sample Thank You for Contacting Us email Expected results: Higher online sales .

NO.

1. 2. 3. 4.

SALES PROCESS

RESPONSIBLE

Pago Vision promotes the Loyalty Program through telemarketing, email and others. Interested Merchants contact Pago Vision by email or phone requesting for additional information. For inquires received by email: Sales Rep. sends the Thank You for Contacting Us email, and schedules an Introduction Call. For inquires received by phone: Sales Rep. provides a short Loyalty Program Introduction to the merchant and collects the following Information:

Sales Rep. Sales Rep. Sales Rep.

Sales Rep.

• Phone number • Email

• Company Name • Number of business locations • Contact Person

Introductory Call Goals:

• Understand the merchant needs, wishes and capabilitiess • Engage the merchant and get them excited about getting the loyalty program • Schedule an Online Demo/Program Overview

Sales Rep. emails the About Pago Vision PDF and Loyalty Program Pricing PDF, then proceeds to schedule an Online Demo/Program Overview.

Sales Rep.

If the Merchant Does NOT want to participate on a Demo: Sales Rep. adds the merchant’s information to “Merchant Feedback Spreadsheet” and the contact email to the General Interest Email blast.

Sales Rep.

7. 8. 9. 10. 11.

Sales Rep. will follow up and create another opportunity to close the sale. If the Merchant DOES want to participate on a Demo: Sales Rep. provides an Online Demo/Program Overview in the appointed date. Merchant makes a decision to purchase the Loyalty Program (Yes / No). If the Merchant decides= “NO” Sales Rep. adds the merchant to the Merchant Feedback Spreadsheet, and to the General Interest Email blast. If the Merchant decides = “YES” The Merchant chooses one of the startup Marketing Materials Packages available: •

12.

13.

14.

Option 1. Basic

•

Option 2. Plus

•

Sales Rep. Sales Rep.

Merchant Sales Rep.

Merchant

Option 3. Premium

Sales Rep. sends the merchant all of the documents and forms to be signed: • Loyalty & Rewards Merchant Agreement • Basic Rewards Program Enrollment Form (if applicable) • All Access Rewards Program Enrollment Form (if applicable) • Marketing Materials Creative Brief

Sales Rep. request the following support documents to the Merchant: • Copy of voided check • Owner ID or driver license copy • Copy of the Business License, Sales Tax Certificate, or DBA • Business logo file

Sales Rep. collects all signed documents and submit them to Pago Vision/Operations.

Sales Rep.

Merchant

Sales Rep.

NO.

15.

SALES PROCESS

RESPONSIBLE

Operations collect all documents, If everything is in order, proceeds to: • Create the Merchant aoyalty account • Send a Welcome email to the Merchant

Operations

Note: If a document, signature or information is missing or incorrect, Operations will contact the Sales Rep. for them to complete and submit the correct information.

16.

Operations charge the merchant for the chosen Marketing Materials Package, and sets up the monthly fee.

Operations

17.

Operations request the marketing matrials design to the Creative Dep. Materiales Creative Brief is mandatory.

Operations

18.

Creative Dep. designs the marketing materials and sends a Design PDF Proof to Operations.

19.

Operations send the Design PDF Proof for merchant approval

20.

Merchant makes the decision to authorize or not the Design PDF Proof (Yes/No).

21.

If the merchant Does Not authorize the design=”No”, Merchant has to request any changes by email. Note: Merchant is entitle to 3 revisions without additional charges (See Pricing PDF).

22.

Operations send changes requested by Merchant to the Creative Dep.

23.

Creative Dep. modiffy the design and provide a new design Proof to Operations.

24.

Operations send the new design PDF Proof to Merchant.

Creative Dep. Operations Merchant Creative Dep. Operations Creative Dep. Operations

25.

If the Merchant authorizes the design= “Yes”, Merchant signs the PDF proof and sends it back to Operations.

26.

Operations send a copy of the signed PDF proof to the Creative Dep. for them to generate a Print Ready file.

Operations

27.

Operations attach the signed proof to the Merchant file.

Operations

28. 29.

Creative Dep. create and sends the Print Ready Files to Operations.

Merchant

Creative Dep.

Marketing Materials are printed and sent to the Merchant. Note: Marketing Materials take about 10-12 business days to be printed and arrived.

Operations

30.

Operations track the order and confirms that the materials have arrived as expected.

Pago Vision Office

31.

Operations schedule an appointment to set up and train the merchant

Operations

32.

Operations set up and trains the merchant, assuring that the loyalty program is working properly.

Operations

33.

A session with tips to implement a successful loyalty program is provided to the merchant

Operations

34.

Operations provide continuous customer support.

Operations

Direct Sales Process

DIRECT SALES PROCESS [Summary]

SALES REPRESENTATIVE

PAGO VISION/ OPERATIONS

MERCHANT

Sales Rep. approaches the Merchant.

Sales Rep. must have the complete sales supplies in order to perform an effective introduction to maximize sales.

Sales Rep. introduces Pago Vision Loyalty Program to the Merchant.

Merchant makes the decision to purchase the service YES/NO.

YES

Sales Rep. leaves an informative Post Card, fills out the “Merchant Feedback Form”, and sends it to Pago Vision Office.

1 Pago Vision will follow up and create another opportunity to close that sale.

END

SALES REPRESENTATIVE

PAGO VISION/ OPERATIONS

MERCHANT

1 Merchant chooses the Program Package (Basic/All Access) and the Marketing Materials Package to start (Basic/Plus/Premium)

Sales Rep. fills out and collects signatures for Loyalty Agreement and all required enrollment documents and forms.

Sales Rep. sends Pago Vision all signed documents and forms by email or fax.

Pago Vision collects and review all documents. If everything is in order, merchant loyalty account is created.

Pago Vision sends a Welcome email to the Merchant.

Pago Vision charges the merchant for the marketing materials package chosen, and sets up the monthly fee. Card and Poster Design PDF Proof is created and sent to the merchant for approval.

Merchant approves Design PDF Proof and sends it back to Pago Vision.

Marketing Materials Package is printed and sent to the Sales Rep. along with the Merchant Login Credentials. Sales Rep. receives the marketing materials and credentials and proceeds to train the merchant.

Pago Vision gives the merchant a session with tips to promote their loyalty program.

Pago Vision provides continuous customer support.

END

Merchant receives all materials, the proper training, and implements the loyalty program.

DETAILED SALES PROCESS

OBJECTIVE: To be efficient with the sales process. RESPONSIBILITIES: Sales Rep. Should: Sell the Loyalty Program following the procedures. Pago Vision/Office should: Collaborate with the Sales Reps. during the Sales Process. Sales Rep. Supplies: 1. Loyalty Program Sales Guide 2. Direct Sales Process 3. About Pago Vision PDF/Brochure 4. Pricing PDF 5. Custom Poster Samples 6. Loyalty & Gift Cards Samples 7. Marketing Materials PDF Proof Sample 8. Magnetic Stripe Reader 9. Loyalty Program Post Card 10. Universal Cards & Posters Catalog 11. Merchant Loyalty Program Manual 12. Customer Enrollment Form Sample Main Documents/Forms 13. Loyalty Document Check List 14. Loyalty & Rewards Merchant Agreement 15. Basic Rewards Program Enrollment Form 16. All Access Rewards Program Enrollment Form 17. Marketing Materials Creative Brief 18. Training Verification Form 19. Merchant Feed Back Form Additional Documents/Forms 20. Supporting Business Documents • Copy of voided check • Owner ID or License copy • Copy of the Business License, Sales Tax Certificate, or DBA Expected results: Higher sales levels

NO.

SALES PROCESS

RESPONSIBLE

Sales Rep. approaches the Merchant.

Sales Rep.

Having captured the Merchant attention and interest, Sales Rep. schedules an appointment to introduce Pago Vision Loyalty Program to the Merchant

Sales Rep.

In each visit, the Sales Rep. should have the supplies described above in order to perform an Sales Rep. effective introduction to maximize sales.

Merchant makes the decision to purchase the service (YES/NO).

5. 6. 7.

Merchant If the Merchant decides= “NO” Sales Rep. leaves an informative Post Card, fills out the “Merchant Feedback Form”, and sends it to Pago Vision Office. Note: Pago Vision Office will follow up and create another opportunity in the to close the sale. If the Merchant decides = “YES” Merchant chooses one of the startup marketing materials packages: •

Merchant

Option 1. Basic

•

Option 2. Plus

•

Merchant

Option 3. Premium

Sales Rep. fills out, collects signatures ans submits to Pago Vision the Loyalty & Rewards Agreement and any other required enrollment document/form. Including: • Loyalty Document Check List • Loyalty & Rewards Merchant Agreement • Basic Rewards Program Enrollment Form (if applicable) • All Access Rewards Program Enrollment Form (if applicable) • Marketing Materials Creative Brief

Sales Rep. & Merchant

All Supporting Business Documents:

• Copy of voided check • Owner ID or License copy • Copy of the Business License, Sales Tax Certificate, or DBA

Merchants without access to their original Logo files, or the original file of any marketing material where containing their logo with a min. 300dpi resolution, have to choose one of the following options in the Marketing Materials Creative Brief. • Design the marketing materials without a logo. • Print Universal Posters and Card Design from Pago Vision Catalog • Request Pago Vision to Retrace their Logo (Cost Associated)

Pago Vision collects documentation, if everything is in order, proceeds to create the merchant loyalty account and send a welcome email to the Merchant Note: If a document, signature or information is missing or incorrect, Pago Vision Office will contact the Sales Rep. for this one to complete and submit the correct information/ documentation.

Pago Vision Office

10.

Pago Vision Office charges the merchant for the marketing materials package chosen, and sets up the monthly fee.

Pago Vision Office

11.

Pago Vision Office requests the marketing matrials design to the Creative Dep. Materiales Creative Brief is mandatory.

Pago Vision Office

NO.

12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25.

SALES PROCESS

RESPONSIBLE

Creative Dep. designs the custom marketing materials and sends a Design PDF Proof to Pago Vision Office. Note: Designs take an average of 2-3 business days. Pago Vision Office sends the design PDF Proof to Merchant for approval Merchant makes a decision to authorize and the PDF Proof (Yes/No). If the Merchant doesn’t authorize =”No”, Merchant requests changes to the design by email. Note: Merchant is entitle to 3 revisions without additional fees (See Pricing PDF). Pago Vision Office submites changes requested to the Creative Dep. Creative Dep. modify and sends a new Design PDF Proof to Pago Vision Office. Pago Vision Office sends the new design PDF Proof to Merchant. If the Merchant authorizes de Design PDF Proof= “Yes”, Merchant signs the PDF proof and sends it back to Pago Vision Office. Pago Vision Office schedules and gives the merchant a session with Tips to promote their loyalty program. Pago Vision Office sends a copy of the signed PDF proof to the Creative Dep. for them to generate the Print Ready files. Signed proof is attached to the Merchant file. Creative Dep. creates and send the Print Ready Files to Pago Vision Office. Marketing Materials are printed and sent to the Merchant. Note: Marketing Materials take about 10-12 business days to be printed and arrived. Pago Vision Office sends marketing materials to the Sales Rep. keeps track of the order and confirms with the Sales Rep. that the materials have arrived as expected. Sales Rep. deliver the marketing materials, set up the loyalty program and trains the merchant.

Creative Dep. Pago Vision Office Merchant Merchant

Pago Vision Office Creative Dep. Pago Vision Office Merchant

Pago Vision Office Pago Vision Office Creative Dep. Pago Vision Office Pago Vision Office Sales Rep.

During the training, the Sales Rep. assists the Merchant with the creation of a minimum of 5 real customers in the Loyalty Program.

26. 27. 28.

Sales Rep. completes the Loyalty Program Setup and Training Verification Form, collects merchant’s signature, and submits all to the Pago Vision Office . This form is mandatory in order to pay the commission.

Sales Rep.

Pago Vision Office makes a courtesy call/email/follow up with the Merchant, to answer any questions and to ensure that everything is working properly.

Pago Vision Office

Pago Vision provides continuous customer support.

Pago Vision Office

B. Sales Rep. Supplies POWERED BY MOZIDO

1. Loyalty Program Sales Guide

Sales Guide

HELPING Businesses

GROW!

TABLE OF CONTENTS Introduction

About Pago Visi贸n

Loyalty Program Benefits

Why Have a Loyalty Program?

Our Technology

Our Programs

Direct Sales Process

How to Access and Record Transactions

- How to Access the Web Interface

- How to Record Transactions on the Web Interface

- Dollar Discount Program

- Gift Card Program

- Point Program for Products / Services

- Buy X Program, Get 1 Free

Billing and Commission Timeline

Training and Support

INTRODUCTION This guide contains all the resources you need to sell Pago Vision loyalty programs. The first part of this guide is about our company and the benfits of our loyalty program services. Here, you will also find information about our technology and programs. Next we give an explaination of the sales process where you will find information to address common questions from the merchant. Finally, we provide the timeline for merchant billing and commission payments, as well as a list of resources for additional training and support.

OUR MISSION Provide a seamless loyalty and gift card program that will help small and medium size businesses strengthen their customer relationships and grow.

ABOUT US We are a leading loyalty and gift card program provider. Our loyalty program was developed by the best and brightest loyalty marketing professionals in the industry, who value continued education and immersion in current market trends. We pride ourselves in understanding the true concept of loyalty and strive to deliver the best programs, and services to help businesses grow.

OUR SERVICE We provide and support custom, flexible, and powerful in-house loyalty programs for small and medium size businesses without additional software or transaction fees. With our loyalty programs, businesses can offer customers multiple rewards, promotions, and incentives to engage them so they buy and visit more often.

LOYALTY PROGRAM

BE N E FITS

BENEFITS Improves customer relationships Boosts customer retention Builds a loyal customer base Facilitates new products and services introduction Increases word of mouth advertisement Helps gain insights into customers Increases communication and drives repeated visits Attracts new customers with referrals Increases customers spending

WHY HAVE A LOYALTY PROGRAM? • Customer spending is 46% higher with companies that offer reward card programs. Total Research Corp& Custom Marketing Corp’s Loyalty Monitor Study.’

• Companies can increase revenues by nearly 50% by retaining only 5% of their customer base. Frederick Reinchheld, Author of the Loyalty Eect.

• 28% of customers reported that they are extremely likely to increase their visits to a business if they have a loyalty card for them. Total Research Corp & Custom Marketing Corp’s Loyalty Monitor Study.

• 73% of customers who are enrolled in rewards programs say that they hope that data generated as a result of their participation in rewards programs are used to develop a more customized program for them. Market Platform Dynamics.

• Loyal customers not only spend more on each visit, but also are twice as likely to refer a new customer. Frederick Reinchheld, Author of the Loyalty Eect

•

48% of customers believe that the brands they’re most loyal to aren’t doing enough to

reward them. ClickFox Brand Loyalty Survey

OUR TECHNOLOGY • Powerful, flexible, and customizable • Accessible from any browser, any device, anywhere • Deployed in more than 60 countries, 12 languages, with over 5 million consumers • User friendly, secure and reliable

We provide small and medium size businesses the technology that will give them a cutting edge advantage over their competitors.

OUR PROGRAMS BASIC PACKAGE This Package includes 2 programs:

1. Dollar Discount Program

2. Girft Card Program

Customers accumulate points for their

This program allows the merchant to offer

purchases ($1=1 point); points then can be

and manage their own branded Gift

redeemed for a dollar discount reward.

Cards!

Example: 100 points = $5 discount

ALL ACCESS PACKAGE This Package includes 3 programs:

1. Points for Products/Services Program

2. Buy X - Get 1 Free Program

A great customer engagement strategy

This program lets the merchant reward

for your business. Customers accumulate points based

customers with a free product/service based

on their purchases. Points can then be redeemed

on the number of times they purchase the

based on custom reward levels.

same product/service.

Example:

Example:Buy 9 Coffees,Take the 10th for Free

100 Points = Free Soda | 250 Points = Free Lunch

3. Gift Card Program This program allows merchants to offer and manage their own branded Gift Cards!

DIRECT SALES PROCESS [Summary]

SALES REPRESENTATIVE

PAGO VISION/ OPERATIONS

MERCHANT

Sales Rep. approaches the Merchant.

Sales Rep. must have the complete sales supplies in order to perform an effective introduction to maximize sales.

Sales Rep. introduces Pago Vision Loyalty Program to the Merchant.

Merchant makes the decision to purchase the service YES/NO.

YES

Sales Rep. leaves an informative Post Card, fills out the “Merchant Feedback Form”, and sends it to Pago Vision Office.

1 Pago Vision will follow up and create another opportunity to close that sale.

END 10

SALES REPRESENTATIVE

PAGO VISION/ OPERATIONS

MERCHANT

1 Merchant chooses the Program Package (Basic/All Access) and the Marketing Materials Package to start (Basic/Plus/Premium)

Sales Rep. fills out and collects signatures for Loyalty Agreement and all required enrollment documents and forms.

Sales Rep. sends Pago Vision all signed documents and forms by email or fax.

Pago Vision collects and review all documents. If everything is in order, merchant loyalty account is created.

Pago Vision sends a Welcome email to the Merchant.

Pago Vision charges the merchant for the marketing materials package chosen, and sets up the monthly fee. Card and Poster Design PDF Proof is created and sent to the merchant for approval.

Merchant approves Design PDF Proof and sends it back to Pago Vision.

Pago Vision gives the merchant a session with tips to promote their loyalty program.

Pago Vision provides continuous customer support.

Merchant receives all materials, the proper training, and implements the loyalty program.

END 11

DETAILED DIRECT SALES PROCESS OBJECTIVE: To be efficient with the sales process. RESPONSIBILITIES: Sales Rep. Should: Sell the Loyalty Program following the procedures. Pago Vision/Office should: Collaborate with the Sales Reps. during the Sales Process. Sales Rep. Supplies: 1. Loyalty Program Sales Guide 2. Direct Sales Process 3. About Pago Vision PDF/Brochure 4. Pricing PDF 5. Custom Poster Samples 6. Loyalty & Gift Cards Samples 7. Marketing Materials PDF Proof Sample 8. Magnetic Stripe Reader 9. Loyalty Program Post Card 10. Universal Cards & Posters Catalog 11. Merchant Loyalty Program Manual 12. Customer Enrollment Form Sample Main Documents/Forms 13. Loyalty Document Check List 14. Loyalty & Rewards Merchant Agreement 15. Basic Rewards Program Enrollment Form 16. All Access Rewards Program Enrollment Form 17. Marketing Materials Creative Brief 18. Training Verification Form 19. Merchant Feed Back Form Additional Documents/Forms 20. Supporting Business Documents • Copy of voided check • Owner ID or License copy • Copy of the Business License, Sales Tax Certificate, or DBA Expected results: Higher sales levels

NO.

SALES PROCESS

RESPONSIBLE

Sales Rep. approaches the Merchant.

Sales Rep.

Having captured the Merchant attention and interest, Sales Rep. schedules an appointment to introduce Pago Vision Loyalty Program to the Merchant

Sales Rep.

In each visit, the Sales Rep. should have the supplies described above in order to perform an Sales Rep. effective introduction to maximize sales.

Merchant makes the decision to purchase the service (YES/NO).

5. 6. 7.

Merchant

Option 1. Basic

•

Option 2. Plus

•

Merchant

Option 3. Premium

Sales Rep. & Merchant

All Supporting Business Documents:

• Copy of voided check • Owner ID or License copy • Copy of the Business License, Sales Tax Certificate, or DBA

Pago Vision Office

10.

Pago Vision Office charges the merchant for the marketing materials package chosen, and sets up the monthly fee.

Pago Vision Office

11.

Pago Vision Office requests the marketing matrials design to the Creative Dep. Materiales Creative Brief is mandatory.

Pago Vision Office

NO.

12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25.

SALES PROCESS

RESPONSIBLE

Creative Dep. Pago Vision Office Merchant Merchant

Pago Vision Office Creative Dep. Pago Vision Office Merchant

Pago Vision Office Pago Vision Office Creative Dep. Pago Vision Office Pago Vision Office Sales Rep.

During the training, the Sales Rep. assists the Merchant with the creation of a minimum of 5 real customers in the Loyalty Program.

26. 27. 28.

Sales Rep.

Pago Vision Office makes a courtesy call/email/follow up with the Merchant, to answer any questions and to ensure that everything is working properly.

Pago Vision Office

Pago Vision provides continuous customer support.

Pago Vision Office

HOW TO ACCESS AND RECORD

TRANSACTIONS

HOW TO ACCESS THE PROGRAM .

OPTION 1 - URL Access the Web Interface using any browser (Explorer, Mozilla, Safari, etc.) at:

https://pagovision.clienttoolbox.com

OPTION 2 - SHORTCUT Create a Shortcut on the Desktop to have a Direct Daily Access the Web Interface.

How to Create a Desktop Shortcut to the Web Interface 1.

Right-click an open area on the desktop

Point to New

Click Shortcut

Type the loyalty url: https://pagovision.clienttoolbox.com inside the box labeled: “Type the location of the item”, then click Next

Name the Shortcut. Example: Loyalty Program

Click Finish

Important: test the new shortcut

HOW TO ACCESS THE WEB INTERFACE DOLLAR DISCOUNT PROGRAM How to Register a New Customer 1. Click the Add button on the Dollar Discount Program line. 2. Swipe the new customer card (or enter the number manually). 3. Enter customer information 4. Click Create Customer Account Note: after the account is created, you can proceed to record the purchase.

How to Record a Purchase for Reward Points 1. Click the Lookup button on the Dollar Discount Program line. 2. Swipe the customer card (or enter the number manually). 3. Enter the purchase amount in the box labeled Enter Purchases Total $

(located under New Activity in green).

4. Click Record Points Note 1: The points balance will automatically increase Note 2: If a customer forgets their card, you can find their account with their name or phone number.

How to Redeem a Discount 1. Click the Lookup button on the Dollar Discount Program line. 2. Swipe the customer card (or enter the number manually) 3. Select the Discount for redemption (under Rewards Available). 4. Click Deduct Note: If the client does not have enough points to redeem a reward the program does not allow the deduction.

GIFT CARD PROGRAM How to Register a New Gift Card 1. Click the Add button on the Gift Card Program line. 2. Swipe the new Gift Card (or enter the number manually). 3. Click Create Customer Account. 4. Enter the desired total to be loaded on the card in the box labeled: Add $: (located under Add to Account). 5. Click Add to Account Note: The balance will automatically increase

How to Redeem a Gift Card 1. Click Lookup on the Gift Card Program line. 2. Swipe the Gift Card (or enter the number manually). 3. Enter the amount to be deducted in the box labeled Deduct $:

(this box is under Deduct from Account).

4. Click Deduct. Note: The balance will decrease automatically.

POINT FOR PRODUCTS/SERVICES PROGRAM How to Register a New Customer 1. Click the Add button on the Loyalty Points Program line. 2. Swipe the new customer card (or enter the number manually). 3. Enter customer information. 4. Click Create Customer Account. Note: After the account is created, you can proceed to register the purchase.

How to Register a Purchase for Reward Points 1. Click the Lookup button on the Loyalty Points Program line. 2. Swipe the customer card (or enter the number manually). 3. Enter the purchase amount in the box labeled Enter Purchases Total $ 4. (located under New Activity in green). 5. Click Record Points Note 1: The balance will automatically increase Note 2: If a customer forgets their card, you can find their account with thier name or phone number.

How to Redeem a Reward 1. Click the Lookup button on the Loyalty Points Program line. 2. Swipe the customer card (or enter the number manually). 3. Select the Reward for redemption ( under Rewards Available). 4. Click Deduct Note: If the client does not have enough points to redeem a reward the program does not allow the deduction.

BUY X, GET 1 FREE PROGRAM How to Register a New Customer 1. Click the Add button on the Buy X, Get 1 Free Program line. 2. Swipe the new customer card (or enter the number manually). 3. Enter customer information 4. Click Create Customer Account Note: After the account is created, you can proceed to record the customer purchas

How to Register a Purchase 1. Click the Lookup button on the Buy X, Get 1 Free Program line. 2. Swipe the customer card (or enter the number manually) 3. Select the purchased product/service from the Item drop down menu. 4. Enter purchased product/service Quantity 5. Click Record Note 1: use the Item drop down menu to find all the products/services Note 2: If a customer forgets their card, you can find their account with thier name or phone number.

How to Redeem a Reward 1. Click the Lookup button on the Buy X, Get 1 Free Program line. 2. Swipe the customer card (or enter the number manually). 3. Select the Reward for Redemption (under Rewards Table). 4. Click Redeem. Note: If the client does not have enough balance to redeem a reward the program does not allow the deduction.

BILLING AND COMMISSION TIMEL I NE

MERCHANT BILLING DATES 1. Merchant is billed for the Marketing Materials Package selected on the Friday following the date that merchant signs the Loyalty & Rewards Agreement. Note: If Loyalty & Rewards Agreement is received after 12 pm CST on a Friday, Merchant will be billed on the Friday of the following week. 2. Merchant is billed for Additional Marketing Materials ordered on the Friday following the date that merchant signs the Order Form. If Order Form is received after 12 pm CST on a Friday, Merchant will be billed on the Friday of the following week. 3. Merchant is billed for Monthly Access Fee for the program selected on the 1st of the month or the next business day thereafter. Merchant may be billed at a prorated rate for the rst month of service on the next business day following the date Pago Vision receives the Training/Installation Verication Form.

SALES COMMISSIONS Commissions are paid on the 1st and the 15th of the month, or the next business day thereafter, if Merchant’s account is in good standing and: • Merchant has received their Marketing Materials Package, training, and completed verification. • Home Office has received the Training/Installation Verification Form. • Merchant has paid for their Marketing Materials Package. Monthly Access Fee Residuals are paid each month on the 12th of the month, or the next business day thereafter. Commissions are paid for Monthly Access Fees collected from merchants for the previous month.

TRAINING AND SUPPORT

INITIAL TRAINING SESSIONS [mandatory] 1. Introduction to Pago Vision Loyalty 2. The Web Interface 3. Merchant Boarding 4. More Knowdledge Leads to More Sales

CONTACT INFORMATION AND SUPPORT Website: www.pagovision.com Email: loyaltysupport@pagovision.com US Tel: 877.724.6478 Office: 1601 South Mopac Expressway Two Barton Skyway Austin TX 78746

2. About Pago Vision PDF/Brochure

Helping BUSINESSES grow!

OUR MISSION Provide a seamless loyalty and gift card program that will help you strengthen customer relationships, and grow your business

ABOUT US

OUR FOCUS

Pago Vison is a leading loyalty and gift card program provider. Our loyalty program was developed by the best and brightest loyalty marketing professionals in the industry.

WE ARE ALL ABOUT YOU - YOUR BRAND - YOUR CUSTOMERS!

We pride ourselves in understanding the true concept of loyalty, and strive to deliver the best programs, and services to help grow your business.

We work with you to create unique ways to understand and influence your customerâ&#x20AC;&#x2122;s behavior, affecting their hearts and minds in ways that get them to take action and engage with your brand. We make customers more valuable by helping them to see the value in you. YOUR CUSTOMERS WILL BUY AND KEEP COMING BACK!

WHY PAGO VISION? We are partners in YOUR SUCCESS! We partner with you, taking you through the creative and implementation process assuring that you are an instrumental part of the solution. It is this collaborative approach, that set us apart from other companies. When working with us, you have direct access to all of the professionals supporting you, assuring success.

OUR SERVICE Pago Vision provides and supports custom, flexible, and powerful in-house loyalty programs for your business without additional software or transaction fees. With Pago Vision loyalty programs, you can offer your customers multiple rewards, promotions, and incentives to engage them so they buy more and visit more often.

Improve customer relationships Boost customer retention Build a loyal customer base

THE BENEFITS

Facilitate new products and services introduction Increase word of mouth advertisement Gain insights into customers Increase communication and drive repeated visits Attract new customers with referrals Increase customer spending

WHY HAVE A LOYALTY PROGRAM? You are probably very familiar with, and part of, multiple loyalty programs... Imagine having your own!

Customer spending is 46% higher with companies that offer reward card programs.Total Research Corp & Custom Marketing Corp’s Loyalty Monitor Study.

73% of customers who are enrolled in rewards programs say that they hope that data generated as a result of their participation in rewards programs are used to develop a more customized program for them. Market Platform Dynamics

Loyal customers not only spend more on each visit, but are also twice as likely to refer a new customer. Frederick Reinchheld, Author of the Loyalty Eect

Companies can increase revenues by nearly 50% by retaining only 5% of their customer base. Frederick Reinchheld, Author of the Loyalty Eect

28% of customers reported that they are extremely likely to increase their visits to a business if they have a loyalty card for them. Total Research Corp &

Custom Marketing Corp’s Loyalty Monitor Study.

48% of customers believe that the brands they’re most loyal to aren’t doing enough to reward them. ClickFox Brand Loyalty Survey

Loyalty is the key to growth.

Frederick Reinchheld, Author of the Loyalty Eect

TESTIMONIALS “We are using it to great effect with a gift card system and staff loyalty program. Looking forward to the new updated features.” — The Bike Shop

“An unbelievable loyalty program!” — The Salon

Since the loyalty program was implemented our patients have multiplied and we’ve managed to keep them encouraged, they like this system because it brings rewards and additional benefits to the good service provided. I am very satisfied with the program and I recommend it for any business that wants to have an effective system for customer loyalty. — The Dental Clinic

We are very pleased with our Loyalty Program.

“Before choosing this program, we looked everywhere for a solution to fit our needs for a customer loyalty program.

“I have been a Children’s Pastor for 11 years and have used many different types of rewards systems for our kids, everything from Bible Bucks to Pixy Stix. I came across this and was amazed. I love the clean easy to use interface and affordability, the kids love having a card they can hold onto and use.

All of the others were tied to gift cards in some way, and expensive. This was exactly what we needed, and has worked perfectly.” — The Electrical Supply Company

It’s easy to use and very attractive for our patients. It helps us reward patients for being loyal, referring friends, and encourage the ones that are not constant. — The Laser Clinic

The customized card that each kid receives is a fantastic incentive tool for your kids church no matter how many kids . If you are a Children’s pastor and are tired of current rewards system switch now!” — The Church

LOYALTY PROGRAMS

BASIC PACKAGE

PROGRAM #1

PROGRAM #2

DOLLAR DISCOUNT PROGRAM

GIFT CARD PROGRAM

A simple but powerful program!

The money-making features of Gift Cards used by multinationals is now yours!

Customers accumulate points for their purchases ($1=1 point); points then can be redeemed for a dollar discount reward.

This program allows you to offer and manage your own branded Gift Cards!

ALL ACCES PACKAGE PROGRAM #1

PROGRAM #2

POINTS PROGRAM

BUY “X” - GET 1 FREE PROGRAM

The most flexible and popular of all programs!

Without the hassle of paper cards or hole punchers!

A great customer engagement strategy for your business. Customers accumulate points based on their purchases. Points can then be redeemed based on custom reward levels.

This program lets you reward customers with a free product/service based on the number of times they purchase the same product or service.

PROGRAM #3 GIFT CARD PROGRAM This program allows you to offer and manage your own branded Gift Car ds! Many customers overspend their Gift Card by 60% and 15% of customers may not even redeem the card value.

START-UP PACKAGES INCLUDE

- Promocional Posters - Loyalty Cards - Magnetic Stripe Card Reader

ABOUT THE TECHNOLOGY Access

Insightful Reports Who buys the most? Who has not been back in a while? Customers celebrating their birthday this month? Run a report to better gauge your demographic so as to increase the overall spend average - and frequency. All reports can be exported to a MS Excel files so you can use the data for your various Marketing campaign (Email, SMS, Newsletter, etc).

Unique Features AUTOMATED TRANSACTIONAL EMAILS UNLIMITED REWARDS AND PROMOTIONS BALANCE LOOKUP CUSTOM FIELDS ONE ID DATA IMPORT

More about the technology WEB MOBILE POWERFUL ALL INCLUDED

Redeemed

CLOUD BASED Location 1 Location 2 Location 2

MULTILINGUAL SAFE AND SECURE

CONTACT 1 (877) 724 -6478

US Offices: 1601 South Mopac Expressway Barton Skyway Two, Austin TX 78746

3. Merchant Pricing PDF

Loyalty & Rewards

Loyalty Program

Basic Rewards Program

All Access Program

$39

$79

Features Customer Relationship Management Database Online Reporting Gift Card Transactions Dollar Discount Loyalty Transactions Buy X Get 1 Free Loyalty Transactions Points Program Loyalty Transactions Multiple Reward Levels Promotions Transaction Emails, may include Coupons Coupons

Merchant Monthly Service Feeervice Fee

Additional Services Card Design Fee

Includes three revisions. Additional revisions are $15 each

Logo Redesign Fee

Recreation of logo into electronic format, including logos scanned from printed material.

Customer & Card Import Fee per card

Includes three revisions. Additional revisions are $15 each

Terminal Download Fee

Includes download on up to two approved Verifone terminals.

Cost

$75 $100 $0.05 $25

Marketing Materials Packages Loyalty & Rewards Cards

Basic

Plus

Premium

Count

100

500

1,000

Design

Universal

Custom

4 Promotional Posters

Universal

Custom

Poster Display Stand

Plastic Card Rack

$129

$449

$499

Marketing Kit MSR Card Reader

Cost

A La Carte Universal Cards

Qty

Suggested Retail

Count

100

$129

250

$199

500

$349

1.000

$499

250

$319

500

$379

1.000

$499

2.500

$899

Custom Cards

MSR Card Reader

$75

Promotional Poster

Poster Display Stand

$20

Plastic Card Rack

$15

4. Custom Loyalty & Gift Cards Samples

ANCLA - Seguros y Servicios

Auto America Service

Botas Lucero - Western Wear

El Rancho - Market, Inc

Impecable Wash - Cleaning Solutions

PLEASANTVILLE EXPRESS

The Bike Lane

The Vein and Laser Clinic

5. Custom Poster Samples

6. Marketing Materials PDF Proof Sample

7. Magnetic Stripe Reader â&#x20AC;˘ USB MSR90

8. Loyalty Program Post Card

9. Universal Cards & Posters Catalog

BAKERY

BARBER SHOP

GROCERY

HAIR SALON

REMITTANCE

RESTAURANT

10. Merchant Loyalty Program Manual

LOYALTY PROGRAM MANUAL

TABLE OF CONTENTS

About Pago Vision

How Your Loyalty Program Works

How Your Gift Card Program Works

Your Loyalty & Gift Cards

Customer Enrollment Forms

How to Access The Interface

- How to Register a New Customer - How to Record a Purchase

The Administrator Control Panel

- How to Generate Reports

All Access Package Users Only

- How to Modify the Thank You Email and the

- How to Access The Mobile Interface

Promotional Coupon 8

How to Record Transactions on the Web Interface

Dollar Discount Program

- How to Redeem a Reward

- How to Access The Web Interface

Loyalty Program Packages

Buy X, Get 1 Free Program

- Points Program - How to Add a New Reward - Points Program - How to Edit a Reward

- Points Program - How to Add a New Promotion -Points Program - How to Edit a Promotion

- How to Register a New Customer - How to Record a Purchase

Buy X, Get 1 Free Program - How to Add a New

- How to Redeem a Discount

Gift Card Program Program

Product/Service 11

Buy X, Get 1 Free Program - How to Edit a

- How to Register a New Gift Card

- How to Register a New Customer

Product/Service

- How to Redeem a Gift Card

Points for Services/Products Program

Billing Dates

Contact Support

- How to Record a Purchase - How to Redeem a Reward

OUR MISION Provide a seamless loyalty and gift card program that will help you strengthen customer relationships, and grow your business

ABOUT US

OUR FOCUS

Pago Vison is a leading loyalty and gift card program provider.

WE ARE ALL ABOUT YOU - YOUR BRAND AND YOUR CUSTOMERS!

Our loyalty program was developed by the best and brightest loyalty marketing professionals in the industry.

We pride ourselves in understanding the true concept of loyalty, and strive to deliver the best programs, and services to help grow your business.

We make customers more valuable by helping them to see the value in you. YOUR CUSTOMERS WILL BUY AND KEEP COMING BACK!

HOW YOUR LOYALTY PROGRAM WORKS

As your customers shop, swipe their Loyalty Card on the Web Interface to record their purchase. When a customer reaches a specified number of points, they can opt to REDEEM A REWARD Your loyalty program will help collect customer information used to incentivize them to buy from you and to keep coming back, creating loyal and profitable consumers to help your business grow.

HOW YOUR GIFT CARD PROGRAM WORKS

The Gift Card Program allows your to offer and manage your own branded Gift Cards. When a customer buys a Gift Card, swipe the card and enter the desired amount. To redeem a Gift Card, swipe the card and duduct the purchase amount. For detailed information on how to load and deduct money from Gift Cards, please see page 10.

ABOUT YOUR LOYALTY & GIFT CARDS

Your Loyalty cards are already encoded and ready to use.

We recommend that you store your cards in a secure location and that you provide a card to customers after they sign the enrollment form and provide their basic contact information. As specified on the back of the cards, your branded Loyalty & Gift Cards can only be used at your authorize business location(s).

CUSTOMER ENROLLMENT FORMS

Create enrollment forms to collect customer information and consent to participate in your program. On your enrollment forms, you must clearly state the Terms and Conditions that apply that apply to your program and your business name. You need to ensure that each participant has accepted the Terms and Conditions. At a minimum, you should collect the following information: •Loyalty card number •Your customers’ first name •Your customers’ last name •Phone number •Signature You may wish to track additional customer information such as email and birth date.

We have provided a Customer Enrollment Form template by email to assist you during the creation of your own forms. If you don’t receive the template please email loyalty@pagovision.com to request one.

HOW TO ACCESS THE INTERFACE

HOW TO ACCES THE WEB INTERFACE

HOW TO ACCES THE MOBILE INTERFACE

The Merchant Web Interface is a secure, webbased application for managing your loyalty program.

The Mobile Web Interface is a secure, webbased application for managing your loyalty program.

You can access the Web Interface using the shortcut created by our sales representative on your desktop or using your preferred internet browser at: https://pagovision.clienttoolbox.com

You can access this Interface from any mobile device at: https://pixiepad.com

Use the credentials provided. If you forget your User ID or Password, please contact us for assistance at 877-724 -6478.

LOYALTY PROGRAM PACKAGES

BASIC PACKAGE

PROGRAM #1

PROGRAM #2

DOLLAR DISCOUNT PROGRAM

GIFT CARD PROGRAM

A simple but powerful program!

The money-making features of Gift Cards used by multinationals is now yours!

Customers accumulate points for their purchases ($1=1 point). Points can then be redeemed for a dollar discount reward.

This program allows you to offer and manage your own branded Gift Cards!

LOYALTY PROGRAM PACKAGES

ALL ACCESS PACKAGE PROGRAM #1

PROGRAM #2

POINTS PROGRAM

BUY “X” - GET 1 FREE PROGRAM

The most flexible and popular of all programs!

Without the hassle of paper cards or hole punchers!

A great customer engagement strategy for your business. Customers accumulate points based on their purchases. Points can then be redeemed based on custom reward levels.

This program lets you reward customers with a free product/service based on the number of times they purchase the same product or service.

PROGRAM #3 GIFT CARD PROGRAM This program allows you to offer and manage your own branded Gift Cards! Many customers overspend their Gift Card by 60% and 15% of customers may not even redeem the card value.

HOW TO RECORD TRANSACTIONS ON THE WEB INTERFACE

DOLLAR DISCOUNT PROGRAM How to Register a New Customer 1

Click the Add button on the Dollar Discount Program line.

Swipe the new customer card (or enter the number manually).

Enter customer information.

Click Create Customer Account.

Note: After the account is created, you can proceed to register the purchase.

How to Record a Purchase for Reward Points 1

Click the Lookup button on the Dollar Discount Program line.

Swipe the customer card (or enter the number manually).

Enter the purchase amount in the box labeled Enter Purchases Total $ (located under New Activity in green). Click Record Points.

Note1: The points balance will automatically increase. Note 2: If the customer forgets their card, you can find their account with their name, or phone number.

How to Redeem a Discount 1

Click the Lookup button on the Dollar Discount Program line.

Swipe the customer card (or enter the number manually).

Select the Discount for redemption (under Rewards Available).

Click Deduct Points.

Note: If the client does not have enough points to redeem a discount the program does not allow the deduction.

HOW TO RECORD TRANSACTIONS ON THE WEB INTERFACE

GIFT CARD PROGRAM How to Register a New Gift Card 5 1

Click the Add button on the Gift Card Program line.

Swipe the new Gift Card (or enter the number manually).

Click Create Customer Account.

Enter the desired total to be loaded on the card in the box labeled: Add $: (located under Add to Account). Click Add to Account

Note: The balance will automatically increase.

How to Redeem a Gift Card 1

Click Lookup on the Gift Card Program line.

Swipe the Gift Card (or enter the number manually).

Enter the amount to be deducted in the box labeled Deduct $: (this box is under Deduct from Account). Click Deduct.

Note: The balance will decrease automatically.

HOW TO RECORD TRANSACTIONS ON THE WEB INTERFACE

POINTS FOR SERVICES/ PRODUCTS PROGRAM How to Register a New Customer 1

Click the Add button on the Loyalty Points Program line.

Swipe the new customer card (or enter the number manually).

Enter customer information.

Click Create Customer Account.

Note: After the account is created, you can proceed to register the purchase.

How to Register a Purchase for Reward Points 1

Click the Lookup button on the Loyalty Points Program line.

Swipe the customer card (or enter the number manually).

Enter the purchase amount in the box labeled Enter Purchases Total $, (located under New Activity in green). Click Record Points.

Note1: The points balance will automatically increase Note 2: If a customer forgets their card, you can find their account with their name, or phone number.

How to Redeem a Reward 1

Click the Lookup button on the Loyalty Points Program line.

Swipe the customer card (or enter the number manually).

Select the Reward for redemption ( under Rewards Available).

Click Deduct.

Note: If the client does not have enough points to redeem a reward the program does not allow the deduction.

HOW TO RECORD TRANSACTIONS ON THE WEB INTERFACE

BUY X, GET 1 FREE PROGRAM How to Register a New Customer 1

Click the Add button on the Buy X, Get 1 Free Program line.

3 Swipe the new customer card (or enter the number manually).

Enter customer information.

Click Create Customer Account.

Note: After the account is created, you can proceed to register the purchase.

How to Register a Purchase 1

Click the Lookup button on the Buy X, Get 1 Free Program line.

Swipe the customer card (or enter the number manually).

Select the purchased product/service from the Item drop down menu.

Enter purchased Product/Service quantity.

Click Record.

Note1: Use the Item drop down menu to find all the products/services. Note 2: If a customer forgets their card, you can find their account with their name, or phone number.

How to Redeem a Reward 1

Click the Lookup button on the Buy X, Get 1 Free Program line.

Swipe the customer card (or enter the number manually).

Select the Reward for Redemption (under Rewards Table).

Click Redeem.

Note: If the client does not have enough balance to redeem a reward the program does not allow the deduction.

THE ADMINISTRATOR CONTROL PANEL

HOW TO GENERATE REPORTS 1

Login with the credentials provided. If you forget your User ID or Password, please contact us for assistance at 877-724 -6478.

Click the Show button on the Campaign Reports line (in color orange).

In column 1, select the Report you would like to generate.

In column 2, select the Date Range of the report.

In column 3, select the Program Campaign(s) you wish to include in the report.

Click Run Report.

ALL ACCESS PACKAGE USERS ONLY

How to Modify the Thank you Email and Promotional Coupon 1

Click the Edit button on the Program Campaign line to be modified.

Scroll down to find the Transaction Email Content.

Make any email or coupon modifications.

Click Save.

Points Program - How to Add a New Reward 1

Click the Edit button on the Loyalty Points Program line.

Scroll down to find the Reward Levels.

Click Add Another Reward Level.

Enter the amount of points needed to redeem the new product/service as a reward.

Type the name/description of the new reward.

Click Add.

Points Program - How to Edit a Reward 1

Click the Edit button on the Loyalty Points Program line.

Scroll down to find the Reward Levels.

Click the Edit button next to the Reward to be modified.

Proceed to edit the reward.

Click Set.

ALL ACCESS PACKAGE USERS ONLY

Points Program - How to Add a New Promotion 1

Click the Edit button on the Loyalty Points Program line.

Scroll down to find the Promotions.

Click Add a Promotion.

Enter Promotion Description.

Select “x” to Multiply Points or “+” to Add Points for the New Promotion.

In the field called “By How Much” enter the numer of times to multiply the points, or the amount of points to be added when the new promotion is applied.

Select Date Range for the new promotion.

Click add.

Points Program - How to Edit a Promotion 1

Click the Edit button on the Loyalty Points Program line.

Scroll down to find the Promotions.

Click the Edit button next to the Promotions to be modified.

Proceed to edit the promotion.

Click Set.

ALL ACCESS PACKAGE USERS ONLY

Buy X, Get 1 Free Program - How to Add a New Product/Service 1

Click the Edit button on the Buy X, Get 1 Free Program line.

Click Add Another Service or Product (under the the Buy X, Get 1 Free Promotions section).

Enter the New Product/Service description.

Enter the number of times that a customer has to buy the product/service to redeem it as a reward. (under How Many Until Next Is Free section)

Click Add.

Buy X, Get 1 Free Program - How to Edit a Product/Service 1

Click the Edit button on the Buy X, Get 1 Free Program line.

Click the Edit button next to the Product/Service to be modified.

Proceed to edit the Product/Service.

Click Set.

Click Done.

BILLING DATES

MARKETING MATERIALS

MONTHLY FREE

Your business will be billed for the Marketing Materials Package selected, on the Friday following the date that you signed the Loyalty & Rewards Agreement.

Your business will be billed for the monthly access fee of the selected package, the first day of each month or the first following business day.

Your business will be billed for any additional Marketing Materials ordered, the following Friday after signing the order.

Note: Your business may be billed at a prorated rate for the first month of service on the next business day following the date Pago Vision receives the Training/ Installation Verification Form.

Note: If the agreement and / or the

order is received after 12:00 p.m. CT on Friday, you will be billed on Friday of the following week.

CONTACT SUPPORT

Phone: 877-724 -6478

Website: www.pagovision.com Email: loyaltysupport@pagovision.com

US Offices: 1601 South Mopac Expressway Two, Austin TX 78746

11. Customer Enrollment Form Sample

109

C. Main Documents/Forms

104

12. Loyalty Document Check List

105

13. Loyalty & Rewards Merchant Agreement

107

14. Basic Rewards Program Enrollment Form

114

15. All Access Rewards Program Enrollment Form

116

16. Marketing Materials Creative Brief

119

17. Training Verification Form

122

18. Merchant Feedback Form

124

19. Supporting Business Documents Samples

126

Copy of voided check

Sample Image

Owner ID or License copy

Sample Image

Copy of the Business License, Sales Tax Certificate, or DBA

Sample Image

D. Training Documentation

128

For sales Reps

Session 1. Introduction to Pago Vision Loyalty

129

For sales Reps

Session 2. The Web Interface

152

For sales Reps

Session 3. Merchant Boarding

193

For sales Reps

Session 4. The Power Of Loyalty

208

For Merchant

Session 5. Tips to Implement a

Successful Loyalty Program 224