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Customer Web Portal Module Types

This page is a comprehensive listing of module types that are available within the ALP SaaS Customer Web Portal.  

Modules are first added to the web portal in the "Portal Layout" page, then configured (if applicable) in their associated module setup page.

General Modules

General modules can be presented on any page within the customer web portal, regardless of its security settings.

Announcements

Module Setup Location: Web / Member Portal / Content / Announcements Modules

Fixed-format module used for a simple display of announcements.  These announcements are scheduled and will automatically start and stop displaying without user intervention. Within the module setup page, announcement entries for modules can be managed.

Blog

Module Setup Location: Web / Member Portal / Content / Blog Modules

Fixed-format module used for a simple display of blog entries.  Within the module setup page, entries for modules can be managed.

Calendar

Module Setup Location: Web / Member Portal / Content / Calendar Modules

Fixed-format module used for a simple display of event-based information.  Within the module setup page, calendar entries for modules can be managed.

Flash Movie

    Main Article: Upload a Portal Flash Movie

Module Setup Location: Web / Member Portal / Content / Flash Modules

The flash module allows for the display of a flash video, which first must be uploaded into the Portal Media Library.  Within the module setup page, the flash video can be selected and managed.

HTML

Module Setup Location: Web / Member Portal / Content / HTML Modules

The recommended module for general content.  Within the module setup page, HTML code can be directly inserted in the HTML code window, or the module can be constructed by using the on-screen feature set.

Id List

This grid will display all account Ids associated to the member and also has the ability to allow the member to print temporary cards if the associated Id Type is configured to allow.

Id List - Wide

This grid will display all account Ids associated to the member and also has the ability to allow the member to print temporary cards if the associated Id Type is configured to allow.

Image

    Main Article: Upload a Portal Image

Module Setup Location: Web / Member Portal / Content / Image Modules

The image module allows for the display of a "module image", which first must be uploaded into the Portal Image Library.  Within the module setup page, the image can be managed along with optional parameters such as a description, caption, and hyperlink.  An advantage to using this image module vs. an HTML module relates to the usage of a hyperlinked image, as this module has internal code to prevent web browsers from applying a border to the hyperlinked image.

Links

Module Setup Location: Web / Member Portal / Content / Link Modules

Fixed-format module used for the simple display of hyperlinks.  Within the module setup page, hyperlinks for modules can be managed.

Spacer

Provides a blank space to create vertical distance between two modules.  This is available in a "large" and "small" module.

YouTube Video

Module Setup Location: Web / Member Portal / Content / Youtube Video Modules

Allows the display of a Youtube hosted video.  If this is on a members-only page, the application will record a "start" interaction when the video begins play, and a "finish" interaction when the video surpasses the 80% mark of total duration.

Members-Only Modules

Members-only modules can only be presented on members-only pages and cannot be viewed by guests.

360 View

Displays coupon, reward and transaction information for the member.  Unlike the Clienteling Services version, interactions are not included.

Account Settings

Allows members to change "opt out" status (Example: Do Not Call).  The header area can be customized in Portal Text within the "General Portal Phrases" category.

Additional Id Entry

Allows members to enter an additional account Id to associate their account with.  This module can only be utilized if the "Prompt Player for Additional Id" option is on within the Portal Enrollment Settings page.

Case-Feedback

    Main Article: Cases

Allows members to submit feedback directly into the ALP SaaS incoming case queue -- similar to a "Contact Us" module.  Utilizing case-related functionality requires expansive setup before displaying the case-feedback portal module.

Case-Feedback modules with location capability, allow the member to specify the associated location for the case.  Modules with queue capability, allow the system user to define the case queue that all cases submitted from this module are assigned to.

Contact Settings

Allows the loyalty member to view and edit their contact settings, such as their physical address, phone number, and Email address.  A view-only version of this module is also available.

Coupon Offers

Displays all coupons that the member is eligible to receive at the customer web portal.  Currently, only the device coupon promotion can allow for coupons to be picked up at the customer web portal.

Deal of the Day

    Main Article: Deal of the Day Promotion

Displays the active deal of the day promotion.

Facebook Connect

If enabled, member can associate their Facebook account to their loyalty member account.

Feature Reward

Displays one of the "featured" choice rewards and makes it available for issuance.

Forced Rewards Overview

Informs members of their progress toward forced rewards that they are eligible for.

General Settings

Allows the loyalty member to view and edit their name, birthdate, gender, portal password, and preferred contact methods.  A view-only version of this module is also available and this particular module can be further configured by editing within the portal layout page.

Id Management

Allows the member to manage their account Ids.  Depending on the configuration of the Id Types, users may be able to view, add and/or delete Ids associated with their accounts.

Key Code Entry

    Main Article: Key Code Promotion

Consists of a textbox that allows for key code promotion entries.  Starting in the 2016.5 release, this module will be disabled if the member is not eligible for any key code promotions.

Member Activity

Displays a grid that shows all previous transactions that have been issued to the member, along with relevant details.

Member Children Info

Allows members to store the first name and birthdate of their children, which can be utilized in related promotions.

Member Clubs Assigned

Displays all clubs that the member is assigned to.

Member Credit Card on File

Allows for the member to store credit card information within their account.  This functionality is only available if enabled and can only be enabled by ALP SaaS Support.

Member Gift Cards

Displays a grid that shows all previous gift card rewards that have been issued to the member, along with relevant details.  If configured in the reward itself, they can be re-printed from this module if in a "live" status.

Member Rewards Pending Delivery

Displays all rewards issued to the member that are currently pending delivery (undelivered).  The member can also pickup the reward, depending on the configuration within the redemption settings page.

Member Preferences

Displays and allows for edits of member custom field data for custom fields that have been setup as "public".

Member Properties

Displays and allows for creation and edits of member property data.

Member Rewards

Displays a grid that shows all previous rewards that have been issued to the member, along with relevant details.  If configured in the reward itself, they can be re-printed from this module if in a "live" status.

Member Social

Displays and allows for edits of the member's Facebook profile and Twitter name.  This information may be used in conjunction with related promotions.

Points Available/Earned/Summary

Various modules that show point-related totals in different widths.

Points Expiring in X Days

Based on the "execute frequency" in the auto settings page AND the custom day entry entered in the module options, will display the last scheduled execution run in the range and how many points are currently due to expire at or before that point.

Points to Next Recurring Reward

Informs members of their progress toward a specific recurring reward, which is configured by editing the module from the Portal Layout page.

Poll

    Main Article: Poll

Module Setup Location: Web / Member Portal / Content / Poll Modules

The poll module allows for the display of a poll question set.  Before using the module, a poll set must be created.  After creating the module, the module must be setup at the aforementioned location.

Portal Message Promotion Display

    Main Article: Portal Message Promotion

Displays any and all messaging related to the portal message promotion that is relevant to the loyalty member.

Product Code Entry

    Main Article: Product Code Promotion

Consists of a entry point that allows for product code promotion entries.  There are multiple modules for this entry dependent on the desired input.  The input for these modules is automatically disabled if the member is eligible for zero active promotions.

  • Product Code Entry
  • Product Code Entry - Multiple
  • Product Code Entry with Location
  • Product Code Entry with Product
  • Product Code Entry with Product and Location

Product Item Entry

    Main Article: Product Item Promotion

Consists of a entry point that allows for product item promotion entries.  There are multiple modules for this entry dependent on the desired input.  The input for these modules is automatically disabled if the member is eligible for zero active promotions.

  • Product Item Promotion Entry
  • Product Item Promotion Entry With Location

Ranking

Displays the current ranking set level for the member.  This module must be edited within Portal Layout in order to select the relevant ranking set.

Recurring Rewards Overview

Informs members of their progress toward recurring rewards that they are eligible for.

Referrer Codes

Allows the member to view their referrer codes and related information, for use in referrer promotions.

Reservations

Displays a grid that shows all previous reservations associated to the member, along with relevant details.

Retro Claim History

Displays a grid that shows previous retro claims made by the member.

Retro Claim Submissions

Displays an entry form that allows the member to submit retro claims.

Reward Store

Displays and has the ability to offer choice rewards for redemption.  The "enhanced version" allows for filtering by reward category.  Expansive setup is required before utilizing the reward store on the customer web portal.

Survey

    Main Article: Survey

Module Setup Location: Web / Member Portal / Content / Survey Modules

The survey module allows for the display of a survey question set.  Before using the module, a survey set must be created.  After creating the module, the module must be setup at the aforementioned location.

Ticket Barcode Entry

Consists of a textbox that allows for ticket barcode entry.

Total Reward Category Retail Value

Lists the total retail value for all reward types issued to the member currently in the configured reward category.

Trivia

    Main Article: Trivia

Module Setup Location: Web / Member Portal / Content / Trivia Modules

The trivia module allows for the display of a trivia question set.  Before using the module, a trivia set must be created.  After creating the module, the module must be setup at the aforementioned location.

Upcoming Points Expiring

Module lists available points that are due to expire upon the next execution of automatic point expiration (excludes scheduled batches).

YTD Points Earned

The module will display the points earned for the member in the current year.

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