CRM
Table of Contents
Configure CRM settings
Learn how to configure CRM Global Settings on the Merchant Portal.
CRM Global Settings allow you to set up and configure your restaurant’s Loyalty Program and manage various settings such as Membership Plans, Membership Cards, Points, Credits, and more. In this article, you’ll learn how to set up and modify Global Settings for CRM.
Note: Your account must have the required permission level to access CRM settings.
Set up CRM Global Settings
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM, then click on Global Settings.
- Set up your preferred CRM Global Settings.
- At the bottom, tap Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM, then click on Loyalty and select Global Settings.
- Set up your preferred CRM Global Settings.
- At the bottom, tap Save to confirm.
General Settings
Enable Membership Plans
When turned on, you’ll be able to create Membership Plans for your Loyalty Program.
Member Plan Settings
Enable Loyalty Points?
When turned on, members can spend and earn Loyalty Points.
Enable Membership Credit?
When turned on, members can spend and earn membership credits.
Enable Eats365 Membership Card
When turned on, you can generate unique codes that can be associated to physical and digital membership cards that keep track of loyalty points and rewards.
Enable Restaurant-owned Card
When turned on, allow the POS to accept and process transactions from non-Eats365 membership cards.
Only Allow Extension before Plan Expire
When enabled, customers can only extend their Membership Plan before it expires.
Support online point redemption
When enabled, customers can redeem rewards using their points online.
Membership Card Settings
Enter your preferred name for the following:
- Eats365 Membership Card
- Restaurant Membership Card
Point Settings
Points name
Enter your preferred name for the following:
- Point Balance
- Accumulated Points
Highlight Point Balance when Member Reaching a Certain Amount of Points
When enabled, the member’s accumulated point balance is highlighted on the Eats365 POS once the set number of points is reached.
Credit Settings
Enter your preferred name for Credit Balance.
Other Settings
Loyalty Discount Name
Enter your preferred name for Loyalty Discount Name
Support Birth Year
Displays birth date details in member details.
Order history across shops in POS
Displays a member’s order history across all shops on the POS when adding a member to an order.