Otter Loyalty Introduction

Overview

Otter Loyalty is an in-product reward system that is exclusive to Otter POS customers. This feature allows you to register customer profiles, apply those profiles to an order, and allow eaters to earn rewards on their qualified purchases.

With Otter Loyalty you can:

• Create a custom loyalty program: Make a loyalty program branded for your business and set earning parameters.
• Register customer profiles: Sign eaters up for your loyalty program that creates a customer profile for your brand.
• Offer loyalty rewards: Whenever a customer pays for an order, they can earn eligible points to accumulate or redemption.
• Allow point redemption: Redeem rewards for a discount towards future orders.
• Manually adjust rewards: If you need to manually add or subtract rewards from a customer’s  loyalty balance, you can do so from the Otter Dashboard.
• Share your Loyalty program: Automatically print QR codes on your receipts for eaters to sign up for and/or claim loyalty points.
• Gain customer insights: Get reporting and analytics on program performance and customer behavior.

Creating a Loyalty Program

Otter Loyalty customers can configure and manage their Loyalty program within the Otter Dashboard. The Loyalty App is the go-to place for:

• Customizing Loyalty program settings
• Offer rewards based on order total amount vs per purchase
• Branding a Loyalty program
• Analyzing Loyalty offerings to align with business goals and needs

Amount-based Loyalty Program

For an amount-based Loyalty program, eaters will earn points based on the dollar amount spent per order at the restaurant. You can customize:

• How many points are earned per dollar spent
• Dollar value per point redeemed toward a discount on a future purchase

 

Step	Process	Image
1	From the Otter Dashboard, select Apps > Loyalty.
2	Click [+Create new program].
3	Select Brand(s) and Location(s) to include in Loyalty program. Click [Next].
4	Name your Loyalty program. *Optional* Upload branding photo for Loyalty program. Click [Next].
5	*Optional* Customize branding “points” name. Example: Points, Stars, etc.
6	Select Amount-based for earning type. Enter amount of points to be earned per dollar spent.
7	Click [+Create reward]. Enter point per dollar discount value for redemption. Click [Create]. Ex: If dollar value $0.10 is entered, a customer is eligible to earn $1.00 in reward points after spending $10. Note: This sets the ratio of points per discount amount for future purchases.
8	Click [Publish loyalty program] to publish for selected brand/location.

Purchase-based Loyalty Program

For a purchase-based Loyalty program, eaters will earn points based on just placing an order at the restaurant or for purchasing specific items. Otter customers can customize:

• How many points are earned per order or specific item purchased
• Dollar value per point redeemed for a discount towards future purchase

 

Step	Process	Image
1	From the Otter Dashboard, select Apps > Loyalty.
2	Click [+Create new program].
3	Select Brand(s) and Location(s) to include in Loyalty program. Click [Next].
4	Name your Loyalty program. *Optional* Upload branding photo for Loyalty program. Click [Next].
5	*Optional* Customize branding “points” name. Example: Points, Stars, etc.
6	Select Purchase-based for earning type. Enter amount of points to be earned per order/item purchased. NOTE: You can add multiple items/categories to earn points.
7	Click [+Create reward]. Enter point per dollar value for redemption. Click [Create]. This sets the ratio of points per discount amount for future purchases. Ex: If dollar value $0.10 is entered, a customer is eligible to earn $1.00 in reward points after spending $10. Note: This sets the ratio of points per discount amount for future purchases.
8	Click [Publish loyalty program] to publish for selected brand/location.

Sharing your Loyalty Program

Eaters can sign up and view their earned points for a specific brand through the Loyalty program portal. Your customers can access the portal through:

• A direct link shared by the merchant
• Scanning a printed QR code
• Scanning QR code on order receipt

Accessing your Loyalty Portal Link

Downloading QR Code

You can download a QR code to display for your diners to scan and sign into when viewing earned points. The QR code can be downloaded from the Loyalty App > click on the 3 dots > Download QR code. Once downloaded, you can print your QR code for customers to scan in your store.

Copying Direct Link

You can also share the Loyalty portal link by selecting Copy Link to share on your website, or socials—  encouraging eaters to sign up for or access your Loyalty program. 

Adding QR Codes to Receipts

Otter Loyalty QR Codes can be printed on receipts for Otter POS, Kiosk, and Direct Orders for your customers to easily scan to:

• Sign up and earn loyalty points after their initial order
• Retroactively claim points on an order
• Access the Loyalty portal to view their current point balance

• Step	Process	Image
  1	From the Otter Dashboard, select Apps > Loyalty.
  2	Select your desired loyalty program
  3	Under Ways to Collect, enable Collection of Post-Order Rewards
  4	Enter # of days to allow eaters to claim rewards after purchase. Click [Update] > [Publish] to save changes.
  5	Select Apps > POS
  6	Click the [Brand Settings] button on the Brand you want to access settings for.
  7	Go to the Terminals tab Select the Receipts tab
  8	Toggle ON the Print Loyalty Points Collection QR Code setting
  9	Click [Save].

QR Code Sizing
At this time, the sizing of the QR code printed on the eater receipt cannot be resized or adjusted. 

QR Code Receipt Examples:

• The digital receipt eaters receive after placing a direct online order for a restaurant.

  

• The printed physical receipt eaters receive after placing an order at the restaurant.

  

• The button to redirect eaters to Loyalty portal from online order confirmation.

  

Check out the eater's experience of scanning a QR code here.

Loyalty QR Codes for Delivery Partners

Loyalty QR Codes can be added to the bottom of customer tickets (dispatch tickets) for delivery partner orders to:

• Offer Loyalty earning and sign up to eaters not order through delivery platforms (like Uber Eats or DoorDash)
• Adds incentive for the eater to order directly in the future to redeem earned Loyalty points

Amount Base Loyalty Required
This feature is only available for amount based Loyalty programs— where the Loyalty points are earned based on the dollar amount spent per order.

To enable and set up Loyalty QR codes to be printed on receipts for delivery platform orders, reach out to the Otter team for help.

Loyalty Display on Otter POS

Loyalty sign-up and redemption can be completed directly on the customer-facing POS screen. This self-service option streamlines the checkout process by enabling eaters to input their details directly on the POS— enhancing both efficiency and convenience.

 

Step	Process	Image
1	From the Otter Dashboard, select Apps > POS.
2	Select to configure POS settings from: Brand, Location, and Organizational level. Note: Brand & location settings will override Organization settings.
3	Select Terminals > Loyalty Program tab from the left hand menu.
4	Toggle OFF or ON for listed options to configure what works best for your business: Show on Cashier display before payment Show on Customer display before ordering Show on Customer display before payment
5	Click [Save] to confirm choices.

FAQs

Customer information can be updated from within the Customer Profile Search box by selecting the [Edit] button.

Still need help? Reach out to our team:

Live Chat		Text/SMS Message		Email
Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard.		+1 (888) 681-8837 Send us a text to the number above for assistance over text message.		Send us an email at otterpossupport@tryotter.com.

Updated May 06, 2025 17:20