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.
  • Sign Up & Earn Loyalty on Otter Kiosks: Customers can easily sign up and redeem Loyalty points directly in the Otter Kiosk checkout flow.

 


 

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
  • Create reward redemption options
  • Branding a Loyalty program

 Learn how to set up and customize a Loyalty program here.

 


 

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 their profile on your direct order website

 

 

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.

Download QR Code Loyalty

 

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.
    Loyalty App
    2 Select your desired loyalty program
    loyalty 2.png
    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
    POS App in Otter Dashboard
    6 Click the [Brand Settings] button on the Brand you want to access settings for.
    Brand POS Settings
    7

    Go to the Terminals tab

    Select the Receipts tab

    8 Toggle ON the Print Loyalty Points Collection QR Code setting
    9 Click [Save].
    Terminal Settings Save Button
NoteQR 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.

    QR Code Digital Receipt

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

    QR Code Printed Receipt

  • 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
NoteAmount & Purchase-based Loyalty Supported
This feature is only available for amount and purchased based Loyalty programs.

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.

Dual Screen Loyalty Display

 

Enabling Dual Screen Loyalty Display

 

Step Process Image
1 From the Otter Dashboard, select Apps > POS.
POS App in Otter Dashboard
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.
Save POS Settings

 


 

Loyalty Display on Otter Kiosk

Loyalty on Kiosk allows guests to log in, sign up for a brand’s loyalty program, or redeem points directly from the in-store 21” or 27” Otter Kiosk. This feature helps brands increase your loyalty engagement, streamlines checkout, and captures more repeat customers at the point of sale. This feature also improves your customer retention, increases repeat purchases, and provides merchants with better loyalty data capture at the point of sale.

Steps to Sign Up & Redeem Loyalty on Otter Kiosk

Step Process Image
1

Guest starts an order on the 21” or 27” Otter Kiosk.

Click Start Ordering.

KioskStep1.png
2 Guest enters their Phone Number and clicks Continue.
KioskStep2.png
3 Guest adds Items to their cart.
KioskStep3.png
4

Guest enters their Name.

Guest leaves the Use This Name for my Loyalty Profile toggled ON.

KioskStep4.png
5

Once the guest’s Phone Number & Name have been entered and the guest has opted into Loyalty in Step 4, the guest is officially signed up for Otter Loyalty.

If the guest has previously created a Loyalty profile, their Number of Points will be shown at the top of this screen. The guest can click the Redeem Awards button to use Loyalty points on their order.

KioskStep5.png
6

The guest will be prompted to select a Payment Method.

Once a payment method is selected, the guest will submit payment.

KioskStep6.png
7


The Kiosk will give the guest an Order Number.

Under the order number, the Kiosk will state the current Number of Points the guest has available in their Loyalty account.

Guest will click I’m Done.

KioskStep7.png

 


 

FAQs

Does Customer Profile Search include all registered customers who have created a profile at all stores within the Otter Organization?


Customer profiles and points are stored at the Brand Level. 

If you use multiple brand menus (have more than one brand), you will have access to a different pool of Loyalty customers depending on the menu selected when an order is transacted.

How do I update a customer profile?


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

Can reward points be used to pay for taxes or service fees on a transaction?


No— Redeemed rewards cannot be used to cover taxes or service fees for a transaction.

Can I manually adjust points for a customer's Loyalty balance?


Yes points can be manually added or subtracted from a customer profile within the Otter Dashboard. Learn more about how to adjust Loyalty points here.

Can Diners redeem the same QR code multiple times? 

No— the QR code can only be redeemed once per order. 

 


 

Still need help? Reach out to our team:

Chat Icon in Otter Dashboard Live Chat   Text bubble Text/SMS Message   Email Icon 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.

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