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Revel In-store Loyalty Earning (call_name field)

This document explains how to ensure that your customers earn loyalty points for in-store purchases. All customers must create an Incentivio account in order to earn loyalty points. There are two different methods to attach a customer's information to a Revel in-store purchase. 

Attaching a Revel Account to the Order

**You want to use this method if the customer has already placed a transaction through the app/web.**

1. On your Revel POS, click the 3 dots outlined in red below. 

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2. Step 1: Click the "Customers" button. Step 2: Search for the customer's account by searching their first name, last name, email address or phone number. Step 3: Select the Customer from the list of search results. 

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3. You will see the selected Customer in the top left corner of the screen. From here, you can checkout as normal. 

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4. If you click the on the customer in the top left, you can view the customer's information. Additionally, you can click the "Remove from Order" button if you accidentally attach the incorrect Customer. 

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Including Information in the Call Name Field

**You want to use this method if the customer has not placed a transaction through the app/web.**

1. Make sure you turn on the Call Name field in your Revel admin portal. You will want to make sure that "Prompt for Call Name" is selected. 

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On your Revel POS, click the 3 dots outlined in red below. 

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2. Click the "Call Names" Button outlined in red below. 

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3. Step 1: Click in the search bar and type the customer's phone number or email address. Step 2: Click "Add" to include that number in the order. 

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4. After you Add the phone number or email address, you can see it in the top left of your Revel screen. From here, you can checkout as normal. 

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