Below are 4 scenarios that will be discussed:

User scenarios: 1 & 2 are for how the user can update

Retailer scenarios 3 & 4 are for how the store can update 

The user clicks the Create an Account/Create Account link on your Freshop website.

The page redirects to the Create Account page with all fields being required except for the Store Card or Key Tag #.

The required fields have a red asterisk and must be filled in by the user: Name, Email Address, Password, Address & Phone. 

For this scenario, the below screenshot shows what it will look like when the user fills out this form. All fields will be filled out–including the Store Card or Key Tag #. 

The user clicks the Create Account button and they are redirected to the Congratulations page.

If the user clicks the View Account button they will be redirected to the My Account page where they can see all of their account information that was just entered–including the Store Card #.

When the account was created the user should have also received the following two emails: New Account and Enrollment.

The New Account Email comes from the Freshop/Store functionality and looks like:

The Enrollment Email comes from Loyalty Lane and looks like: 

The user logs into their account on the website and goes to the My Account page. 

The customer needs to enter the Store Card/Key Tag # into the empty Store Card field and click the Update button. A message will appear stating that the account has been updated.

The two accounts are now considered to be linked. The customer will receive the Enrollment Email from Loyalty Lane.

If the customer enters a valid card number that is already in use the following error message will appear:

If the customer enters an invalid card number the following error message will appear:

In this scenario, the store chooses to add a Store Loyalty Card/Key Tag # to link it to a customer's Freshop Account.

Login to https://admin.freshop.com/.

 

The Admin User must have user rights to use the Users Admin. If they do then after signing in the Users menu will show in the left-hand side of the navigation as in the screenshot below. Click the down arrow to the right of USERS to open the menu and click Users. 

Depending on the admin’s access level the Select Store drop-down may have a store showing by default. Be sure that this has the correct store level for finding the user. It will also help to enter the customer’s email address in the Search field and either click the magnifying icon or click the Enter/Return button on the keyboard. Both of these will help narrow the search for the user.

Click the blue user link under the Name column and the page will redirect to the Edit User page.

Scroll down and click the Add Linked Card button in the Linked Cards section.

The Linked Card page will appear. The User field will have the User’s name by default that cannot be updated.

The store personnel needs to enter the Store Card/Key Tag # that they have into the Card Number field and click the Save button. This will link the Loyalty Store Card # with the Freshop account. If you go back to the Edit User page you should now see the linked card in the Linked Cards section.

In this scenario the store chooses to create a Freshop Account for the customer and add a Store Loyalty Card/Key Tag #.

The store personnel must go to the website url with '/enroll' at the end. In this case it would be https://www.rubysmarket.com/enroll.

All of the fields are required and must be filled out. The phone number must be a unique number – it cannot be used by any other user (if a user in the same household has an account as well then the phone numbers will need to be different between the accounts). Once all fields are completed click the Enroll Account button. Upon submission completion the following message will appear:

The customer will also get the following two emails: Activate New Account and Enrollment.

The Enrollment Email comes from Loyalty Lane and looks something like:

The Activate New Account Email comes from the Freshop/Store functionality and looks something like:

Entering the password into both fields and clicking the Continue button redirects the user to the My Account page where they can see all of their account information along with their Store Card/Key Tag #.

Completing the Reset Password process will send an Account Update Email.