Knowledge Base/Support & Answers

How to have a Balance Lookup for customers?

Tiago Soromenho
posted this on Feb 14 11:37 am

QUESTION:

Where can I log in, as a customer, to check my online balance lookup? 

Reference: http://stickystreet.com/balance-lookup-demo.html
What I would like to do is what you write here:
http://stickystreet.com/loyalty-link-on-your-site.html
Make a simple but nice balance lookup I can show on demonstrations live.
So I can show them before and after I have typed in rewards and redeemed
rewards.

Where and how do I do it? :)
Thanks! :)

 

ANSWER:

There are three main ways to show a customer their balance:

  1. Using simple "widgets" to embed either a link or very little code in your client's(merchant) web site. This is what you are seeing in the StickyStreet site "demonstration" in the links you provided. To do this, log in to your Agency Toolbox <https://www.clienttoolbox.com> and you will see that one of the menu options is "Tools", and under that menu, you will see the choice "Balance Lookup". There, you will see two "options", Option 1 and Option 2:
    • Option 1 is a simple link. This is for the most non-technical of people, or those whose site cannot in any way be edited other than entering content, images, and links, or whose server unusually does not have PHP installed. The link follows a very simple structure: <http://www.clienttoolbox.com/balance.php?a=XXXXXX> where the "XXXXXX" needs to be replaced with the account ID of the client (merchant).  There are a couple more options, but in general, to have this link be in Norwegian, using commas as decimal separators (european-style) and to show only the balances, not the whole history, you would would use:
    • Option 2 gives you a lot more flexibility and customization, but it also requires a little bit of dabbling in the HTML of a site. The advantage is that the lookup is completely integrated into the site (as opposed to going to clienttoolbox.com) 
  2. Using a "hotsite" to create a complete destination for the customer. A "hotsite" is a stand-alone web site whose files you can get:
    • preferred method: from our repository on GitHub (send a username to give you access to them). This is for a web-developer level person who can "fork" a version of the customer hotsite and then if / when we make changes or updates to the code, who can then "pull" those changes into his local code repository, "merge" them into the client (merchant) versions, and "push" the newly merged code base to the live sites. 
    • Or I can give you access to the latest version on our DropBox account 
    • Or I can email them to you.
    Whichever way you choose, the result is a web site that can be very easily set up on your or the client's server, with no code changes and minimal configuration. It allows customers to:
    • Register into the program without a card, or "activate" a card that was given to them at a store 
    • Use a password to "login" to their account. 
    • See their program (campaigns) balances 
    • See their program (campaigns) transaction history 
    • Update their contact info 
    • Be given the choice to redeem rewards online.
    Additionally, you have control over which campaigns are shown, complete ability to customize the language prompts right on the screen (no language files to translate!) and which menu items are shown.
     
  3. Using the API, create your own balance lookup solutions: <http://api.stickystreet.com> Not for the faint of heart, but it's an option.
I think you're only needing / asking for Option 1 of the three main ways, but I figured I'd give you a full answer. :)