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Loading TapMango Wallets From The POS

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Sherry
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Load preset dollar amounts onto a customer's TapMango wallet from the register by combining point-of-sale items, TapMango products, and campaigns.

There is no direct wallet-load feature in any TapMango point-of-sale integration. This workaround uses TapMango products and campaigns to load preset dollar amounts.

Overview

This method has three parts:

  • Create items in your point of sale that represent set dollar amounts, such as $5, $10, and $15.
  • Create the matching products in TapMango and map them to those point-of-sale items.
  • Create campaigns that run when those items are purchased and add the matching funds to the customer's TapMango wallet.

1. Create items in your POS that represent dollar amounts for wallet loads

Create preset dollar amounts as items in your register.

The clicks differ by point of sale. The goal is the same: create items that represent dollar values a customer can load onto their TapMango wallet.

Create as many as you want. Name them so they are clearly for the TapMango wallet.

For example: $5 Wallet Load, $10 Wallet Load, $15 Wallet Load, $20 Wallet Load.

2. Create corresponding products in TapMango Portal and map them to the items in your POS

After the items exist in your point of sale, create the matching products in TapMango and map them to those items.

1Step 1Log in to Portal and open Loyalty → Smart Products.
2Step 2Create one product for each wallet-load amount.
3Step 3Save the product, then map it to the matching point-of-sale item.

Category is optional. Use it when you want the wallet-load products grouped together.

Product Name should match the item name in your point of sale so you can identify it.

Do not award points for paying for a wallet load.

Each point-of-sale integration has its own mapping rules. Some match by item ID, some by SKU, and some by name. Use Integration Specific Product Mapping for your integration.

3. Create campaigns to load money on to TapMango wallets when customers pay for wallet loads

After the wallet-load items exist in the point of sale and the matching products exist in Portal, create a campaign that adds funds when a customer purchases one of those amounts.

1Step 1In Portal, go to Campaigns > Manage Campaigns.
2Step 2Create a folder called Wallet Loads.
3Step 3At the bottom of that folder, click + Create Activity. In Trigger Type, select When Customer Purchases 'X' N time(s). Set Targeting to the locations and customer groups this campaign applies to, or leave All Customers and All Customer Groups when there are no restrictions. Set Product to one wallet-load product. Set # of Purchases to 1. Set Run only once when conditions are valid to No.
4Step 4Click Submit.
5Step 5Click + Add Action. In Action Type, select Load Wallet and enter the Amount. The amount is the dollar value loaded onto the customer's wallet, and it should match that wallet-load amount.
6Step 6Click Submit. Click the 3 dots to the right of the campaign, then click Activate.

Create a separate campaign for each wallet-load amount.

Restrictions

Only preset amounts can be loaded. If a customer wants to load $38 and you only created wallet-load products in $5 increments, such as $5, $10, $15, and $20, they cannot load that exact amount from the point of sale.

If the customer needs an amount that is not preset, load the wallet funds manually on the TapMango tablet.

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