This tab will display a list of Sales Areas and which department they are assigned to.
When a POS transaction takes place, it is associated with a sales area. A sales area can be selected and the club can determine which department survey it should be a part of in MemberInsight.
This is where the sales areas and sales categories can be mapped correctly to the departments that have been set up. If this is not set up, transactions will not update into any of the Departments on the MemberInsight site.
Examples:
- Map different sales areas to the same Department.
- Main Dining Sales Area goes to Food and Beverage Department.
- Patio Sales Area goes to Food and Beverage Department.
- This setup will calculate a NPS score that has both Main Dining and Patio transactions.
- Map each sales area to a different Department.
- Main Dining Sales Area goes to a Main Dining Department.
- Patio Sales Area goes to Patio Department.
- This setup will calculate separate NPS scores by Sales Area.
- Map a specific Sales Item Category within a Sales Area to a Department.
- Desserts Sales Category from Main Dining Sales Area goes to Food and Beverage Department.
- This setup will add the Dessert transactions to the Food and Beverage NPS score.
- Desserts Sales Item Category from Main Dining Sales Area goes to Desserts Department.
- This setup will calculate a separate NPS scores for the Deserts Sales Item Category.
- This is managed by selecting the Filters icon to access the Sales Item Categories.
The assignment of the sales areas and departments can be modified at anytime.
To prevent every transaction that takes place to be eligible for a survey, a minimum threshold amount can be set under the filters section.
To Assign a Sales Area to a Survey Department
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Select Member Insight tab > Sales Areas tab.
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Under Sales Area column, select new row (row with * asterisk).
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Select Sales Area from drop-down list.
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Under Survey Department column, select department from drop-down list.
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Any member that has a transaction made from the selected sales area will be added to this department and eligible to receive a survey.
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If department is not available in drop-down list, go to Survey Departments tab and create the department.
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Funnel icon under Filters column - Optional
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Select funnel icon to
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Specify Sales Item Categories to be used from Sales Area
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Set Minimum Threshold Amount
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See below for more details on filters.
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Select Save.
If the incorrect Survey Department is matched to the Sales Area, use the drop-down under Survey Department to select the correct department.
Filters
After the funnel icon is selected, the Select Sales Items Categories window will display. Administrators can specify sales item categories to be associated with the survey department or set minimum threshold amount.
To Specify the Sales Items Categories
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Find the row to specify sales items and select funnel icon under Filters Column.
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In the Select Sales Items Categories window, deselect the All Sales Categories checkbox.
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Individual sales item categories will be enabled, select the checkbox(es) beside the sales item categories that should be associated with the department.
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Select Save & Exit
To Set Minimum Threshold Amount
To prevent every transaction that takes place to be eligible for a survey, the minimum threshold amount can be set up.
Example $20.00, if a member spent $5.00 they will not be updated to MemberInsight to be eligible to receive a survey.
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Find the row to specify sales items and select funnel icon under Filters Column.
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Minimum Threshold Amount
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Select Save & Exit.