Campaign Rulebook feature allows you to also define a set of conditions under which a customer survey prints. For example, when a guest purchases a minimum of $10.00 from the Food category, the designated customer survey prints on their guest check. You can also stipulate that a specific comp or promo cannot be applied to the guest check for the customer survey to print. In the Customer Survey function, a new choice, All, is available for Day part 1' on the Survey tab under the Day part/frequency setup' group bar. Selecting All ensures the survey prints for all day parts and removes the remaining day part' and frequency' options. When using Campaign Rulebook to set conditions under which a survey prints, you must use the Event Schedule function to activate the campaign and kick off the survey.

To define conditions under which a customer survey prints:

• Select Maintenance > Guest Experience > Campaign Rulebook.
• Click New and accept the system assigned number or click the ellipsis (...) next to 'Number' to display the Number Assignment dialog box, from which you can choose an alternate number.
• Under the 'Identification' group bar on the Campaign Rulebook tab, type a name for the campaign, such as 'Guest Appreciation.'
• Under the 'Settings' group bar, clear Apply action repeatedly if condition is met more than once, if you create a campaign that allows a guest to receive the reward for each valid occurrence of the campaign conditions on a guest check. For example, in a campaign that stipulates a 'Free Taco' voucher prints when a guest orders an entrée and a drink, if a family orders a burrito platter, an enchilada platter, and two drinks, valid conditions exist on the guest check for the guest to receive two Free Taco' vouchers.
• Type 0 (zero) to apply the action unlimited times, or specify a number to limit the number of times to apply the action.
• Continue to the next procedure.

To establish the conditions under which to print the customer survey:

• Select the Rules tab.

  

• Under the Campaign Rules' group bar, click Add. The Rule' appears in red text until you add a condition or action to the campaign rule, at which time the rule appears in green text.

• To create a condition based on the category from which a guest makes a selection, on the Conditions tab located to the right, click the 'Add' drop-down arrow, select Category as the type, and click OK. The 'Category Condition' group bar appears.

  a. Click Add to add a blank record.

  b. Click the drop-down arrow and select the category from which a guest must make a purchase to receive the survey.

  c. Type the minimum amount the guest must purchase from the selected category before receiving the survey in 'Sales threshold.' Zero (0.00) is a valid amount. For example, you can stipulate a guest must purchase at least $50 from the FOOD category before receiving the survey.

• To create a condition based on the check total, on the Conditions tab located to the right, click the 'Add' drop-down arrow, select Check total as the type, and click OK. The 'Check total Condition' group bar appears.

  a. Click Add to add a blank record.

  b. Type the amount of the check total the guest must purchase before receiving the survey.

• To stipulate a comp that cannot be included on the check, on the Conditions tab located to the right, click the Add' drop-down arrow, select Comp as the type, and click OK. The 'Comp Condition' group bar appears.

  a. Click Add to add a blank record.

  b. Click the drop-down arrow and select the comp to exclude, such as 'Mngr Comp' or 'Employee Meals,' setting the condition that if the related comp appears on the guest check, the guest does not receive the survey.

• To stipulate a promo that cannot be included on the check, on the Conditions tab located to the right, click the 'Add' drop-down arrow, select Promo as the type, and click OK. The 'Promo Condition' group bar appears.

  a. Click Add to add a blank record.

  b. Click the drop-down arrow and select the promo to exclude, such as 'Free Med Fries' setting the condition that if the related promo appears on the guest check, the guest does not receive the survey.

• Continue to the next procedure.

To establish the customer survey to print for the campaign:

• Select the Actions tab, located to the right of the Conditions tab.

  

• Click the Add drop-down arrow under the Actions group bar, select Print survey as the type, and click OK. The 'Print survey' group bar appears.

  a. Click Add to add a blank record.

  b. Click the drop-down arrow and select the survey you created earlier. The completed rule appears under the 'Campaign Rules' group bar, allowing you to review your selections.

• Click Save and exit the Campaign Rulebook function.

Continue to "Activating a campaign."