How to use the Point of Marketing Tool?

Overview
The Point of Marketing (POM) online platform is a responsive, cross-platform tool designed for managing customer loyalty programs. This web-based application allows merchants to process transactions, manage customer accounts, and handle reward redemptions efficiently.

Key Features
- Customer lookup and enrollment
- Transaction processing
- Reward redemption management
- Points tracking
- Customer profile management
- Mobile/tablet compatibility

Accessing POM
1. Visit pwm.getdriver.com
2. Enter your provided login credentials
3. Optional: Install as a mobile/desktop app through Chrome for easier access

Installing as an App
1. Look for the install icon in your browser
2. Click "Add to Home Screen"
3. The POM icon will be added to your device's home screen
4. Access the app directly from this icon for fullscreen mode

Core Functions

1. Customer Management

Looking Up Customers
- Search by:
  - Phone number (recommended primary method)
  - Email address
  - Card number
  - First/Last name
- Start typing to see matching results
- Select the correct customer from the displayed matches

Enrolling New Customers
While manual enrollment is possible through POM, it's recommended to have customers self-enroll through:
- Scanning in-person marketing materials
- Using the PWA (Progressive Web App)
- Following sign-up links

If manual enrollment is necessary:
1. Enter the customer's phone number
2. Click "Enroll"
3. Fill in required information:
   - First Name
   - Email Address
   - Birthday (Month/Day)
4. Click "Save"

Editing Customer Information
1. Look up the customer
2. Click the "Edit" button
3. Update necessary fields
4. Click "Save"

2. Transaction Processing

Adding Points/Sales
1. Search for and select the customer
2. Enter the transaction amount
3. Select "Sale" (default) or "Gift"
4. Click "Add Sale"

Redeeming Rewards
1. Look up the customer
2. Select the reward from the available rewards list
3. Enter the final sale amount (after discount)
4. Click "Add Sale"
5. To cancel a reward selection, click the yellow "REDEEMING" box

3. Configuration Options

Access configuration through the white icon in the upper-right corner:

1. Enable Clerk ID
   - Recommended for tracking transactions by employee

2. Transaction Type
   - Default: Transactions in dollars
   - Optional: Switch to points-only tracking

3. Points Redemption
   - Enable flexible point redemption without certificates
   - Most merchants leave this disabled

4. Account Fields
   - Customize customer information fields
   - Default required fields:
     - First Name
     - Email Address
     - Phone Number
   - Optional fields available

Best Practices
1. Keep POM open during business hours for quick access
2. Use multiple devices if needed (e.g., separate tablets for different sections)
3. Prioritize customer self-enrollment over manual entry
4. Use phone numbers as the primary lookup method
5. Maintain one phone number per account unless specifically sharing between couples
6. Process transactions promptly to ensure accurate point tracking

Troubleshooting
- If a transaction fails, the screen will remain open to correct any issues
- Use the "Back to Search" button to return to the main screen
- For unsuccessful transactions, verify:
  - Correct customer selection
  - Valid transaction amount
  - Proper reward selection
  - Active internet connection

Support
For additional assistance or technical support, contact your DRYVER Loyalty representative.