gift, rewards and loyalty program...all subscription fees will be automatically deducted from either...

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GIFT, REWARDS AND LOYALTY PROGRAM Loyal Patron offers a myriad of loyalty engagement services all accessible from a single logon ID. It’s the most robust gift and loyalty program in the market today that allows your business to operate a simple gift and cash back rewards program with immediate real-time redemption your cus- tomers will LOVE with automated event triggers that send messages out throughout the year on auto-pilot. It’s super easy, super-fast and patrons can activate their account on the spot within seconds from their mobile phone. You can run Loyal Patron with OR without plastic cards and with OR without POS system integration. Basic Features Include: Gift card processing, cash back rewards and/or widget (“Games”, “Appetizers”) applications simultaneously on the same card or cardless ID. Unlimited transaction processing. No per swipe or per transaction fees ever. Automated email marketing that sends thank you notes the day after a visit and sends special birthday and anniversary bonuses on AUTO-PILOT. Set it and forget it. Mobile keyword for enrollment by texting with up to 1000 texts included at no extra charge. Unlimited database building with authentication of email addresses and mobile phone numbers. Promotions module for creating DOUBLE and TRIPLE cash back rewards days during select time periods. Daily reconciliation and fraud monitoring emails to authorized users. Private-labeling of your business website to enable patrons to activate accounts and login through YOUR website. Advanced Features Include: Enhanced automated email marketing templates for major holidays (St. Patrick’s Day, Mother’s Day, Cinco de Mayo, Black Friday, Happy New Year, etc.) days since last visit and other strategic promotions. Traditional email marketing for creating and sending custom HTML email campaigns to customers with unlimited campaign sends. Membership marketing module to segment groups of customers differently and drive insane frequency. Mobile marketing module for creating and sending text campaigns. Cause Marketing module that connects merchants with local non-profits to drive business and donations with 100% accountability and transparency. $99 down, $99/month. No term commitment. Start building your digital database without paper forms. Get started in 15 minutes. Call today! * Advanced modules available for subscription upgrade. Inquire for details. As low as www.loyalpatron.com Phone: 800.978.1338 x1

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Page 1: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty

GIFT, REWARDS AND LOYALTY PROGRAMLoyal Patron offers a myriad of loyalty engagement services all accessible

from a single logon ID. It’s the most robust gift and loyalty program in the

market today that allows your business to operate a simple gift and cash

back rewards program with immediate real-time redemption your cus-

tomers will LOVE with automated event triggers that send messages out

throughout the year on auto-pilot. It’s super easy, super-fast and patrons

can activate their account on the spot within seconds from their mobile

phone. You can run Loyal Patron with OR without plastic cards and withOR without POS system integration.

Basic Features Include:• Gift card processing, cash back rewards and/or widget (“Games”, “Appetizers”) applications simultaneously on the

same card or cardless ID.

• Unlimited transaction processing. No per swipe or per transaction fees ever.

• Automated email marketing that sends thank you notes the day after a visit and sends special birthday and anniversary

bonuses on AUTO-PILOT. Set it and forget it.

• Mobile keyword for enrollment by texting with up to 1000 texts included at no extra charge.

• Unlimited database building with authentication of email addresses and mobile phone numbers.

• Promotions module for creating DOUBLE and TRIPLE cash back rewards days during select time periods.

• Daily reconciliation and fraud monitoring emails to authorized users.

• Private-labeling of your business website to enable patrons to activate accounts and login through YOUR website.

Advanced Features Include:• Enhanced automated email marketing templates for major holidays (St. Patrick’s Day, Mother’s Day, Cinco de Mayo,

Black Friday, Happy New Year, etc.) days since last visit and other strategic promotions.

• Traditional email marketing for creating and sending custom HTML email campaigns to customers with unlimited

campaign sends.

• Membership marketing module to segment groups of customers differently and drive insane frequency.

• Mobile marketing module for creating and sending text campaigns.

• Cause Marketing module that connects merchants with local non-profits to drive business and donations with 100%

accountability and transparency.

$99 down, $99/month. No term commitment.Start building your digital database without paper forms.

Get started in 15 minutes. Call today!

* Advanced modules available for subscription upgrade. Inquire for details.

As low as

www.loyalpatron.comPhone: 800.978.1338 x1

Page 2: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty

Loyalty Account Registration

Complete this easy form to unlockrewards and get an instant $5.00

bonus!

First Name:*

Last Name:*

Password:*

Verify Password:*

Email:

Mobile:*

Card ID:

From the back of physical card, if available.

BBQ Spare RibsJoes Favorites:

OctoberBirthday:

6

...

4 6

Get $10.00 on your birthday!

Anniversary:

Get 2 Appetizers on your anniversary!

Register

Mary

Smith

******

******

[email protected]

858-978-5645

May 6 23 6

Page 3: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty
Page 4: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty

I. CLIENT INFORMATION (PLEASE PRINT CLEARLY AND LEGIBLY)

LOYAL PATRON MERCHANT AGREEMENTThank you for your interest in Loyal Patron. Please fill out the information belowand FAX the next 3 pages back to 612.486.9225 (no cover sheet needed). Call800.978.1338 x1 or email [email protected] with questions.

DBA Business Name Location ______ of ______

Address

Main Contact Name Business Phone

Email Address Website Address

II. EQUIPMENT AND COMMUNICATIONSPlease indicate how the merchant would like to process gift and rewards transactions.

PLEASE CHECK ONE BOX: Internet Terminal (Web Browser Processing) 5 Existing VeriFone Omni 5 Existing Hypercom Terminal 5eMobilePOS 5 Micros 3700 5 POSitouch 5 New Dual Com CC Terminal 5 iPad 5

How does the site currently process credit cards? Existing Credit Card Terminal 5 POS Software 5

III. BILLING INFORMATIONAll subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty processing services. All future products and services ordered (e.g., plastic card reorders, upgraded mobile marketing package, full service email marketing design), will be billed to the account on file upon request.

# of Standard Cards: + # of Fundraising Cards: = Total Card Volume:

CHECK ALL ADVANCED MODULES DESIRED: Starter Package Cost:

+ Add. Equipment Fee: $

= Total Setup Fees: $

Subscription Fee:

Term Length: Month to Month

Startup Package Costs Financed Through: Credit Card 5 Direct Debit 5 Check 5

CREDIT CARD BILLING INFORMATION5 American Express

5 VISA

5 MasterCard

5 Discover

Card Number: Expiration Date:

Cardholder Name:

Billing Address (if different from above):

DIRECT DEBIT CHECKING ACCOUNT INFORMATION

Depository (Bank) Name Bank Routing (ABA) Number

Bank Address Account Number

5 No cards needed. I’m running cardless.

5 Automated Email Marketing (Full List)

5 Traditional Email Marketing

5 Fundraising / Cause Marketing

5Membership Marketing

5Mobile Marketing Included Mssg: _______/mo. Overage: _______/text

Page 5: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty

LOYAL PATRON MERCHANT AGREEMENT

Email Marketing: Record the FROM email address in the space provided (i.e., [email protected]). This email address will be used to identify the sender when sending traditional email marketing campaigns.

________________________________________________________________

Mobile Registration and Marketing: Enter desired keyword patrons will text to 55678 to register their loyalty account. 8 characters max. Keywords subject to availability.

1st Choice ________________ 2nd Choice ________________ 3rd Choice ________________

Widgets Currency (Optional): Add a 3rd ‘widget’ balance to the transaction receipt that enables loads and redemptions of items for promotional use (e.g., “Lunches”, “Appetizers”, “Games”, “Haircuts”). NOTE: Widgets are not supported through Micros or POSitouch POS systems.

Record name of widget here: _____________________________________

Activation Bonus (Highly Recommended): Record an activation bonus your patrons will receive immediatelyupon activating their loyalty account (e.g., $5 , $10, 2 Games, 1 Appetizer)

Bonus: $_______ Fixed Reward ($X.XX) OR _______ Widgets (# such as 1 or 2)

Bonus Expires After (Check One): 5 30 Days 5 60 Days 5 90 Days 5 Never

Birthday Bonus (Highly Recommended): Record a birthday bonus your patrons will receive immediately upon activating their loyalty account (e.g., $5 , $10, 2 Games, 1 Appetizer)

Bonus: $_______ Fixed Reward ($X.XX) OR _______ Widgets (# such as 1 or 2)

Bonus Expires After (Check One): 5 30 Days 5 60 Days 5 90 Days 5 Never

Anniversary Bonus (Highly Recommended): Record an anniversary bonus your patrons will receive immediately upon activating their loyalty account (e.g., $5 , $10, 2 Games, 1 Appetizer)

Bonus: $_______ Fixed Reward ($X.XX) OR _______ Widgets (# such as 1 or 2)

Bonus Expires After (Check One): 5 30 Days 5 60 Days 5 90 Days 5 Never

IV. CONFIGURATION OPTIONS

If printing a plastic card(s) please check one box:5 Create a new design off my logo and color scheme. 5 I have my own artwork and will send file by email. 5 I don’t have a logo but need help designing a card. Just come up with something.

Send all logos, related images and special instructions to [email protected]

V. PLASTIC CARD DESIGN (OPTIONAL)

Page 6: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty

LOYAL PATRON MERCHANT AGREEMENTENTIRE AGREEMENT — PLEASE READ CAREFULLY — THIS CONSTITUTES A LEGAL CONTRACT

KEY DEFINITIONS—For purposes of this agreement, the following terms have been defined:A) Loyal Patron Marketing Services— Comprises the following: 1) Merchant’s ability to log onto its account on the Loyal Patron website for loyaltyprogram management functions, (2) Electronic interfaces for processing gift and loyalty transactions, and (3) Consumers’ (Patrons’) ability to useLoyal Patron Marketing Services to register and activate accounts, check balances, update profile information, etc.B) Loyal Patron, LLC — The company that owns and manages the Loyal Patron program and brand, including service and copyrights, gift/loyaltyactivation processes, and online reporting interfaces. This term also includes physical offices and the Internet website at www.loyalpatron.com.

I. PRIVACY & ANTI-SPAMMING POLICY: Merchant understands that Loyal Patron will be collecting demographic data of Merchant’s own customersduring the account activation process on merchant’s behalf. Loyal Patron complies with all anti-spam regulations and industry best practices and offersconsumers the ability to adjust privacy settings and opt-in or opt-out out of any communications initiated by either Merchant or Loyal Patron at any time.Loyal Patron safeguards customer data for Merchant use only and will NEVER rent nor sell the data to any 3rd party.

III. INDEMNIFICATION: Loyal Patron will not be liable for any damages Merchant may suffer arising out of acts of God, use or inability to use,Loyal Patron Marketing Services (i.e., unforeseen Internet or website outages) or related products unless such damages are caused by an intentionaland willful act of Loyal Patron. Loyal Patron will indemnify and hold Merchant harmless against any claims or demands by any third party that anyuse of software provided by Loyal Patron to Merchant hereunder infringes any U.S. copyright or patent. Except for such indemnity, Merchantagrees to indemnify Loyal Patron harmless against any claim or demand by any third party due to or arising out of the use by Merchant of LoyalPatron Marketing Services and related products provided hereunder. Merchant shall be liable for and shall indemnify and defend Loyal Patron fromand against any claims in anyway arising from or related to (i) the alleged infringement of patent, trademark, design, copyright or any other intellectualproperty rights in relation to Merchant’s use of the services and (ii) Merchant’s use or inclusion of any information, photographs, art work or othercontent (including without limitation claims based on invasion of privacy, right of publicity, the Communications Decency Act of 1996, obscenity orpornography, and the violation of any states or ordinances or other laws).

II. TERM, AUTO-RENEWAL AND TERMINATION: This Agreement will run from month-to-month and can be terminated at any time for any reasonwhatsoever with 30 days prior written notice.

V. ACH DEBIT OR CREDIT CARD BILLING AUTHORIZATION: Merchant hereby authorizes Loyal Patron in accordance with this Agreement to billfees to a valid credit card or initiate debit/credit entries to Merchant’s checking account as indicated in the Billing Section above. Unless otherwiseagreed, Merchant authorizes Loyal Patron to electronically bill Merchant's account on file for the cost of terminal processing equipment, creativeservices, mobile text upgrade packages and related services except plastic card reorders. For plastic card reorders, Merchant authorizes LoyalPatron to bill a 50% deposit upfront to Merchant's account on file with remaining 50% billed upon delivery. This authority shall remain in full forceand effect until (a) Bank/Loyal Patron has received written notification from Merchant of its termination in such a manner as to afford Bank / LoyalPatron reasonable opportunity to act on it, and (b) all obligations of Merchant to Bank/Loyal Patron that have arisen under this Agreement havebeen paid in full. There are NO REFUNDS on any portion of plastic card orders or reorders.

MERCHANT AGREED AND ACCEPTED: I have read and agreed to the terms of this agreement. The officer(s) identified have the authority to executethis Service Agreement with LOYAL PATRON on behalf of the corporation or LLC, if applicable.

X_________________________________________________________________ _______________________________________________________________Authorized MERCHANT or Officer Signature Date

IV. ONLINE USE AND ADVERTISING WAIVER: Merchant acknowledges that Online use and related products and services provided under thisAgreement may require registration and related administrative reports which are public in nature. In addition Merchant agrees Loyal Patron mayinclude its name in any published listing or advertisement of Loyal Patron Merchants.

VI. FINAL AGREEMENT: This Agreement, together with any Addenda, constitutes the entire agreement of the parties with respect to the servicesand products provided hereunder and supersedes any prior agreements. These terms and conditions shall prevail notwithstanding any different oradditional terms and conditions in any forms provided by Merchant. No waiver of any rights hereunder shall be deemed to be a waiver of the sameright on any other occasion. This section of the Agreement shall be governed by the laws of the State of Pennsylvania without regard to conflicts oflaw principles.

Page 7: GIFT, REWARDS AND LOYALTY PROGRAM...All subscription fees will be automatically deducted from EITHER your checking account OR credit card on a monthly basis for your gift and loyalty