Below is a step by step walkthrough with pictures for setting up Piphany with LoyalShops AutoPunch. This process requires a Loyalty Rewards Pro account
and a Gmail Email address.
The email you use for Piphany receipts to be received and your LoyalShops EMAIL MUST BE THE SAME (passwords do not need to be the same). If you need to change the LoyalShops email, do so in Settings / User Settings. Save Settings, log out and log back in with the new email address. This is how we know that the customer receipts are yours.
Here we will walk you through setting up Auto Forwarding of Consultant Consumer Emails with Gmail.
A) Login to your Gmail account, then choose the Gear (1) Then Settings (2):
B) Click on (3) Forwarding and POP/IMAP, then click on (4) "Add a forwarding address"
Click on Proceed (6) to accept email@example.com as a potential forwarding address. It may look like you may forward all your email by choosing this option, but actually, these steps are just an authorization to forward emails once approved. It will still be disabled after this step is completed and you have full control over what is forwarded.
Under most situations, we will try and approve these within 30 minutes as this approval step is a manual process on the LoyalShops side, but hey, if it's the middle of the night, we have to sleep sometime ;) So give us up to 12 hours to approve auto-forwarding. This approval process has to be approved, before continuing. As soon as we approve, we will send you an Approved AutoPunch email stating so, then you can proceed to the next step.
This is what the screen will look like once it's approved (8). PLEASE INSURE "Disable forwarding" is set (8). This step just enables the ability to forward mail, in the next few steps we will tell Gmail exactly what type of mail to forward as we only want to forward receipts. You do not need a Confirmation Code.
E) Telling Gmail to Send just the Piphany Receipts
We now want to look at the Gmail Top Menu Options and click on "Filters and Blocked Addresses" (9).
Now, in the Filters menu,
click on "Create a new filter" (10).
F) To to the entry box "Has the words" (11) and type exactly "You Have a New Order!"
Then, click on the "Create filter with this search"
G) We are in the home stretch! Find the Forward it to: and click the Forward button and choose from the dropdown menu, firstname.lastname@example.org (13). Then, finally choose the "Create Filter" button (14).
H) You should now see in the Filters Menu: Matches: "Customer Order Completed"
If so, you are now setup to receive Auto Punches from Gmail - CONGRATS!!!
If you run into issues, please look at these screens from top to bottom, when you find the first place where your screens do not look like yours, then send us an email and a description of the issue you're encountering and we will help you. We find that often in Step F, that customers put additional content in the From, To and Subject boxes that cause trouble. We also see that in step 8 people often put Forward a copy too - and thus send all their email to us. These issues may cause the forwarding to fail.