SAP Mobile Consumer Assistant by GK - Whitelabel App User Guide

Transcription

1 SAP Mobile Consumer Assistant by GK SAP Mobile Consumer Assistant by GK - Whitelabel App User Guide Version: 6.9.7

2 Copyright 2018 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. 1. You may not use the SAP Material for a purpose competitive with SAP or its products unless otherwise clearly permitted by applicable law. 2. You may not use the SAP corporate logo. 3. No use of other SAP trademarks is granted under this section. For information regarding use of SAP trademarks, see SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.

3 Contents General... 7 About GK... 7 SAP Mobile Consumer Assistant by GK platform - Loyalty and customer information... 7 Installation Guide and availability... 7 ios SAP Mobile Consumer Assistant by GK app Installation Guide... 8 Android SAP Mobile Consumer Assistant by GK app Installation Guide Links Open the app for the first time Mainscreen tab Shop Finder Offers and Flyers Self Scanning Loyalty points and bonus status Loyalty tab...29 Coupons Gift certificates Stamp cards Redeem coupons and Mobile Payment tab...38 Shopping list tab More tab News Links and services Digital Receipts Scanner Reset Login and registration... 46

4 Additional function overview App Teaser Linked Push Notifications Statistics List of abbreviations... 53

5 List of Illustrations Figure 1 ios app Installation: Open Xcarchive [01]... 8 Figure 2 Enterprise distribution [02]... 9 Figure 3 Select certificate [03]... 9 Figure 4 IPA file saving [04]... 9 Figure 5 IPA file in list [05] Figure 6 IPA installation with Xcode [06] Figure 7 ios SAP Mobile Consumer Assistant by GK application start [07] Figure 8 Airsign - tab properties [08] Figure 9 Airsign - tab distribution [09] Figure 10 ios SAP Mobile Consumer Assistant by GK application start [07] Figure 11 Android settings - Security [10] Figure 12 Android SAP Mobile Consumer Assistant by GK app installation [11] Figure 13 Android SAP Mobile Consumer Assistant by GK application start [12] Figure 14 Mainscreen in the mobile application [13] Figure 15 Marketing Hub - Creation of a shop [14] Figure 16 Shop Finder in the mobile application - list of findings, map with shops and shop details [15] Figure 17 Marketing Hub - Creation of an offer [18] Figure 18 Offers and flyers in the mobile application [19] Figure 19 Self Scanning [22] Figure 20 Shop meta information for Self Scanning [25] Figure 21 Marketing Hub - Loyalty point settings [26] Figure 22 Detail information about the bonus status and the collected points [27] Figure 23 List of coupons, gift certificates, and stamp cards [28] Figure 24 Marketing Hub - Creation of coupons [29] Figure 25 Marketing Hub - Creation of gift certificates [30] Figure 26 Marketing Hub - Creation of stamp cards [31] Figure 27 Stamp cards in the mobile application [32] Figure 28 Mobile Payment in the mobile application [35] Figure 29 Shopping list in the mobile application [37] Figure 30 More menu of the mobile application [40] Figure 31 Marketing Hub - Creation of news [41]... 43

6 Figure 32 Marketing Hub - Creation of links and structures [42] Figure 33 Digital receipt in the mobile application [43] Figure 34 Marketing Hub - QR code generation [45] Figure 35 Login and registration in the mobile application [46] Figure 36 Marketing Hub - Creation of a full sized teaser [48] Figure 37 Marketing Hub - Creation of a push notification [49] Figure 38 Marketing Hub - Statistics [50] Figure 39 Marketing Hub - Statistics for app starts [51]... 52

7 General 7 General About GK GK SOFTWARE SE is a leading provider of retail applications for real-time Omnichannel businesses. As a part of these applications, the SAP Mobile Consumer Assistant by GK platform provides retailers with powerful customer retention tools. Mobile app users can be addressed with mobile couponing services, mobile payment, and mobile loyalty. SAP Mobile Consumer Assistant by GK platform - Loyalty and customer information This documentation describes functionality and usage of the Whitelabel App. The SAP Mobile Consumer Assistant by GK App is the frontend of the SAP Mobile Consumer Assistant by GK platform on the customer s mobile device. The app enables customers to locate shops, view offers for their favorite shops, collect loyalty points, manages gift cards and coupons, and much more. The integrated Self Scanning feature provides an additional asset - it enables the customer to directly scan each item when adding it to the shopping cart. The cashier can then fetch information on the shopping cart from the customer's mobile device, thus saving the customer a considerable amount of time at the checkout. Note that the functionality of the SAP Mobile Consumer Assistant by GK App must be configured in the Marketing Hub which is the backend of the SAP Mobile Consumer Assistant by GK platform. Within the Marketing Hub, retailers can create all kind of business objects, like offers, coupons etc. You can find more information on how to configure and maintain the separate functions in the Marketing Hub User Guide. Installation Guide and availability The SAP Mobile Consumer Assistant by GK application is available for ios and Android. For both platforms, the applications are native ones. This has the advantage of a native user experience in combination with high performance. This chapter gives a short overview about the requirements of the applications and how to install them on an ios and an Android device. The following requirements must be fulfilled prior to install the applications: ios: o ios version 11.0 or newer o iphone recommended

8 8 General o For installation using a Mac with macos or newer, Xcode 9.3 or newer with installed command line tools. o Optional: Tool AirSign for Mac Android: o Android version 5.0 or newer o Smartphones recommended For installation using PC or Mac, Android developer tools (Android Studio 3.1 or newer) are recommended and an ADB driver is required. ios SAP Mobile Consumer Assistant by GK app Installation Guide Using the GK provisioning profile and certificate The installation of ios applications from XCarchives or IPA files requires a code signing certificate and a provisioning profile. Both can be requested in the Apple Developer Portal [1]. When the certificate and the provisioning profile from GK SOFTWARE SE are used, the installation is pretty easy: Step Description / Screenshot 1 Open Xcarchive with Xcode. Click Export. Figure 1 ios app Installation: Open Xcarchive [01] 2 Select Enterprise distribution method.

9 General 9 Step Description / Screenshot 3 Continue Enterprise distribution without enabling any option. Figure 2 Enterprise distribution [02] 4 Select the given GK certificate and the GK provisioning profile. Figure 3 Select certificate [03] 5 Save the signed IPA file to any folder. Figure 4 IPA file saving [04]

10 10 General Step Description / Screenshot Figure 5 IPA file in list [05] 6 Install IPA with Xcode. Open Xcode. Click in Menu Windows > Devices and Simulators. Select connected ios device where the application shall be installed. Click + Button and select the saved IPA (from step 5) to install it. Figure 6 IPA installation with Xcode [06] 7 Trust GK SOFTWARE SE as app distributor on ios device. On ios device, open ios settings > General > Profiles & Device Management. Click on GK Software and verify the SAP Mobile Consumer Assistant by GK app

11 General 11 Step Description / Screenshot 8 Start the application Figure 7 ios SAP Mobile Consumer Assistant by GK application start [07] Using any provisioning profile and certificate A second option to install the application is using another certificate and provisioning profile. Note that an Apple developer account is required to create certificates and profiles for ios applications [1]. In addition, some basic experience with ios code signing is recommended. Since the certificate to sign any ios application is linked to a unique bundle identifier, this identifier must be changed when another certificate is used. There is a manual way to change the bundle identifier [2] and a way using the third party tool AirSign [3] (recommended).

12 12 General Manual changing Bundle identifier 1 Prepare the application: Right-click on your.xcarchive file and select Show package contents. Go to Products/Applications and drag the app to any folder; navigate to this folder. Using AirSign App 1 Prepare the application: Right click on your.xcarchive file and select Show package contents. Go to Products/Applications and drag the app to any folder; navigate to this folder Create a folder "Payload" and move the.app folder into this folder Right-click on Payload and select Compress to Zip Change file extension from *.zip to *.ipa 2 Remove the old code signature Open macos terminal, navigate to the folder of the application. Enter the following (Instead of MyApp.app enter the name of the SAP Mobile Consumer Assistant by GK App) rm -r Payload/MyApp.app/_CodeSignature 2 Open Airsign and afterwards the IPA file. Figure 8 Airsign - tab properties [08] 3 Change the bundle identifier: Open Info.plist (inside the.app folder). Change the CFBundleIdentifier to the new bundle identifier. 3 Enter new Bundle identifier. 4 Copy in the new Provisioning profile: Remove embedded.mobileprovision within the.app folder. Copy new profile to.app folder, name it embedded.mobileprovision. 4 Switch to tab Code signing. Select distribution type and provisioning profile (both must be installed already on Mac; Distribution type depending on certificate). 5 Sign the package again (running security findidentity will give you a list of identities, from which you can pick the one you want): codesign -f -s "iphone Distribution: A Developer (YLDDA23U7G)" Payload/MyApp.app 5 Switch to tab Distribution. The "Save as.ipa file" option saves the new package Note: In the macos keychain, the full name of the certificate is displayed.

13 General 13 Manual changing Bundle identifier Using AirSign App Figure 9 Airsign - tab distribution [09] 6 Zip the app up again: Create folder "Payload", move.app folder into this folder. Right-click on Payload and select Compress to Zip. Change file extension from *.zip to *.ipa. 6 Install using step 6 of chapter Using the GK provisioning profile and certificate 7 Install using step 6 of chapter Using the GK provisioning profile and certificate Note: In case of entitlements issues, an entitlements file must be defined during code signing. [2]

14 14 General Manual changing Bundle identifier Using AirSign App 8 Start the application. Figure 10 ios SAP Mobile Consumer Assistant by GK application start [07] Android SAP Mobile Consumer Assistant by GK app Installation Guide The installation on the SAP Mobile Consumer Assistant by GK application on an Android device can be done in some fast steps, which are described here.

15 General 15 Step Description / Screenshot 1 Allow installation of application from unknown sources: Navigate to the Android settings > Security. Enable the option "Unknown sources" in the Device administration section. Figure 11 Android settings - Security [10] 2 Open the APK file link in the browser of the Android device and allow the browser to download the APK.

16 16 General Step Description / Screenshot 3 When the APK was downloaded, click on it and install. Note: When installation is not possible by default, a third party tool might be necessary [4]. Steps 1-3 might be repeated afterwards. Figure 12 Android SAP Mobile Consumer Assistant by GK app installation [11] 3a Note: It is also possible to copy the SAP Mobile Consumer Assistant by GK app manually to the Android device. This will replace the steps 2-3: Connect Android device to PC/Mac via cable (adb driver must be installed; Android Developer tools recommended). Set up Android device to transfer files after it is connected. Install Android file transfer app and open it. [5] Copy the SAP Mobile Consumer Assistant by GK app APK file to the Download folder of the Android device. Install an APK install tool on Android device. [4] Open APK install tool, navigate to SAP Mobile Consumer Assistant by GK APK file in Download directory, and install it.

17 General 17 Step Description / Screenshot 4 Start the application. Figure 13 Android SAP Mobile Consumer Assistant by GK application start [12] Links [1] [2] [3] [4] [5]

18 18 Open the app for the first time When the SAP Mobile Consumer Assistant by GK application is started for the very first time after installing it, it requests the customer to log in with a username and a password. If the customer does not have an account at the SAP Mobile Consumer Assistant by GK platform yet, he/she also has the option to register a new account. The SAP Mobile Consumer Assistant by GK application is communicating to the SAP Mobile Consumer Assistant by GK Beta system by default which can be used to present the full functionality of the SAP Mobile Consumer Assistant by GK platform. To avoid free access of any customer to this platform, the login is presented. After the account registration, an is sent out to the customer with an activation link. When clicking the activation link, the browser might ask for a username and password - the SAP Mobile Consumer Assistant by GK Beta system requires a basic authentication for accessing it: valuephone / value.phone More information about the registration can be found in the chapter Login / Registration. In general, the usage of the application is also possible without registration. Not registered customers cannot access all functions of the application, since they are bound to the customer: Coupons / Gift certificates Redeem coupons / Mobile Payment Loyalty points / Bonus status Digital receipts User information Stamp cards usage The following functions are available without registration: Shop finder Offers / Flyers Stamp cards (view only) Shopping list News Links and services App scanner Push notification App Teaser

19 19 Mainscreen tab This chapter gives an overview about the mainscreen of the application. The mainscreen contains the most important information for the customer: the next or the favorite shop of the customer the most popular offers which are available in the selected shop an access point to the Self Scanning function bonus status and loyalty points of the customer Each of these functions can be used by the customer as an entry point to the according details. Figure 14 Mainscreen in the mobile application [13]

20 20 Shop Finder The Shop Finder allows the customer to search shops in the surrounding area or by any search string. The module can be accessed by clicking the edit icon right to the selected favorite shop on the mainscreen. Shops are the basic element for many main functions, since these are depending on the shops. Offers, coupons, and so on are shop-dependent and might differ between the shops. So before the application can display the content, a shop must be defined. Typically, the mobile application asks the customer to allow the location usage at the first app start. In case of agreement, the location is used to look for the nearest shop in the surrounding area which will then be displayed on the mainscreen. Afterwards, additional content can be loaded for this shop. In case the customer does not allow the location usage, the shop must be defined manually using the shop finder. The usage of the shop finder is simple: When the shop finder is opened by the customer, 25 shops are searched in the surrounding area automatically. On the top of the screen, keywords can be entered into a search bar to perform any search by name. On clicking the search button, the app displays matching shops by name, street, and also city name. The results are displayed in a plain list and show the name and the address of the shop. A button in the bottom right area of the screen can switch between the list of results and a map view. By switching to the map, the resulting shops are displayed as small map annotations. In both presentation types - list and map - the customer can click on a shop to display detailed information about it, like shop image, description, opening hours. In addition to all detail information, the shop can be set as the favorite shop on the mainscreen for which the content (offers etc.) should be loaded. As with every other business object, shops can be created and maintained in the SAP Mobile Consumer Assistant by GK Marketing Hub. Shops - available fields (simplified) Field Name Store group Description Name / Title of the shop Group that shop belongs to - groups can be set up in a separate mask of the Marketing Hub Phone number Phone number of the shop - displayed to the customers of the app to getting in contact with the shop Fax number Website Fax number of the shop - displayed to the customers of the app to getting in contact with the shop Website of the shop - displayed to the customers of the app to getting in contact with the shop

21 21 Field Description Opening hours Opening hours of the shop (one field which can contain the openings of all days of the week) Long description Additional information that is shown to the customer (for example, parking options) Couponing Payment Street and number Describes whether customers can use the couponing function in this shop (redeem coupons and gift certificates) Describes whether customers can use the mobile payment function in this shop Address information of the shop ZIP code City Latitude Longitude Metadata Images Address information of the shop Address information of the shop Geo coordinate of the shop - makes it possible to display the shop in the map and maybe provide a navigation function Geo coordinate of the shop - makes it possible to display the shop in the map and maybe provide a navigation function Key-value-based meta information which can be used for additional information (for example, the URL to reach the POS Service during Self Scanning) Images of a shop Figure 15 Marketing Hub - Creation of a shop [14]

22 22 Figure 16 Shop Finder in the mobile application - list of findings, map with shops and shop details [15] Note: The shop search in general depends on the region which is defined on the mobile device. Only for the defined country, shops are searched and displayed. Offers and Flyers Offers and flyers are a major feature to address customers from retailer's perspective. On the main screen of the customer application, the first offers of the first offer group are displayed. As many other business objects, offers are dependent on the selected shop - each shop can have different offers. The offers are shown in a carousel and the customer can swipe through them. Clicking an offer will navigate directly to the details of the selected offer. To see all offers, the icon in the top-right position of the offer carousel can be clicked. In this case, the customer is forwarded to a list view where the offers are sorted by category. Clicking the offer will again forward the customer to its details - in the same way as it is done when clicking the offer directly on the main screen. The detail view of an offer shows the customer all necessary information of it. Typically, these are discount information (the offer is cheaper than in normal case), descriptions about the offer and

23 23 information about how long the offer will be valid. Also image information is displayed here. In addition, the customer has the possibility to add the offer to the shopping list. Offers can be generated in the Marketing Hub. All offers have a valid date, so it is possible to create them in the Marketing Hub and define a starting date when they shall be displayed in the mobile application. Offers - available fields Field GTIN / Article number Description EAN or article number of the offer. Not displayed in the mobile application. Position Name Offer group Description Unit Optional field to assign an order for the offers (position of displaying them in the mobile application) Title of the offer Group to which the offer is assigned. Using offer groups gives a better overview to the customers. Short description of an offer - this can contain, for example, technical details The unit contains information about the quantity of the offer, for example, piece. Suggested price Normal price of the offer Offer price Reduced in % Show from Show till Valid from Valid till Price prefix Price suffix Basic price Footer Hotline Current (discount) price of the offer Percentual reduction of the offer Start time when the offer shall be presented in the mobile application End time of presenting the offer in the mobile application. This field can be used when the offer shall no longer be displayed to the customer, even if it is still valid. Real start time from when the offer is valid Real end time when the offer expires Prefix - shown in front of the price Suffix - shown behind the price Price of a basic unit (for example, 100 g = 1.99 ); Used that the customer is able to compare prices in an easier way. Text that is shown below the offer Phone number that is displayed to the customer to receive any support

24 24 Field Image Offer link Shops Description Image of the offer This can contain a link to, for example, online shop to provide the customer additional offer information. List of shops where the flyers (and the linked offers) are valid/available Figure 17 Marketing Hub - Creation of an offer [18]

25 25 Figure 18 Offers and flyers in the mobile application [19] Other ways of displaying offers are flyers. Usually, flyers are the print representation of the retailers and contain all offers. From a technical perspective, flyers are just images. Flyers can be, like offers, created in the Marketing Hub. When flyers are available and valid, the mobile app will display a button in the offer list view to switch to the flyers. Each flyer can have multiple sub pages within the customer can select, scroll, and zoom. Flyers - available fields Field Name Show from Description Title of the flyer. The name is not displayed in the mobile application. Start time when the flyer should be presented in the mobile application Show till End time of presenting the flyer in the mobile application. This field can be used when flyers should no longer be displayed to the customer, even if they are still valid. Valid from Real start time from when the flyer and the linked offers are valid Valid till Real end time when the flyer and the linked offers expire

26 26 Field Images Shops Description List of flyer images (typically in high resolution) List of shops where the flyers (and the linked offers) are valid/available Self Scanning A central function of the mobile application is the Self Scanning functionality. Self Scanning means that customers can scan item barcodes in a shop using the camera of their own mobile devices. Each item that the customer adds to the shopping cart is scanned. After scanning the item, the mobile application immediately displays item and the price information. When the customer scanned all items, the transaction can be paid directly - an additional scan of all the items by the cashier is not necessary. For this purpose, the mobile app creates a QR code which is displayed to the customer. By scanning this code, the cashier fetches the shopping cart and thus the amount of money the customer has to pay. The mobile application also provides basic functions to edit the shopping cart. In addition to the scanner function, the customer can change the quantity of existing items and also remove items from the shopping cart. If there are restricted items (age restriction), the customer is also informed about the restriction. From a technical point of view, the Self Scanning function requires the connection to a POS Service which provides all item information and performs the calculation of the shopping cart. The POS Service is typically available when the customer connects to a shop Wi-Fi. The SAP Mobile Consumer Assistant by GK application uses the meta information of a shop to retrieve the URL and all other required information how to reach the POS Service. When the Self Scanning function is not available or the metatags are missing, the app automatically hides the Selfscan button on the main screen. Shop metatags for Self Scanning Metatag name Description Explanation SELFSCAN_ACTIVE TRUE Global status whether Self Scanning is available in the current shop SELFSCAN_URL Url to POS Service Defines how the mobile application can reach the POS Service. Requirement: Both are in the same network OR the POS Service can be reached globally. Sample: SELFSCAN_BUSINESS_UNIT_ID ID of the shop ID of the shop - used for communication with the POS Service Sample: 2621

27 27 Figure 19 Self Scanning [22] Figure 20 Shop meta information for Self Scanning [25]

28 28 Loyalty points and bonus status The SAP Mobile Consumer Assistant by GK platform provides the functionality for customers to collect points for their transaction. Depending on these points, a bonus status is assigned to the customer: Bronze (typically points) Silver (typically points) Gold (typically from 1000 points) In the Marketing Hub, the point calculation can be defined depending on the amount of money that the customer paid for a transaction. The SAP Mobile Consumer Assistant by GK application displays the bonus status directly on the main screen. On clicking the status icon, the app navigates the customer to the details of the current status. The bonus status can be used to assign coupons to customers when they reach a new status. More information about this function and the campaigns of the Marketing Hub can be found in the documentation of the Marketing Hub. Figure 21 Marketing Hub - Loyalty point settings [26]

29 29 Figure 22 Detail information about the bonus status and the collected points [27] Loyalty tab A main function of the SAP Mobile Consumer Assistant by GK platform is loyalty. With this function, customers can get coupons, gift certificates, and digital stamp cards to save money during purchases. All three kinds of business objects are displayed in the Loyalty tab. As on the main screen, the app shows only the first five coupons / gift certificates / stamp cards in a carousel. A click on a specific item navigates the customer to its details. Clicking the icon in the upper right of the carousel will navigate the customer to the list of all coupons / gift certificates / stamp cards. All content within this section is only for customer review. The redemption of coupons / gift certificates or processing of stamp cards is described in the couponing / payment chapter.

30 30 Figure 23 List of coupons, gift certificates, and stamp cards [28] Coupons Coupons are always related to an article - the customer buys an article and receives a coupon for this transaction. The coupons can be a discount of an absolute value (for example $0.50), or a percentage value (for example, 20% off). Coupons can, like all other business objects, be created in the Marketing Hub. The possibilities for creating coupons are quite complex - many special cases, for example, buy 3, pay 2, are possible. This documentation will only describe the main functions and how coupons are displayed in the mobile application. Like most business objects, coupons can be assigned to shops and are only valid within these shops. Coupons - available fields (simplified) Field Coupon Type Description Main type of the coupon, for example, buy x, pay y, or standard

31 31 Field Coupon usage Description Defines how the coupon should be used: Standard > Customer can directly use the coupon after viewing it once. Stamp Cards > The coupon is assigned to the customer when all stamps of a stamp card are collected. Campaign > The coupon is assigned to the customer by a campaign. Headline Coupon group Title Receipt text Description Unit The headline of a coupon. Typically, the headline contains the title and the discount - so it replaces both fields when it is set. Group the coupons should be assigned to Title/Name of the coupon Text that is displayed on the receipt when the coupon was redeemed Details of the coupon, can contain, for example, limitation descriptions or hints about the availability Unit of the coupon Percent Currency (, $,...) New price > the linked article gets a new price which can be defined here Value Show from Show till Valid from Valid till The value of the coupon. This field corresponds to the unit. Sample: Unit "%", value 20 >> 20% off Start time when the coupon shall be presented in the mobile application End time of presenting the coupon in the mobile application. This field can be used when the coupon shall no longer be displayed to the customer even if it is still valid. Real start time from when the coupon is valid Real end time when the coupon expires Max. redemptions per user Defines how often a coupon can be redeemed per user Max. redemptions per receipt Defines how often a coupon can be redeemed per receipt App Activation required Maximum Amount Minimum Product Value Defines whether the coupon can be activated by the customer in the application. The redemption is only possible after activation. Max amount of coupon instances of this type at all Specifies the minimum value (price) of a product the customer added to the shopping cart so that the coupon can be redeemed

32 32 Field Maximum Product Value Minimum Product Units Description Specifies the maximum value (price) of a product the customer added to the shopping cart so that the coupon can be redeemed Specifies the minimum number of product units that the customer has to buy, to get the coupon Maximum Product Units Specifies the maximum number of product units that the customer has to buy to get the coupon Minimum Receipt Value Minimum amount of currency a receipt should have to redeem this coupon Maximum Receipt Value Maximum amount of currency a receipt should have to redeem this coupon User assignment Image Shops Items/Articles Defines how the coupon is assigned to a user - for example, via QR code Image of the coupon List of shops where the coupon is valid/available For each coupon where articles can be defined, the coupon discount should be processed on. Figure 24 Marketing Hub - Creation of coupons [29]

33 33 Gift certificates Another kind of loyalty business object is the gift certificate (or voucher). The main difference to the coupon is that gift certificates have no relationship to any article. They are used for a complete receipt. Gift certificates can be defined as absolute value or percentage gift certificates. In both cases, the receipt amount is used by the POS (Point of Sale) to calculate the discount value. As for the coupons, many parameters define how the gift certificate will work. This documentation will give just a short overview about these possibilities. Gift certificates are shop-dependent, like the most other business objects. Gift certificates - available fields (simplified) Field Voucher Type Description Defines how the gift certificate should be used: Standard > Customer can directly use the coupon after viewing it once. Stamp Cards > The coupon is assigned to the customer when all stamps of a stamp card are collected. Campaign > The coupon is assigned to the customer by a campaign. Process usage Defines how/when the gift certificate will be created: during the transaction when the customer views the gift certificate within the app by an external service Headline Title Description Receipt text Unit The headline of a gift certificate. Typically, the headline contains the title and the discount - so it replaces both fields when it is set. Title/name of the gift certificate Details of the gift certificate, can contain, for example, limitation descriptions or hints about the availability. Text that is displayed on the receipt when the gift certificate was redeemed Unit of the gift certificate: Percent Currency (, $,...) Value The value of the gift certificate. This field corresponds to the unit. Sample: Unit "%", value 20 >> 20% off the receipt Minimum sale Minimum amount of the receipt sum so that the gift certificate can be redeemed. Minimum checkout value In case the gift certificate is created during the checkout, a minimum amount can be defined here.

34 34 Field Partial redeemable/payment Description Setting about the remaining value in case the gift certificate value will not be reached: Gift certificate cannot be redeemed when sum of receipt is higher than value of gift certificate Remaining value expires A new gift certificate is created from the remaining value. The customer receives the remaining value in cash from the cashier. Can be combined with coupons Setting about how the gift certificate can be combined with other discounts can be combined cannot be combined cannot be combined with coupons Max. voucher count Maximum number of gift certificates of this type in total Maximum redemption per User Maximum number of gift certificates redemptions of this type per customer User assignment by Defines how the gift certificates are created: Standard > viewed by the customer in the application Checkout > from the POS when the customer paid the purchase QR code > when the customer scans a QR code that triggers the gift certificate Marketing code > when the customer enters a marketing code that belongs to the gift certificate (also dependent on max voucher count) Show from Show till Valid from Valid till Image User must activate the voucher Shops Items Start time when the gift certificate shall be presented in the mobile application End time of presenting the gift certificate in the mobile application. This field can be used when the gift certificate shall no longer be displayed to the customer, even if it is still valid. Real start time from when the gift certificate is valid Real end time when the gift certificate expires Image of the coupon Similar to coupons, gift certificates can be activated in the mobile application. Without activation, gift certificates cannot be redeemed. List of shops where the gift certificate is valid/available Gift certificates can also be linked to items, which, for example, activate or exclude it. In difference to coupons, the gift certificate discount is not related to the items but always to the full receipt.

35 35 Figure 25 Marketing Hub - Creation of gift certificates [30] Stamp cards One way of the SAP Mobile Consumer Assistant by GK platform to address customers are digital stamp cards. Like normal stamp cards, digital stamp cards are used to collect stamps by buying special articles. The loyalty tab displays the available stamp cards below the coupons and gift certificates. Only the first five stamp cards are displayed - all other stamp cards can be viewed in the detail view. By clicking a stamp card, the app navigates the customer directly to the details. The button in the upper right of the stamp card carousel forwards the customer to a list of all available stamp cards. The advantage of digital stamp cards is that many different cases and configurations are possible with the same feature. In general, stamps are collected by buying so-called trigger articles. This can be, for example, a coke or a cookie. Also a set of articles and a communication window can be defined, like three cokes within the next x days. Each stamp card can require a different number of stamps to be completed. These can be, for example, 5, 10 or also more stamps. When a stamp card is complete, a result can be defined. This can be a coupon or a gift certificate. In case of the coke sample, the result of completing the stamp card could be a coupon with an 80% discount for the next coke. Like many other business objects, stamp cards are dependent on the shop. So it is possible to create different stamp cards for each available shop. The collection of stamps and completing stamp cards can be linked to Push Notifications. So customers are immediately informed about these events.

36 36 Stamp card - available fields (simplified) Field Name Description Required stamps Max. stamp cards per user Hint Show from Show till Valid from Valid till Push message for new stamp Description Name / caption of the stamp card Short description of the stamp card > can contain details for the customer Number of stamps to complete the stamp card Maximum number of stamp cards of the same type for the user. In case a stamp card is completed, a new one of the same type will automatically be created when more stamp cards per user are allowed. Hint that is shown to the customer below the stamp card Start time when the stamp card shall be presented in the mobile application End time of presenting the stamp card in the mobile application. This field can be used when the stamp card shall no longer be displayed to the customer, even if it is still valid. Real start time from when the stamp card is valid Real end time when the stamp card expires Message that is sent to customers when a stamp was collected Push message for completed stamp card Message that is sent to customers when a stamp card is completed Font color Background color Small banner image Big banner image Stamp image Image for empty stamp Color of all texts/labels within the stamp card that is shown to the customer Color of the background where the stamp cards are presented to the customer Small preview image of a stamp card. Typically this is shown in the upper-left part of the stamp card. Large background image of the stamp card Image that is shown for a collected stamp Image that is shown for an empty stamp field (where a stamp can be collected)

37 37 Figure 26 Marketing Hub - Creation of stamp cards [31] Figure 27 Stamp cards in the mobile application [32]

38 38 Redeem coupons and Mobile Payment tab The SAP Mobile Consumer Assistant by GK Platform provides the possibility for customers to redeem coupons and gift certificates. This is done automatically when the customer checks out at the POS (till) to pay the transaction using the mobile application. The couponing and payment function is located in the central tab of the mobile application. From a customer's perspective, the workflow is simple: 1. Switch to the Couponing / Payment Tab. 2. Enter PIN for Mobile Payment (In case of couponing, the customer can directly continue with step 3.). 3. A barcode is generated that can be scanned by the cashier at the POS (If there is no scanner available, a four-digit user ID is created that can be entered by the cashier manually. Barcode and four-digit number are called "Shopping Token".). 4. The POS will automatically fetch and redeem all available coupons and gift certificates. Both processes for couponing and payment are identical. The only difference is that a PIN must be entered to start the mobile payment process for security reasons. The mobile application knows automatically whether mobile payment is available or not. This depends on the retailer, the shop, and of course on the customer itself. For both cases, the customer has to be known at the SAP Mobile Consumer Assistant by GK platform - a registration in front is necessary. With this registration, the SAP Mobile Consumer Assistant by GK platform knows which customer requested the Shopping Token and which coupons / gift certificates are available for redemption. The process of mobile payment requires a payment provider that is linked to the SAP Mobile Consumer Assistant by GK backend. This payment provider is responsible for the money transfer between the app user and the retailer. All customers who want to use the mobile payment have to register. During this process, the payment provider receives all necessary information to receive the money from the customers (for example, bank account). The SAP Mobile Consumer Assistant by GK platform is only forwarding this information, it is not saving it and it is not responsible for any money transfer. In difference to the coupon redemption process, the customer has to enter a payment PIN in front of requesting the Shopping Token. This avoids that anyone else can pay with the mobile app in case of a theft. When the Shopping Token is requested with a PIN (the PIN is known to the SAP Mobile Consumer Assistant by GK backend), the SAP Mobile Consumer Assistant by GK platform knows that the customer will perform a mobile payment process. When this token is scanned or entered to the POS by the cashier, the POS will request all coupons and gift certificates from the SAP Mobile Consumer Assistant by GK backend. In case of a mobile payment transaction, the SAP Mobile Consumer Assistant by GK forwards the request to the corresponding payment provider and informs the POS that the payment was done automatically.

39 39 Couponing and payment process

40 40 Figure 28 Mobile Payment in the mobile application [35] Shopping list tab One part of the SAP Mobile Consumer Assistant by GK application is a simple shopping list. With this list, customers can use the mobile app directly to add some goods they want to buy during the shopping trip. The focus of the shopping list is to make it as simple as possible: Customers can add items, check or uncheck items, change the quantity of an item, and remove items. The shopping list is also directly linked to the offers, coupon, and gift certificate modules. So customers can easily add these objects to the shopping list. When an item is added multiple times to the shopping list, the app will automatically increase its quantity.

41 41 Figure 29 Shopping list in the mobile application [37] More tab The more tab of the application summarizes all additional functions customers might not use as often as the main functions of the other tabs. These functions are news, links and services, digital receipts, the barcode scanner, and the reset function. Also logins with an existing user and user registration are placed here. This chapter gives a short overview about these functions. In addition to the mentioned functions, general information like terms and conditions, user information, imprint and app version information is displayed in the more menu.

42 42 Figure 30 More menu of the mobile application [40]

43 43 News One way to address customers is news. Like most business objects, news is dependent on the shop and created in the Marketing Hub. News contains four basic elements: A name / title, a subtitle, a valid date, and news content. The content can contain text, images, and also videos. Only valid news is delivered to the mobile application. The news is displayed in the top section of the more menu. Like many other business objects in the mobile application, the first five news are shown in a carousel. Clicking one of these news will directly forward the customer to its details. Clicking the icon in the upper right of the news carousel opens a list with all available news. The Marketing Hub also provides a statistic about how often which news were viewed by customers (list and details). Figure 31 Marketing Hub - Creation of news [41] Links and services Links and services are a similar feature like news - mainly to address customers about news. In contrast to news, links and services can be organized in a tree-based hierarchy with an endless depth. There are two main elements: Structures - similar to folders > contain sub structures and links Links - endpoints (URLs) - will be opened in or outside the application Each structure and each link can be presented with a title and an image that are shown in the mobile application within a plain list. Both structures and links are generated in the Marketing Hub and are shop-dependent.

44 44 Figure 32 Marketing Hub - Creation of links and structures [42] Digital Receipts Using the mobile application at the POS will automatically create a digital receipt that is saved at the SAP Mobile Consumer Assistant by GK backend. Afterwards, the customer is able to see all transactions in the application - independent on whether mobile payment or just redemption of coupons and gift certificates was used. Clicking the receipts button in the more menu of the application will navigate to a list with the latest receipts. The receipts are summarized by week. Within the list, the date, shop, sum, and the used tender are displayed. Clicking any receipt will forward the customer to the details of the transaction. The details show all items which were in the shopping cart and also all discounts that are linked to this transaction.

45 45 Figure 33 Digital receipt in the mobile application [43] Scanner The more menu of the SAP Mobile Consumer Assistant by GK application also contains a general scanner function. When the customer opens this function, he/she is asked to allow the usage of the camera to scan any barcode and display detailed information. The SAP Mobile Consumer Assistant by GK platform provides a function to create QR codes that trigger coupons, gift certificates, and other kind of business objects. When a customer scans a QR code that is linked to a coupon, an instance of QR code will be created and assigned to the customer - the customer can use (redeem) the coupons afterwards. A typical use case can be placing a QR code at some articles in the shop that can be scanned by the customers. Afterwards, during the checkout, the coupon is automatically redeemed in case the customer is using the mobile application at the POS. In the Marketing Hub, the creation of a QR code is simple. After selecting a valid date, a linked object can be defined. On the following page, an existing business object of the given type can be selected. Note: For QR code coupons, the user assignment can be set to QR code trigger during coupon generation. Same for gift certificates. In this case, the customer can see the coupon only after he/she scanned the corresponding QR code once.

46 46 Figure 34 Marketing Hub - QR code generation [45] Reset The reset function will remove all content of the customer from the application. This includes all shopping list entries, main screen shop and logging out the customer. After resetting the application, the customer has to log in with a username and a password again or register a new account. More information about the login and the registration can be found in the next chapter. When clicking the reset menu option, the app asks for confirmation again before all content is removed. Login and registration Some functions that are provided by the SAP Mobile Consumer Assistant by GK require a known user. For this purpose, the app at the first app start asks directly to log in or register a new account. The reason why the registration is necessary, is that many business objects are directly linked to the customer. Within the Marketing Hub, it is possible to publish, for example, coupons only for specific users, not just for specific shops. All not-addressed customers will not be able to see the coupon, even if they selected the right shop. The same applies for gift certificates and stamp cards. The login into the application can be done by entering an address and a password. In case a customer has no SAP Mobile Consumer Assistant by GK account yet, he/she can navigate to the registration mask by clicking the register button on the login screen. In this mask, the customer can enter personal information (gender, first / last name, mail address, and password) to perform the registration. The entered mail address must be validated - a mail with an activation link is sent to the given address. After the account activation is done, all functions of the application can be used.

47 47 The functions to log in with an existing account or register a new account are also displayed in the more menu when the customer is not logged in yet. Since the application is presenting the login dialog directly after the first application start, both entries are hidden in the more menu. Note: By default, the SAP Mobile Consumer Assistant by GK application is linked to the SAP Mobile Consumer Assistant by GK Beta backend. This requires a basic authentication when the activation link of the is clicked: valuephone / value.phone Figure 35 Login and registration in the mobile application [46]

48 48 Additional function overview Additional function overview In addition to the visible functions in the application, the SAP Mobile Consumer Assistant by GK platform provides features that are not directly visible. This chapter describes in a short way the most common ones. App Teaser App teasers are another way of addressing customers of the application. Teasers are large images that are displayed to the customers when the application is opened. Like most other business objects, teasers are shop-dependent. The creation of teasers is done in the Marketing Hub. The teasers can contain any content. During the creation of a teaser, a link can be defined that should be opened when the customer clicks on it or an additional action button. Full sized teasers - available fields (simplified) Field Name Description Link to offer Link type Valid from Valid till Display in app Description Name / Title of the teaser Short description of the teaser > not displayed in the application Link that should be opened when the customer clicks Defines whether the link above shall be opened in or outside the application (external browser) Valid start date Valid end date Display type App start (available in the SAP Mobile Consumer Assistant by GK App) Coupons, Offers, Stores,... (currently not available in the SAP Mobile Consumer Assistant by GK App) Click element Specifies when the link above shall be opened On clicking a "more information" button On clicking the teaser image On both Show once Image Specifies whether the teaser should only be opened once Full-sized image that is shown in the application.

49 Additional function overview 49 Field Description Note: Depending on the ratio of the mobile device, the image might be cut off in some minor parts. Figure 36 Marketing Hub - Creation of a full sized teaser [48] Linked Push Notifications An important feature to address customers is push notifications. Push notifications are short messages that are delivered via Apple or Google to the customers devices and displayed directly on screen, even if the SAP Mobile Consumer Assistant by GK App is not running. The SAP Mobile Consumer Assistant by GK platform provides a function to deliver push messages to customers using the Marketing Hub. Push notification are not shop- but customer-dependent. So typically push messages are sent to a set of customers which can be defined in the Target Group Assistant of the Marketing Hub. Each push message can be linked to a business object, like offer or coupon. In this case, the SAP Mobile Consumer Assistant by GK application will automatically load the business object and forward the customer to it after the push message was clicked. The SAP Mobile Consumer Assistant by GK application supports the following linked business objects: Coupons Gift certificates

50 50 Additional function overview Offers Receipts In the Marketing Hub, additional types can be linked. Push notifications are also sent by the SAP Mobile Consumer Assistant by GK backend when a loyalty or payment transaction using the mobile application was completed. This "Thank you for your shopping" notification also contains the link to the digital receipt which was created by the transaction. Note: For Push Notifications, the SAP Mobile Consumer Assistant by GK backend needs to be configured with the correct push certificate (ios) / API key to send push messages to the SAP Mobile Consumer Assistant by GK applications. These parameters depend on the build configuration of the apps. Push Notification - available fields (simplified) Field Type Description Type of a push message - typically standard, since the trigger should not be a campaign: Standard Campaign Name Message App Type Name of the notification - not displayed to the customer Content of the notification that is displayed to the customer The SAP Mobile Consumer Assistant by GK platform supports different internal app types. OVERALL can be selected to address customers of the SAP Mobile Consumer Assistant by GK app. Linked Business object type that the app should open after the customer clicks on the notification: business object Coupon / Coupon_V2 Voucher / Voucher_V2 (= gift certificate) Offer... Send date iphone Android Date and time when the push notification shall be sent out Check whether iphone customers shall be addressed. Check whether Android customers shall be addressed. Business object tab Select an existing business object that shall be displayed to the customer after the SAP Mobile Consumer Assistant by GK app is opened.

51 Additional function overview 51 Figure 37 Marketing Hub - Creation of a push notification [49] Statistics The SAP Mobile Consumer Assistant by GK platform provides a set of statistic information based on the application usage. These statistics are available in the Marketing Hub as dashboard or in a separate statistics section. For each statistic, a time filter can be defined and an export function is available. The following statistics are available in combination with the SAP Mobile Consumer Assistant by GK mobile application (simplified): Stamp Card views Registrations / Registered users Offers Flyers Coupons Gift certificates Transaction (Loyalty and payment) where the mobile application was used App starts News Teasers Push Notifications

52 52 Additional function overview Figure 38 Marketing Hub - Statistics [50] Figure 39 Marketing Hub - Statistics for app starts [51]