How to configure a Techno Data Systems integration

With the Techno Data Systems (TDS) integration, contacts collect points and redeem rewards at TDS tills, for example at a car wash. You install the integration in the dashboard, create a register for each location, and send the credentials to TDS. TDS then completes the connection on their side.

Install the integration and create a register

1. Go to Apps → Integrations. You land on the Marketplace.
2. Search for Techno Data Systems, select it and click Install.
3. Open the Auth tab and click Create to add your first register.
4. Fill in the Name, the Terminal Id and the Business profile the register belongs to, and click Create.
5. Copy the personal access token that appears and store it somewhere safe. It's shown only once and can't be viewed again.
6. For every other location, click Add register and repeat steps 4 and 5. Each location needs its own register and its own personal access token.

Send the credentials to TDS

1. Go to Apps → Integrations and click Account secret in the menu on the left. Copy your account secret.
2. Send the personal access token of every register and the account secret to your TDS contact, securely. They use these to complete the integration.

If your contacts run into problems at the till, contact TDS.

Link your promotions to TDS deals

Every reward and benefit in the TDS integration runs through Promotions & Vouchers. A promotion is linked to its deal in TDS through a promotion attribute called external_identifier.

Create the attribute once:

1. Click the gear icon at the top right of the dashboard to open Settings, then click Attributes under Management.
2. Select Promotion as the attribute type.
3. Click Add attribute, choose the data type Text and name it external_identifier.

Then, for every deal:

1. Set up the deal in the TDS dashboard.
2. In Leat, create a promotion under Loyalty → Promotions & Vouchers.
3. Open the promotion's Details page, enter the deal's name or code from TDS in external_identifier, and save. If the attribute is in an attribute group named after the integration, you'll find it on the Discount logic page instead.

Collect points with a license plate

At a car wash, contacts are recognised by their license plate, which is stored as an identifier on the contact.

1. Create a contact attribute called licence_plate: open Settings, click Attributes under Management, click Add attribute and name it licence_plate.
2. Create a registration form with licence_plate as a required field. Ask contacts to enter their plate in capital letters without spaces or punctuation, for example ABC12D.
3. On the form, click Automation, then Enable automation, and add an Identifier action. Under Attribute, pick licence_plate.
4. Switch on Allow re-enrollment under Settings → Re-enrollment, and activate the automation. It has to stay active for every new sign-up to get an identifier.

From then on, a contact collects points automatically every time they go through the car wash with that license plate.

Let contacts redeem rewards at the till

For each reward, you set up 3 things: a promotion with a voucher, an automated email and an automation.

1. Create the reward under Loyalty → Rewards.
2. Create a promotion for it, linked to the matching action in TDS through external_identifier as described above. Create the same action in TDS.
3. Design an automated email that contains the voucher. The voucher's QR code is what staff scan at the till.
4. Build an automation on Physical reward reception created or Digital reward reception created, whichever matches the reward, with an Automated email action that sends that email.
5. Check that Allow re-enrollment is on under Settings → Re-enrollment, so a contact gets a new voucher every time they redeem the reward. It starts out on for these events.

The wash card

TDS sends a contact's wash card number and prepaid wash balance into Leat as contact attributes.

1. Create the contact attributes cardnumbertotalwash and prepaidbalancetotalwash: open Settings, click Attributes under Management and click Add attribute for each.
2. Build an automation that runs when TDS updates cardnumbertotalwash, with an Identifier action. Under Attribute, pick cardnumbertotalwash, and switch on Set as standard identifier.
3. Switch on Allow re-enrollment for this automation, and activate it.
4. Create an email with an add-to-wallet button, so contacts can save their card to their phone.
5. Make sure the wallet pass shows prepaidbalancetotalwash. You edit the pass under Settings → Contact touchpoints → Loyalty pass → Edit design.