SmartReceipt. Getting Started Guide Version 1.2

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1 SmartReceipt Getting Started Guide Version 1.2 Includes: Marketing Solutions Overview Implementation Overview Compatibility Checklist Customer Discovery Network Connectivity Requirements Client Contact List Site Survey Installation and Deployment Options Creative Receipt Content Managing Receipt Content SmartReceipt Technical Support

2 SmartReceipt Marketing Solutions Centralized Management SmartReceipt is managed entirely from your secure online account at receipt.com. With a flexible enterprise hierarchy and multi-level content control, SmartReceipt can accommodate organizations of all shapes and sizes. The easy-to-use interface makes creating, scheduling, and launching new marketing campaigns fast and easy. Dynamic Coupons Don t be fooled. These aren t your ordinary coupons! SmartReceipt coupons are proven to increase guest frequency and sales, time and time again. Unlike traditional couponing mediums that require lengthy, static expiration dates, SmartReceipt dynamic coupons have fluid expiration dates based on the print date. Simply set expiration periods in days or hours and SmartReceipt will auto-populate the expiration dates on the coupons. Marketing and Marketing Pro SmartReceipt transforms your existing point-of-sale and printer infrastructure into a powerful, centrally controlled marketing medium. By connecting brands with their customers in a smart, new way, SmartReceipt Marketing helps retailers generate revenue, increase guest frequency, and improve customer satisfaction. With SmartReceipt Marketing Pro, reach the right customer, with the right message, at the right time. Trigger messages to print based on products purchased, day parts, loyalty membership, store location, and much more! Instantly see the impact of your marketing campaign with real time coupon reporting data analytics. Product Features Marketing Marketing Pro Centralized management at receipt.com Drag and drop receipt design Graphic and text based marketing Dynamic coupons with fluid expiration dates Rotation and randomized messages Targeted marketing Real time coupon reporting analytics

3 SmartReceipt Implementation Overview Key SR = SmartReceipt Representative CLIENT = Client Representative Week Tasks Deliverables 1 Marketing/Marketing Pro Product SR CLIENT CLIENT CLIENT SR CLIENT 2 SR CLIENT CLIENT SR 3 SR SR SR 4 SR SR SR 5 SR

4 SmartReceipt Compatibility Checklist Before SmartReceipt can be installed at a site, the compatibility checklist must be completed. Below is a list of SmartReceipt certified operating systems, point-of-sale systems, printers, and network requirements. Please select from the list of available options: Operating System: WePOS Windows 2000 Windows CE (Epson Omnilink Only) WIndows Embedded Windows Embedded POSready Windows XP Windows Vista Windows 7 Other*: Point of Sale: 2020 Aldelo Aloha Quick Service Aloha Table Service (Epson Omnilink Only) Best POS Cashier Live Comtrex POS2100 Counterpoint Firefly Halo GenPOS InfoGenesis Micros 3700 Micros 9700 Micros E7 (Epson Omnilink Only) Micros Symphony Microsoft Dynamics NCC Reflection for Windows OneSystem (Epson Omnilink Only) Par isiva Par PixelPoint Posera Maitre D Positouch Quest (Epson Omnilink Only) Radiant Rectrac Gold Sharp (Epson Omnilink Only) Speedline Uniware epos Other*: Receipt Printer: Epson TM-T20 Epson TM-T70 Epson TM-T88II Epson TM-T88III Epson TM-T88IV Epson TM-T88V Epson TM-T88V Omnilink NCR 7167 NCR 7168 NCR 7197 NCR 7198 Par M3876 Partner RP500 Samsung Bixolon 350 Samsung Bixolon 350 Plus SAM4S SNBC 880 SNBC 2002 Star TSP 100 Series Star TSP 600 Series Star TSP 700 Series Other*: Internet Connection on Terminal: Each terminal has its own Internet access Each terminal accesses the Internet through a server *Note: If you have a point-of-sale or receipt printer that is not listed above, fill out the SmartReceipt site survey and send it to sales@ receipt.com and a SmartReceipt representative will contact you with further information.

5 SmartReceipt Customer Discovery Select Product Type SmartReceipt Basic SmartReceipt Pro Nutricate Drag and drop receipt design allows users to style their receipt the way they want it. Create and append messages and coupons to original point-of-sale receipts. Limited reporting capabilities. Create messages and coupons and schedule them to print based on the customer order. Items are placed in a neat, grid style format and access to advanced reporting is available. Includes SmartReceipt Basic. Nutritional values appear next to items on the receipt educating nutricate customers to make smarter nutritional choices. Turnkey Wellness Content Library addon and SmartReceipt Pro included. Select Add-On Features SMS Texting Stampt Loyalty Probability Based Games * - Requires SmartReceipt Pro Employee Messaging* Wellness Content Library* Advertising Opt-in User Accounts Menu Cycles* Select Primary Use Cases Increase Guest Frequency Strengthen Day Parts Promote Specialty Services Boost Drink/Item Incidence Increase Average Check Increase Program Adoption Upsize or Upsell Items Promote New Products Increase Survey Response Rate Promote Partners/Vendors Games & Sweepstakes Communicate with Employees Promote New Products Other: Brand Opportunity How many locations does this brand have? Is the brand corporately run or franchised? Would SmartReceipt and/or mobile campaigns be managed on a national, regional, or local level? Additional Notes

6 SmartReceipt Network & Connectivity Requirements SmartReceipt requires Internet access to download content, update software, post transactional and diagnostical information, and receive support. As such, the firewall on the point-of-sale and/or server will need to allow access to certain IP addresses. The IP addresses are list on the network diagrams below: Option 1: Each terminal has its own Internet access Option 2: Each terminal connects to a server with outbound Internet access For details regardings proxy setup and configuration with SmartReceipt, view the SmartReceipt Proxy Guide.

7 SmartReceipt Client Contact List Primary Point of Contact Name Title Phone Secondary Point of Contact Name Title Phone Marketing Point of Contact Name Title Phone Other Contacts (Operations, IT Specialist, etc..) Name Title Phone

8 SmartReceipt Site Survey Contact Information Company name Technical point of contact Phone SmartReceipt Installation Desired Kickoff Date Operational Questions Number of stores for installation Store hours of operation Average number of transactions per day Is a customer receipt printed for every transaction? Yes No List the transaction types used (ex: cash, credit, gift cards, refund, void, etc..) Point-of-Sale (POS) System Number of terminals per store POS software name and version POS hardware name and model number Operating system of POS terminals Does each POS terminal have Internet access? Yes No Are the POS terminals connected to a server with Internet access? Yes No N/A Is outbound Internet access restricted by a firewall/ ACL? Yes No Peripheral Devices Are any peripheral devices (ex: coin dispenser, cash drawer, etc..) connected to the POS or receipt printer? Receipt Printer Printer brand* (ex: Epson, NCR, etc..) Printer model* (ex: TM-T88IV, NCR 7198, etc..) Is the printer a thermal printer? Yes No Choose printer connection (see next page) A B C D E * typically the printer brand and model can be found on a sticker on the right hand side or bottom of printer

9 Printer Connections Your receipt printer can have a variety of connection types. To identify the type of connection, look at the back of the receipt printer and match the connection type to one listed below: Serial Connection (Option A) Parallel Connection (Option B) Powered USB (Option C) Non-Powered USB (Option D) Network IP (Option E)

10 SmartReceipt Installation and Deployment Options Self-Installation Self-installation is a common method used with brands across standardized environments. The selfinstall method leverages a suite of resources including an installation guide, downloadable installer, and a knowledgebase addressing troubleshooting and common questions during the installation process. Prior to installing SmartReceipt, the client should consult the point-of-sale appendix for their specific POS from the installation web site. Utilizing the information provided, the installation process should take approximately 15 minutes per terminal depending on the environment. Silent Installation The SmartReceipt installer can be silently installed in the background on the POS system. Typically environments with remote software deployment tools available for their POS systems leverage the silent deployment option. To perform a silent installation, the SmartReceipt installer will need to be downloaded to the POS and then executed, which can be accomplished using a simple batch script. If the environment is suitable and silent installation is desired, a SmartReceipt representative will work with you to provide all resources necessary including access to the downloadable installer and sample instruction. The SmartReceipt representative will consult with you to setup the right solution for your environment. Golden Image If you currently leverage a Golden Image for new POS installations, SmartReceipt can be included. The SmartReceipt installation package is designed to operate with a Golden Image deployment. SmartReceipt can be installed on the Golden Image and setup for deployment across your enterprise. Every new terminal would need to be preconfigured with SmartReceipt and can be staged prior to Go-Live. Ask a SmartReceipt representative for more information if you think this option is right for you. SmartReceipt Technician SmartReceipt offers installation services for a nominal charge. A SmartReceipt representative will perform the installation remotely using standard remote connectivity tools. The site will need an active Internet connection and a representative available on site to assist the technician. The installation and all details will be discussed prior. SmartReceipt will complete the installation and provide any utilized resources including an installation guide, downloadable installer, and a link to the knowledgebase addressing troubleshooting and common questions. The installation process should take approximately 15 minutes per terminal once connected depending on the environment.

11 SmartReceipt Creative Receipt Content Below is a list of available options for creating the graphical content on the receipt. Ad Agency If the client s organization already has an ad agency that would like to create the receipt content, please list their contact information below: Name of Agency Point of Contact Street Address City State Zip Code Phone In-House Graphic Design Team If the client organization chooses to use their own graphic design team to create receipt content, please list the main point of contact in which SmartReceipt representatives should coordinate with: Name Phone SmartReceipt Creative Marketing Team Hire SmartReceipt s Creative Marketing Team to create and design the receipt content for the client. SmartReceipt will work directly with the client to promote content that meets the clients criteria for success (such as increased sales, customer retention, etc).

12 Managing SmartReceipt Content Below is a list of available options regarding content management. Owner Through the use of opt-in messaging on the SmartReceipt web portal, each individual store owner will select the content that prints at their stores by selecting from a variety of coupons available from SmartReceipts coupon library. The array of coupons available allow each owner to focus on their own individual business drivers at each store. It is the responsibility of the owner to update the store with fresh content. Market/Ad Agency Under market/ad agency control, receipt content is managed at a market level. The market and ad agency create content that will print at ALL stores across the market. It is the repsonsibility of the market and ad agency to provide new content for all stores, including coupons and promotions. Hybrid The market and agency will provide the base content on the receipt that will print at ALL stores accross the market. Through the use of opt-in messaging on the SmartReceipt web portal, individual store owners are allowed to select additional content from a coupon library. SmartReceipt Professional Services Hire a SmartReceipt representative to manage the receipt content for the client. SmartReceipt will update content that prints on the receipt to maximize the success of the program at the clients business and consult on drivers for success.

13 SmartReceipt Support Questions? We re Here to Help! Speak to a live technician Monday - Friday from 7AM-5PM PST at To receive the fastest support, please leave a voic with your name, phone number, and reason for the phone call, and a technician will answer your call in the order it was received. You may also a technician at support@receipt.com. Get Help Anytime! Access the SmartReceipt Knowledgebase for common questions, troubleshooting guides, and much more!