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Olo

About

Olo is a cloud-based restaurant management software company providing digital ordering and delivery platform.

Launched
2021

Article Last Updated
February 2024

Category
ONLINE ORDERINGCATERINGAPP


Integration Summary

What’s supported?

Feature

Supported

Not Supported

Olo Ordering Channels

Online Ordering

Expo

Catering

Olo Serv App

Spendgo Loyalty Features

  • Accrue points for loyalty claimed orders

  • Claim receipt to accrue points for orders not claimed at the store

  • Redeem Spendgo offers/rewards

  • Combine Spendgo rewards with non-spendgo rewards

 

Base Program Types

Points Banking, Shop with Points

Basket Level Rewards/Offers Types

$ Discount (Rebate), % Discount (Discount)

Bonus Points

 

Item Based Rewards/Offers Types

BOGO, Free Item, $ Discount, % Discount, Bonus Points

 


Things to Know

  • Olo Expo missing modifiers: Item based rewards/offers cannot be mapped to a modifier item as they are not sent in the API when integrating with Olo Expo. The price of the modifier will roll up to the parent item increasing its price so that the total points calculation remains accurate.

  • Support for multiple instances: Guest orders can only be sent to Spendgo from 1 Olo instance per merchant account. Typically brands will enable guest orders for the “Mealtime” instance targeting regular orders from guests and when configuring a “Catering” instance the brand will not send guest orders to Spendgo via webhook.

  • Availability of rewards: When Spendgo is integrated with Olo, Olo login happens through Spendgo Single Sign On. The rewards are fetched and cached at login. The rewards earned while logged in will not appear in the available rewards list in Olo until the next login.

  • Item based rewards:

    • When setting up Qualifying Items group in Spendgo for the Item based rewards, make sure that the Items names in the Group matches with both the item names maintained in Olo and the POS Vendors as they may be different.

      • Specifically for the NCR Silver Pro POS systems, when configuring the qualifying items in Spendgo, if the item names in NCR is more than 20 characters long, truncate the name to first 20 characters and add it to the list.

  • Setting up Minimum Purchase amount for the reward

    • When Olo is integrated with Focus POS, the ExcludeDiscountItemFromLPO in setting need to be set to true. If this is not set in Focus, Focus ads a negative line item for the discount item applied and it impacts in a different ways. If any of the below issues are happening with the Focus integration, verify that ExcludeDiscountItemFromLPO is set and is published in Focus.

      • Points accrual on the orders that has a Spendgo reward applied will be incorrect.

      • Spendgo reward with a % discounts do not work

      • If the Spendgo reward require with a minimum qualifying purchase, the purchase amount qualification logic will not work correctly.

  • Order receipts shown in Dashboard

    • When looking up the orders in the dashboard, you can identify the Olo Orders by the Order Ids formats such as 24554313361358848 (17 digit number starting with 2)

image-20240210-003859.png
  • The Subtotal reflects the Order Subtotal before applying the reward.

image-20240210-013652.png

Integration Setup

Requirements

  • If Olo Sandbox account is available, Spendgo recommends that the integration is setup in the Sandbox before configuring in Production. If a brand is not yet live with Olo you can immediately set up in production to save time.

  • Make sure that the Spendgo Account and the rewards are configured. The Spendgo Customer Success Manager will inform when the account and rewards setup is completed.

    • Discount Code Setup requirements: Olo’s integration with the POS may require a discount code to setup in the POS system and associated with Olo. The Spendgo rewards will have to be associated with this discount code. Please refer to Olo’s support team and help guides for configuring discounts in your particular POS and providing Spendgo with the Discount Code to use.

      • Toast: Toast discounts display in the Toast admin with a discount code not the GUID. When the discount is opened for editing the URL contains the discount GUID. It is the GUID not the discount code that we needs to be configured in Spendgo for the integration to work. Refer to the screenshot below how the Toast URL shows the discount GUID. When asked share this discount code your Spendgo Customer Success Manager (csm@spendgo.com) during the Spendgo loyalty setup. Please refer to Olo’s documentation.

      • image-20240215-061054.png
    • Focus: When the Olo is integrated with Focus POS, the ExcludeDiscountItemFromLPO setting in Focus needs to be set to “true” and published.

To Enable the integration

  1. If the Olo Sandbox environment is available,

    1. Once Spendgo completes the Account setup and Brand is ready to enable the integration, Spendgo integration team sends the Spendgo Sandbox API and oAuth credentials with Olo. After the Spendgo oAuth is setup, the user logs into Olo using the Spendgo sign up/Sign in page.

    2. Olo sets up the oAuth and the API Integration for processing the Loyalty Member transactions.

    3. Olo shares with the Brand steps for setting up the Webhooks from the Olo Admin portal for sending the guest order details to Spendgo.

    4. Brand configures the Webhooks and share the generate Secret with Spendgo integration team (integrations@spendgo.com)

    5. Spendgo integration team configures the secret in Spendgo.

    6. Brand runs the following test orders

      1. Place an order without logging in (guest order).

      2. Login and place an order without applying a reward.

      3. Place an order each with different available rewards.

      4. If there are some additional tests need to be run, the Spendgo Customer Success Manager will send the list of test cases to run.

      5. Inform the Spendgo Customer Success Manager (csm@spendgo.com) that the tests orders have been placed.

      6. Spendgo verifies the orders and confirms that everything is working fine.

  2. If the Sandbox testing is complete or of there is no Sandbox environment available, the Spendgo integration team will share the Production API and oAuth credentials with Olo. Same steps listed above needs to repeated in the Production environment.

    1. If Olo Test Lab is available, Olo enables the integration at the Lab first.

    2. After the orders from the Lab are verified, then Olo enables the integration for other liver locations.

To Disable the integration

  1. Olo disables the oAuth and API integrations.

  2. Brand disables the configured Webhooks.


Loyalty Flow

Member Login

Members can login to Spendgo Loyalty before or after selecting the ordering location.

  1. Click on the “Sign In” link.

image-20240215-063729.png
  1. It brings up the Spendgo Login page. If the Member is already registered into Spendgo Loyalty, use the Spendgo credentials to login.

image-20240215-062918.png
  1. If not a registered member, click on the “Create Account” Link on the Sign in page to bring up the registration page. Enter the details, submit and complete the email verification step to register as a new Spendgo Loyalty Member.

  2. image-20240215-063010.png

  3. When the login completes, the “Your Account” link shows up instead of the “Sign In” link indicating a successful login.

image-20240215-064325.png
  1. If the login was done after selecting the ordering location, or the location is selected after the login, if the user has any available rewards at the location a “Rewards Available” link shows up.

image-20240215-064754.png

Applying a Reward

There are two different ways to apply the reward - before or after the checkout. the order can also be completed without applying a reward.

Before Checkout:

  1. Add items to the cart, select the pick up/delivery options.

  2. click on “Rewards Available” link to view the list of available rewards and click on “Apply Reward” link for any of the reward of choice.

image-20240215-065205.png
  1. If the reward can be applied to the order, the cart shows the applied reward.

image-20240215-065944.png
  1. checkout and complete the order.

After the Checkout:

  1. Checkout the order

  2. On the checkout screen, list of available rewards are listed. Apply a reward of choice.

image-20240215-070553.png
  1. If the reward can be applied, the cart updates to show the applied reward.

image-20240215-070736.png
  1. If the reward cannot be applied to the order, a toast message pops up to indicate the error.

image-20240215-071045.png

Please note that only one Spendgo reward can be applied to the order. However, any coupon and store discount available outside of the Spendgo Rewards can also be applied along with the Spendgo Order.

Removing or changing an applied reward

When a reward is applied on the order, the cart shows the applied reward. The other applicable rewards are not shown at this time. If a different reward needs to be applied, first remove the applied reward and then apply the different reward of choice.

Accruing points on a Guest order

If an order is placed without a login, loyalty points on the order can be claimed from the Spendgo Member portal by entering the Order Date and Order Total from the Olo Receipt.


Processing Voids/Refunds:

The Loyalty point earned or rewards applied on the order are reversed when the order is refunded from the Olo Admin Portal. Please refer to Olo’s documentation on how to cancel a scheduled or completed order.

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