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Techtris App

About

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Techtris builds Ordering and Marketing interfaces for Restaurant brands. Techtris integrates with Spendgo for Loyalty integration for App with Toast POS.

Launched
January2025

Article Last Updated
March 2025

Category
APP

Integration Summary

What’s supported?

Feature

Supported

Not Supported

Ordering Interfaces

iOS & Android App

  • With Toast POS

 

Web Ordering

Spendgo Loyalty Features

  • Spendgo Member Sign In/Sign up through Spendgo oAuth interface*

  • Accrue points for loyalty claimed orders

  • Redeem Spendgo offers/rewards

  • Accrue points for prior guest checkout orders by claiming the receipt

  • Loyalty reversal

 

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

  • Price Adjustment

  • Bonus Points (Only at Basket level)

 

Viewing/Selecting the available Rewards

  • Listing of Available Rewards after logging in

    • At Rewards tab in the App - All rewards available to the Member at the Brand including the Points Banking awards available up to the Member’s current points Balance.

    • At order checkout: Rewards applicable to the order in the Cart.

QR Code

To be used for scanning for loyalty lookup in store

Push Notification

 Not supported


Things to Know

No support for guest orders: An order can be placed from the App without logging in. However the order placed as guest is not sent to Spendgo. Guest orders will not show on Spendgo dashboard and will not be available for accruing points by claiming the order receipt from Spendgo Member Portal.

Order Format: The order placed from Techtris App matches with the toast Order ID.

  • The Subtotal in the receipt view in Spendgo Dashboard reflects the Order Subtotal before applying the reward.

  • Dashboard receipt view contains tax on the order. But the tip and delivery is not shown.

  • Total in the dashboard receipt view = Subtotal + Tax + Tip - Applied Reward.


Integration Setup

  • Requirements:

    • The Toast POS is configured in Production

    • Spendgo account is configured in Production

  • Steps to Enable the Integration

Step 1. Confirm the location(s) is ready for setting up the integration.

Task Owner

The Merchant

Required Input

Identify the locations to enable the Spendgo Integration.

Procedure

After the Toast and Spendgo account is setup in Production inform Spendgo Customer Success Manager (CSM) the list of locations that needs to be enabled.

Data to share

Location list to enable the integration.

Step 2: Spendgo CSM co-ordinates integration setup activities.

Task Owner

Spendgo Customer Success Manager

Required Input

Authorization from the Merchant to enable the integration

Procedure

  1. Co-ordinate with the Merchant the date and time for setting up the integration.

  2. Evaluate if there is any testing required after the integration.

    1. If any testing is required, setup the testing time.

  3. Instruct the Integrations team to setup and share Spendgo API credentials with the Merchant.

Data to share

Outcome

  1. The time slot for enabling the integration is setup with the Merchant.

  2. Working session is setup with the Merchant for testing, if required.

  3. Instructions sent to the integration team.

Step 3: Spendgo Integration team shares API credentials Techtris

Task Owner

Spendgo Integrations Team

Required Input

Authorization from CSM and the Merchant contact to send the credentials to.

Procedure

If the credentials are already not shared with Techtris,

  1. Setup the Loyalty and OAuth API keys in Spendgo Admin portal.

  2. Share the API credentials securely in a 1Password link with Techtris.

Refer to internal documentation for detailed instructions.

Data to share

Refer to internal documentation.

Outcome

API credentials mentioned above are shared with the Merchant

Step 4: Techtris enables the integration

Task Owner

Techtris

Required Input

API credentials shared by Spendgo Integration team

Outcome

API credentials mentioned above are shared with the Merchant

Step 4: Quick Validation


User Experience Screenshots:

App Launches after the install (Landing)

 

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Sign In/Sign Up - Loads Spendgo oAuth login Page. Sign In/Sign up handled by Spendgo Password less Login flow.

 

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a. If the login fails or if the user does not want to proceed user can close the Window by clicking on “Done”

b. If the user logs in

b1. If this the first time login to the Brand, Spendgo oAuth brings up the consent page.

b1a: On the consent screen if the user clicks cancel, then the oAuth window closes and the user returns to the landing page as not logged in.

b1b. User makesBrand specific selections (Favorite Store, Zip, Email, SMS Preferences).

c. User is returned to the landing page as a logged in user.

 

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UI Element

Description

Notes

<Hello Place holder> First Name

 

 

Points Balance

Current Points Balance

Refreshed at next App launch or app login or if the Member clicks on the “Rewards” tab.

Clicking the “Points”Balance opens the rewards tab

Rewards tab

Shows Available Rewards (from /balance)

 

Account

Shows Profile

+ some additional details such as Order History

Refreshes at next app launch or app login or if the Member clicks on the “Account” tab.

QR code icon

Open QR code to scan

Contains Obfuscated Spendgo ID

3. Rewards tab

image-20241223-211513.png

 

UI Element

Description

Notes

You have <X> Points

Current Points Balance

 

Scan for Loyalty

Brings up QR Code to scan

 

Rewards Name

 

Shows all applicable rewards available to the Member.

Expires

Shows expiry date if available else blank.

 

<Brand> Loyalty tab

Brand Specific rewards description

3.1 Scan for Loyalty

 

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UI Element

Description

Notes

Go to Loyalty

Takes to the Rewards → <Band> Loyalty tab.

 

4. Account tab

 

 

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UI Element

Description

Notes

My Account

First Name, Last Name

Profile

Open the “Read Only” Profile page

 

Logout

Logs the user out

Returns to Landing page as user not logged in

Payment

Feedback

Orders Tab

Not Loyalty related

 

4.1 Profile

 

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4.1.1 Manage Profile

After going through the Passwordless login again for Member portal - Spendgo Member Portal is shown.

 

 

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UI Element

Description

Notes

Done

Close the Member Portal and return to App

 

5 Order Flow

The guest can create an order without login but for placing the order user needs to have a payment details. The payment detail can be added only if the Member is logged in so effectively there is no way to place a “Guest” order as of now. The guest is asked to login and will have to go through the oAuth login flow.

5.1 Review and apply rewards on order checkout screen

Menu → Select the location → Add items to Cart → Checkout the cart

 

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UI Element

Description

Notes

Rewards

Displays rewards applicable to the order

 

My Rewards

Takes to 'Rewards” tab if the Member wants to view all available rewards

 

Apply

Applies the reward

 

5.2 Applying a reward

Click on “Apply” link. The Reward is marked as “Applied” and the Cart updates

 

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5.3 Removing the applied reward

Click on the x to remove the reward. Cart updates to show the order without the reward.

5.4 Switching reward

When a reward is applied, a reward can be change by clicking on “Apply” next to the reward to switch to. No need to remove the applied reward before switching.

5.5 Changing the cart after applying a reward

If the cart is changed after applying the reward

a. Reward Removed” message flashes and the updated cart shown with a reward removed

b. Rewards list is updated as per the updated cart.

5.6 Place the order

a. If there is any error in placing the order, the error flashes and the user remains on the checkout screen.

b. If the billing completed and order is placed successfully, user is shown the order complete screen

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