Purpose

The 365Pay App app allows consumers to purchase products at various locations that use the Global Market Account (GMA). This app is flexible and easy to use whether purchasing items from a vending machine, MicroMarket, or cafeteria. This document explains the app overall.

The app can be downloaded via the App Store or Google Play Store.
 

Login Process

If a user has created an account directly on a kiosk or if their employer has created an account for them, they can use the email address associated with their account to link their account to the app. The App Tutorial and a few login scenarios are shown in this section.
 

App Tutorial

Upon their first login, each user will be guided through the app tutorial which showcases key features in the app.
 

Logging In: Scenario 1 - Existing Account - Email is Recognized / Account Exists

1. User taps either Log In or Sign Up.
    
2. User enters an email address and receives a code to their email.
    
3. User enters emailed code into the app.
    
4. If their email address is already associated with an existing active account on the backend, they will be signed in.
   (Users will remain logged in for 12 months before having to re-authenticate.)

Please Note: There is also a backup password login option for accounts that had previously set a password on their account. New accounts cannot have a password created.
 

Logging In: Scenario 2 - Existing Account - Email is recognized, but First name, Last name, Country, or Privacy Version is missing from account

1. User taps either Log In or Sign Up.
    
2. User enters an email address and receives a code to their email.
    
3. User enters emailed code into the app.
    
4. If their email address is already associated with an existing active account on the backend, but is missing some information (First Name, Last Name, Country, or Privacy Version), they will be prompted to enter that information.
    
5. Once they enter the necessary information, they will be signed in. (Users will remain logged in for 12 months before having to re-authenticate.)

Please Note: There is also a backup password login option for accounts that had previously set a password on their account. New accounts cannot have a password created.
 

Signing Up: Scenario 3 - Account Creation / Account Linking - Email is NOT Recognized / Account does NOT exist

1. User taps either Log In or Sign Up.
    
2. User enters an email address and receives a code to their email.
    
3. User enters emailed code into the app.
    
4. If their email address is NOT already associated with an existing active account on the backend, they will be prompted to create an account.
   • If they have a market card, they can link it at this time. If there is an existing active account with just the market card associated and no email address, then the accounts will be merged in this process.
      
   • Users can also merge accounts by scanning the QR code that displays on the kiosk. To access this QR code on the kiosk, the user needs to log into their account at the kiosk directly.
      
5. Once they enter the necessary information, they will be signed in. (Users will remain logged in for 12 months before having to re-authenticate.)
    

Exploring the App

The sections below will walk you through key features of the app.
 

Pay at kiosk with QR code

Users can now access their Account QR code via the Pay tab in the footer of the app. In order to pay using their account, they must first fund it. They can add funds using gift cards, credit cards, or debit cards.

• To add funds to their account, they can tap Add Funds. This will open the Funding tray, where they can choose their preferred funding method. They can also enable Auto-Funding to automatically add a set amount to their account when their balance drops below a specified threshold.
   
• To add their account QR code to their phone's wallet, they can tap the Add to wallet button located in the Pay at Kiosk page. This enables faster checkout without needing to open the app.
  • Once account QR code is added, the Add to Wallet button will no longer be visible.
    
    

Home

From the Home page, users can:

• View their balance.
   
• Access their In-App Wallet by tapping the Wallet shortcut at the top of the page.
   
• Access account QR code by tapping the Pay tab in the footer or the Pay shortcut at the top of the page.
   
• Change their location in the upper-left of the header.
  • The location selected controls what Order Ahead (Dining) location displays on the Home page and what Announcements display on the Home page.
     
• View notifications by tapping the bell icon in the upper-right of the app.
   
• Add funds to their account/set up auto-funding by tapping the tile with their name and balance on it (at the top of the page).
  • On the funding tray, they can also enable Auto-Funding to automatically add a set amount to their account when their balance drops below a specified threshold.
     
• Manage Account by tapping the Account tab in the footer.
   
• If applicable:
  • View offers for the location the user's account is tied to on the backend (if enabled and set up for user’s account location in ADM).
     
  • View Announcements for the selected location.
    • When enabled, an Announcement tile appears on the Home page and in the Notifications section under the Announcements tab.
       
      • Operators can also configure optional behaviors, including a full-screen announcement that displays when the app is opened and an accompanying push notification.
         
    • For reference, the Announcements Setup instructions can be viewed in the following article: ADM App Announcements Setup.
       
  • View and select app shortcuts for quicker access to key features.
    • Shortcuts cannot be disabled or customized at this time.
       
    • Wallet and Pay are always available.
       
    • Dining appears when the selected location offers Dining.
       
    • Vending and Scan Product appear when there’s a nearby Vending machine or Scan and Pay device.
       
  • Send a Snack
    • if enabled and set up for user’s account location in ADM.
       
    • For reference, the Send a Snack setup instructions can be viewed in the following article: Send a Snack - Operator Guide.
       
  • Access Loyalty or Enhanced Rewards
    • if enabled and set up for user’s account location in ADM.
       
    • For reference, the Loyalty setup instructions can be viewed in the following article: ADM - GMA - Custom Loyalty.
       
    • For reference, the Enhanced Rewards setup instructions can be viewed in the following article: ADM - Enhanced GMA Rewards - Operator Guide.
       
  • Send Referrals if Referrals have been set up for their location in ADM.
    • if enabled and set up for user’s account location in ADM.
       
    • For reference, the Referral Setup instructions can be viewed in the following article: ADM - App Referral Operator Guide.
       
  • Access nearby Scan Product beacons
    • if location has a Beacon, user has Bluetooth enabled, and is within proximity.
       
  • Access Order Ahead and Order Now Dining
    • if enabled and set up for user’s account location in ADM.
       
    • For reference, the Order Ahead instructions can be viewed in the following article: 365Dining - Order Ahead Operator Guide.
       
    • For reference, the Order Now instructions can be viewed in the following article: 365Dining - Order Now Operator Guide.
       
  • Access vending machines
    • if location has a vending machine, user has Bluetooth enabled, and is within proximity.
       

Change Locations

The location a user’s account is tied to on the backend remains the same, but selecting a different location will change the options they see on the Home page. From the Locations page, users can:

• View/select nearby markets
  • For these locations to display in the Nearby section, the address must be entered into ADM and the lat/long must be generated in ADM as well.
     
• View/select markets they have recently selected.
   
• Manually link a new location/market using a location code.
   
• Remove locations from their Recents by swiping left on the location name and selecting “Delete.”

Note: The Location selected controls which Announcements and Order Ahead (Dining) Location displays on the Home page.
 

Send a Snack

Users can send snacks to colleagues in the form of a dollar amount, which is deducted from the sender’s account balance. Snacks can only be sent to users who already have an account.

• If Send a Snack is enabled for a user’s location in ADM, the user will see a Send a Snack tile on both the Home page and the Account page.
   
• Recipients receive an email, push notification, and an in-app pop-up notifying them when they’ve been sent a snack.
   
• For reference, the Send a Snack setup instructions can be viewed in the following article: Send a Snack - Operator Guide.
   
• To see more details on the end-user flow, refer to the following article: Send a Snack - End User Guide.
   

Sender's Flow
 

Receiver's Flow - In-App Popup
 

Receiver's Flow - Email
 

Scan and Pay

Note: Scan and Pay locations will display based on bluetooth being enabled on the user’s device and the user’s proximity to a Scan and Pay beacon.

A floating button will display at the bottom-right of the Home page if the user is nearby a Scan and Pay Beacon and has their bluetooth enabled. The button will have a scan icon and will say Product. Users can tap the Scan and Pay tile to use their phone to scan items and check out.

If there is more than one Scan and Pay location nearby, a location selection page will display after the user taps the Product button.
 

Dining

Dining tiles display on the Home page based on the user’s location select in the upper-left of the Home page. Users can elect/change their location in the upper-left corner of the Home page.
 

Order Ahead

1. If the location has Order Ahead Dining, there will be a Dining tile on the Home page. Select the Dining tile.
    

2. From there, the consumer can select a pickup location, pickup time, view the menu, and place their order using account funds.
    
3. After submitting the order, the consumer can track its status through the dining tracker on the Home page. If they have push notifications enabled, they’ll also receive updates as the order progresses.
    

For reference, the Order Ahead instructions can be viewed in the following article: 365Dining - Order Ahead Operator Guide.
 

Order Now

1. If the location has Order Now Dining, there will be a Dining tile on the Home page. Select the Dining tile.
    
2. From there, the consumer can select a pickup location, pickup time of ASAP, view the menu, and place their order using account funds.
    
3. After submitting the order, the consumer can track its status through the dining tracker on the Home page. If they have push notifications enabled, they’ll also receive updates as the order progresses.
    

For reference, the Order Now instructions can be viewed in the following article: 365Dining - Order Now Operator Guide.
 

Vending

Vending machines will display based on bluetooth being enabled on the user’s device and the user’s proximity to a vending machine.

• A Vending shortcut appears at the top of the Home page, or as a section and tile if the user is nearby a Vending machine and has Bluetooth enabled.
  • They can tap the Vending shortcut or tile to use their phone to scan items and check out.
     
• If there is more than one vending machine nearby and
  • the user selected the Vending app shortcut, a location selection page will display after the user taps the Vending shortcut.
     
  • the user scrolls to the Vending section on the Home page, multiple vending tiles will display in the Vending section.
     

Rewards

A location can use either the Legacy Loyalty system or the New Enhanced Rewards system (both cannot be enabled at the same time). In either case, if the location their account is tied to on the backend has either one of those systems enabled, they will see a Rewards tile on the app’s Home page.
 

Legacy Loyalty System

• If Legacy Loyalty is enabled, users can redeem points for a dollar value.
  • This point threshold and cash reward amounts are not customizable for this system.
  • When they tap on the Legacy Loyalty tile on the Home page, the Rewards page will load, where they can view their rewards points, see how close they are to their next redemption, and redeem points for cash back.
  • For more information on the Legacy Loyalty system, see 365 Loyalty Program Info and Flyer.
     

 

New Enhanced Rewards System

• If the New Enhanced Rewards system is enabled, users can redeem points for products or a dollar value.
  • The point threshold for redemption, the products under each threshold, and the cash reward are customizable.
     
  • There are also customizable customer tiers that allow the customer to earn more per dollar spent, rewarding them for frequenting the market.
     
  • When they tap on the Enhanced Rewards tile on the Home page, the Rewards page will load, where they can view their rewards points, see how close they are to the next redemption threshold or customer tier, and redeem points for products or cash back.
     
  • Additional earning methods can also be set up in ADM, allowing users to earn points by completing tasks and engaging with the app.
     
  • For more information on the New Enhanced Rewards system, see ADM - Enhanced GMA Rewards - Operator Guide.
     

Offers

Operators can display ads and offers within the mobile app. These are configured through Advana/Moblico and can appear as either clickable or non-clickable ads. These ads/offers display in a carousel on the Home page.

• Clickable ads typically represent offers.
   
• If there are active offers, an Offers tab will appear in the app’s footer, linking to the Offers page.
   
• The Offers page shows all active offers that a user can manually apply or has already applied.
  • “Applied” does not mean the user has completed a qualifying purchase to earn the credit.
     
  • Some offers may have auto-claim configured on the backend. In these cases, the offer is automatically applied to the user’s account, and the only action required is to make a qualifying purchase.

When a user applies an offer and completes a qualifying purchase, they will retroactively receive the offer credit (promo credit). This credit may take up to 15 minutes to appear. Once applied:

• The user’s account balance is updated.
   
• A push notification and in-app message are sent confirming the credit.
   
• The promo credit is also visible in the user’s Receipts.

Note: Ads/Offers set up in Advana/Moblico are separate from ADM promotions.
 

Referrals

Operators can set up Referrals by location in ADM. If a consumer is linked to the location the Referral is set up in, they will see a Referral button on the Home Page on the app. Once selected, they can send a referral invite via text or email to someone who does not yet have a consumer account, inviting them to create an account and make a minimum purchase to receive a referral reward.

Once the receiver creates an account and makes at least the minimum purchase amount via the app, both the sender and receiver will receive referral rewards which is money added to their consumer account for completing the referral.

Please Note: The minimum purchase amount can be met in one transaction or multiple transactions based on the transaction minimum set in ADM.

Ex. If the minimum purchase amount is $5.00 and minimum transaction is set to $2.50, they could make one transaction of at least $5.00 or separate transactions of at least $2.50 or more, totaling up to at least $5.00, to meet the minimum.

• For reference, the Referral Setup instructions can be viewed in the following article: ADM - App Referral Operator Guide.

Send a Referral

If referrals are set up for a particular location, consumers linked to that location will see the option to send a referral from the Home Page of the 365Pay app. From there, they have the option to send a referral invite via phone or email.
 

Accept a Referral - Text

If the referral was sent from the app to a valid phone number, the receiver will get a text message, letting them know they've been invited to download the 365Pay app and create an account to receive a reward after making the minimum purchase amount from the app.
 

Accept a Referral - Email

If the referral was sent from the app to a valid email, the receiver will receive an email with a message, explaining they've been invited to the 365Pay app and can create an account to receive a reward after making the minimum purchase amount from the app.
 

Error States - Reward Expired

If a referral reward has expired before the recipient creates an account and makes the minimum purchase from the app, the recipient will receive an error message to the effect of "Unfortunately your reward has expired." at the Account Creation Page. If the referral reward has expired after they've created an account, but before they've made the minimum purchase to meet the referral, they will see a similar "reward has expired" error message.

Please Note: Reward expiration conditions are set up in ADM. (Ex. Offer expires on 12/31/2025 or once 200 rewards have been redeemed.)

Error States - Account Already Exists or Invalid Email/Phone Number

If a consumer tries to send a referral to a phone number or email that is already tied to an account, they will receive an error message to the effect of "Sorry, that person already has an account. Please enter another lucky friend."

They will also receive an error if they try to send a referral to an invalid email or phone number. (e.g., missing digits in a phone number or missing domain in email).
 

Referral Rewards Earned - 365Pay App Notifications

Once the receiver creates an account and spends the minimum purchase amount for the Referral Program, both the sender and receiver will get an in-app notification letting them know they've received a referral reward, which is auto-applied to their account balance.
 

Receipts 

Users can navigate to the Receipts page by first tapping Account in the footer of the app. Then tap the Receipts button under Transaction History. From the Receipts page, users can view their transaction history and receipts from actions such as account funding, referrals, and promotions. Users will see filters for different transaction types. They have the ability to filter their transaction by All or by transaction type.
 

Account Management

Users can tap the Account tab in the footer to manage their Account. From the Account page, they can:

• Access some of the same features as you can on the Home page, such as Send a Snack.
   
• View or change personal info (name, email, etc.).
   
• Change the email address associated with your account.
   
• View your Wallet (balances, linked cards, etc.).
   
• Link/edit a market card.
   
• Merge an account by scanning the kiosk QR code (displays when a user logs into their account at a kiosk).
   
• View FAQs.
   
• View Terms & Conditions / Privacy Policy.
   
• Sign out.
   

Payment Methods

Users can access their payment information from the Account page.

• To add their account QR code to their  phone's wallet, they can tap the Add to phone wallet button located in the Payments section. This enables faster checkout without needing to open the app.
  • Once account QR code is added, the Add to Phone Wallet button will no longer be visible.
     
• They can use the Wallet option under the Payments section to manage their payment methods, check your subsidy balance (if applicable), add payment cards, and manage payroll deductions.
  • To add funds to their account, on this page, tap Fund. This will open the Funding tray, where they can choose their preferred funding method. They can also enable Auto-Funding to automatically add a set amount to their account when their balance drops below a specified threshold.
     

Sign Up for Payroll Deduct

If the location a user’s account is tied to on the backend recently enabled Payroll deduct, they will see a prompt display when they open the app stating that Payroll Deduct is available to be managed. If they want to sign up, they can tap Yes on this prompt.

1. From the app footer, the user can tap Account. Then tap the Wallet option.
    
2. On the Wallet page, they will see their request to use Payroll Deduct as either pending or active.
    

Link / Merge Accounts

If the user has funds on a kiosk account but doesn't see them in the app, it may be due to using different email addresses for their kiosk and app accounts. To resolve this, ensure accounts are linked.

1. Go to the Account page.
    
2. Under the Link Accounts section, they'll find two options - Scan Market Card and Scan Kiosk QR Code.
    

Scan Market Card

If they have a market card that they use at the kiosk, scan it in the app. If the market card is linked to an account with a different email address, they will have the option to merge them.
 

Scan Kiosk QR Code

• At the kiosk, select the option to log into their account.
   
• Sign in using your usual method (market card, email and PIN, etc.).
   
• Once logged in, you'll see your account details, including the account balance.
   
• On the same pop-up, they'll find a QR code unique to their account. Scan this QR code in the app to merge accounts if they are linked to different email addresses.
   

FAQs

FAQs can also be access on the app by going to Account management, then selecting the Help option in the list.
 

How do I request a refund?

To request a refund, reach out the Market Provider. If you are unsure of who your Market Provider is, ask your HR/Office Manager to acquire their contact info.
 

How do I change my location?

On the Home tab, select the Location drop-down in the top-left corner. With your Location Services on, the app can locate nearby markets. When you have selected your desired location, you will see any markets within the location on the Home tab.

Alternatively, you can manually enter a location code. The café/market manager can provide you a six-digit alphanumeric code to enter.
On the Home tab, select the Location drop-down in the top-left corner. The Locations page will display, and you will see linked text at the bottom of the page stating, Manually Link New Location. Enter the code and save.
 

How do I turn off Auto Reload?

Navigate to the Home screen and tap your Balance tile, or navigate to the Account page, tap Wallet, then tap Fund. The funding tray will appear.
Tap Edit Auto Reload, then toggle off the switch for Enable Auto Reload and tap Save.
 

I want to report an issue with an item or request a new item be added to my market. Who do I contact?

If you have an issue with any product purchased in your market, as well as any product requests please reach out to your Market Provider. Ask your HR/Office Manager to acquire their contact info.
 

Do my rewards points or reward status expire?

Points remain valid with annual purchases. Not making a purchase in 6 months results in point expiration.
 

Why don’t I get notifications?

In your phone’s settings, enable push notifications for the 365Pay app. Once enabled, launch the app. Then you should start receiving push notifications moving forward.