Back Office Loyalty Program
Description
What's in this article?
Your point of sale system includes a built-in loyalty program to help you connect with your customers and increase sales from repeat buyers. Because it is fully integrated, you don’t need any cards, devices or other apps. You can also track the effectiveness of your program with integrated reporting from the Back Office. We provide you with everything needed to identify customers and reward them for their business.
Punches vs Points Rewards
Customers will appreciate the simplicity and can earn loyalty rewards by one of two methods you select for your program: by number of visits (punch cards) or by dollars spent (points). Choose the option that fits your business best.
| Punches | Points |
|---|---|
| Track customer visits to your store(s) and applies the reward to your customer's account once the qualifying number of visits has been met. After earning the reward, the punch count is reset to zero, and customers begin to earn punches toward their next reward. You set: - Number of visits needed to earn reward - Minimum purchase amount for a visit to count towards reward - The award value, either $ or % off customer's next purchase and the minimum purchase required to use the reward | Track the dollars spent by a customer in your store(s). Customers will earn one point for each dollar spent. When the defined threshold is met, the points are converted into a reward to use on their next visit. After earning the reward, the point values are reset to zero, and customers begin to earn points toward their next reward. You set: - Number of points to earn reward - The award value: $ or % off the customer's next purchase and the minimum purchase required for the customer to use reward |
Best Practices
- Tell your customers about your new loyalty program using signage in your store, on your website, via email campaigns and social sharing.
- Engage your employees to encourage customers to participate in your loyalty program.
- To maximize your use of our loyalty program, enable Customer Prompt in the Point of Sale app settings.
- Customers are auto-enrolled and identified by their credit card, name, phone number or email address every time they make a purchase.
- Earned rewards are stored with the customer's account. Customers can have more than one credit card associated with their customer record.
- The Point of Sale app will automatically notify you when a customer has earned a reward and makes it easy to apply the reward to a ticket.
- Customers will see their reward progress on their receipt and on the point of sale device (if digital signature capture is turned on).
- Earned rewards can be used on the customer's next transaction.
Multi-Site Users
Our loyalty program is managed in the company view for multi-site users. Customers will earn and redeem rewards at all of your locations.
Set up your Loyalty Program
Once you turn on your loyalty program in the Back Office, your customers are automatically enrolled.
- To set up the loyalty program
- In Back Office, select the Customers tab.
- Select the Loyalty Program sub tab.
- Click Get Started.
- Select the Program Type you want to use in your store(s):
- Punches: Number of visits to your store (like traditional punch or stamp cards)
- Points: Number of dollars spent; $1 = 1 point
- Enter the number of punches or points that are required to earn a reward.
- (Punches option only) Enter the Minimum Purchase Required to earn a punch (can be zero).
- Select your Reward Type:
- Amount: This will be the dollar amount off of the ticket that will be applied
- Percentage: This will be the percentage amount off of the ticket that will be applied.
- Enter the Amount Off or Percentage Off that will be applied to the ticket.
- Enter the Minimum Purchase Required to earn the reward.
- Choose when reward will expire and can no longer be redeemed by the customer: None, 30 days, 60 days, 90 days, 6 months, or 12 months. Customers can redeem an earned award up to 3:00 AM of the day after the reward expires.
- Select whether you would like your customers to be able to apply more than one reward to a single transaction using the Allow Multiple Rewards Per Ticket flag.
- Enter your Reward Description. This is what will be shown on the customer's receipt, so make sure you clearly state the reward's value. We'll default it to the Amount Off value, but you can edit this information.
NOTE The "x" shown on the screen will be replaced by the actual values recorded in the system for the customer.
- Enter any Disclaimer information.
- Turn On loyalty program. Once you turn on your loyalty program in the Back Office, your customers are automatically enrolled.
Monitor Loyalty Program
Once you turn on your loyalty program in the Back Office, your customers are automatically enrolled. You can monitor the status of it in the Back Office.
Manually add points or punches
You can manually add points or punches to a customer’s loyalty balance in the Back Office. This is helpful if you forget to assign a customer to the ticket or have two customer records for the same person you need to combine into one.
- To add points or punches manually
- In Back Office, select the Customers tab.
- Select the Customers subtab.
- Select a customer to add loyalty to. You can search the database or scroll through the customer list.
- Select the Loyalty Program tab.
- Click Add Points/Punches.
- Enter the amount and click Save.
NOTE:
You can also add a loyalty balance to customers during a customer list import.