Create Points Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
Form Information
- Select the Program Type as Point Based
- Provide the Program Name
- Enter the Required Bill Value to earn one point
- Percentage for the Bill value will be auto displayed according to the entered data
- If you maintain Customer Segment , Refer how to add customer segment
- Click on 'Save' button
Create Visit Based Loyalty Program
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Add Program'
Form Information
- Select the Program Type as Visit Based
- Provide the Offer Name
- Enter the Amount of Points required to earn the offer
- Enter the Number of Points per visit
- Upload an Image regarding the offer
- Click on 'Save' button
Create Credit Based Loyalty Programs
Click 'More' Tab → Click 'Loyalty' Tab → Select 'Credit Based Loyalty Programs'
Form Information
- Enable the program
- Enter the Amount of Points you want to top up
- Select the Customer(s) (You can select all the customers also according to the requirement)
- If you wish to add points click on 'Add points' button
Assign Loyalty Plans to Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
Form Information
- Provide Unique Reference Id ' here (if you have your own reference id)
- Select the Customer Title'
- Enter the First Name '
- Enter the Last Name '
- Enter the Mobile Number'
- Enter the Email Address'
- Put a tick, if you recommended the customer as Loyalty Customer'
- Select the Loyalty Program' here
- Click on Save ' button