Loyalty

Loyalty

Loyalty Program Advanced Setup

This post will cover advanced settings for the loyalty program. Those settings are not very common and not many businesses need them but you can use them to have more control over the loyalty program. Awarding Calculate Points Based On Pending Tier This setting works only in case you set "Balance Available After" (under Loyalty Program Setup) to greater than zero (meaning points will be available to the customer after a number of days). Typically with every transaction the system awards credit points and tier points. Some businesses, mainly in retail where there is a return policy, would award the...
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Loyalty

Loyalty Program Setup

In this post we will cover how to setup the framework of the loyalty program. This is the first step that you need to do when setting up a loyalty program. The following settings are covered here: General Loyalty Program Information How Customers Become Members How Points Expire Restrictions On Awarding Points Rules For Redeeming Points From the main sidebar menu, you can access the Loyalty Program settings by clicking on Loyalty -> Setup General Loyalty Program Information Through the Customer Journey Management platform you can full control over how you want your loyalty program to behave. You can start...
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Loyalty

Loyalty Tier Setup

This post will cover how to setup a loyalty tier. You can setup as many tiers as needed to meet your business requirements; however, we recommend to keep the structure simple where the standard loyalty programs have 3 tiers in general but there are some with up to 5 tiers. Membership Points To Get To Tier You can setup how many points customers need to accumulate within a period of time to get to the tier. If this is the first tier then you can leave those numbers as zero. Please note that you can only setup one tier with...
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