During the onboarding call, we ask about your preferred options for Loyalty Cards and set them up accordingly. Once this process is complete, using the Loyalty App is straightforward. Here's how:
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Visit your Dashboard, or click 'Marketing Center' from your Admin Panel.
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Select 'Enroll to Loyalty Program'.
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Choose 'Show QR-code', allowing the client to scan it through the Customer Facing Screen (CFS). For more information on setting up the CFS and printing QR codes, click here.
OR
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Choose 'Recipients', or click the plus sign to add new recipients.
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Enter an email and phone number, or select 'Message personalization' to fill out more detailed info.
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If you opt for 'Message personalization', you can provide the customer's first and last name, the type of mobile device they use, and the specific product/service/package they purchased.
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If you've filled in the 'Message personalization' info, the customer will receive a personalized email/message featuring their name and product details. We strongly recommend using this feature as it adds a personal touch to your customer communications.
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Click 'Add Recipient'.
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Click 'Send'.
Once a customer enrolls in the Loyalty Program, you can start issuing points.
To validate a prize that a customer wants to exchange for their points, you will need to validate a coupon