This guide sets up the points style of loyalty: how many points a purchase earns, what those points are worth when your customers spend them, and where the Bronze, Silver and Gold lines fall.
Start here when you want repeat customers to feel that coming back to you pays.
Before you start
Loyalty & Rewards is part of your plan. If your plan does not include it, the page shows an upgrade card instead of the forms.
To save a program, your role needs permission to manage loyalty. Without it there are no Save, Activate or Deactivate buttons.
Only one loyalty program runs at a time.
Step 1. Open Loyalty & Rewards
Pick Loyalty & Rewards from the side menu. Two tabs run across the top, Points and Cashback, and the tab of the program that is running carries an Active badge.
Once a program is running, four cards appear above the tabs: Total Members, Total Issued, Total Redeemed and Active Balance.
Two tabs, Points and Cashback. The program that is running carries the Active badge, and the four cards sit above the tabs.
Step 2. Name the program
Stay on the Points tab. Fill in Program Name, for example My Rewards, and Program Name (Arabic).
Fill in Program Name and Program Name (Arabic).
Step 3. Set how points are earned
Under Earning, Points Earned is how many points the customer gets. The field beside it, labelled with your currency, is how much they spend to get them. For example, 1 point for every 10.
A line under the two fields reads your rule back to you as an example, so you can check it before you save.
Hint: each time a customer earns points, they get an email with the points they just earned and their new balance.
Points earned and the amount spent to earn them, with the rule spelled back to you underneath.
Step 4. Set what points are worth
Under Redemption, Points Required and Discount Amount are your exchange rate: this many points take that much off an order. For example, 100 points for 5 off.
Minimum Points to Redeem is how many points a customer must hold before they can use any, for example 100. Customers then spend their points themselves with Use my points at checkout, and your cashier can use them at the POS.
The exchange rate: this many points buys that much off, above a floor you set.
Step 5. Draw the tier lines
Tier Thresholds holds the minimum total points for Bronze, Silver and Gold, for example 0, 500 and 2000. Tiers follow the points a customer has earned in total, not the balance they still hold.
Type the total points a customer must earn to reach each tier.
Step 6. Save the program
Press Save at the bottom of the form. The button stays greyed out until you change something. You see Saved successfully.
Saving also switches the program on. The banner at the top of the tab turns green and says This program is live, and any other program that was running stops.
Press Save at the bottom of the form. Saving also switches the program on and stops any other.
Result
Your points program is saved and running. The Points tab carries the Active badge, your customers see Use my points at checkout once they hold enough points, and the four cards above the tabs count your members and their points.