Creating Loyalty Cards
The Loyalty Cards menu may be found under the Promotions > Loyalty Cards tab. If you can not locate it there, you will need to Edit Menu Entries. On the Loyalty Cards page, click New. On the Create Loyalty Card page, fill out the Number and select a Customer from the drop-down menu.
*Note: We recommend setting a number that is easy for the customer to remember, like their phone number.
Next, you may enter an amount for Stamps and/or Bonus Points. You may also choose to leave this field blank. On the right-hand side, a timestamp of the Last Activity is listed. Once done, click Save.
Next, click Back to be taken back to the Loyalty Cards page, where you may view all created loyalty cards. Selecting one of the listed cards should give an option to Edit or Delete it. You may Filter this page by Card Number or Customer.
Setting Up Loyalty Point Promotions
After you have set up your card, you will have to set up a Promotion to coincide with the loyalty program. Navigate to Promotions > Couponing Promotions as shown on the side.
You must give the promotion a Name and select the type ‘Bonus Points for Customer.’
At the bottom of the screen, you can select multiple items by using a tag or individual items by using Item Quantity and then selecting the item. In this instance, we have it set to one item required to hit the promotion.
Navigate to the top right of the screen. Here, you can determine the amount of points accrued and the redemption value of those points. In the example here, a customer would receive 1 point per each dollar spent on the item. Below that, the redemption value is indicated. Again, in this instance, 20 points is equal to $1. Once you click save, you are now ready to add a button for bonus points to your POS.
For a more in-depth guide on setting up and configuring Bonus Points please refer to our Bonus Point Promotion manual page.
Using a Loyalty Card at POS
Navigate to Settings > Button Configurations. Add a button on your screen of choice for function with the type being ‘Online Function’ with the value ‘Bonus Points’. Additionally, add another button with the type of ‘Function’ and the value of ‘Set Loyalty Card’.
When a customer has purchased a product that falls within your loyalty program, you may enter them into the program by typing out their number and hitting the button ‘Set Loyalty Card’ at checkout. Again, we recommend using something like their phone number so that it is easy for the customer to remember and keep the numbers unique in your database.
Once they have given you the number, enter it and click the button ‘Set Loyalty Card.’ Then click the button ‘Bonus Points,’ and you will be prompted with this screen.
Click ‘Receipt Discount’ to then apply the discount to the receipt. Remember that the item(s) you wish to discount must be set as “Discountable” under Sales > Products > Individual Product.
Using a Stamp Card
To use a stamp card, you will first need a product to correlate to your promotion and a tag placed on that product, as shown in the picture below.
Second, you will need to set up a promotion of the type ‘Stamps for Customer’ with the benefit and configuration selected. In this example, we have the customer receiving one stamp for each singular purchase of an item, and five stamps will equal one item discount.
Below the initial selection, you may indicate when and where the promotion is active. Remember that you need to link the items included in the promotion by using the tag at the bottom of the page.
Items included in the promotion are, in turn, the items that stamps can be redeemed for. In the scenario we have presented, each sixth stamp will return one free item. To redeem a customer’s loyalty card item, simply assign the loyalty card at the time of checkout and total out the transaction. The item will then be deducted.
Also, make note that sales/purchases made prior to the loyalty card being assigned or the promotion being active will not be included in the customer’s account.
Loyalty Card Report
You may also access a Loyalty Card Report by using the More drop-down menu. This report can also be located under your Evaluations tab on your dashboard. If you are unable to locate it there, you may need to Edit Menu Entries.
This report may be filtered by Number, Customer, and a specific Date. Once the report loads, you will see the selected fields plus any Bonus Points and/or Stamps a customer might have. Additionally, you may click on the customer name for these additional menu options:
Finally, you may export this report into a PDF or Excel simply by selecting one from the top of the screen.
