APPS: Progressive Loyalty
The "Progressive Loyalty" module will allow you to launch a loyalty program to reward your customers as they increase their consumption.
On the same loyalty card, you can configure several rewards and the customer can redeem them as they accumulate enough points. Additionally, it includes a powerful reporting engine, where you can easily identify your most loyal customers and those who use rewards the most. You will also obtain an estimate of the sales that the loyalty program is generating, and also You will be able to track employees who validate points and rewards to avoid any type of fraud.
Characteristics
– Creation of loyalty cards.
- Personalization of cards.
- Specify the terms and conditions of the promotions.
- Set rewards.
- Customize rewards with images.
- Point validation.
- Creation of employee profiles for validation.
- Import of sales from the Commerce function.
- Customer rewards report.
- Loyalty control report.
Configuration
Loyalty Cards Tab
To create a loyalty card, the first step is to add a card.
Click "+" and you will be presented with this configuration screen.
- Add a name for the card (this will not be visible to users, only in metric reports).
- Set the number of points for the card.
- Establishes the approximate amount that each point is equivalent to in sales (this will be used in the report to estimate the value of each customer.)
- Defines whether this is a unique card or will be reused once completed.
- Specifies the terms and conditions of the promotion.
Choose a background image and layout for your loyalty card and rewards that suits your preferences and needs.
Rewards Tab
Once you have created the Loyalty Card, we are going to create the Rewards.
Please note that any rewards that are made active/inactive will also be immediately active/inactive on the card.
Click + to create the reward. The following screen will appear.
- Defines the name of the reward (visible to the user).
- Set the number of points required to redeem the reward.
- If the reward has an expiration date in days. The definition of an expiration for the reward states that once earned, it will expire X amount of time after the user has earned it. This creates an urgency for the user to come to the store to redeem the reward and, hopefully, an additional purchase.
- Description of the reward (visible to the user).
- You can upload specific images. The inactive reward image will appear when the user does not yet have enough points to redeem it. Once the user has enough points, the active reward image will be displayed. If no images are placed, the default images loaded in the Options tab will be used.
When you have enough points to obtain the reward, the "Redeem" button will also change color.
Remember that for a reward to be activated it must be redeemed through the app.
Validation tab
With the Progressive Loyalty function you can validate points remotely, you will not need to have physical access to the mobile phone to do so.
This is ideal for businesses with delivery service or any type of phone ordering service. You can validate vpoints using the customer's mobile phone by creating employee PIN codes. In the module, an employee profile will be automatically created using the registration email. This employee cannot be deleted, but will need to define a 4-digit pin code to validate the points on the card. Please note that through the editor you will not be able to validate points remotely with another user's PIN code. You are free to add additional users to validate points in the application, but, through the remote validation interface in the editor, only the registered user will be able to validate points.
The users that appear in the manual validation list are those who have registered for this application. They will be added to the module automatically as they register.
You can add it manually, clicking on "+"
To validate points through the builder, you will need to select the user and click the stamp icon. You must establish the number of points you want to validate and enter the 4-digit PIN code that you have established.
Options Tab
In this tab you can customize the design of the loyalty cards.
Additionally, you can control whether employees can validate one or more points at a time. If "validate one point only" is not selected, the employee will be able to validate several points at the same time through the app.
In the source selection box, you can define whether you want to import sales from the Commerce function. When the "import sales from the Commerce module" checkbox is selected, you will be able to define a conversion rule for the sales made. You will need to define a rule with the lowest amount of sales that you want to convert into points. Only whole points (not decimals) will be converted. This means that, if the rule is to convert 1 point for every €10 in sales, then on an order of €11, the user will get one point. The same if the order is for €19. Product conversions occur every hour as long as the order status has been marked as "done".
Finally, you can add a cover image and set an active and inactive reward image.
Analytics Tab
The analysis in this module has been created to help companies identify their most loyal customers. In the customer data panel, you will be able to obtain the number of rewards used by each customer, the number of points that were validated and the number of visits this customer has made to the store.
Please note that we assume that each validated point was the result of a store visit. However, if points are validated multiple times within a 2-hour period, we will only count 1 visit. Total earnings are calculated using the estimated value of 1 point when set when creating the card and multiplying it by the number of points validated.
The “loyalty control” dashboard allows you to check how many points employees are validating and what the average is for all employees. This will allow you to detect deviations from the average to quickly investigate suspicious cases.
Both the Customer Dashboard and Loyalty Dashboard allow you to drill down into a more detailed report to show you individual customer or employee activity. Simply click on the customer or employee name for more detailed information.
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