Loyalty

The loyalty program will allow you to award points for money spent or for units purchased. Award any point-to-dollar ratio you'd like.

On Console, the setup for the loyalty program is under the Settings → General → Loyalty. By default, the program will be disabled. If disabled no points totals will be displayed on the emailed or printed receipts.

How to Setup Loyalty Program

1. Login to Console  → Settings → General → Loyalty
2. By default, the program is disabled. To activate it, toggle the switch to ON.

3. Choose Your Earning Program

4. Choose Your Reward/Redemption Plan

Choose Your Earning Program

Upon enabling the Loyalty Program, proceed with the following customization:

Define how points are earned. Choose the way points are earned from the three options available.

• Points Per Dollar Spent: Points per $ Spent allows enrolled customers to earn points for every dollar spent with the ability to set a per transaction limit.

Note: Please note that "Points Per $ Spent" applies to each individual transaction and not to the total amount spent across multiple transactions.

• Points Per Visit: Points per Visit allows enrolled customers to earn points every time they visit.
• Points Per Product: Points per Product allows enrolled customers to earn points when specific products are purchased from a specified classification (Category) with the ability to set a per transaction limit.

Choose Your Reward/Redemption Plan

Define the reward system for customers when they redeem their accumulated points:

Choose the rewards from the two options available:

• USD Reward (Cash Reward)
• Merchandise Reward

 There is an indicator if the redemption is for merchandise or a cash reward (the green highlighted one, is the one selected).

After selecting, the user will enter the points for the award and the Item ID (or category) or the Cash amount as applicable.

The redemption must apply to a single item, as you will apply the discount to an item, not to the entire transaction.

Rules for Accumulating Points

Business owners set how many points will be assigned per x dollars or per x items of a specific item or at a category level. They can do one, both, or a combination of both. The rules will be applied to all transactions.

Note: Points will be earned based on net dollar/items, not including tax. Refunds will reduce the point calculations.

Customer Lookup

The ZeroPOS application's customer screens display loyalty points, allowing easy access to this information.

Additionally, when a customer is added to a sales transaction, their current points are visible on the sales screen.

Modify Loyalty Points

In the event that you must edit a customer's available loyalty points, please follow the below steps:

On the Console, navigate to CRM → Customers → Click on the name of the customer that you wish to modify.

Go to Loyalty History → Add/Remove Points

Add/Remove Points

Using the Add/Remove points, you can automatically manage the number of points in the Loyalty Program for customers.

Here users can add/remove the existing loyalty by clicking on the Add/Remove Pts button. Current points will be displayed here.

Choose Add or Subtract option and enter the number of points to add or remove.

Hit 'Save'.

Loyalty Balance Report

Go to Reports → Customer Reports → Loyalty Balance

The Loyalty Balance report provides a concise overview of customers' loyalty points status within a loyalty program.

Details

The report includes the following fields:

• Customer: The name of the customer associated with the loyalty account.
• Customer #: A specific number assigned to the customer for identification purposes.
• Date Last Purchased: The most recent date on which the customer made a purchase or transaction.
• Points Balance: The current number of loyalty points accumulated by the customer.

This report enables businesses to monitor and analyze customer loyalty by tracking their points balance and purchase history. It helps in identifying loyal customers, understanding their engagement levels, and making informed decisions to reward or incentivize them based on their loyalty point accumulation.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

 

Redemption Process for Customer Loyalty Points

When a customer has accumulated sufficient points and intends to redeem them, the process involves the following steps:

1. Add the desired items to the sales cart.
2. Edit the specific item eligible for a discount using the accumulated loyalty points.
3. Choose the loyalty redemption coupon for the application.
4. The discount amount will be visibly displayed on the sales cart.
5. Deduction of points from the customer's total points will occur accordingly.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more