Loyalty

Introduction

Use loyalty programs to boost your customers’ activity, provide powerful incentive and reward their loyalty. Visit web guide to see what types of loyalty programs we offer and how you can create and manage them.

Loyalty types

There are 5 types of loyalty, but you can create only one type from the mobile app- Stamps loyalty. Other loyalty types can only be created from the web portal.  This section will describe how is stamp loyalty setup from a mobile application.


Stamps loyalty

Stamp loyalty allows you to create loyalties such as every 5th coffee is free, or every 10th paid bill gives you a 20% discount.

Example: the end user receives one stamp for every purchased coffee in your coffee shop. After 5 successfully stamps collected, the end user receives a coupon for free coffee on the house.

Create Stamps Loyalty

Step 1 – Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Enter the description of loyalty that will be shown to the end users in details. Here you can enter additional conditions, validities, availabilities or any other info that is relevant to the loyalty. The description can be maximum 2000 characters long.

Welcome message text

Enter a welcome message for users who become part of your loyalty program by following your channel.

Document / License

Enter URL towards legal documents such as terms and conditions or rules of your loyalty program.


Step 2 – Timeframe

Use this step to configure the start and end date of your loyalty campaign.

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date and time, you can change entered values only when loyalty is in Draft mode. Once loyalty is published, you will not be able to edit entered values again.

Set end date and time

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.

No new users from

Specify the date and time from which end users will not be able to gain more points or stamps and participate in the loyalty program.

End users will have the possibility to spend earned points and redeemed rewards, but only until End date (explained above).

By default, this date is the same as the End date. You can choose any date that is before the End date.


Step 3 – Target

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes to be calculated.


Step 4 – Point collection

On this step, you can create your “loyalty currency” and define the action that leads to end users earning points or stamps in your loyalty program. You can have only one action for stamp loyalty. Actions are performed by scanning codes (you scan user once they visit your POS or end users scan you).

Name your points

Example: you can name your points “stamp(s)” to allow end users to collect stamps.

You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.

Example 2: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.

Tip: To avoid this, we recommend you create new point name as described here.

Point expiration

Set the validity of your points. From the moment end user earns point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced for expired points.

Point expiry notification

Enter a message that will be sent to the end user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.

Example: Your points are about to expire in 3 days.

Action name

Enter the name of the action. This is the name of the action that gives the end user points.

Example: you can name your action “Buy any coffee”.

Action reward value

Enter how many points/stamps (“Name your points”) will end user receive upon successfully performing an action.

Example: enter value 1 to give the end user 1 stamp for every drank coffee

Points earned notification

Enter a message that will be sent to the end users chat thread once points are collected.


Step 5 – Coupon details

Coupon type

Choose one of the coupon types. Your selection decides how end users will redeem your coupon.

Coupon name

Provide the name of your coupon (max 80 characters), coupon image (check guidelines in section 4.4.) and coupon description (max 2000 characters). See below how it looks on the end user apps.

Example: you can name coupon “Free coffee” if you want to provide free coffee to the end users once enough stamps are collected.

Coupon image

Choose an image that represents your coupon description the best.

Coupon Description

Describe what kind of benefits does this coupon gives to the end-users. Use up to 2000 characters.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Coupon expiry notification

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.


Coupon rules

Link a redemption trigger

Here you can set up a redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A dropdown field contains a list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here you can spend MBs from add-ons you have purchased with your package. Once end users activate coupons number of your available MBs will decrease.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires (thus making loyalty unavailable for the end user).

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations.

Example: end user can activate coupon only once every 24 hours.

Points required to redeem

Represents the cost of your coupon. By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.

Example: coupon value is 5 stamps (enter 5 in the value field). Now, to be able to redeem this coupon, the end user must acquire 5 stamps using the actions explained in the previous chapter. Stamps are reduced once end users successfully redeem this coupon.

Bonus points name

Choose the name of your point.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon, end users receive 10 points inside My Loyalty program that can be exchanged for free gifts.

Notice: you cannot give users stamps when you are spending them.

Hide if not enough points

By default, end users can see/access coupons even if they do not have enough stamps to redeem them. Use this field to hide coupon and show it to the end users once it can be redeemed.


Step 6 – Display

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own color for your loyalty card.

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own color for your loyalty card.

Collection card logo image

Upload image that will appear at the center of your loyalty card. You can use your logo as an example.

Stamp icon

Choose your stamp icon. You can use one of the XXX available icons in the system.

Collection card font theme

Choose the font color. You can use dark font theme to make your font colored or white theme to make font white.