Setting up a Loyalty Program

One retail concept that has grown popular over the years is the points-based loyalty program. It is attractive to customers because the points that they earn from purchase can be converted to cash. It is also advantageous to the retailer because it makes their customer buy more from them — more purchase means more points, and these points can only be used in their store. It’s a win-win.

Do you wish to implement this in your store? Just follow these simple steps.

Turning on Customer Membership

To turn on customer membership, simply do the following:

Step 1:

Go to Settings -> Customer Membership. Turn on Customer Membership.

Step 2:

Then go to Settings > Customer Reward Module and turn on Enable customer rewards.

You can also turn on Allow earning of points in decimal or fractional value if you want the customer to earn points that are in excess of the ratio. For example, if you set the ratio that the customer earns 1 point for every purchase of $100, and the customer’s invoice is $150, then the customer earns 1.5 points.

But if it is turned off, then the customer only earns 1 point. The $50 is discarded.

Setting the Ratio

Step 1:

Go to Customers and go to the Memberships tab.

Step 2:

Click the Add Group button to create a new points-based membership group.

Step 3:

Put the details of the group on the next screen.

Step 4:

Add the Group Name and skip the Discount field (this is only for when you are creating a Discount-based membership group).

Step 5:

Then under Points Conversion, add the amount that the customers need to purchase to earn 1 point. You can leave Pay with Points to 1 is to 1 for now. Then click the Save button.

Step 6:

Click the saved Group to add customers. Type the first three letters of the customer to search.

Step 7:

After adding the customer, that customer should be able to earn points every time they purchase in your store (as long as you add their customer name to the purchase).