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Table of Contents

Loyalty

The loyalty tab is where to add, adjust or disable any currently offered loyalty rewards. There are sections to show when rewards are being redeemed, as well as who is redeeming them and when. The loyalty tab is accessed from the Dashboard menu on the right-hand side of the screen, below Campaigns.

Total Loyalty Spend & Total Redemptions

This section displays Total Loyalty Spend vs. All Customer Spend, as well as Loyalty Redemptions.

Action

Display

  1. Select the desired time frame to view:

    • Today

    • This Week

    • Last Week

    • This Month

    • Custom

      • Use the calendar dates to select a beginning and end date to view

  2. Select Loyalty Spend to view how much loyalty customers have spent at your business, this will display in purple on the timeline graph. Non-loyalty customer spend displays in gray.

  3. Select Loyalty Redemption to view the number of redemptions for the specified timeframe.

Tip

At the top of the Loyalty page there is a button to Create Campaign. Please see Create Campaign for more infomation.


Redemption Transaction History

Action

Display

  1. The time frame displayed in Redemption Transaction History is the date range selected in the above Loyalty Spend section. Select how to display Redemption History:

    • Time/Date

    • Transaction Value

  2. Use the Search field to search for by Customer Name or Card Code

  3. Use the > arrow buttons to view more


Create New Reward

Action

Display

  1. Click the Create New Reward button

  2. In the Spots Redeemed field, input the number of Spots needed to redeem for this reward

  3. In the Reward Name field, input a name for the new reward

  4. Confirm information entered for new Reward is correct

  5. Click Save

    • A green success banner will display in the lower left corner of screen

    • The new reward will display at the top of the Rewards list, and will be toggled On


Rewards

List of current and deactivated Rewards.

Action

Display

  1. Click Show Inactive to view Rewards that have been Deactivated

    • Click Hide Inactive to remove deactivated Rewards from the list view

  2. Rewards display in list form with the following information:

    • Title

    • Creator

    • Spots for redemption

    • Total Redemptions

    • Creation Date

  3. Click Deactivate to turn off Reward

  4. On deactivated Rewards, click Recreate Reward to activate the Reward


Deleting Rewards

Action

Display

  1. Navigate to the Settings

  2. Select the Loyalty & Deals tab

  3. In the Redeeming Spots section, click Delete to the right of the Reward you wish to delete

    • A popup will display, “Are you sure you want to delete?”

  4. Click Confirm Delete to delete

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