Quick Links
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Loyalty
The Loyalty tab is where to users can 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 Marketing.
Total Loyalty Spend & Total Redemptions
This section displays Total Loyalty Spend vs. All Customer Spend, as well as Loyalty Redemptions.
Action
Display
Action | Display |
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The Loyalty section has two tabs located at the top of the screen: Loyalty Spend and Loyalty Redemption.
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This Week
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Redemption Transaction History
Action | Display |
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The |
Redemption Transaction History |
displays the date range selected in the above Loyalty Spend section. |
The Redemption Transaction History shows users the following information:
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Transaction Value
User may user the search bar on the top right corner of the screen to look up customers by Customer Name or Card Code |
Use the > arrow buttons to view more
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Rewards
The Reward section automatically displays all current, and inactive rewards.
The Rewards section shows users the following |
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Use the toggle switch to quickly deactivate or re-activate any Rewards
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Create a New Reward
Method 1 - From the Loyalty section of the Dashboard
Action | Display |
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2. Input the total number of Spots |
in the Spots Redeemed field and select if the discount is a percentage or a dollar amount 3. Enter a Name for the new reward |
Confirm information entered for new Reward is correct
Select Save
A green success banner will display in the lower left corner of screen
in the Reward Name Field |  |
4. The newly created reward will now display at the top of the Rewards list |
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Method 2 - From the Loyalty & Deals Settings
Action | Display |
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1. |
From the Merchant Dashboard home page, select the user icon on the top right and select Account Settings from the drop-down menu |  |
2. Select the Loyalty & Deals tab 3. |
From the |
Rewards section, |
select the + Add New Reward button |
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4. In the New Reward sidebar menu, input the number of Spots required to redeem this reward in the Spots Redeemed field 5. |
Enter a Name for the reward in the Reward Name field 6. Select Save |  |
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. The |
newly created reward will now display |
in the Rewards list
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Deleting Rewards
Action | Display |
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Navigate to the Account Settings
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2. Select the Loyalty & Deals tab 3. |
From the |
Rewards section, |
locate the reward that requires removal and select the Delete button on the right side of the |
screen |  |
4. A popup will display with the prompt, “Are you sure you want to delete?” 5. Select Confirm Delete to delete |
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Loyalty Widget
SpotOn Loyalty clients can now add a customizable loyalty widget to their website, allowing them to grow their customer contact list. This self-service feature empowers customers to sign up for Loyalty Rewards on their own- earning repeat business and increased revenue.
Action | Display | ||
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1. From the Merchant Dashboard, select Loyalty & Deals |  | ||
2. Scroll down to Loyalty Widget |  | ||
3. Enter the desired text into the Text field
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4. Check the Color of the Text box to change the widget’s font color. Choose from a preselected color or enter a custom color 5. Check the Color of the Background box to change the widget’s background color. Choose from a preselected color or enter a custom color |  | ||
6. From Position, choose between having the widget appear in the lower left or right of the website |  | ||
7. Once all needed changes have been made, select Copy on the right side of the screen to copy the HTML code, which can then be added to the website |  | ||
8. The new Loyalty Widget will now display on the website |  |