Quick Links
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Loyalty, Rewards & Deals
The Loyalty & Deals settings are located in the Account Settings of the SpotOn Retail Dashboard.
Accessing Loyalty & Deals
Action | Display |
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1. Click Select the User Icon in the upper right to access the drop down menu 2. Select Account Settings | |
3. From the options on the left, select Loyalty & Deals |
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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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 |
Earning Spots
In this section, the user can edit or set their Earning Rule for Spots. This is the earning rule for customers to earn Spots per dollar amount they spend. As the merchant, you can limit the number of times a customer can check-in and earn Spots during a single visit.
Edit Default
Action | Display |
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1. Click Edit Default to change your default Earning Rule for how your customers can earn spots. | |
2. Input a new default earning rule for customers to earn Spots per dollar amount they spend in the Earning SpotsRule side panel 3. Set the Limit of check-ins
Dollar Amount and Spots Earned 4. Click Save |
Add an Additional Earning
Additional Earning Rules will override the default Earning Rule for the time frame selected. This feature can be used for special sales or events.
Action | Display | |||
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1. Click + Add an additional Earning | ||||
2. In the new Earning SpotsRule sidebar, input a name for this Additional Earningtype a Description into the empty field 3. Enter a Purchase Amount 3. Input Enter the amount of Spots Earned 4. Select the Start and End Dates, as well as the specific time of day,that this additional earning will be in effect for
5. Click Save | info | |||
The Additional Earning will now display beneath your Default Earning. This 6. The new earning rule will not be displayed beneath the Default Earning
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Redeeming Spots (Rewards)
Your customers and guests will be able to redeem the Spots they have earned for the Rewards you create here.
Info |
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Existing rewards |
may be toggled On and Off in this section. |
Add New Reward
Action | Display | ||
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1. Click the + Add New Reward button | |||
2. In the New Reward side panel, input the number of Spots required to redeem this reward 3. Input a name for the New Reward 4. Click Save
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Deals
Lapsed Customer Deals
SpotOn makes it simple to identify customers that haven’t checked in for a while , so they can be invited backreceive deals to bring them back for more business.
Action | Display | |||
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2. Set the number of days, weeks or months 4. The Lapsed Customer Deal pop-out menu will appear from the right | ||||
5. Enter a number into field and select the desired frequency from the drop-down menu to Day(s), Week(s) or Month(s) since a customer’s last visit that they would be considered lapsed (Must
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3 6. Input the Reward Name and expiry date 4 | ||||
7. Select the Expiration using the drop-down menu to choose between 30 days, 60 days, or Custom | ||||
8. If a Custom expiration is selected, input needed number and use the drop-down menu on to select Day(s), Week(s), or Month(s) | ||||
7. Select how often you wish to send this offer to the same lapsed customer 5. Preview the deal, then click Save by inputting a number and using the Frequency drop-down to select Day(s), Week(s), or Month(s) | ||||
8. A preview of the deal will appear 9. Click Save |
New Customer Deals
Automatically send a thank you offer that encourages new customers to hurry back for their next purchase. Customers will receive this offer via email after their first check-in at your business.
Action | Display |
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1. Use the Enabled/Disabled switch to toggle this option on/off 1 2. Click Edit | |
2. Apply a Name to this deal, and set the expiry The New Customer Deal pop-out menu will appear on the right | |
3. Enter a Reward Name for the deal into the field 3. Set the Frequency 4. . Preview the deal, then click Save | |
3. Select the desired Expiration using the drop-down and chose between 30 Days, 60 Days, or Custom | |
4. If Custom is selected, enter the number and use the drop-down to choose between Day(s), Week(s), Month(s), or Year(s) | |
5. A preview of the new customer deal will appear 6. Click Save |
Birthday Deals
Automatically send a birthday gift to your customers.
Info |
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Customers will receive this offer on the first day of their |
birth month |
and will automatically expire at the end of the month. |
Action | Display |
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1. Use the Enabled/Disabled switch to toggle this option on/off 1 2. Click Edit | |
2. Provide the The Birthday Deal Reward Name, and preview the offer 3 pop-out menu will appear on the right | |
3. Enter Reward Name for birthday deal 4. A preview of the birthday offer will appear | |
5. Click Save |