Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 14
Next »
Quick Links
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 |
---|
Select the desired time frame to view: Today This Week Last Week This Month Custom
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. Select Loyalty Redemption to view the number of redemptions for the specified timeframe.
| |
Redemption Transaction History
Action | Display |
---|
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
Use the Search field to search for by Customer Name or Card Code Use the > arrow buttons to view more
| |
Create New Reward
Action | Display |
---|
Click the Create New Reward button In the Spots Redeemed field, input the number of Spots needed to redeem for this reward In the Reward Name field, input a name for the new reward Confirm information entered for new Reward is correct 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 |
---|
Click Show Inactive to view Rewards that have been Deactivated Rewards display in list form with the following information: Title Creator Spots for redemption Total Redemptions Creation Date
Click Deactivate to turn off Reward On deactivated Rewards, click Recreate Reward to activate the Reward
| |
Deleting Rewards
Action | Display |
---|
Navigate to the Settings Select the Loyalty & Deals tab In the Redeeming Spots section, click Delete to the right of the Reward you wish to delete Click Confirm Delete to delete
| |