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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 Marketing.
Total Loyalty Spend & Total Redemptions
This section displays Total Loyalty Spend vs. All Customer Spend, as well as Loyalty Redemptions.
Action | Display |
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Select the Dates on the right to access the Date Range filters: Custom This Month Today Last Week This Week Last Month
Select Loyalty Spend to view how much loyalty customers have spent at your business. Select Loyalty Redemption to view the number of redemptions for the specified timeframe.
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Redemption Transaction History
Action | Display |
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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
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Rewards
The Reward section automatically displays all current, and inactive rewards.
Rewards display in list form with the following information: Reward Name Spots for redemption Total Redemptions
Active Rewards will display with a blue switch in the toggled-on position Use the Rewards drop down to filter the rewards visible: All rewards Active Rewards Inactive Rewards
Use the magnifying glass icon to search for a specific reward by keyword
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Create New Reward
Method 1 - From the Loyalty section of the Dashboard
Action | Display |
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In the Rewards section 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
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Method 2 - From the Loyalty & Deals Settings
Action | Display |
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1. Navigate to the Account Settings | |
2. Select the Loyalty & Deals tab 3. In the Redeeming Spots section, click + Add New Reward | |
4. In the New Reward sidebar, input the number of Spots required to redeem this reward 5. Input the appropriate Reward Name 6. Click Save 7. Click Save Changes in the lower right corner done | |
Deleting Rewards
Action | Display |
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Navigate to the Account Settings
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2. Select the Loyalty & Deals tab 3. In the Redeeming Spots section, click Delete to the right of the Reward you wish to delete | |
4. A popup will display, “Are you sure you want to delete?” | |