1. 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

1. From the Merchant Dashboard menu on the left, select Loyalty & Deals

2. Scroll down to Loyalty Widget

3. Enter the desired text into the Text field

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

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 Rule side panel

3. Set the Dollar Amount and Spots Earned

4. Click Save

1. Click + Add an additional Earning

2. In the new Earning Rule sidebar, type a Description into the empty field

3. Enter a Purchase Amount

3. 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

• During this time frame the Additional Earning will override the Default Earning

5. Click Save

6. The new earning rule will not be displayed beneath the Default Earning

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

1. Scroll to the Lapsed Customer Deal section

2. Use the Enabled/Disabled switch to toggle this option on/off

3. Click Edit in the Lapsed Customer Deals section

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

6. Input the Reward Name

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 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

1. Use the Enabled/Disabled switch to toggle this option on/off

2. Click Edit 

2. 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

1. Use the Enabled/Disabled switch to toggle this option on/off

2. Click Edit 

2. The Birthday Deal 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