Quick Links
Loyalty, Rewards & Deals
The Loyalty & Deals settings are located in the Account Settings of the SpotOn Retail Dashboard.
Accessing Loyalty & Deals
Action | Display |
|---|---|
1. Click 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 |  |
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 |
|---|---|
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 Spots side panel 3. Set the Limit of check-ins
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 |
|---|---|
1. Click + Add an additional Earning |  |
2. In the new Earning Spots sidebar, input a name for this Additional Earning 3. Input the 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 The Additional Earning will now display beneath your Default Earning. This can be modified by clicking Edit |  |
Redeeming Spots (Rewards)
Your customers and guests will be able to redeem the Spots they have earned for the Rewards you create here.
Existing rewards can be toggled On and Off in this section.
Add New Reward
Action | Display |
|---|---|
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 You must click Save Changes in the lower right corner of the screen to save the Reward/Edits to the Core database. If this is not done the Reward/Edits will be discarded. |  |
Deals
Lapsed Customer Deals
SpotOn makes it simple to identify customers that haven’t checked in for a while, so they can be invited back.
Action | Display |
|---|---|
1. Click Edit in the Lapsed Customer Deals section |  |
2. Set the number of days, weeks or months since a customer’s last visit that they would be considered lapsed (Must be 1 or greater) 3. Input the Reward Name and expiry date 4. Select how often you wish to send this offer to the same lapsed customer 5. Preview the deal, then 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 |
|---|---|
1. Click Edit |  |
2. Apply a Name to this deal, and set the expiry 3. Set the Frequency 4. . Preview the deal, then click Save |  |
Birthday Deals
Automatically send a birthday gift to your customers. Customers will receive this offer on the first day of their birthday month, offer will expire at the end of the month.
Action | Display |
|---|---|
1. Click Edit |  |
2. Provide the Birthday Deal Reward Name, and preview the offer 3. Click Save |  |