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Build Customer Loyalty with a Rewards Program

Steps for Setting Up Your Rewards Program

1. Click the Admin Button with your username in the upper right and go to Settings > POS Settings > Customers.

2. Here are the settings you can configure:

3. Use Rewards - Turn your Rewards program on or off with this check box.

4. Show Reward Points on Receipt - Checking this box will display on the receipt how many more points the customer needs to accumulate in order to earn to get a reward.

5. Coupon Clerk Notification - When the customer earns a reward by completing a transaction, the system will pop up a notification for the sales clerk so the customer can be congratulated.

6. Print Coupon on Receipt - If you want your customers to get a printed coupon every time they earn one, check this box. If it is not checked, the reward coupons will just be kept electronically for them by the system and they can use them whenever they like.

7. Accrue Rewards on Discounted or Sale Items - If you want your customers to earn reward points on items with discounted pricing or in-register discounts, you can check this box.

8. Accrue Rewards on Service Items - If you want your customers to earn reward points on Service items you sell through the Work Orders module, you can check this box.

9. Show Outstanding Reward Coupons on Register Screen - Having this box check can be very useful for your sales clerks since whenever they load a customer into the Register they will immediately see if the customer has unused Reward Coupons in the system.

10. Dollars Spent to Earn Reward - One way to determine this amount is to calculate the average purchase in your store, in this example it would be $40, and multiply that by ten to get the target amount a customer would need to spend in order to get a reward. This would be the equivalent of using a punch card with ten slots, but in an electronically automated format.

11. Reward Amount - You don't need a large amount for your customer to feel rewarded! Some clients we work with set this amount to be 10% of the total from #8 above, but please remember that you are reducing your profit margins by whatever percentage of the total you do here, so a smaller amount is a good thing.

12. Reward Expiration - This is one you should consider with care: It can establish a sense of urgency in the customer if they know the reward coupon they just earned will be expiring in a given time frame (Never, 15, 30, 60, 90, 180 days, or 1 year), but if they miss it by a few days and come in to discover that the system has deactivated their reward because it expired, that can be a bad experience.

    If you choose the latter option, you can always go to POS > Customers, search for the customer and click on their name, then go to their Settings Tab, click on View Coupons and you'll have the option in there of creating a coupon for them to mollify any injured feelings.

13. Complete your transaction in the normal way.

Please Note: Activating Rewards will apply reward points to transactions that happen from that point moving forward, previous transactions will not retroactively get reward points.

Each Customer has a setting that allows Rewards to be active for them or not. By default, this will be on for all customers. To turn it off or on for your customers, you can go to Customers > Customers, and find the customer you want, click on their Customer ID and go to the Settings tab, and you'll find the toggle for their Reward eligibility, as pictured above. If you want to add or remove eligibility for Rewards for all of your customers, go to Customers > Customers and click the Action button in the upper right and click Bulk Customer Actions.

On the Bulk Customer Actions page you can Enable Rewards for all of your customers at once (please note, if Rewards are not active in your system as denoted above in your Settings, you will not see the section below for Customer Rewards):