Set Up Loyalty Rewards (How-To)

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Summary

Setting up the Rewards Program takes three steps. Before you start, plan your tier offerings and tell your staff and customers how the program works.

Steps

Set Up Reward Tiers

  1. Go to Left-hand Navigation: Admin » Loyalty Reward Points.
  2. Select + Add to create a new tier.

    Reward tiers table with add button highlighted.

  3. Enter the Points and the credit Value for the tier. $1 equals 1 point, so Points is how much money a customer spends to reach the tier. Value is how much store credit the tier earns. In the example, the customer spends $100 (100 points) to get $10 in store credit.

    Add Reward Tiers form with points and value fields.

  4. Select Save.
  5. Repeat for each remaining tier.

Set User Permissions

All staff users can redeem loyalty points for store credit. Only users with permission can manually adjust point balances on owner profiles. You need this to migrate balances from a past loyalty program, give extra points during promotions, or deduct points in special cases.

  1. Go to Left-hand Navigation: Reports and More Icon » Groups.
  2. Find the Can Manage Reward Points permission.
  3. Turn it on for each user group that should adjust points.

    Permission table with roles and checkboxes.

Set Point Expiration

You can set points to expire. If points are not redeemed in the set time after they are earned, Gingr deducts them on its own.

  1. Go to Left-hand Navigation: Admin » Loyalty Reward Points.
  2. Find System-Wide Settings.
  3. In the Number of days reward points expire in box, enter the number of days. To have customers redeem points within a year, enter 365.

    Reward points expiration setting: 365 days

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