Introduction

Now that we know how the program works, let's cover how to set it up!

Setting up the Rewards Program is simple, however, you'll want to ensure that you've thought through your Tier offerings prior to set up and that you've communicated your program's details to your staff and customers. Once you're set on your offerings, there are only three steps to get configured:

Step 1: Set Up Reward Tiers

1. Navigate to Left-hand Navigation: Admin » Loyalty Reward Points.
   
   
2. Click + Add to create a new tier.
   
   
   
   
3. Enter the Points and corresponding credit Value for the tier. Remember that $1 = 1 Point, so your Points will be how much money a customer needs to spend to reach this tier. The Value will be how much store credit that tier will get them. In the example below, the customer will need to spend $100 (earning 100 points) to receive $10 in store credit once they reach that tier.
   
   
   
   
4. Save your changes and repeat for your remaining tiers.

Step 2: Configure User Permissions

All staff users are able to redeem loyalty points for store credit, but they will need permission to be able to manually adjust point balances on owner profiles. This action will be necessary to do things like:

• Migrate point balances from a previous loyalty program system
• Give extra points when running promotions
• Manually deduct points in special cases

To enable this permission, navigate to Left-hand Navigation: Reports and More Icon » Groups. On that page locate the Can Manage Reward Points permission for any user groups that you'd like to be able to perform these actions.

Step 3: Indicate if Points Expire

Lastly, you can indicate if rewards points expire, which will trigger the system to automatically deduct points from customers if they are not redeemed within a set time after they were earned.

To set point expiration, navigate to Left-hand Navigation: Admin » Loyalty Reward Points. On this page under the System-Wide Settings section, in the Number of days reward points expire in box, optionally enter a number of days after which points expire.

For example, if you'd like customers to redeem their points within a year, enter 365 days in this field.

Related Resources

• Rewards Program Topic Outline
• Earn Rewards Points How-To
• View Point Balances & History How-To
• Redeem Points How-To
• Manually Add or Deduct Points How-To