Loyalty Settings

Loyalty Settings

Retailers who actively promote customer loyalty retain more of their customers and stay ahead of the competition. A loyalty program helps you build a better relationship with your customers, understand their buying patterns and behavior, and target the most profitable consumers. 

What is it?

Uprow’s Customer Loyalty module gives you the tools you need to develop satisfied customers and keep them coming back. It is a system where your customers earn currency to spend in your store with every purchase they make. It's designed to be as simple as possible for you and your customers. 

Customer Loyalty module allows you to track and reward customer loyalty, based on the currency value or point value of a customer’s purchases. Accumulated “loyalty value” is then eligible for redemption on future purchases based on the redemption rules you assign when setting up a customer loyalty program.

This article includes:



How does it work 
 
     •    Enable loyalty
     •    All products in store will be allocated loyalty amount. This amount is based on the ratio you  
           choose
     • These loyalty amounts will be earned on all sales to eligible customers made in the store. 
     • Your customers can then redeem their loyalty on any products in your store.
     •     Your existing customers will already be signed up, and it's easy to add new customers.
     • Customers will only earn the loyalty for a particular sale when the sale has been paid in full.
     • If a customer pays for part of their purchase with loyalty, they will only earn loyalty on some of 
            the sale. If 40% of the sale were paid with loyalty, customers would earn loyalty on the 
            remaining 60% of the sale.



Turning loyalty on

     •    In Uprow, open the Admin tab, and click the Loyalty section
     •    Go to Enable Loyalty , Check the box to turn loyalty on 

       



Setting Up Loyalty:  

     Now you have two options:
     You can either
          •    Choose the amount a customer needs to spend to earn 1 Rupee (or $ or £ or € or similar). 

        

          •    Or award a specified number of points for different ranges of invoice total. In this case, you  
                will be able to enter the range information.

               If you are accumulating value based on ranges of sale amounts you will see:

          

          Enter the minimum and maximum amounts for ranges of invoice amounts and the amount 
          of loyalty currency the customer should receive for each range. 

          If you don’t want your customers to redeem all the points at once, You can even set Maximum 
          Discount Per Order e.g if your customer has 100 points and his purchase value is also $100. You can
          set maximum discount Per Order.

        



Adding a new customer to loyalty 

     •    To add a new customer to loyalty go to Customer tab .
     •    Click on customer menu on the left side of the menu. 
     •    Click on + New customer button.
     •    Fill up the desired details and go to Advance section at bottom. 
     •    Make sure the 'enable loyalty' box is ticked. 

        



Turn loyalty off for existing customers 

There are some people in your customer list that you may like to disable loyalty for. This may include:
Staff members
Wholesale rate customers
Customers who do not wish to be enrolled.
Loyalty can be turned off one by one, or in bulk, using a Excel import. 

To remove a customer from your loyalty program:

     •   Open your customer page , and find the customer in your customer list.
     • Click Pencil icon to open the customer's page. Go to Advance section at bottom. 
     •     Untick the Enable loyalty for this customer box.
     • Save the changes.




How do customers redeem their loyalty points:

When a customer wants to pay for a sale with their loyalty balance, it's simple and easy for your staff. 

     • Go to Sale > Invoice > sale invoice  
     • Just add the customer to the sale, add the items to the sale. 
     • Click Customer Details and press check rewards button.   







Customers can use:

     •    All the loyalty points in sale if you have not set any maximum discount per Order.
     •    Part of loyalty points can be used by setting the maximum discount per order only. 


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