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Signing your customer up for loyalty

Signup portal

New customers have a message on their receipt inviting them to register their details for your loyalty program.

loyalty_signup_receipt.png

Each message includes a custom URL and a QR code, which takes the customer to a signup portal for your store,  where they can fill in their details. For more details on this topic, check out the Customer signup process section in the Setting up loyalty in Retail POS (X-Series) article.

Bonus loyalty

To encourage customers to fill in their details, you can choose to offer a joining bonus or Bonus Loyalty for filling in the form. This can only be claimed once per customer.

To turn on the loyalty sign-up bonus:

  1. Tick the box to enable the bonus loyalty reward.
  2. Choose the amount you would like to reward the customer. signup_bonus_enabled.png
  3. Select Save changes if you're finished. 

Welcome email

You can also choose to send your customers a welcome email inviting the customer to join your loyalty program. The welcome email also provides your customer with a link to your online portal. If you have chosen to provide bonus loyalty, these customers also receive this.

This email is sent to:

  • Existing customers whose email address you already have, when they make their first purchase after you enable loyalty.
  • New customers added in the Retail POS sell screen at the time of purchase if you also add their email address and opt them into loyalty.

Turning on welcome emails

  1. Select the check box next to Send Loyalty Welcome email. send_loyalty_welcome_email.png
  2. Personalize the email content in the Subject and Message fields. You can preview your changes by clicking the Preview welcome email link at the bottom of the page. send_welcome_email.png
  3. Finally, save your settings by selecting Save changes.

If you would like more information on Retail POS's Loyalty feature, check out this article.


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