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Setting Up Loyalty Rewards

Last updated 12/10/2017

Create a loyalty program by issuing discounts to your customers based on predefined spending thresholds.

Overview


In order to promote sales in your retail stores, Cin7 has two built-in reward programs that will reward customers money in the form of vouchers.

Customers can either accrue rewards based on their spending in a single transaction or their spending over many transactions within a set amount of time.

Once a customer meets the predefined criteria, vouchers are assigned to the customer. Therefore when a customer is added to a transaction in the POS, you will see that that customer has rewards to redeem and, if appropriate, offer them the opportunity to redeem them.

The loyalty rewards that have been accrued are calculated each day at 6 pm UTC. Administrators or managers can opt to have a breakdown of rewards offered to customers in a daily email.

Finding the Settings


  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Click on POS Settings.
  3. From the drop-down list, choose between Off, By Cumulative Value or By Order Value.
    The difference between each option is explained below. When set to Off, customers will not accrue loyalty reward. This is the default setting.
  4. Click Finish.

By Order Value


The By Order Value option allows you to create a tiered system of rewards, whereby customers are rewarded for spending more in an individual transaction. e.g. If a customer spends $10 they get $1 reward, but if they spend $50 they get $5 reward.

Settings

Create Reward Type

Choose between Store Credit, Gift Voucher or Promotion. Currently 'Promotion' is the recommended reward type to use.

When vouchers are created, send notification to

The system will send an email to the specified email address daily. Loyalty rewards are created daily at 6 pm UTC and emailed shortly after. This would ideally be an administrator or manager.

Only one address can be specified, and this cannot be broken down by branch.

Rewards Expire After

Enter a number days or months the rewards should last for. Months and Days can be toggled by the drop down. Numbers should be whole numbers.

Tiers

To add a new tier:

  1. Enter the Spend threshold. This is the amount at which the reward will be triggered.
  2. Enter the reward for this threshold.
  3. Click Add Tier. The tier will be created in a table to the left.

Multiple tiers can be added; tiers with higher thresholds supersede those with lower thresholds when the spending threshold is met in a transaction.

Include sales of Vouchers and Non-Stock Items when calculating rewards

If this is set to yes, any sales of gift vouchers or non-stock items - freight, for instance - will be included when calculating the loyalty reward.

Prevent Sales in which rewards have been redeemed from creating new rewards

If this is set to Yes, then a Sale in which a reward has been redeemed will not contribute to new reward values. By default, and for most scenarios, this is will be set to No.

By Cumulative Value


When set to By Cumulative Value, rewards are based on the cumulative spend of a particular customer over a given amount of time. There are a few fields that must be filled out for this to work.

Settings

Create Reward Type

Choose between Store Credit, Gift Voucher or Promotion. Currently 'Promotion' is the recommended reward type to use.

When vouchers are created, send notification to

The system will send an email to the specified email address daily. Loyalty rewards are created daily at 6 pm UTC and emailed shortly after. This would ideally be an administrator or manager.

Only one address can be specified, and this cannot be broken down by branch.

Create Reward Type

Choose between Store Credit, Gift Voucher or Promotion. Currently 'Promotion' is the recommended reward type to use.

Rule

Fill in the blanks in the sentence to set the thresholds by which the rewards will be allocated. E.g:

Create a voucher for the amount of 10 dollars, for each customer who spends 100 dollars or more, over 30 days.

Pro-rata Increase

Check the pro-rata increase field if you would like any additional amount over the specified spending threshold to increase the reward amount, in proportion to the amount spent.

Rewards Expire After

Enter a number days or months the rewards should last for. Months and Days can be toggled by the drop down. Numbers should be whole numbers.

 

FAQs

Is it possible for a customer to review or redeem their rewards online?

Currently this functionality is limited to the POS only.

Can loyalty point be redeemed in Sales Orders or the B2B site?

Currently this functionality is limited to the POS only.

Can I combine Cumulative and Order value methods?

It is only possible to choose one method or the other.

Will the customer be emailed a notification about their reward?

All vouchers will be sent to the specified email address (see above) which you can use to create your own email statements.