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MarketingJune 25, 20262 min read
Setting Up Your Loyalty Program
Create and manage customer loyalty programs to increase retention and repeat business.
Program Types
Points-Based
Customers earn points for every purchase. Redeem points for discounts or free items.
Tier-Based
Different spending levels unlock different benefits (Silver, Gold, Platinum).
Visit-Based
Reward customers after a certain number of visits.
Creating a Program
- Go to Loyalty in your dashboard
- Click Create Program
- Choose program type
- Set earning rules (e.g., 1 point per $1 spent)
- Define rewards (e.g., 100 points = $5 off)
- Set expiration rules
- Publish the program
Managing Rewards
Automatic Rewards
Set up triggers for automatic rewards:
- Birthday rewards
- Welcome bonus
- Anniversary rewards
- Spending milestones
Manual Rewards
Issue custom rewards for special circumstances or customer service recovery.
Promoting Your Program
- Add QR codes to receipts
- Display points balance at checkout
- Send program announcements via email/SMS
- Train staff to mention the program
- Create in-store signage
Analytics
Track program performance:
- Enrollment rate
- Redemption rate
- Average spend by loyalty tier
- Customer retention improvement
- ROI of rewards program