Loyalty

Locate ‘Loyalty’ in the sidebar.

Existing programs will appear at the top.

To make changes to the existing programs, press ‘edit’.

Make the desired changes, then click on ‘save changes’

To add a singular customer point

Locate the customer, optionally by using the search bar

Once the desired customer has been located, locate the three buttons on the right-hand side.

To allocate a customer more points, click on ‘Give’

Fill in the number of points to add, then click on ‘Add points’.

To send an email to a customer that states the amount of points they have, click on ‘Email '.

To view the customer’s past points, press on ‘History’

This will show a summary of point history.

Click on ‘Export’ to create a summary table of the loyalty customers.

Click on ‘Import balances’ to upload a list of existing customers and their current reward points from another system.

Choose the desired file, then click on import rows.

Optionally: Click on ‘Download template’ to create your own table