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Loyalty Program - Adding Stars if New Sale has been pressed

I've tried searching various threads and followed one set of instructions, however I don't have the options suggested. We have noticed that when a customer pays by credit card, we show them the screen and they check the figure and check the tip value, its after this the loyality screen appears. Sometimes, customers have pressed the screen before the loyality scheme has been explained, or more commonly, its skipped because the customer refused, but then returned 2 minutes later saying they would like to enroll. 

 

Now I totally see how to increase or decrease customers already enrolled, however I cannot for the life of me see how to enroll a customer that has just purchased but the screen has been skipped. 

 

I've gone in via the app and chosen "customers" - "Filter" - "Last Visit" - "1 Day" - then Add, then Apply. This shows me all the customers in the last hour, now all I can do is "Edit personal information" - "Add Note"  - "View Receipt" - "Delete" or "Merge Contact" there does not seem any option to add this customer to the loyality program post transaction?

 

Can anyone offer any advice on this please?

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Hello @hazeicecream, thanks for your post! 

 

I checked in with the Loyalty Specialist and they confirmed that you can enroll a customer if they dismissed the option the first time round or if you've already tapped New Sale. The trick is to add their phone number to their customer profile. When you've added their phone number you can then follow the steps to give the customer a star

 

Let me know if you have any other questions about this. Happy to help! 

️ Helen
Seller Community Manager

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Best Answer

Hello @hazeicecream, thanks for your post! 

 

I checked in with the Loyalty Specialist and they confirmed that you can enroll a customer if they dismissed the option the first time round or if you've already tapped New Sale. The trick is to add their phone number to their customer profile. When you've added their phone number you can then follow the steps to give the customer a star

 

Let me know if you have any other questions about this. Happy to help! 

️ Helen
Seller Community Manager

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hi @Helen thanks, that is great. I have one last question, when a reward is recieved by a customer, they get a 6 digit code and text to say: 

===============

181 170

To redeem this reward, just tell the cashier your phone number when you order.

No minimum purchase. In-store only.
This reward expires on 11/26/17.

===============

 

How do we action this reward? I've tried ringing up the product on screen, then "charge" and entering their cell  and the gift code number in "Gift Card", neither worked. I then tried under the "Customers" heading selecting the "Credit and Gift Cards on File" and was unable to locate either the customer, cell or gift code that was sent to the customer. (In this instance this customer is me, I am trying it for testing purposes) So I have a customer file, cell number, address etc and I have issued the reward to myself, but I have no clue how to redeem it??

 

Please any assistance would be great. Thanks

HazeIceCream

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@Helen - Please ignore my last message, we found out how to do it! Thank you!

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Alumni

Hey @hazeicecream - Taking over for Helen here. But yay! Thanks for the update! Mind sharing with the rest of the Community how you figured it out? It could definitely help if another Seller has the same question. 👍🏼

Puka - She/They
Seller Community UX Designer
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Absolutly,  so now our customers are being enrolled by their cell number (if for whatever reason the screen is cancelled or the customer changes their mind - we can now add them retrospectivily by finding their transacton and assigning a customer to it, also we have found with very loyal customers we have boosted them straight away up to 8 stars to say thank you and this worked really well)

 

Once a customer receives the reward, they are sent a message with a eight digit code, at the POS under the list of "items" the top one is "Redeem Rewards", so when a customer comes in, we enter onto the POS their items, they advise us they have a reward / coupon etc and we select the "Redeem Rewards" function, it then brings up an alpherbetical list of all customers where you can either search by name / cell / email etc and pull up their details that way, if they have a reward to redeem it will be listed under "Available rewards" IF they DON'T yet have a redeemable reward, it will tell you how many stars they have left till they achieve the reward. If they do however you can just select "Redeem" and it deducts the item in the POS till section. 

 

The other way is by selecting "Redeem Rewards" and top right is a button called "Use Code", so if they show you the 6 digit code, you can enter it here and its just a quicker way rather than entering the cell or searching by name / email. 

 

Hope that helps!

 
 
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Awesome, thank you so much for sharing your insight! I'm sure other Sellers will find this very helpful. 

Puka - She/They
Seller Community UX Designer
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