How to Create and Edit Loyalty Programs

Modified on Mon, 5 Aug at 9:11 AM

Loyalty programs offer discounts to customers for purchasing specific items. They can be supported by manufacturers for participating customers.

Note: only customers with accounts are eligible for loyalty programs

How to Create a Loyalty Program

Click the "Edit Detailed Loyalty Programs" button under the Customer Tab. This will open a tab to manage loyalty programs, where you can create a new program, edit program details, and add or remove items from the program.

Example: Edit Detailed Loyalty Programs

Loyalty programs are listed on the left, with active programs highlighted white and inactive programs highlighted red. Details for the currently selected program are shown on the right.

Example: Manage Loyalty Programs

To create a new program, click the "Create New Program" button and enter the program details. The required fields are denoted with an asterisk (*).

Example: Create a New Program

Field	Description
Program Type	The type of program based on the reward, the types include Buy X or Average Value Note: the available types depend on company settings.
Program Name	The name of the program
Program Description	The description of the program
Start Date	The date the program will become active
End Date	The date the program will become inactive
Quantity Buy	The quantity of items to buy to earn a reward
Quantity Get	The quantity of items rewarded with the program discount
Auto Enroll	If checked, customers who buy eligible items will automatically be enrolled in the program. If unchecked, customers would need to be manually enrolled in the program.
Redemption Type	How the reward item(s) will be discounted, options include Free and Money Off
Amount Off	The dollar amount the redemption item is discounted by, only used with the Money Off redemption type
Make Program Case Lot Aware	When checked, eligible box type items are counted individually toward the program
Item Redemption Code	How the reward will be denoted when the program is redeemed

Click "Save New" to create the new program.

How to Add and Remove Items from a Loyalty Program

To add the items, search by UPC or general word search. The item(s) found will show in the bottom grid, select one or multiple of them and click the "Add Items" button to add them to the program.

Example: add items to a loyalty program

To remove items, select one or multiple items that are already in the program from the top grid and click the "Remove Items" button.

How to Edit a Loyalty Program

To edit a loyalty program, select the program to edit and update the details on the right. Click "Save Changes" to update the program.