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If you are a myLoyalty business go through this checklist to ensure that you have setup the minimum configuration required before you go live. Refer to Business Go Live Checklist for a full checklist with advanced options. |
GETTING STARTED WITH myLoyalty
Before going live you should go through the checklist below to ensure that you are taking full advantage of CRM.COM functionality and integrations. This checklist is targeted towards myLoyalty businesses and covers the mandatory and optional configurations that should be considered prior to going live.
REQUIRED CONFIGURATION
This section covers the mandatory setup that you will need to configure for your business. For your ease of use the actions have been listed in the order that they should be completed.
BUSINESS DEFINITION
(click on logged-in user name at the top-right-hand-corner of the screen > My Business)
My Business
The information on this screen mainly caters to the needs of customer facing apps in order to provide an overall quality user experience. You will need to complete your company information and add your logo.
Select Edit Images to add your logo, use image type Logo.
INTEGRATIONS
(Platform > Integrations)
JCC Merchant
CRM.COM provides the ability to integrate with a variety of third-party tools. As a minimum you will be required to configure the integration for JCC Merchant, other optional integration configurations are included in the Optional section below. To setup your JCC Merchant integration:
Select JCC Merchant from Payment Gateways section
Enter a meaningful Name for your integration e.g. JCC Merchant.
Click on the Enabled toggle to activate the integration.
Enter your Merchant ID in the space provided
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Your Merchant ID is a 7-digit number and can be found on your JCC receipts or statements. |
5. Save your configuration.
Import Outlets
Now you will need to import your outlets. Select your JCC merchant integration again, click on the options button (…) in the top right-hand corner, select Import Outlets. This process will automatically retrieve you outlets and TAPs and create venues in CRM.COM. Your venues can be viewed via Business Network > My Venues.
CURRENCY
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Platform> Currencies)
Ensure that your base currency is set to Euro.
REWARDS
Upon registration of a new Business, areward scheme is automatically created using the name of the business, along with four basic offers. Activating the rewards scheme and one or more offers will allow your customers to be awarded for their purchases.
Reward Offers
(Rewards > Offers)
There are four inactive offers available:
€5 Registration Offer - effective upon successful registration of a contact
20% Birthday Offer - valid only on the day of the contact’s birthday
5% Cashback on all Purchases - on all products and valid for all locations
€1 Referral Cashback - cashback is applicable if a referred customer registers using the provided referral code and makes an initial purchase
Before activating an offer you will need to check and possibly amend some of the offer settings, bear in mind that all of this information will be visible on the app.
Edit the offer (click on the three dots on the reward offer card > Edit)
Check that the following are to your satisfaction:
Offer name.
Image - this can be changed by selecting Edit Images as before. Use the image type Avatar if you change the offer image.
Validity period - open ended implies an ongoing offer.
Short description.
Long description.
Terms & Conditions - ensure that these are correct and apply to your offer.
Targeting Conditions
With the exception of the birthday offer, all offers target all customers and all venues without restrictions. Amend these conditions if required.
Award Information
Award and spend conditions applicable for the offer, can be amended if necessary.
New offers can be created as required by selecting the Create Offer button on the offers summary screen.
Activate an offer to become effective - click on the three dots on the reward offer card > Activate.
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Remember that you may need to amend your T&Cs to reflect any changes in your offers. |
Reward Scheme
(Rewards > Schemes)
The reward scheme created is an auto sign-up scheme which implies that customers participating in your loyalty scheme will be automatically signed-up to the reward scheme and therefore benefit from the offers of the scheme.
During this stage you will be required to check the reward scheme details and activate it so that it becomes available on the app. Ensure that the information here is correct as it will be accessible by the user on the consumer app.
To edit the scheme - click on the three dots on the reward scheme card > Edit.
Check the description.
Update your T&Cs.
Save.
Activate the reward scheme - click on the three dots on the reward scheme card > Activate. Activating your reward scheme will make it possible for consumers to register with your scheme and benefit from your offers.
OPTIONAL CONFIGURATION
These are additional, optional configurations which you may like to consider for your business, in particular to improve customer communication.
INTEGRATIONS
(Platform > Integrations)
Configure additional integrations offering multiple channels of communication with your customers such as:
SMTP - for email communications with your customer. You will need to register with an email service provider if you haven’t already done so.
SMPP - to send text messages to your customers. Again, you will need to register with a service provider and complete the configuration details required.
Google Places - Google maps is used by the consumer app to identify and pinpoint outlet locations on the map including directions to get to a location (e.g. a venue). If you setup Google Places integration you will be able to locate and select your outlet (venue) addresses using Google Places, thereby making them visible to the user on the map.
USERS
(click on logged-in user name at the top-right-hand-corner of the screen > Settings > Security > Users > Invite User)
You can invite users to your business by simply using their email address. They will have to accept the invitation and then log in to the system using their credentials.
COMMUNICATIONS & SEGMENTATION
Segmentation
(Contacts > Segmentation)
Create segments to separate your customers into groups based on specific criteria. Segments can also be created by importing a list of contacts from Analytics tools like Mixpanel.
Communication Plans
(CRM> Communication Plans)
Create repeating or one-off communication plans to re-engage customers or simply to announce a new offer. Recipients can be selected based on segments, and communications are sent according to the selected channel and language preference of the recipient. Links can be tracked to monitor customer interaction.
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For Refer a Friend communications - if the Business doesn’t have their own SMTP integration configured, then the Service Owner Integration will be used. If the Business wishes to send any other communications, then they will have to configure their own integrations. |
AUTOMATIONS
(Platform > Automations)
Automations can be set up to automate repeatable tasks that are required to carry out certain operations. An automation starts with an event trigger (an action within CRM.COM, e.g. customer registration, award customer) and is completed with a series of actions (e.g. sending customers an outbound email communication).
TABLE OF CONTENTS
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