Managing Reward Schemes
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Create Reward (loyalty) Schemes in order to entice existing customers to interact with, or purchase from your business, or to attract new customers. A Reward Scheme can have multiple Offers and controls how customers can sign-up to the scheme. |
To view or create a Rewards Reward Scheme navigate to Rewards > Schemes using the main menu on the left-hand side of the screen.
Upon registration of a new business a A Reward Scheme using the registered business name will automatically be created (e.g. Zen & Aura Spa Scheme) name will automatically be created with an Inactive state, upon registration of a new business. However, new Schemes can also be created by a system user.
Sign-up Options
When creating a Reward Scheme you will need to specify how contacts will be able to sign-up to the Scheme. CRM.COM offers two types of schemes with three sign-up options.
Open Loop Schemes - these These schemes are open to all customers Contacts without any restrictions, there are two sign-up options:
Auto Sign-Up - Contacts will be automatically signed-up upon registration to the business
Self Sign-Up - Contacts can optionally sign-up to the scheme
Closed Loop Schemes - Use this type of scheme when you want to control sign-ups in a selective manner.
Closed Loop Sign Up - Restrict the contacts who can sign-up to the reward scheme using the specified email domains. A background process will automatically generate and communicate unique codes to the targeted market group (e.g. customers Contacts that have a ‘crm‘crm.com’ com’ email address)
When a Reward Scheme has been created it will appear in the Reward Scheme summary screen with an Inactive state. It is recommended that the relevant Reward Offers should be created prior to activating a Reward Scheme. To Activate a Reward Scheme click on the options button (…) of the respective offer and select Activate.
The Name, Description, Terms & Conditions entered should be clear and meaningful as these will be used for customer-facing applications (i.e. online portal, mobile app.).
Only Active Reward Schemes are visible on customer-facing applications.
Reward Scheme Settings
No configuration is available for Reward Schemes.
Reference Material
You may also find it useful to refer to the following manuals for further reading in relation to Rewards.
Reward Offers
TABLE OF CONTENTS
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