How do I set up a Customer Loyalty Scheme?
Contents
Summary
You may set up a customer loyalty scheme within Platinum which allows you to give customers a loyalty card which they can use to earn points and subsequently redeem those points as discounts on future purchases.
 | Customer Loyalty is a separate module which must be installed on your Platinum system. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information. |
Customer Loyalty in Platinum
The Customer Loyalty module currently works with:
- Stock Control's "Point of Sale".
- Sales Order Processing.
Loyalty Cards
You will need to source and purchase loyalty cards which will be distributed to your customers. These cards:
- Must all start with the same (up to 4) characters.
- Must be able to be read by a barcode scanner.
Contact our sales team for help with creating cards that will work with the Platinum system.
Setting up your Loyalty Scheme
Once you have the Customer Loyalty module installed, you can fill in the parameters to create your loyalty scheme.
- Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'customer loyalty'.
- At "Loyalty card leading characters:", enter the characters (up to 4) that all your loyalty cards start with.
- At "Loyalty point lifetime (Months):", enter the number of whole months after being earned, until which a loyalty point is eligible to be redeemed. Entering '0' here means points will never expire.
- At "Loyalty point available from (Days):", enter the number of days that must pass after a loyalty point is earned before it becomes eligible to be redeemed. Entering '0' here means points will be available as soon as they are earned.
- At "Loyalty point harvest rate:", enter the monetary amount which must be spent in order for the customer to earn one loyalty point.
- At "Loyalty point redemption value:", enter the monetary value of one point when it is redeemed.
- At "Register address", "Register mobile?" and "Register mmail?", Select 'Yes' if you want to collect that information from new customers when a card is being registered to that customer.
- At "Default card status:", enter the default status for new cards.
 | For Clients With Remote Sites: If you change these settings at any point, you must restart the Catalyst Web Daemon service which will generally be installed on your main server machine for this to take effect. Ideally you would want to do this either at close of business or before start of business on the day from which you want the changes to take effect. Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you need assistance with this. |
Promotions
Promotions can be set up to give customers the chance to earn extra loyalty points on certain items for a limited period. Promotions only work with Stock Control's "Point of Sale".
- Go to " Stock Control Maintenance Options Promotions Maintenance".
- Press [Add] or <F6> to create a new promotion.
- At "Start date:" and "End date:" enter the dates between which you want the extra points to be available.
Bonus Points
If you want to give customers an extra 5 points if they buy a certain item:
- At "Template:", choose 'Extra Points on "A"'.
- In "Get __ bonus loyalty points", enter '5' or whatever value you want.
- At "Stock code:", enter the code of the stock item you want customers to earn the extra points on.
Double Rate
- If you want to give customers double points if they buy a certain item:
- At "Template:", choose 'Double Points on "A"'.
- At "Stock code:", enter the code of the stock item you want customers to earn the double points on.
See How do I set up Retail Promotions? for information on how to set up more complex promotions.
See also
- Selling stock at point of sale
- How do I set up Retail Promotions?
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
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