Club Loyalty

App Technical Description

Club Loyalty automatically calculates and maintains customer membership tenure in Commerce7, storing signup dates, anniversaries, and years of membership in customer custom fields. Supports multiple memberships and configurable club selection.

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• Setup Instructions
• Setting up your clubs
  • Configure your clubs in the app settings
  • Configure dynamic loyalty tags
• View customers' club loyalty data
• Resyncing Club Loyalty Information

Setup Instructions

1. Install the App on Commerce7

• From the Commerce7 Admin Panel, Go to Apps. (You will need to have Admin Owner role to install the app)
• Search for Club Loyalty by Treefrog Digital, and click on the app, then click " install.

Setting up your clubs

After installing the app, configure the club(s) to be included in the Club Loyalty app.

1. Configure your clubs in the app settings

• In your Commerce7 admin panel, go to Apps & Extensions > Club Loyalty > Settings > General 
  • Alternatively, you can also go to Club  > Club Loyalty > General
• Under Club, start typing the name of your club.

• When the club appears in the search results, click it to add it. The select club will appear below the search field as a gray tag, indicating it has been added.
• Repeat this process to add additional clubs.
• To remove a club, click the x on its gray tag. 

2. Configure Dynamic Loyalty Tags

Configure the dynamic tags that the Club Loyalty app will automatically apply based on a customer’s membership duration. These tags help identify customers at specific membership milestones, which can be configured according to your loyalty program requirements.

In your Commerce7 admin panel:

• Go to Settings > Tags
• Click Add Tag and select Customer
• Enter a title for the tag.
• Under Type of Tag, select Dynamic

• Under Conditions, choose whether the tag should match Any Conditions or One or more conditions.
• Under Item, select one of the following options:
  • Custom Field Years in Club
  • Custom Field in Anniversary Day
  • Custom Field in Anniversary Month
• Select the condition that applies to the selected item. 
  • The available conditions will vary depending on the item selected. For example, Years in Club uses is greater than or equal to or is less than or equal to.
• Under Value, enter the number that corresponds to the selected item (years, days, or months).
• Click Save Customer Tag.

On save, this dynamic tag will back-populate existing customers. This takes a few minutes and will apply this dynamic tag to all existing customers.

View Customer Club Loyalty Data

To view Club Loyalty information:

• In the Commerce7 admin panel, go to CRM and select the desired customer.

• On the customer detail page, the Club Loyalty overview box will display the customer’s membership information:
  • Years in Club
  • Signup Date
  • Anniversary Month
  • Anniversary Day

Resyncing Club Loyalty Information

In some cases, a Club Loyalty resync may be needed to update existing customer data, apply recent changes, or complete updates that occurred before or during the initial app setup.

To resync custom information:

• In the Commerce7 admin panel, go to CRM and select the desired customer.
• Click on More Actions
• Select Sync Club Loyalty