Tier-Based Loyalty App
The Tier Based Loyalty app allows Commerce7 stores to offer Tier Based Loyalty programs to incentivize customer’s engagement to drive up sales.
It allows for the creation of a reward program with loyalty tiers. Stores can assign transaction types that will automatically add points to the customers when the criteria are met. They can also manually add clients to the program, as well as adding points to clients. It allows for a widget insert for stores so that the client can see their progress in their profile.
For quick access to the topic you are looking for, click the corresponding link below;
- Setting up the Tier-Based Loyalty App
- Tier-Based Loyalty app settings
- How to Configure Tiers
- How to Modify Tiers
- Adding Clubs to your Tier-Based Loyalty Program
- Adding Transaction Types for additional points
- How to Customize and embed your widget
- Getting to know the Tier-Based Loyalty App
- Manually Adding points to customers
- How to view Customers Loyalty Points directly from the POS
To get started, navigate to the app store in your Commerce7 admin panel and click on the Tier Based Loyalty app.
Next, install your application. Once installed the application will show up in your Store Menu Page from your admin panel.
Before you start creating lists on the Tier Based Loyalty app, you must first configure the settings for your Loyalty program.
On your admin panel click on Stores scroll down until you see the Tier Based Loyalty option and click on it.
Once inside the Tier Based Loyalty app, you’ll be able to see the main menu just under the App By: Treefrog Digital subtitle.
The options under this menu are:
- Transaction Logs: Displays all transactions from your clients and store, reporting orders that have earned points as well as amount spend and point exchange rate.
- Bulk Transactions: Allows for manually adding points based on a specified action or transaction to multiple customers at the same time.
- Customers: Displays a list of customers subscribed to the program, and allows to manually subscribed a customer.
- Tier History: Display a list of customers tiers, where they currently are in the program, and if they have jump tiers.
- Settings: Configure your tiers, exchange program rate, widgets, clubs, and more.
We will be going into the details for each of these options, but first, let’s head into Settings to start configuring your Tier-based Loyalty program.
Click on Settings, then click on General
In General settings, you’ll be able to specify your points exchange rate, starting points and the name of your points.
In amount: Add how much a point equals in money spent. For this example 1 point = $200.
In starting points: Specify how many points a customer receives on their first activation, meaning when they registered on the program. For this example, when they registered, they will receive 3 points.
Lastly in Points Name: Type in the name you will refer to your points as. In this example, we call the points handshakes, so the customers will look forward to getting handshakes in exchange for rewards.
Once you have filled all 3 options, click on the Save button.
How to Configure Tiers
In settings, click on Tiers
Once inside the Tiers settings, you will not only be able to configure your tiers, but this is also where you can modify your tiers if you need to in the future.
To add a new tier click on Add Loyalty Tier
In simple terms, Loyalty tiers are used to segment your customers into different tiers based on accumulated points.
So to set up a new Tier, you’ll first need to add a name in Tier Name. For this example, our first tier is named.
Then you’ll need to specify in Qualifying points, how many points do they need, to be considered part of this tier. For this example, they need 3 points to qualify as a Lefty, and if you remember when a customer first subscribes they received 3 points, so they will automatically join as a lefty.
Since this is the first tier we are configuring, in order type in 1. Meaning that this is the first tier for our Tier-based Loyalty program.
Lastly, the first tier of your program is considered the default tier. The tier customers will first land upon registration, so select the default tier option. *This option should ONLY be selected for what you will consider your FIRST tier, it doesn’t need to be selected for the rest of the tiers*
Once done click on Save.
How to Modifying Tiers
If you ever need to make a change in your tiers, you can simply click on the tier name or tier points from within the Tiers Settings and it will take you again to the tier configurations.
Adding Clubs to your Tier-based Loyalty Program
The tier-based loyalty program allows for clubs to be considered or used as part of the Loyalty App, this club would be used to enroll the customers to the program.
In settings click on Clubs, then click on Add Club.
From the dropdown menu select your club, then click on Save.
Adding Transaction types for additional points
If you wish to award your clients additional points based on specific transactions such as certain purchases, refer a friend, promotions, or more. You can do so by configuring Transaction Types.
In settings click on Transaction Types, then click on Add Transaction Type.
In here you will only be adding a name for the transaction type, for example, Refer a Friend, then click on Save to add the transaction type.
Repeat this process for all possible transaction types you would like to display when adding additional points to a customer.
Additional points are actually manually added from within the customer profile, but to do so you will first need to have added the transaction type.
How to customize and embed your widget
The Tier-based Loyalty app allows you to create and embed a widget into your store, so customers can see their progress on the program, this is displayed under their profile.
To configure your widget head into Settings then click on Widget
Here you can customize your HTML template for the Profile Widget that will display on your website under the customer profile.
To embed your widget onto your website, head into Settings, then click on Embedded Widget
Copy the code you see in the Embedded Widget window and paste the code just before the tag on your store’s page.
Getting to know the Tier-based Loyalty App
At the start of this documentation when we talk about the settings of the app, we mention all the main menu options. Let’s start getting into detail of what each option does.
Transactions Logs displays all transactions from your clients and store, reporting orders that have earned points, as well as amount spend and point exchange rate.
The fields that the log will report are the following:
- Date: The Date of the latest transaction
- Customer: The customer whom this transaction belongs to
- Transaction Type: What was the transaction that awarded the customers points.
- Channel: How was this transaction made. For example, if the points were added manually the channel will be Loyalty.
- Order: If the points correspond to a purchase, the order number will be displayed.
- Amount: Display the amount made on a purchase.
- Points Exchange Rate: When it concerns a purchase order, it displays as a reminder how much does a customer need to spend in order to earn a point
- Points Earned: Displays the amount of points earned based on a purchase. For example, if the client spent $150 and the exchange rate is $200, he earns 0.75 points.
For more details on the transaction, you can click on the customer name from the desired transaction and it will take you to the customer’s profile.
Bulk Transactions operate on queries and it allows you to manually assign points to multiple customers at the same time, as long as they meet the criteria or condition of the query.
Think of queries as search the system runs to find just the specific customers for which you want to assign points, and it finds them by comparing the customer's list to previous instructions we have specified.
Queries can be setup in Marketing then click on Queries
Queries as of now can be applied to Customers, Orders, Club Memberships or Reservations.
We will follow the process of creating a Customer Query. To create a query click on Add Customer Query
In title type in a name for the query, something you can easily recognize it for. Then on the following fields, you’ll be setting the conditions for the query.
For example: We want to assign points to customers but only to those customers that we have previously tagged as VIP. The queries will look something like this:
Settings conditions to a query is easy, since all the fields are dropdown menus, you only need to select the function you want to apply. Take a look around on the dropdown menu, you’ll find useful fields for sorting out customers or orders such as: email marketing, by tag, birth month, birthdate, order, club, country, lifetime value, and more.
Once you have your conditions click on Add Customer Query
With your query added, head back to the Tier-based Loyalty and into the Bulk Transaction Menu.
At first glance, you will see a log of all bulk transactions, but to run a Bulk Transaction click on Add Bulk Transactions
First, add a Title to your Bulk Transaction Import, this title is internal and can come in handy for identifying the bulk imports, following our previous query example we are adding points for our VIP
In Query, select the query the transaction will run, in this case, we are running the VIP Bulk Query.
For Loyalty Transactions first, select the action for which the points are being awarded, these actions were previously setup in the Adding Transaction types portion of this documentation.
Then in points earned type in how many points will be awarded for this transaction. Lastly on Comments you can choose to add some comments to further record these import transactions. Any comments added here are for internal purposes and will not be shown to customers.
When you’re done click on Save, this will automatically take you to Step 2.
Click on Execute Query to run the process, which will take to Step 3.
At first glance, you might see a message that says “ Your query is not ready.” This means this process is still running, this should change once the query is complete.
Once the process is complete it will display the results of the query. Then click on I mport Transactions. So that the transactions can be imported, and the points awarded successfully.
Query in process
Customers display a list of all customers who are subscribed to the Tier-based Loyalty program. In this section, you can also manually subscribe a customer to the program.
To manually subscribe to a new customer click on Add customer.
Type the name of the customer and it will automatically start searching, select the customers from the options, or you can also finish typing the name and click on the search button.
Once you have selected a customer, click on Save to register.
If you need or want to see more details of a customer, simply click on their names from the customer list and it will take you to their profiles.
Tier History displays a list of all customer tiers. You can keep an eye on their current tier status, and see which one has jumped tier recently.
Manually Adding Points to Customers
You can Manually Add points to Customers in two different ways. One is as Loyalty Points the other as Loyalty Transactions. For Loyalty Transactions you will first need to set up Transactions Types (Adding Transactions types for additional points in this documentation).
Let first add points with the Loyalty Points method.
To add points head into a customer profile you can easily find this in the CRM option on Commerce7.
Find and click on the customer you want to award points.
From their profile you will see two tabs one for Loyalty and the other for Loyalty Transactions.
Click on Loyalty, then click on Loyalty Points
Since these are points awarded manually, you might want to add in Notes why they were awarded. In Points type in the number of points to award, then click on Save Loyalty Transaction.
With this the points have been awarded and you can see them listed in the Loyalty tab under the customer profile.
Now let's award points with the Loyalty Transactions method.
From within the Customer profile click on the Loyalty Transaction tab, then click on Add Loyalty Transaction
Select the action for which the customer is receiving points, for example, Refer a Friend, then type in the points earned, and finally click Save. The points have been awarded and you can see them listed in the Loyalty Transactions from within the customer profile.
Remember that the options you have for actions are a result of Transaction Type configure beforehand.
How to view Customer Loyalty Points directly from the POS
One of our favorite options and a very handy tool for POS Sales is viewing Customer Loyalty Points directly from within the POS.
This can allow cashiers to encourage customers to purchase more at the time of a sale to drive up their loyalty points, or even encourage them into using their points for a promotion so that they feel rewarded for being a loyal customer.
Or whatever and any other option that your program allows.
To view a customer's Loyalty Points, heading into Customers from within your POS, then click pull up the customer profile. At first glance in Overview you will see the Tier-based Loyalty total points for this customer as well as the tier they are at.
You can also head into the Loyalty and Loyalty Transactions, from there you can see their overall transactions that have awarded them points, or award points manually. (To award points manually from these tabs refer to the Manually Adding Points to Customers section of this documentation)