Setting Up Your Loyalty Program
Now that we've mastered creating a database of loyal customers, let’s delve into the process of setting up our loyalty programs. This will enable us to offer attractive deals to our valued customers with ease and confidence.
- Sign in to your Fortis POS Platform at https://my.fortis.world/auth/login
- Go to the Loyalty tab (1) at the top menu.
While we aim to offer various up-sale and loyalty programs, we don’t want to overwhelm you with too many options. Our developers have created a survey to gather information on the most desired loyalty programs. By participating in this short Google form, you can help us tailor our loyalty programs to your needs, providing our designers and developers with an invaluable insight.
- The Loyalty Program (4) tab is the one you see on the Screenshot above. You can manually set your loyalty program by clicking the Set Loyalty Program (5) button.
- Our loyalty program consists of two main components: the Type of Program, currently set to Expense Amount and cannot be changed. This means the program is based on the total amount a customer has spent. The Reward is based on how much a customer has paid and is currently set to Discount (%). This means the customer will receive a percentage discount based on their total spending. For more information about these settings, click the exclamation mark next to the fields.
- You can set several loyalty program levels using the Add Level button (2). Then, enter the level's Title (3) and Description (4).
- The Condition section (5) defines the rules of the loyalty program, e.g., when the amount spent by the customer equals or exceeds a specified Value (6), a Discount of (7) percentages is applied to a purchase.
- Once you are done with Loyalty levels, Save your changes.
- Click the Activate button to make it live. This will enable your customers to start earning rewards and enjoying its benefits.
That’s it! You’ve successfully created your first Loyalty Program! The Loyalty tab displays all your current Loyalty Programs. You can review all the details and deactivate or Edit the program as needed.
We have also developed a powerfull tool for you to sign up your custtomers for your loyalty program, the Client self-registration (2). It empowers you to download, print, and display a loyalty program QR code (2) or send your customers a direct link for self-registration (3). All the clients must do is scan the code or visit the link and input the information!
Hit Preview Web Form to see how your customers will interact with the form. In the Your Web Form Appearance section, you can also change your form's name.
Note that you can protect your Customer Database from incorrect data using our dedicated Phone Verification tool. Take time too learn more about it!