See in this tutorial how to enable and configure the loyalty program in your store according to your business needs.
1. On the Customers screen, click on the arrow icon next to the search field.
2. Click on Loyalty program, and then select Configure customer loyalty program.
3. Check the option Activate Customer loyalty program by points.
4. Configure the rules for earning points. Enter how many points a customer will earn when spending a specific amount in your store.
In the example, for every $10 spent, the customer will receive 100 points. This way, the customer will only earn points after spending (and paying) at least the specified amount.
5. If desired, you can check the option for Points proportional to total spent. This allows the customer to earn points proportionally, even if they spend (and pay) less than the set baseline amount.
In the example above, if the customer spends $1.00, they will earn 10 points; if they spend $2.00, they will earn 20 points, and so on.
6. Check the option Convert Points into Customer Credits Automatically.
The system will automatically convert loyalty points into store credit directly in the customer's account.
7. Configure the customer reward rules. Enter how many points are required to earn a credit reward, and specify the amount that should be automatically credited to the customer's account.
In the example above, when a customer accumulates 1,000 points, they will be converted into $5.00 in credit. Based on the point accumulation rules set previously, spending $100.00 in the store earns 1,000 points, resulting in the $5.00 credit reward.
8. Click on Ok (F2).
Done! The loyalty program is ready to be used in your store according to your settings.
Important: Only enable the Customer reward rules option (automatic conversion of points to credits) if you do not plan to use point redemption for products/rewards.
