How to enable and configure customer loyalty points
See in this tutorial how to activate and configure the loyalty points system in your Nex, according to your needs.
Important
This feature is available to Nex subscribers. Learn more about our program subscription plans.
To use the credit feature, you must have a customer registered in your Nex. See here how to register a customer.
Shall we learn how to enable the customer's loyalty system?
1. On the Customers screen, click on the ARROW icon next to the search field.
2. Click on LOYALTY PROGRAM and then on CONFIGURE CUSTOMER LOYALTY SYSTEM.
3. Check the option ENABLE POINTS SYSTEM.
4. Configure the rules for accumulating points. Inform how many points the customer will accumulatewhen spending a certain amount in your store.
In the example, for every 10 dollars spent, the customer will receive 1 points. In this way, the customer will only receive points when spending (and paying) at least the indicated amount.
5. If you wish, you can check the PROPORTIONAL POINTS option. In this way, the customer will receive the points even if he spends (and pays) a smaller amount than the informed one, in a proportional way.
In the example above, if the customer spends US$ 10,00, he will earn 0 point, if he spends US$ 5,00, he will earn 0,5 points and so on.
Shall we learn how to configure the conversion of points into credits for the customer automatically?
6. Check the CONVERT POINTS INTO CUSTOMERS CREDITS AUTOMATICALLY option.
The system will automatically convert loyalty system points into a credit amount directly in your customer's registration.
7. Configure the rules for awarding customers. Enter how many points must be accumulate to receive a credit award. Inform which amount should be automatically credited to the customer's account.
In the example above, when a customer accumulates 50 points, Nex converts it into US$15.00 of credit to the customer. According to the rules for accumulating points, it will be necessary to spend US$500.00 in the store to get 50 points and, consequently, the credit of US$15.00.
8. Click on OK (F2) to finish and save the settings.
Done! The loyalty system is now ready to be used in your store, as configured.
See also:
How to configure a product to exchange it for points.
