Customers
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      1. Help Center
      2. Customer Loyalty
      3. Customers

      Rewards

      Utilize the Rewards program to keep your customers coming back to your shop.

      With Rewards, give your customers incentive to shop at your business by rewarding them for their purchases.  Once a customer has a rewards account, for each $1 spent, 10 points are earned.  The actual rewards and reward thresholds can be adjusted at anytime.  Online purchases are included in rewards as long as those transactions are in your Point of Sale (POS).

      Dashboard

      A quick look Dashboard to see overall statistics, transactions, purchase totals, and top point earners.

      • In the Dashboard, go to: Customers > Rewards > Dashboard.
      • Various metrics will display based on the date range in the top right corner.
      • Press the "View Customers" button to be taken to the Customers Lookup section.
      • Press the "Manage Rewards" button to be taken to the the Rewards section.

      Rewards

      Set the reward point thresholds and actual rewards that customers can earn.

      • In the Dashboard, go to: Customers > Rewards > Rewards.
      • Each reward will be listed along with the Code and Point Value.
        • The Code is what needs to be entered in the Point of Sale (POS) for the individual reward.  It is the link between your POS and Rewards for the reward items.
        • In Ascend, the SKU field needs to match what is entered for the Code field in Rewards.
        • In Lightspeed, copy the System ID from Lightspeed and paste that in the Code field in Rewards. 
      • Press the "+ Create New Reward" button to start to create a new reward.
      • Enter the name of the new reward in the Name box.
      • Enter the Description of the new reward.  Customers can see this description when they login to their rewards account.
      • Enter the Code for the new reward.
        • Create a new item in the POS for this reward that has this exact same code, entered as the SKU in the POS.
        • In Ascend, the SKU field needs to match what is entered for the Code field in Rewards.
        • In Lightspeed, copy the System ID from Lightspeed and paste that in the Code field in Rewards. 
      • Enter the amount of points it takes for customers to earn this reward in the Points Value box.
      • Leave the Active box checked to make this an available reward.
      • Press the "Save" button.
      • To edit an existing reward, click on the Name of the reward item.
      • Make the needed adjustments followed by pressing the "Save" button.

      Tiers

      Set reward tiers that customers move into as they spend more at the shop.  Unique tier rewards can then be created and advertised to encourage customers to shop more and move up in the tier rankings.  Points count towards Tier progression for one year.  Once a customer moves into a new tier, the customer stays in that tier for one year.

      • In the Dashboard, go to: Customers > Rewards > Tiers.
      • Press the "+ Add Tier" button to create a new Tier.
      • Enter the Tier Name, Description, Point Threshold and Color differentiator.
      • Press the "Save" button.
      • To edit an existing Tier, make the appropriate adjustments then press the "Save" button.
      • To delete a Tier, press the trashcan button on the right side of the Tier then press the "Save" button.

      Settings

      Set the base settings that determine the rewards program, name, email address, grace days, etc.

      • In the Dashboard, go to: Customers > Rewards > Settings.
      • Enter the Rewards Program Name.
      • Upload the store logo by pressing the "Select a logo" button.
      • Enter the store's email address that the rewards program communications should be sent from in the Email From Address box.
      • Enter the name that the rewards program communications should be labeled as sent from in the Email From Name box.
      • Enter the amount of days that customers prior purchases are eligible for rewards points from when they sign up for a rewards account in the Grace Days box.  For example, if 14 days is entered and a customer signs up for a new rewards account then all of their purchases over the prior 14 days would earn rewards points.
      • Account Code Prefix is for Ascend Point of Sale (POS) users only and is the unique set of characters that is used to identify Rewards users in the Ascend POS.
      • Press the "Save" button.

      User Management

      If any rewards users exist that have become unlinked to a customer profile they will display in this section which is located in Loyalty by going to: Customers > Rewards > User Management.

      Customer Messages

      List of automated messages that are sent to customers and can be edited.  By default there's a New Account Verification and Password Reset email in this section.

      Admin

      Note: Please contact our Client Success team before using the Admin section.