A checklist of setup steps to be completed before sharing your new program with customers.
Follow the steps below when you're ready to set up and roll out your new loyalty program with your customers.
Brand Your Rewards Program
- Navigate to Customers -> Rewards -> Settings.
- Add your program name, logo, and accent color.
Enter the email address Rewards emails will be sent from, and add the store or program name that will appear in customers' inboxes.
- Click Save.
Set Up Membership Tiers
Creating custom membership tiers with variable discounts or points entices customers to spend more in your store to earn higher membership status. Customizing your tiers' names, descriptions, points thresholds, and colors are great ways to align your loyalty program to your store's branding. They can be set anyway you'd like, but you will need at least one tier.
- Navigate to Customer > Rewards > Tiers.
- Set custom parameters for Membership Tiers, such as:
- Tier Qualification Period: The number of days in which the threshold of points earned must be met to be assigned the tier.
- Tier Membership Period: How long the tier is active after qualification before reverting to an appropriate lower tier based on the points earned.
- Tier Name: Your custom name for the tier. Try to use names that match your program branding.
- Tier Description: The description for each tier that will be displayed to customers.
- Point Threshold: The number of points a customer will need to earn before being admitted to the tier. Leave blank for special tiers.
- Color: Accent color for the tier.
When finished, click Save.
Set Up Special Tiers
To give you even more flexibility over how you manage your loyalty program through RTK, we’ve added Sign-Up Codes, allowing customers of your choice access to higher tiers without earning the requisite points or even being included in exclusive tiers you’ve created. These tiers can have their own default offer campaigns to provide additional value to groups you’ve designated.
For example, you might offer a one-year sponsorship to a local racing team, and part of that agreement includes double points earned on all, or only a few, product categories in your store. The members of the team would be given a special sign-up code, and use that code when creating their Rewards account to give them direct access to a special team tier. At the end of the one-year agreement, those customers would be sorted into the tiers their purchases would have earned them normally.
You could also choose to give them immediate access to a higher loyalty tier already offered to customers by adding a sign-up code to that tier, allowing them to bypass the requirements normally needed to earn that status.
To create a sign-up code for an existing tier,
- Navigate to Customers -> Rewards -> Tiers and find or add the tier you’d like to create the code for.
- Add a code of your choice to the field labeled “Sign-Up Code”, and if needed, set a date on which that code will expire. When the sign-up code expires, any customers that used the code will automatically be put into the tier they would normally have earned access to.
- To make the tier exclusive to only those with the code, leave the Point Threshold blank, otherwise, anyone can earn their way into that tier with enough purchases.
- When done, click Save.
Once finished, be sure to create a default offer campaign for the new tier to define the point-earning structure for that particular tier.
Set Up a Default Offer Campaign
Special Offer Campaigns can be used to give deeper discounts to specific tiers, or all loyalty customers, during a promotional period, like a weekend sale, but for now, we'll set up the default structure that will be enabled when special campaigns aren't in use.
- Navigate to Customers -> Rewards -> Offer Campaigns.
Click Default Offer Campaigns Settings and select which tier you want to start with. You'll need to determine the dollar value of your points. For example, let's assume your program participants will earn 10 points for every $1 spent.
On the Edit Offer Campaign page, add your Points Multiplier, or the number of points earned for each $1 spent. Using the earlier example, we'll enter "10".
You have the option to add a Points Adjustment, which allows us to add points to their account when they achieve this tier.
Set the categories that will earn these points. For example, you may decide higher ticket items earn five points per dollar rather than ten.
Add rows to add further customized category multipliers.
Click Save, and repeat for each tier as needed.
Creating Rewards in POS
In your point-of-sale system, you will need to create a new SKU for each reward, with a $0 price. This SKU differs from the regular product SKU used if one were to purchase a redeemable product with dollars, for example. For example, a purchasable water bottle might have the SKU "WB", where the water bottle reward might have the SKU "WB-R".
Redeeming Rewards During the Transaction
Once you've verified a customer's points in RTK, add the reward SKU to the transaction. This SKU will have a $0 cost, and the SKU matching the reward code will report back to RTK that the requisite points should be deducted from their balance.
Set Up Reward Redemptions
- Navigate to Customers -> Rewards -> Rewards.
- Click + Create New Reward and complete the fields:
- Name: Custom name for the reward you're offering
- Description: Description the customer will see of the offered reward
- Code: The SKU created in point of sale, unique to each reward
- Points Value: The number of points required to redeem
- Item Cost: Monetary value at cost, if any. This can help show each reward's ROI.
- Active/Inactive: Check to activate this reward and make it available to customers.
- Click Save and repeat to create as many rewards as needed.
Create Rewards Customer Setup EmailThe first two emails that will need to be created for new Rewards program members are New Account Verification and Password Reset. Both emails need to be set up before sharing your Rewards URL.
- Navigate to Customers -> Rewards -> Customer Messages.
- For each email, you can replace the placeholder image, enter your own email copy, with merge codes available.
Do not delete the Merge Codes account_verification_url and password_reset_url from the email body.
- Once done, check the box labeled "Active" and click Save. If you're not ready for the email to be sent, you can leave the Active button unchecked.
Set the Grace Period
Whether you’re launching a new program or trying to entice customers to join, you may decide to offer your customers the points they would have earned if they had joined your program sooner. In RTK, we call this a grace period, and it’s measured in days.
- Navigate to Customers -> Rewards -> Settings, and scroll down to Grace Days.
- Add the number of look-back days and click Save.
Note: When making this change, the system will award points to existing program members from purchases they made prior to changing the setting, if applicable.
Ready to Launch?
Once the above steps are completed, confirm that...
- Your staff is knowledgeable about the details of your new program, including how to add in-store customers.
- Your Verification and Password emails are set to "Active".
- Your Rewards URL is shown on your website and social media.