How to set up a loyalty program

A loyalty program rewards customers for coming back, so they spend more and stay with you longer. In CRMit you set how points are earned and what they can be redeemed for, then switch it on. Here is how to get your program running.

1. Open Loyalty

   From the CRMit menu on the left, open Loyalty. This is where you manage your program, balances and vouchers.

2. Set how points are earned

   Decide how customers earn points, for example points per amount they spend. Keep the earning rule simple so it is easy to explain at the counter.

3. Set what points can be redeemed for

   Choose what those points are worth, such as money off a future purchase or a reward. This is the part your customers will care about most, so make it feel worthwhile.

4. Turn it on

   Once your earning and redemption rules are in place, activate the program so it starts running. From now on, purchases can earn and redeem points.

5. Start rewarding customers

   Link customers to their sales so they build up points, and let them redeem those points when they return. You can keep an eye on how it is going from the Loyalty Dashboard.

What's next

With your program live, you can check who has points to spend and create vouchers to reward them.