Creating a Loyalty Points Promotion

Overview

Loyalty points promotion is a program that awards guests extra loyalty points for a limited period of time. When used effectively, Loyalty points promotion can be an effective tool to encourage guests to try new services or products. Loyalty points accrued during the promotion can later be redeemed by the guest on future invoices, thus resulting in guest retention and business enhancement.

The loyalty points defined at the organization level can be considered as a global setting for loyalty points for your organization. However, on special occasions such as festivals, events etc. you might want to create promotions on certain services or products through loyalty points promotions.
Note: A loyalty points promotion overrides only the Accrual Settings for loyalty points defined at the organization level. All other settings including the Redemption Settings at the organization level remain the same.

Creating a Loyalty Points Promotion

Follow the below steps to create a loyalty points promotion:

  1. Ensure you are at the Organization level. On the main menu, click Marketing.
  2. On the Marketing Dashboard menu, click Offers > Loyalty Point Promotion.
  3. In the Manage Loyalty Point Promotions page click Add.
  4. The Create New Promotion page, has four tabs. Complete the fields for each tab based on your requirement. Tap on a panel to expand it.

This sections allows you to create the promotion and define accrual and redemption conditions.

Complete the below fields:

Field Description
Promotion Name Enter a unique name for the promotion.
Code Enter a code for the promotion.
Description Enter a brief description for the promotion.
Accrual Settings
      • Purchase Dates: Select the dates between which the purchases are awarded promotional points.
      • Action, Points Earned, For Amount Spent, Points To Referrer:
          • Activate any of the 8 pre-defined actions from the Actions field. Refer to Accrual Settings.
          • Enter the points to be awarded for each action in the Point Earned field.
          • Enter the amount the customer must spend to be eligible for points in the For Amount Spent field.
          • Enter the value of points for the referrer (if any), in the Points to referrer field.
Redemption Settings

Specify the date or days from when the points can be redeemed:

  • In the Start On field, select the start date for redeeming points.
  • In the days after the purchase field, specify the number of days after purchase from when the guest can redeem points. For example, if 30 is entered in this field, then the guest can redeem points accrued only after 30 days of the purchase.

Specify the end date or days to redeem the accrued points for this promotion:

  • In the End On field, select the end date to redeem points.
  • In the days after the purchase field, specify the number days after purchase, after which the guest cannot redeem points. For example, if 60 is entered in this field, then the guest cannot redeem points after 60 days of the purchase.
Auto Apply

This field is checked by default, implying that the promotion points are applied automatically to the invoice for all guests.
Clear this field to apply the promotion to a specific target segment of guests. You may create a campaign, add the target segment to it, and then link the promotion to the campaign.

Calculate commission on point redemption amount as a Free Service

This field is clear by default, meaning, no commission is paid to the service provider for the invoice amount paid through loyalty points.
Select this field if the service provider should be paid a commission as per the slab set for the Free Service Revenue. The commission then is paid on payments made via cash, card, check, or configured custom payments.

Select services and specify promotional points to be awarded for the service during the promotion period. If a guest avails any service for which you have configured promotional points, the points specified for the service will override the points configured in the General tab.
For example, in the General tab, if you specify 20 points for Purchase of service action for $100 spent, and you specify 50 points for a Hair Coloring service which costs $75, during billing, 50 points are accrued to the guest. Here the points specified for the service, override the General tab settings.

  1. Expand the Service drop-down from the Name field and locate the service(s). Select the services from the Select field and enter the value of points to be awarded for the service in the Points field.

Select products and specify promotional points to be awarded for the product during the promotion period. If a guest purchases a product for which you have configured promotional points, the points specified for the product in the Product tab will override the points configured in the General tab.
For example, in the General tab, if you specify 20 points for Purchase of product action for $100 spent, and you specify 50 points for Hair color which costs $75, during billing, 50 points are accrued to the guest. Here the points specified for the product, override the General tab settings.

  1. Expand the Products drop-down from the Name field and locate the product(s). Select the products from the Select field and enter the value of points to be awarded for the product purchase in the Points field.

Select the center(s) in which the promotion must run

5. Click Finish.

Accrual Settings

  • First visit and payment: Guest visits the center, avails a service, makes full payment, and the invoice is closed. 
    Note: This is limited to services and purchasing any other item such as product, membership, package, and Gift cards do not qualify.
  • Purchase a service: Guest purchases a service, makes full payment, and the invoice is closed.
  • Purchase a product: Guest purchases a product, makes full payment, and the invoice is closed.
  • Purchase a membership: Guest purchases a membership, makes full payment, and the invoice is closed
  • Purchase a Series and Custom package: Guest purchases a series and custom package, makes full payment, and the invoice is closed.
  • Purchase a gift card: Guest purchases a gift card, makes full payment, and the invoice is closed.
  • Provide feedback: Guest provides feedback and it is captured in Zenoti. 
    Note: The feedback can be entered by the guest, front desk, or from an Employee or Customer Mobile Application.
  • Referring a new guest: The referred guest visits the center, avails a service or makes a purchase, makes full payment, and the invoice is closed.
  • Purchase of membership by referred guest: The referred guest visits the center, purchases a membership (either recurring or non-recurring) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a membership. On subsequent membership purchases by the referred guest, no points are awarded to the referring guest.
  • Purchase of package by referred guest: The referred guest visits the center, purchases a package (either series or custom) for the first time, makes full payment, and the invoice is closed.
    Note: Points are awarded only the first time the referred guest purchases a package. On subsequent package purchases by the referred guest, no points are awarded to the referring guest.

See Also

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