To maintain an effective loyalty system, a bit of thought needs to go into setting up. Remember once you have got live membership data, it would be very difficult (and a pain in the neck for the
member) to go back to your members and ask for more information. So, plan everything out on paper first!
What do you want your user fields to be?
Decide what you require to know about your members when they fill in the application form. Take some time over the user fields and especially the Combo’s, because when you search for your data later, the use of drop-down lists will increase the accuracy of the search
What Schemes do you want to offer?
Each member can be grouped into a scheme. A scheme allows you to give X amount of points for every pound spent. You can also enforce a minimum spend within any one sale; once they reach
this minimum spends, they will gain points on the total value of the transaction.
NB. 1 point = 1 pence upon redemption
There are 5 different ways of calculating how many points are awarded: Points from whole pounds only
This means that you will only be awarding points on every whole pound spent. For example, if you have set the system to give 5 points back for every whole pound spent and the sale value was £5.99,
then your point’s value would be 25.
Points from the whole pound with pence rounding
The difference between this and the previous way is that before the points are calculated if the pence value is 50p or greater then pounds value is increased by one. Therefore if the scheme is set up to give 5 points back for every whole pound spent and the sale value was £5.99, then your point’s value would be 30.
Points as % of the sale value
As the title suggests, points will be calculated by taking a percentage of the total sale value. For example, if the percentage value is set to 10 and the sale value is £5.99 then the point’s value would
be 59.
Points from every whole N spent
This is calculated in the same way as the ‘Points for every whole pound spent’ option, however you can alter the N value to say, 50p (points for every whole 50p spent). Therefore if the scheme is set
up to give 5 points back for every whole pound spent and the sale value was £5.99, then your point’s value would be 11.
Points from full sales value
The Pound part is calculated in the same way as the ‘Points for every whole pound spent’. The pence, however, are calculated as a percentage of the points per pound.
Example:
Points per pound = 5 Sale value = £5.25 (So points for £5.00 = 25)
Points for 25p = 25 x 5 (points per pound) =1.25 rounded down= 1
Therefore Total Points Gained is = 26
You can have as many points schemes as you like, each with their own minimum spends and points per pound. The only limit is the time you want to spend inputting schemes!
Example Schemes: -
Gold Card Scheme: Get 10 points for every £1 spent, but have to spend at least £3.00
Silver Card Scheme: Get 5 points for every £1 spent, but have to spend at least £2.00
There are other questions you need to ask yourself when designing the schemes:
Do you want to give an uplift value if the customer re-charges their card with an amount of money?
Because Instant Loyalty can be configured for use in a cashless environment, you may want to reward your customers by adding a percentage on top every time he/she deposits money on their
card.