Loyalty Scheme Calculations

Loyalty Scheme Calculations

Loyalty Schemes in Instant CRM can be configured to calculate rewards in several ways. Below are the Calculation Types that can be used to determine a Scheme's reward per transaction. See Loyalty Schemes for details on managing the Loyalty Schemes themselves.
Points from whole £1.00 only
Points will be awarded for every whole pound spent, eg:

5 points awarded for every £1.00
Sale value of £2.75
5 points x 2 = 10 points
Total points = 10
Points from whole £1.00 with rounding
Points will be awarded for every whole pound spent plus an additional amount if the pence value is 50p or above, eg:

5 points awarded for every £1.00
Sale vale of £2.75
5 points x 2 = 10 points
5 points x 1 rounded up from 0.75 = 5 points
Total points = 15
Points as % of sales value
Points will be awarded based on the percentage value specified, eg:

10% awarded for every £1.00
Sale value of £2.75
10% of £2.75 = £0.28 (rounded up from 0.275)
Total points = 28
Points from whole 'N' only
Points will be awarded for every whole value specified as 'N', eg:

5 points awarded for every £0.50
Sale value of £2.75
5 points x 5 = 25 (50p goes 5 times into £2.75)
Total points = 25
Points from full sales value
Points will be awarded for every whole pound spent plus a percentage for the pence value, eg:

5 points awarded for every £1.00
Sale value of £2.75
5 points x 2 = 10 points
5 points x 0.75 = 4 rounded up from 3.75
Total points = 14

    • Related Articles

    • GPoS Loyalty Service Setup

      This article applies to GPoS Loyalty Service version 1.6 and higher. Screenshots are taken from GPoS Loyalty Service version 1.7. The GPoS Loyalty Service handles all communication between GPoS and Instant CRM. It is used whenever a card, barcode or ...
    • Schemes

      Every member of your loyalty system must be in a scheme, the scheme determines how many points a member can earn, minimum spend before calculating points, how the points are calculated and whether or not they can advance to a new scheme or drop a ...
    • Running Instant Loyalty for the first time \ Cards \ Memberships

      For ease of use it is recommended that you have prepared what cards you would like to create, any additional fields and dropdowns you would like to add and what your point’s schemes are going to be. Upon running the software, you will be prompted to ...
    • CRM \ Loyalty Introduction Guides

      Introduction to CRM \ Loyalty Instant Loyalty (integrated customer loyalty & marketing system) This database-driven customer relationship management system has been developed for retail, hospitality, leisure and similar applications where there is a ...
    • Customer Loyalty Schemes

      Adding and editing Loyalty Schemes Add a Loyalty Scheme In the Loyalty Options section, click on Loyalty Schemes Click on  / Add Loyalty Scheme Enter a Description Configure the Loyalty Scheme as per the notes below When you're done: Click on Save to ...