How to set up the points-based loyalty program

How to set up the points-based loyalty program

Set up a points-based loyalty program, so your customers will collect and use bonuses to pay full price or part of the receipt with them.To do this, create customer groups, specify transition conditions between points-based groups and add guests to the customer list.


Add customer groups

Add customer groups to set up bonus collecting. To do this: 

  1. Go to Marketing → Customer groups in the management console.

  2. Click Add

  3. Name group, e.g. “5%”.

  4. In Loyalty program field choose Points-based system.

  5. Enter bonus size, e.g. “5%”.

  6. In Birthday bonus field enter bonus size which will be automatically enlisted to customer on birthday

  7. Click Add.

💡 Set up different percentage for different customer groups.


Transition conditions between points-based groups

You can set up automatic increasing of bonus percentage, turn on transition between points-based groups and enter the sum of purchases to transfer. 

To set up transition conditions between customer groups:

  1. Go to Marketing → Loyalty.

  2. In Points-based program section enter Maximum % of receipt paying with bonuses, e.g. enter “100%” so your customers could pay whole receipt with bonuses. 

  3. In Registration bonus field enter the sum which will be enlisted after registration of customer.

  4. Enable the transition between groups

  5. In Transition conditions choose group from drop-down list and enter sum of purchases, after reaching of this sum customer will move to the next group and get a higher percent of bonus enlisting. 

  6. Click Add and enter all stages of transferring between groups. 

  7. Click Save


Customer registration

To let customer take part in the points-based loyalty program, add him to customer list. 

To add customers: 

  1. Go to Marketing → Customers in the management console. 

  2. Click Add

  3. Fill up the customer card and choose points-based group which meets amount of bonuses enlistment for him. 

  4. Click Add.  

💡 Add new customers on the POS. To do this press + in customer list window, fill up customer card and tap Done


If customer collected enough bonuses and want to pay receipt with them, receive payment in bonuses



Read more: 

🎬 How to set up loyalty programs and make discounts in Poster 

— How to add customer in the management console 

— How to add customer on the POS

— How to set up birthday bonuses 

— How to receive payment in bonuses

How to make a customer base import 

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