Customer Loyalty

Customer Loyalty

Shopfront features a loyalty program to encourage people to come back and spend more within your store by earning points (based on revenue) which they can then redeem as a payment method.

You can customise the amount of points they receive for every dollar spent and the amount of points required to redeem a dollar in store. This can be done on a store level, classification level, or product level.

Setting up Customer Loyalty

Customer Loyalty first needs to be enabled on an Outlet level, which allows you to enable and disable loyalty for different Outlets and change the rates for each.

  1. Open the Menu
  2. Select Setup
  3. Select Loyalty
    • You will need to specify a Loyalty Rate and Redemption Rate for your loyalty program.
  4. Loyalty Rate:  For every $1 spent how many points will the customer receive?
  5. Redemption Rate: How many points equal $1 

So if you would like the customer to receive two cents for every dollar spent, the following would be required.

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Note: Customers are shared between Outlets so we would suggest setting similar loyalty rates to prevent people from obtaining more points at one Outlet and redeeming for fewer points at another.

Configuring Loyalty for Classifications

Sometimes you might want to encourage people to purchase certain classifications of products to get more loyalty points or encourage people to redeem points on classifications. An easy way to set this up is to configure loyalty for classifications (categories, brands, families, and tags).

To configure rates follow these steps:

  1. Open the Menu
  2. Select Setup
  3. Select Loyalty
  4. Set the Redemption Rate for your loyalty program, you can leave the Loyalty Rate blank if setting rates for each category. 
  5. Select Customise under the Outlet you wish to customise
  6. You'll now be presented with a page containing all of your classifications
  7. Find and select the classification you wish to edit
  8. Enter the Quantity people will need to purchase of that classification to obtain that loyalty rate
  9. Enter the Earn Value (the amount of points a customer receives for every $1 spent)
  10. Enter the Redeem Value (the amount of points required to redeem $1)
  11. Repeat for each classification you wish to modify
  12. Select Save Loyalty Settings at the bottom of the page

Note: The highest earn value applicable to the product will be used and the lowest redeem value will be used whenever there is a conflict. This excludes using $0.00 for either Earn or Redeem values which overrides all other values.

Note: If you leave a value blank it will inherit the value from the Outlet.

Setting Loyalty for Individual Products

In addition to setting loyalty overall for your Outlet and to classifications, you can also set it for specific products, allowing you to easily exclude or promote earning and redemption of specific products. To set loyalty for individual products:

  1. Select the Menu icon
  2. Select Stock Management
  3. Select Products 
  4. Search the product you wish to modify the loyalty amount of
  5. Select the Loyalty tab from the list on the left or scroll down
  6. Set the intended loyalty rates for this product
  7. Once loyalty rates have been set click Save

Disabling Loyalty for Certain Customers

Sometimes you might want to disable Loyalty for certain Customer Groups as these customers might not be a part of a special program, get better pricing, or be able to pay later.

  1. Open the Menu
  2. Select Customer Management
  3. Select Customer Groups
  4. Find the Customer Group you wish to modify
  5. Select Edit
  6. Either select Override Customer Group and disable loyalty or take the customer out of a loyalty enabled customer group

Note: See link for information on Redeeming Loyalty Points.