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How to create a Loyalty Program

  • updated 6 mths ago

Learn how to give back to your customers after they place either a specific amount of orders or after they reach a certain dollar amount threshold.

The Loyalty program feature allows you the ability to give your customers account credit based on either amount spent with you or the number of orders.

Video on how to set up a loyalty program:

https://www.loom.com/share/cc5728b4bfcb4ebc9709c5eaa84787aa?sid=d59bf7f5-bd57-41ca-b875-383a2e1f79ba

 

  • Accessing the Dashboard: Start by logging into your Bottle dashboard and navigate to the 'Orders' tab.

  • Navigating to Loyalty Programs:

    • Click on the 'Sell' tab.
    • Then, select 'Loyalty Programs' from the menu to the right of the 'Sell' tab.
  • Creating a New Loyalty Program:

    • In the top right-hand corner of the Loyalty Programs page, click on 'New'. This will take you to the setup page for the loyalty program.
  • Setting Up Loyalty Program Types: You can set up two types of loyalty programs:

    1. Order Interval Type: This is based on the number of times a customer places an order.
    2. Dollar Amount Type: This is based on the total dollar amount spent by the customer.
  • Defining the Reward:

    • Choose the type of program (order interval or dollar amount).
    • Set the threshold for the interval or amount.
    • Once the customer reaches this threshold, they will receive an account credit as a reward. This credit can be used for future purchases with your business.
  • Notification Settings:

    • Enter a custom message in the provided field.
    • This message will be sent as an SMS to the customer once they reach the loyalty program threshold and receive their account credit.
  • Saving Your Settings:

    • After configuring the settings, click 'Save' in the bottom right corner to activate the loyalty program.
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