Rewards Points

Rewards points are essential for customer programs that use a loyalty point scheme to boost customer loyalty effectively. Set up the points structure to incentivize customers to collect and spend points, increasing the shopping frequency and the average amount spent.

You can create Rewards points groups to make the CareCloud platform easier to navigate and assign the correct Rewards points to the customer accounts. Define specific point types to differentiate among the events that assigned a customer the points. And create bonus points assigned for purchases fulfilling certain conditions.

Start by creating Rewards points groups

Rewards points groups are an important tool for creating a structure for Rewards point types. Be sure to create all relevant groups before creating points types.

Click on "Rewards points groups" in the menu.

A list of Rewards points groups appears.

The proper setup of Rewards points groups is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.

Continue by creating Rewards points

Create specific Rewards points types that customers can earn. The types differ only in their validity period and name.
The validity period is essential for creating time-limited incentives (e.g., birthday points valid for only one week) and preventing indefinite points accumulation.
The name helps your staff understand the customer account history and what triggered the changes in Rewards points balance.

This tab does not manage the assignment of Rewards points to customers. It only defines the available point types. Points can be assigned manually, by automation workflow, for spend amount based on Status /membership level, and when a purchase fulfills certain conditions.

Click on "Rewards points" in the menu.

A list of created Rewards points appears.

The proper setup of Rewards points purchase bonuses is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.

Optionally define Rewards points bonuses

Points rewards for the purchase are special Rewards points automatically assigned to the customer's account immediately after the purchase based on the bonus definition in the administration interface of the CareCloud platform.
The basic parameters of the Rewards points purchase bonus are points value multiple for purchases of a product, product group, brand, or all purchases on a business unit or by a customer from chosen customer segments. The assignment of a points reward for purchase can be limited to a time period, selected days of the week, or specific hours.

Click on "Rewards points purchase bonuses" in the menu.

A list of created Rewards points purchase bonuses appears.

Created Rewards points purchase bonuses can be activated and deactivated at any time using the switch button.

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The proper setup of Rewards points purchase bonuses is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.