Rewards /Vouchers
Rewards are one of the most complex benefits that you can define and manage in the CareCloud platform. Typical uses of Rewards are product discount campaigns, time-limited flash sales, buy more-save more promotions, branded product giveaways and gifts, rewards points payments, holiday promotions, etc. The possibilities of Rewards use are limitless.
Key terms: Rewards - Benefits - Vouchers - Customer Account - Coupons&Catalogue Rewards - Simple Rewards - Checkout process - Cash Desk Rewards
While Rewards and Vouchers are closely connected, there is an important distinction.
A Reward does not have a direct link to a customer account, but it is a general definition for the creation of a specific Voucher and its link to a customer account.
A Voucher is linked to a specific customer account and is based on the Reward definition. Only customers who meet the conditions of the Reward definition are eligible for the Voucher generated by Reward.
You can find more information about the Rewards principles and how to use them here.
All Rewards List
This list serves as an overview of existing rewards and allows you to manage them. You can't create new Rewards from this overview. To create a new Rewards go to the relevant tab.
Click on the "All rewards list" in the menu.
A list of all created Rewards is displayed. You can edit, duplicate, activate, deactivate, and delete Rewards in this list.
Simple Rewards
Simple rewards is a basic reward type with minimal setup requirements intended for use in rewards catalogs on websites, mobile apps, e-shops, or sale kiosks. Simple rewards are displayed to a signed-in customer based on the customer’s eligibility. If a customer chooses the reward, CareCloud assigns a Voucher with a unique code to the customer account. The customer redeems (applies) the voucher during the checkout process.
For a more complex setup, including conditioning on the shopping cart content, use Coupons & Catalogue rewards.
Click on "Simple rewards" in the menu.
A list of all "Simple rewards" is displayed. You can create a new Simple rewards or edit, duplicate, activate, deactivate, and delete existing ones.
The proper setup of "Simple rewards" is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.
Cash Desk Rewards
Cash desk rewards can be redeemed only when the shopping cart content fulfills the selected criteria. Cash desk rewards are evaluated and redeemed at the time of closing the bill directly in the POS, the e-shop, or the mobile application based on the shopping cart content and customer account eligibility.
After the bill payment and transfer, CareCloud creates a Voucher for the specific customer account and redeems (applies) it immediately. In the case of a points-based loyalty scheme with payment by points enabled, the Voucher’s points value is deducted from the customer account at the time of redeeming the reward.
Click on "Cash desk rewards" in the menu.
A list of all "Cash desk rewards" is displayed. You can create a new Cash desk reward or edit, duplicate, activate, deactivate, and delete existing ones.
The proper setup of "Cash desk rewards" is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.
Campaign & Marketing Automation Rewards
Campaign & Marketing automation rewards are used in ad hoc or automated omnichannel campaigns. A Voucher with a unique code is generated and assigned to each targeted customer at the launch of an ad hoc campaign or during the processing of a marketing automation workflow.
This Voucher can be redeemed by the customer by entering a code in the e-shop, mobile app, sales kiosk, or directly at the store. If the loyalty program employs a point-based scheme, the Voucher's value in points is deducted from the customer's account when redeeming the Voucher.
Click on "Campaign & Marketing automation rewards" in the menu.
A list of all "Campaign & Marketing automation rewards" is displayed. You can create a new reward or edit, duplicate, activate, deactivate, and delete existing ones.
The proper setup of "Campaign & Marketing automation rewards" is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.
You can find more information about the "Campaign & Marketing automation rewards" preparation in this use case.
Coupons & Catalogue Rewards
Coupons & Catalogue rewards are intended for use in the rewards catalog on the web, mobile application, e-shop, or sales kiosk. The available Vouchers are displayed to a signed-in customer based on the reward definition and the fulfillment of conditions.
If a customer (or staff) chooses the reward, CareCloud generates a Voucher with a unique code and assigns it to the customer account. The customer redeems the Voucher during the checkout process.
In the case of a points-based loyalty scheme with payment by points enabled, the Voucher’s points value is deducted from the customer account at the time of generating the voucher.
Click on "Coupons & Catalogue rewards" in the menu.
The proper setup of "Coupons & Catalogue rewards" is described inside the CareCloud platform. View the guide by clicking on the relevant icon in the create /edit window.
A list of all "Coupons & Catalogue rewards" is displayed. You can create a new reward or edit, duplicate, activate, deactivate, and delete existing ones.
