erxes plugin
Loyalty (Alpha)
erxes logo
Made by Erxes

The loyalty plugin lets marketers create, launch, manage, and track loyalty programs. It helps teams run custom and flexible loyalty programs more efficiently.

#marketing
#sales
#inventory
📝
DESCRIPTION

The loyalty plugin lets marketers create, launch, manage, and track loyalty programs. A good out-of-the-box loyalty management software, instead of in-house loyalty solutions, helps digital teams run custom and flexible loyalty programs more efficiently without large upfront investment and long implementation time.

BENEFITS

The loyalty plugin lets marketers create, launch, manage, and track loyalty programs. A good out-of-the-box loyalty management software, instead of in-house loyalty solutions, helps digital teams run custom and flexible loyalty programs more efficiently without significant upfront investment and long implementation time.

A loyalty program allows businesses a direct line of communication with their customers. This makes it easier to build brand awareness and increase loyalty by presenting valuable insights consistently. But make sure that you share announcements about new products or services, promotional offers, and rewards program updates. The more your customers know about your business offering, the more they will keep returning.

There are many benefits you can reap after you develop and implement an innovative loyalty program for your clients.

With the Loyalty plugin you can:

  • checkReduce customer acquisition costs
  • checkGain trust
  • checkDrive revenue
  • checkImprove brand reputation
  • checkEncourage customer loyalty
  • checkMake more sales
  • checkIncrease the number of repeat purchases
  • checkIncrease the number of new customers
  • checkReceive customers’ contact information
  • checkIncrease sales during slow seasons
  • checkReward existing customers for staying loyal
  • checkTracking and analytics options.

What is loyalty?

Loyalty is a plugin that works by giving rewards if certain conditions are met. The conditions apply to the segment and by winning the spin or draw, while bonuses are given the form of vouchers.

There are 5 types of vouchers:

  1. Product Discount: A percentage discount will be calculated for the products.
  2. Product Bonus: You will receive a set number of products selected.
  3. Lottery Campaign: Provides lottery numbers.
  4. Sping Campaign: Gives the right to spin.
  5. Coupon: It's given in a coupon form.

Follow the steps below to create Loyalty.

Step 1. Go to Loyalty Config in the Settings menu.

Step 2. Loyalty has 4 different types.

Loyalty Config.

General Settings-Loyalty ratio currency: You have the ability to adjust how many MNT is one point.

Share Settings: Fee for score sharing: if the organization takes a certain amount of deduction when transferring its scores to others then enter the points for that deduction.

Voucher: Bonus.

Lottery: Lottery

Spin: Ability to spin

Donate: Donation

Voucher Details

Step 3. On the left side of the screen click on Voucher to enter.

Step 4. Details to create a Voucher.

  • Title: What would the title be?
  • Type: What type of voucher?
  • Start Date: When will it start?
  • End Date: How long will it last?
  • Finish Date of use: How long will the duration period be?
  • Product Category or Product: Product?
  • Discount Percent: The specified discount percentage.
  • Buy Score: It means that those who collect the points can get the bonus directly.
  • Description: Description.
  • Feature Image: Image.

Step 5. Voucher Types.

Product Discount. A percentage discount will be calculated for the products.

Product Bonus: You will receive a set number of products selected for free.

Lotter Campaign: Provides Lottery numbers.

Spin Campaign: Gives the right to spin.

Coupon: It is used to give a coupon.

Lottery Details.

Step 6. On the left side of the screen, click on Lottery.

Step 7. Details to create Lottery.

  • Title: What will the title be?
  • Start Date: When will it start?
  • End Date: When will it end?
  • Finish Date of use: How long will the duration be?
  • Buy score: It means that whose who collected the points can get the bonus directly.
  • Number Format: Numbering format.
  • Name: Name.
  • Voucher Campaign: Which Vouchers apply or do not apply.
  • Count: How many people have a chance to win the lottery.
  • Description: Description of said lottery.
  • Feature Image: Image.

Spin Details.

Step 8. On the left side of the screen, click on Spin.

Step 9. Details to create Spin.

  • Title: What would the title be?
  • Start Date: When is the start date?
  • End Date: When is the end date?
  • Finish Date of use: How long will the duration of the period be.
  • Buy Score: It means that those who collected the points can get the bonus directly.
  • Name: Name.
  • Voucher Campaign: Which vouchers apply or do not apply.
  • Probability: The probability of winning.
  • Description: Description.
  • Feature Image: Image.

Step 10. Donate Details.

Step 11. Details to create Donate.

  • Title: What would the title be?
  • Start Date: When is the start date?
  • End Date: When is the end date?
  • Finish date of use: How long will the duration period be?
  • Mini Score: Minimum Score.
  • Voucher: Which voucher does it belong to?
  • Description: Description.
  • Feature Image: Image.

Step 12. How to check the generated Loyalty?

Step 13. In the field on the left, go to More and enter Loyalty.

Step 14. Look Below to see how many people are using Loyalty.

Additional Filters.

  • Status: Filter active incentives and completed incentives.
  • Owner type: Filter the level of incentives distrubuted to individuals, companies, or internal employees.
  • Customers: Filter by the specified person.
  • Team Member: Filter by the specified team member.

Step 15. On the right side, you can view loyalty users.

Grow your business better and faster.

All-in-one platform for the complete experience management lifecycle.

Try erxes