POS loyalty rewards

Overview

You can create a loyalty program by issuing discounts to your customers based on predefined spending thresholds.

In order to promote sales in your retail stores, Cin7 Omni has two built-in reward programs that will reward customers money in the form of vouchers.

Customers can either accrue rewards based on their spending in a single transaction or their spending over many transactions within a set period of time.

When a customer has spent enough (either in a single sale or over time), they can receive a voucher. Customer loyalty rewards will appear in the POS the next day (or after 6pm UTC). Once the reward appears, you can offer the customer the opportunity to redeem them.

Administrators or Managers can opt to have a breakdown of rewards offered to customers in a daily email.

Find the POS settings

While logged in as an Administrator, select the Cog from the bottom left.
Under the POS menu, select POS Settings.
Scroll down to the Turn Auto Loyalty On/ Off section, choose Off, By Cumulative Value or By Order Value.
The difference between each option is explained below. When set to Off (default setting), customers will not accrue loyalty reward.
Once completed, Click Save.

By order value

Through this option, you can create a tiered system of rewards, whereby customers are rewarded for spending more in an individual transaction. For example, if a customer spends $10. they get a $1 reward, but if they spend $50 they get a $5 reward.

Create reward type

Choose between "Store Credit", "Gift Voucher", or "Promotion".

In the Turn Auto Loyalty On/Off section, one you have selected either Cumulative Value or By Order Value, you need to select, By Order Value.

When vouchers are created, send notification to
The system will send an email (commonly an Administrator or Manager) to the specified email address daily. Loyalty rewards are created daily at 6 pm UTC and emailed shortly thereafter.
Only one email address can be specified, and this cannot be broken down by branch.

Rewards expire after

Enter a number of days or months the rewards should last for. Months and Days can be selected from the drop-down. Numbers should be entered as whole numbers.

Tiers

To add new tiers:

Enter the Spend threshold. This is the amount at which the reward will be triggered.
Enter the reward for this threshold.
Click Add Tier. The tier will be created in a table to the left.

Multiple tiers can be added; tiers with higher thresholds supersede those with lower thresholds when the spending threshold is met in a transaction.

Include sales of Vouchers and Non-Stock Items when calculating rewards

If set to "yes", any sales of gift vouchers or non-stock items (i.e., freight) will be included when calculating the loyalty reward.

Prevent sales in which rewards have been redeemed from creating new rewards

If set to "Yes", then a sale in which a reward has been redeemed will not contribute to new reward values. For clarity, consider the following examples:

There is a price tier to create a $10 voucher for an order of $1000 or more.

Customer A makes a purchase for $1000 and redeems a reward (gift voucher, promotion, or store credit) for $100, paying the balance of $900.
Customer B makes a purchase for $1000 and pays $1000.

When Prevent Sales in which rewards have been redeemed from creating new rewards is "Yes" then a reward will only be generated for Customer B.

When Prevent Sales in which rewards have been redeemed from creating new rewards is "No" then a reward will be generated for both customers Note: For Customer A, it is based on the order total of $1000 and not the amount paid of $900.

By cumulative value

When set to By Cumulative Value, rewards are based on the cumulative spend of a particular customer over a given amount of time. There are a few fields that must be completed in order for this to work.

Create Reward Type

Choose between "Store Credit", "Gift Voucher", or "Promotion".

In the Turn Auto Loyalty On/Off section, one you have selected either Cumulative Value or By Order Value, you need to select Cumulative Value.

When vouchers are created, send notification to

The system will send an email to the specified email address daily. Loyalty rewards are created daily at 6 pm UTC and emailed shortly after. This would ideally be an administrator or manager.

Only one address can be specified, and this cannot be broken down by branch.

Create reward type

Choose between "Store Credit", "Gift Voucher", or "Promotion". "Promotion" is the recommended reward type to use.

Rule

Fill in the blanks in the sentence to set the thresholds by which the rewards will be allocated. For example:

Create a voucher for the amount of "10" dollars, for each customer who spends "100" dollars or more, over "30" days.

Prorata increase

Select this field if you want any additional amount over the specified spending threshold to increase the reward amount in proportion to the amount spent.

Rewards expire after

Enter a number days or months the rewards should last for. "Months" and "Days" can select from the drop-down. Numbers should be entered as whole numbers.

Redeem a gift voucher

Gift vouchers can be redeemed at any amount (i.e., fully or partially redeemed). If the voucher is partially redeemed, Cin7 Omni automatically creates a new gift voucher with the balance amount which can be redeemed later on.

Redeem store credit

Store credits can be redeemed at any amount (i.e., fully or partially redeemed). If the store credit is partially redeemed, Cin7 Omni automatically creates a new store credit with the balance amount which can be redeemed later on.

Redeem a promotion

Promotions can be redeemed at any amount (i.e. fully or partially redeemed). However, if a promotion is partially redeemed, Cin7 Omni will not create a new promotion with the balance amount. Hence, it is recommended that your customers redeem a promotion in full.

FAQs

Is it possible for a customer to review their rewards online?

This functionality is currently limited to the POS only.

Can loyalty points be redeemed in Sales Orders or the B2B site?