Pay and earn

Before you can start awarding points to your customers, establish how your customers will earn those points. The foundation of your points policy is the Pay + Earn section, which determines how many points a customer can earn in a sale. But, you can also set up bonus points for new loyalty members, VIP status multipliers, and more.

With this campaign enabled, Loyalty points are awarded in every transaction based on the total or subtotal for that transaction. Enter the number of points per dollar you want your customer to earn. Then select whether you want to assign points based on the subtotal or the total including tax, and select Save.

The default setting is 1 point per dollar, which is a good baseline to build on. You can then customize how quickly your customers earn rewards by adjusting how many points each reward is worth.

Lightspeed Loyalty does not support half-points and always rounds down to the nearest whole number. For example, if you set a points-per-dollar value of 0.5 and your customer spends $3, they will earn 1 loyalty point, not 1.5 loyalty points.

If you have items in your inventory for which you don't want to generate loyalty points, you can exclude products from your loyalty program:

1. Select Manage.
2. Select Add retail category, Add system ID, or Add retail tag, depending on which identifier you want to use to select the items to exclude.
3. Use the drop-down menus to select the desired category or tag to exclude, or enter the System ID of an item you'd like to exclude.
4. Repeat steps 2 and 3 in any combination until you've identified all of the items you want to exclude.
   

   

5. Select Save.

You can review the items that are currently excluded from your loyalty program by selecting Manage. Select Remove next to an identifier to reintegrate the associated item(s) into your loyalty program and have them once again generate loyalty points when purchased.

VIPs

With this campaign enabled, your customers will be able to earn their way to VIP status, which will activate a multiplier on how many points they earn per dollar spent.

In the above example, once a customer has spent $1000 in this store (whether all at once or cumulatively over many transactions), they will qualify as a VIP and they will begin earning twice as many Loyalty points per dollar as they earned before. When customers reach this milestone, they are sent a message informing them of that fact.

When this campaign is enabled for the first time, any customers who already qualify to be VIPs will receive the same message immediately.

The amount of points your customers earn on VIP is calculated as [points-per-dollar] in the Pay + Earn section multiplied by [points-per-dollar multiplier] in the VIPs section.

Examples:

• [points-per-dollar] in Pay + Earn = 1.0; [points-per-dollar multiplier] in the VIPs = 2.0; Customer points earned = 1.0 x 2.0 = 2.0 point per $1.00 spent.
• [points-per-dollar] in Pay + Earn = 0.5; [points-per-dollar multiplier] in the VIPs = 1.0; Customer points earned = 0.5 x 1.0 = 0.5 point per $1.00 spent.
• [points-per-dollar] in Pay + Earn = 0.5; [points-per-dollar multiplier] in the VIPs = 2.0; Customer points earned = 0.5 x 2.0 = 1.0 point per $1.00 spent.

Time away

With this campaign enabled, customers who have not completed a purchase within a set amount of time will be awarded free points or a one-time reward.

This campaign is only triggered after the number of days since last purchase has elapsed, so if a customer hasn't visited your business for several years, they will only receive the incentive once. However, if that customer returns, makes a purchase, and is then absent for a second duration of the set number of days, they will receive the reward a second time.

Sign Up

With this campaign enabled, your customers will receive free Loyalty points or a one-time reward when they sign up for your Loyalty program through their phone.

With this campaign you can entice your customers to sign up by providing them with an immediate discount on their purchase.

Sign Up Anniversary

With this campaign enabled, you'll be able to thank your customers for their participation in your Loyalty program with a one-time reward on the anniversary of the date they signed up.

One-time rewards inherently have an expiration date associated with them, so your customers will have a limited time to redeem their anniversary rewards.

Birthday

With this campaign enabled, your customers will be awarded a one-time reward on their birthday.

You can also award them free Loyalty points for entering their birthday into their customer profile.

Once you've customized your Loyalty points program by enabling and configuring the desired campaigns, your customers will begin earning Loyalty points and building a closer relationship with your business. In order for them to redeem those points, however, you'll want to make sure you've set up the rewards they can earn.

Automatic emails and SMS messages

Campaigns will automatically email and/or SMS message your customers for a several actions.

Welcome email

Subject line: "Welcome to our loyalty program! Start earning now"
Message: "Welcome to APP_NAME! We'll let you know when you earn a reward. For your rewards, balance, & details visit: VERIFY_URL"

Re-Sent Verification email

Subject line: "Welcome to our loyalty program! Start earning now"
Message: "APP_NAME: For your rewards, balance, & details visit: VERIFY_URL"

Reward Earned email

Subject line: "You've earned a reward!"
Message: "APP_NAME: You've got enough points for a REWARD_NAME. For your rewards, balance, & details visit: VERIFY_URL"

Anniversary email

Subject line: "It's your anniversary! Here's a thank you gift from {{APP_NAME}}"
Message: "Happy sign-up anniversary from APP_NAME! Enjoy a free 0 on us. Expires in: X. For your rewards, balance, & details visit: VERIFY_URL"

VIP Earned email

Subject line: "You've reached VIP status!"
Message: "Congratulations! You've reached VIP status and will now earn 0 times the points at APP_NAME. For your rewards, balance, & details visit: VERIFY_URL"

Birthday email

Subject line: "Happy birthday from {{APP_NAME}}!"
Message: "Happy birthday from APP_NAME! Enjoy a free 0 on us. Expires in X. For your rewards, balance, & details visit: VERIFY_URL"

Time Away email

Subject line: "We miss you! Here's a gift from {{APP_NAME}}"
Message: "APP_NAME: We miss you! Here's a 0 on us. Offer expires in 1. For your rewards, balance, & details visit: VERIFY_URL"

Welcome SMS (after enrolling)

Message: "Welcome to X! We'll let you know when you earn a reward. Click the link for account details and balance: HTTPS://LINK. Text STOP to unsubscribe."

Reward Earned SMS

Message: "SHOPNAME: You've got enough points for REWARDNAME. View your available rewards here: https://LINK. Text STOP to unsubscribe."

Time Away SMS

Message: "SHOPNAME: We miss you! Here's a REWARDNAME on us. Offer expires in X days. Text STOP to unsubscribe."

VIP Earned SMS

Message: "Congratulations! You've reached VIP status and will now earn X times the points at SHOPNAME. Text STOP to unsubscribe."

Birthday SMS

Message: "Happy birthday from SHOPNAME! Enjoy a free REWARDNAME on us. Expires in X days. Text STOP to unsubscribe."

Anniversary SMS

Message: "Happy sign-up anniversary from SHOPNAME! Enjoy a free REWARDNAME on us. Expires in: X days. Text STOP to unsubscribe."