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Connecting and configuring Lightspeed Loyalty

Lightspeed Loyalty enables you to customize and configure the loyalty program that is right for your business, helping you build your brand and grow a loyal customer base by incentivizing product purchasing. As you set up your program, you'll decide how many points to award per dollar spent in your store, how many points it takes to obtain a reward, and what kind of special bonuses are available. 

Connecting Lightspeed Loyalty

The awarding and redeeming of Loyalty points will most often occur through a streamlined interface in the Retail POS sales screen while processing transactions, but you'll also have access to the Lightspeed Loyalty Manager. To begin, connect Retail POS and the Lightspeed Loyalty Manager:

  1. Log in to the Loyalty Manager at https://loyalty.lightspeedapp.com.
  2. Navigate to Settings > Lightspeed.

  3. Click Connect Lightspeed.
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  4. Enter your Lightspeed Retail (R-Series) login credentials.
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    The credentials entered must be for a user with the Inventory - Product Create & Edit permission enabled to connect Retail POS and Lightspeed Loyalty. You can check user permissions under Settings > Employee Roles in Retail POS. This permission is enabled by default.

  5. Click Authorize Application.
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Configuring your basic settings

Once you've connected Retail POS and the Lightspeed Loyalty Manager, you can configure the basic settings that will form the basis of your loyalty:

  1. Navigate to the Campaigns section to set when and how points will be awarded to your customers.
  2. Navigate to the Rewards section to set what rewards will be available and their point values.
  3. For Lightspeed Retail accounts with more than one location, navigate to the Locations section to set up your stores.

Understanding more of the Lightspeed Loyalty functionality

With that preliminary setup and configuration complete, you will be ready to start enrolling customers in your Loyalty program and awarding them points. Once you do, you'll have some tools available to you to monitor your activity:

  • Keep an eye on recent trends in the Dashboards section.
  • View a detailed activity log in the Reports section.
  • View a list of enrolled customers and their point balances, and manually add or remove points from specific accounts in the Customers section.
  • Establish specific demographics or customer types in the Groups section.
  • Reach out to your customers directly through the Email Marketing section or the SMS Marketing section.

Merchants in the North American region may not have access to SMS marketing. We recommend merchants in this region use Email marketing to communicate with customers. 

While you can add or remove points from a customer's account through the Loyalty Manager, most point balance updates will come from the Sales register interface.

Sales register

Designed to slide as seamlessly as possible into your regular sales workflow, the sales register interface for Lightspeed Loyalty will let you award points and redeem points without ever having to leave Lightspeed Retail. 

If you ever have questions about Lightspeed Loyalty, please don't hesitate to reach out to our Support Team.

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