📈 Business objective: Customer Engagement / Sales / Acquisition and Retention / Loyalty
🟠 Set up: Easy (15 - 30 mins)
🛠Tools/Platforms required: LOKE Office
The objective of a loyalty stamp card is to create a mutually beneficial relationship between the business and its customers, leading to increased customer satisfaction, retention, and revenue.
Here's the step-by-step tutorial on how to set it up in the LOKE Office...
Create a series of Smart Lists:
Go to the Customers Tab
Click 'Create List' & choose 'Smart List'
Add a 'List Name' (e.g., 0 Stamp, 1 Stamp, 2 Stamp...)
Click the dropdown arrow beside 'Filter by points'
Then click the 'Add Filter' button under 'Loyalty points balance'
6. Set the filter according to the points balance needed per stamp & hit 'Save'
- This example is composed of 5 stamps which is equal to 500 points. Whereas, once all 5 stamps have been completed, the customer would have an option to exchange the 500 points for £5 credit.
- Repeat the process above depending on the number of stamps you want to set up. In this case, we need 6 lists. 5 list for stamps earner & 1 for customers without a stamp:
Less than 99 > Customer with no stamps
Between 100 - 199 > 1 Stamp
Between 200 - 299 > 2 Stamp
Between 300 - 399 > 3 Stamp
Between 400 - 499 > 4 Stamp
More than 499 > 5 Stamp
Once you've completed the lists, proceed to the next step...
Setting Info Cards:
Go to 'Promotions' tab
Click on 'Create Promotion', choose 'Gen Information' then hit 'Next'
Click on 'Image and Content Only' & hit 'Next' one more time
Add a 'Promotion name'
Set the 'Visibility' of each card to the lists you created (Tick the box setting visibility to the guest, ONLY to the card visible to customers without a stamp or the '0 stamp' list)
Add 'Image' & 'Content' then hit 'Save'
Continue the process until the 4th Stamp Card (2nd to the last) & each card should be visible according to its corresponding lists, for example:
Start Earning Stamps Now' cards should be visible on the '0 Stamp List'
You've Earned 1 Stamp' card, should be visible on the '1 Stamp List'
You've Earned 2 Stamps' card, should be visible to the '2 Stamp List' and so on & so forth, except for the last card.
The last card also which will stand as the 'Reward Card' (in this case it's the 5th Stamp Card) should be set up this way:
Go to 'Promotions' tab
- Click on 'Create Promotion', choose 'Points' then hit 'Next'
Click on 'Credit' & hit 'Next' one more time
Set 'Credit Value' to £5 & the 'Points Required' to 500
Add a Promo Name (e.g. £5 Credit Unlocked)
'Credit Redemption' must stay to 'No limit'
Set visibility to the '5 Stamps' list (Untick the 'Visible to guest user' box)
Add an 'Image' & 'Content' then hit 'Save'
And you're all set, feel free to test it first to make sure it's working as expected before making it live.
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