๐ Business objective: Customer Engagement / Sales / Acquisition and Retention / Loyalty
๐ Set up: Easy (15 - 30 mins)
๐ 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 ยฃ5 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'
Set 'Credit Value' to ยฃ5 & the 'Points Required' to 500
Add a Promo Name (e.g. ยฃ5 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.
Got questions? Feel free to reach out to our Support experts via LIVE CHAT. ๐ฌ
Know what you want but need help setting up? Simply click the 'Set Me Up' button below and we'll take care of the rest! โ
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