✅ Loyalty Program - Hosted by the client portal
I
Iver Aune
➕ Under Marketing - Add a tab called Loyalty
➕ Let us create several loyalty programs and assign customers and products to the program. Also, let us assign the products to the program when sending proposal, estimates and/or invoices. (Display potential loyalty points in the proposal/estimate and gaining points in the invoice.)
➕ Let us add our custom made currency. We upload a picture of the currency and add a name. For example Iver Coin.
✅ Distribution - Let us select how many Iver Coins a customer can earn per purchase. For example x amount or % of price. My customers get 3% of total amount.
✅ Claiming - Add claimable products in the loyalty program and either translate the original price to our currency coins or add a custom price.
✅ Client Portal - Add a "Loyalty" tab in the client portal where the customer can see his "Iver Coins", browse and claim the claim-able products and view history of currency usage.
➕ Toggle option to automatically add a customer to the loyalty program if he purchases a loyalty program product
➕ Add workflow actions like, Add customer to loyalty program, Add x amount of coins to customer, ets.
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A
Alaa Kabalan
very good adding to our system
Y
Yanick Webster
I'd also like to add to this that we can track & award loyalty rewards, not just financial payouts. If we could also run contests & sweepstakes with out contacts that would be great as well. Like what we can do with Upviral.
I
Iver Aune
I would like to have this ability for the client portal to be optimal though:
A
Anthony Hunt
Amazing