Loyalty Settings
If you're just getting started with building your loyalty program and need some tips, visit our blog about How to Build a Loyalty Program.
Use the URL provided or QR code to share your loyalty app link with your customers. You can download the QR code for use by clicking on it. We recommend sharing via:
- Link via your website “Loyalty member login” button
- Display the QR code on digital screens
- Display the QR code within printed menu books
- Showcase your QR code at the front door or register
Enable to set all points to zero and hide points from all loyalty/club members wallets and apps.
Set your global points accrual settings.
- Customers can earn points starting on date: You can override this setting per data source integration, however, this is your default start time. If none is set, we will assume all transactions are valid since beginning of time.
Any changes to points accrual dates for an existing loyalty program will affect the entirety of your customer base's loyalty balances.
- Points earned per $100 spent: How many points should loyalty customers receive per $100 they spend?
- Points earned per order: How many points (if any) should loyalty customers receive per order/in-store visit?
- Max visits per day: How many times per day can a customer receive points from an order/in-store visit?
- Don't accrue tax dollars: Toggle this on to exclude tax dollars from contributing to points accrual after a certain date.
- Round points: Round points accrued from sales up, down, or to the nearest whole number. Disabled will result in exact/ fractional points.
In addition to the traditional loyalty programs, AIQ offers the option to set up a subscription-based loyalty program, see Subscription-Based Loyalty Program for more.
Set accrual rules based on whether a customer is MED vs REC and/or opted into messaging channels (e.g. Hide if opted out of SMS messaging).
Set accrual rules based on if a customer referred has signed up or signed up and opted into SMS messaging. For more information on AIQ's refer-a-friend program, see our Refer A Friend Campaigns guide.
Set rolling expiration dates (e.g. points should expire after 30 days) and set a date for when rolling expiration dates should take effect.
Set pin code verifications and redemption rules.
Set access rules for staff using the "Staff app".
Staff can modify points: When enabled, staff can modify points for customers. All points modifications are logged by the email of the staff who performed the action.
Staff can see waiting room queue: When enabled, staff can see the waiting room queue and use enhanced signup and customer tagging.
Staff can access wallets: When enabled, staff can view and redeem discounts on behalf of the customer. Generally, this is used when a customer comes in to the store without their phone and wishes to redeem a discount.
Speak with your Customer Success Manager or contact our support team to enable any of these toggles.
