Loyalty Settings & Reporting
Configure your loyalty settings, find points reports, and control permissions & access.
Hover over the ? icon next to any field for additional details on the setting.
Disable Loyalty Points - Enable to set all points to zero and hide points from all loyalty/club members wallets and apps.
General Accrual - Set your global points accrual settings. Any changes to points accrual dates for an existing loyalty program will affect the entirety of your customer base's loyalty balances. We strongly suggest consulting with your Customer Success Manager (if provided with one) or our support team prior to changing any accrual dates after the fact. In addition to the traditional loyalty programs, Alpine IQ offers the option to set up a subscription-based loyalty program. This model provides your customers with exclusive benefits while generating a predictable revenue stream for your business. Implementing a subscription-based program can also lead to increased customer engagement, enhanced customer lifetime value, deeper customer insights, continuous relationship building, and offers a way to differentiate your brand.
Accrual by Customer Type - Set accrual rules based on whether a customer is MED vs REC and/or opted into messaging channels (ie Hide if opted out of SMS messaging)
Accrual for Referrals - Set accrual rules based on if a customer referred has signed up or signed up and opted into SMS messaging. For more information on Alpine IQ's refer-a-friend program, click HERE.
Expiration - Set rolling expiration dates (ie points should expire after 30 days) and set a date for when rolling expiration dates should take effect.
Redemption overrides - Set pin code verifications and redemption rules.
Staff App Overrides - 'Staff App' is the artist formerly known as the 'Budtender View'. Set access rules for FOH staff.
Advanced - Speak with your Customer Success Manager (if you're provided one as part of your support package) or contact our support team to enable any of these toggles.
A subscription-based loyalty program is a powerful strategy that businesses can utilize to incentivize customer loyalty and foster long-term engagement. In this model, customers subscribe to a payment plan, and in exchange, they gain access to exclusive benefits such as personalized perks, discounts, early access to new products, and enhanced customer service. This not only enhances customers' connection with your brand but also provides a predictable revenue stream for your business.
Benefits of Subscription-Based Loyalty Programs:
- Increased Customer Engagement: The commitment required by subscription-based loyalty programs encourages customers to establish a stronger bond with your brand.
- Predictable Revenue Stream: Subscription-based loyalty programs provide you with regular, recurring income, enabling more accurate financial planning and growth projections.
- Enhanced Customer Lifetime Value: Subscription programs significantly extend the lifetime value of your customers, resulting in higher revenue and profitability for your business.
- Deeper Customer Insights: These programs allow you to gather in-depth data on customer preferences and buying behavior, helping refine marketing strategies and deliver targeted promotions.
- Continuous Relationship Building: A subscription-based loyalty program enables you to continually nurture customer relationships, fostering long-term customer retention and advocacy.
- Exclusivity and Differentiation: Subscription-based programs offer exclusive benefits to subscribers, setting your brand apart from competitors and providing a compelling reason for customers to choose your brand.
Before proceeding, you'll need to determine the price of your subscription-based loyalty program, the discounts your subscription members will receive, and the cadence of the subscription (typically monthly or annually).
- Setup a Non-Stock SKU: Create a non-stock SKU in your Point of Sale system and note the SKU name. Please note that this feature is only available for tier 3 and above POS integrations. See if your POS system qualifies here.
- Create an Audience: Next, create an audience in Alpine IQ. Go to Audience > Performed event > Purchased SKU – Contains – ((name of your membership SKU)), then adjust the in range to the desired date range, depending on your subscription model.
- Build Your Discounts: Now, it's time to build the discounts that your members will receive. Make sure the audience you created in the previous step is selected for the discount/discounts to appear. Under Ecomm and POS, input the discount % or $ that the member will receive.
With these steps completed, your subscription-based loyalty program is now set up and ready to go!
Only users with Owner/Operator permissions are able to edit the below settings.
Schedule reports on a monthly, weekly, and/or daily basis, add email contacts to receive reports, and see reports 'by store' for points reporting by location (if applicable). Column headers included in the reports are represented by the orange tabs on the right.
Download previous reports by store and/or by persona.
Only users with Finance Team permissions and above will have access to this section.