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    Customer Rewards – Getting Started

    This article guides you through the initial setup of your Customer Rewards scheme.


    During the initial set up of the scheme, we will ask you to confirm the following;

    1. Start Date for Customers Points Accrual - We will ask you to confirm the date that you would like your customers to begin accruing Customer Reward Points. This can be any date of your choosing. However, we strongly advise you against selecting a date in the past. The scheme will assign points to any transaction made after this date if the customer already has an email address saved on their account. This means that if you were to add an email address to an existing customers account the scheme will retrospectively give this customer points for any historic sales after the scheme commencement; 
    2. Choose how Points will Multiply - We will ask you to confirm how many points you would like your customers to earn for every Pound that they spend. The range that you are able to choose from starts at 10 points per Pound (£0.01), up to as many as 500 points per Pound (£0.50). We will set this for you when we create your scheme, but you do have the freedom to amend this yourself within the Customer Rewards Interface;
    3. When would you like the Points to Expire - We need you to confirm how long would like to give your customers to spend their points. You can choose from the following options:
      • 1 Year
      • 2 Years
      • 3 Years
      • Never 

     


    When the scheme has been created we will provide you with the login details for the Customer Rewards Store Interface. 

    The URL for this page is https://www.customer-rewards.co.uk/storelogin/login.aspx (please bookmark this page)


    This interface allows you to manage your Customer Rewards


    On the home page check that the points multiplier is set correctly. This is not a tool to create promotions. Your Citrus-Lime system has functionality built specifically for that purpose. You should not adjust the points multiplier unless you are making big changes to how the scheme is going to work for your business.

    Now select Manage Promotions, located in the page header. You will be redirected to the area which is designed to allow you to set up promotional offers using Rewards Points. In this screen, you must create some negative promotions to prevent customers from accruing unwanted points. Think Sale items and Labour charges.

     In the example below, we can see a promotion being set up to prevent points being accrued against labour:

     

    The following image shows the promotion based on the category of Labour. 

    The end date is set at a future date, so far ahead that the promotion will run without any interruption.

    Finally, the points multiplier is set at 0. This means that when any items within that category are sold they will not accrue points.

    We advise that you do the same for all similar items, such as shipping.

     

    The Customer Rewards Scheme is now set up.

    The following articles provide you with further information on how this scheme works and how you manage it in store and online

    Customer Rewards - How do I use Customer Rewards in Point of Sale

    Customer Rewards - Managing Point Generation and Promotions

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