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The new UltraCart Loyalty System allows you to setup a loyalty program where your customer(s) can earn points based on the purchases they make. Your customer can then use these points to receive discounts in the form of coupons or gift certificates on future purchases. The configuration has three basic areas for now: Tiers, Rewards, and Campaigns. We will go over each section below in more detail.
To setup the Loyalty progam, navigate to:
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Main Menu → Configuration → Checkout → Loyalty |
Below is the page you will see when you first navigate to the Loyalty page. We will go into more detail about each section below.
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| Field Name | Description |
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| Active | Determines if this reward is active or not. |
| Reward Type | Can currently set the reward type of Coupon or Gift Certificate |
| Reward Points | The number of points needed to redeem this reward. |
| Description | The Description the customer will see for this reward. |
| Gift Cert. Amount / Coupon Code | Depending on the reward type, the customer will either receive a coupon code or a gift certificate amount. |
| Gift Cert. Exp. / Coupon Exp. Days | The number of days the customer has before this reward expires. *Optional. |
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The customer can view their accrued Loyalty Rewards points by logging into their My Account Customer Portal customer profile.
- The customer logs into the "My account, Customer portal"
- They click on 'Loyalty Reward' in the My Account menu
- They will see a summary of the 'Current Points' and also 'Points needed for next reward'. Available rewards appear just below the points summary section.
- If there are available rewards appearing, the customer will click the 'Claim Reward' button.
- The claimed reward will appear in in the next section 'Claimed Rewards'
- The customer can begin the shopping with the coupon by clicking on either the coupon description or coupon code (they are both hyperlinked), which will apply the coupon to the cart for immediate shopping/redemption. (Alternatively, they can copy the copde and enter it into the apply coupon field in the shopping cart checkout.)
Campaigns
Campaigns allow you to setup specials where customers can earn extra points from purchases made during a set time period or for a specific set of items. For example; Black Friday sales.
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