Loyalty Program

Overview

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:

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.

General Setting

Field NameDescription
ActiveEnable the Loyalty Program to be active.
Points Per DollarThe number of points the customer will earn for each dollar they spend.
Signup PointsThe number of points the customer will earn just for signing up for the loyalty program.
Vesting Points

The number of days before the points become available for the customer to us.

Loyalty Tiers

Allows you to setup different loyalty tiers for customer so that one group can earn more points or have different rewards. Simply click on the "Add Loyalty Tier" button to be taken to the setup page as shown below.

Field NameDescription
NameThis is will be the name for the tier that is created.
Default TierDetermines if this tier is the Default or not.  All new customers will start with the Default Tier.
Points Per DollarThe number of points the customer will earn for each dollar they spend.
Vesting DaysThe number of days before the points become available for the customer to use.
Qualify at Purchase Amount

Customer will qualify for this tier when their purchase amount exceeds this dollar amount.

*This is an accumulative threshold 

Qualify at Purchase Within

Customer will qualify for this tier if they have a purchase within this number of days.

*This is an accumulative threshold 

Rewards

Allows you to setup the different rewards a customer can earn using the points they have earned.

Field NameDescription
ActiveDetermines if this reward is active or not.
Reward TypeCan currently set the reward type of Coupon or Gift Certificate
Reward PointsThe number of points needed to redeem this reward.
DescriptionThe 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. DaysThe number of days the customer has before this reward expires. *Optional.

Customer View in My Account Customer Portal

The customer can view their accrued Loyalty Rewards points by logging into their My Account Customer Portal customer profile.


The process of a customer claiming and using a loyalty reward is:
  1. The customer logs into the "My account, Customer portal"
  2. They click on 'Loyalty Reward' in the My Account menu
  3. 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.
  4. If there are available rewards appearing, the customer will click the 'Claim Reward' button.
  5. The claimed reward will appear in in the next section 'Claimed Rewards'
  6. 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.