Points and Rewards System set by Company. The program is based on purchases made within a predefined period (default past 30 days), points of a purchase are removed when they become older than the specified period. Points are given to customers based on dollar amount (default: 100 points per dollar).

To show the program in all pages add {LoyaltyProgram} keyword in the Master Content Template in Company Custom Layout Setup.

A Clear Cache link button is added to the page to clear the cache in case fields where changed so that you can see the changes immediately. 

Setup

1. Select Company to edit
2. Select Options from the top dropdown menu
3. Select Programs
4. This will open the available programs – currently Loyalty Program only
5. If no program is defined, click Create Default Program button to add a program that you can edit later. Although it is possible to start a program from scratch by filling the form but it is easier to let the application create a sample program then edit it.

Form Fields Description

Active Checkbox : Enables / Disables the Program

Program Name: Default is Loyalty Program, but can be changed

Program Type: Default: Loyalty Program (the only option for now)

Days to Rest: Days to collect points before resetting. Default: 30, but can be changed. A value of 0 is for unlimited, i.e. 0 for no resetting

 Points Per Dollar: Points added are Purchase Price multiplied by the amount. Default: 100

Preview Type: Predefined shape of the chart that appears to the customer. Currently, the available shape is Circular. This shape is substituted automatically if {Chart} appears in the template.

Template: Html with template codes that show to the customer.  {Chart} is used to display a predefined chart of the points percent required for the next level. Custom charts can be used instead but you’ll need to add the code and javascript files required. The recognized template fields are:

{Chart}: for the predefined chart

{Status}: Current Customer Status (Defined in Program Details)

{Points}: Current Customer Points

{Percent}: Percentage to next level

{Class}: Replace by the actual class name as defined in the detail of the current level

{TextColor}: Replaced by the text color of the current level

{BackgroundColor}: Replaced by the background color of the current level

Email Note: Line appears on Confirmation Email after a purchase. It can be in HTML code with {Points} being the points added with this purchase and {TotalPoints} for Total Customer Points.

Invoice Note: Line appears in the invoice. It contains Text only (no html) with {Points} and {TotalPoints}

Tooltip Details

The displayed chart can have an optional (HTML) tooltip. This is based on Bootstrap’s own tooltip with template, content and placement

Tooltip Target: Part of the chart template that the tooltip will appear when the cursor hovers over. It can be a class name or id. Class names must be prefixed with a dot to be recognized, ids are prefixed with #

Placement: Location where the tooltip appears

Tooltip Template: Standard Bootstrap Template with a div that has a class named ‘tooltip-inner ‘ where the Tooltip Content will appear.

Tooltip Content: Actual Content of the tooltip.

You can use your own Tooltip by simply filling the Tooltip Template with your code.

Program Details

These represent the various statuses that the program has and the point required to reach each level.

There can be unlimited number of levels but they should start from the lowest up. Each Level has the following Fields:

Status:  Name of the level

Points: Points required to reach the level

Reward: Percentage discount for customers of this level

Status Color: Color designating this level

Text Color: Color of text (valid html color - # plus 6 Hex numbers – Example #FFFFFF)

BG Color: Background color (valid html color - # plus 6 Hex numbers – Example #FFFFFF)

Class: Class name for the level (no dot is required here)