Setting Up a Loyalty Program

Setting Up a Loyalty Program

• Create a points-based or punch-card loyalty program to reward repeat customers
• Configure signup bonuses, birthday rewards, and tiered benefits
• Set redemption rates and track customer engagement

What is a Loyalty Program?

A loyalty program encourages customers to return to your bakery by rewarding their purchases. BakeOnyx supports two program types:

• Points-based: Customers earn points for every dollar spent and redeem them for discounts
• Punch-card: Customers earn one punch per order and redeem a full card for a reward

You can also add tier levels (Bronze, Silver, Gold, Platinum), birthday bonuses, and signup incentives to make your program more engaging.

Step 1: Access Loyalty Settings

1. Log in to your BakeOnyx dashboard
2. Click Customers in the main menu
3. Select Loyalty Programs
4. Click Create New Program or edit an existing program

Step 2: Choose Your Program Type

At the top of the loyalty settings page, select one of two options:

• Points Program: Best for customers who make purchases of varying amounts. Set how many points customers earn per dollar spent (e.g., 1 point per $1)
• Punch Card Program: Best for simple, frequent-visit rewards. Customers earn one punch per order, regardless of purchase amount

You cannot change the program type after creation, so choose carefully based on your business model.

Step 3: Configure Basic Settings

Fill in the following fields:

• Program Name: Give your program a catchy name (e.g., "Rise & Shine Rewards" or "Sourdough Society")
• Description: A brief explanation customers will see when they sign up
• Points Per Currency (Points Programs Only): How many points customers earn per dollar spent. Default is 1 point per $1
• Points Redemption Rate: How many points equal a discount. For example, 100 points = $1 off
• Minimum Redemption Threshold: The fewest points a customer must have before they can redeem. This prevents redemptions for tiny amounts

Step 4: Add Signup and Birthday Bonuses

• Signup Bonus Points: Award points when a customer joins your loyalty program (e.g., 50 bonus points). This incentivizes enrollment
• Enable Birthday Bonus: Check this box to give customers extra points during their birthday month. Set the bonus amount (e.g., 25 points)

Step 5: Set Up Tier Progression (Optional)

Tiers reward your most loyal customers with bonus point multipliers. BakeOnyx offers four tiers:

• Bronze: Starting tier (0 points)
• Silver: Set a points threshold (e.g., 500 points) and multiplier (e.g., 1.1x points earned)
• Gold: Higher threshold (e.g., 1,500 points) and higher multiplier (e.g., 1.25x)
• Platinum: Highest tier (e.g., 3,000 points) with premium multiplier (e.g., 1.5x)

For each tier, enter the points threshold required to reach it and the multiplier applied to future point earnings. For example, a Silver customer earning 1 point per dollar at 1.1x multiplier actually earns 1.1 points per dollar.

Step 6: Configure Point Expiry (Optional)

Set how long customers' points remain valid. Points that expire are automatically removed from customer accounts. This encourages regular engagement and prevents indefinite point accumulation.

Step 7: Save and Activate

1. Review all settings for accuracy
2. Click Save Loyalty Program
3. Your program is now live. Customers can enroll at checkout or through your customer portal

Next Steps

• Managing Loyalty Accounts and Rewards — Learn how to view customer points, process redemptions, and issue manual bonuses
• Creating a New Order — See how loyalty points are earned during checkout
• Managing Wholesale Customers — Set up separate pricing or loyalty rules for bulk orders