Setting Up a Loyalty Program

Setting Up a Loyalty Program

A loyalty program is a fantastic way to thank your regular customers and encourage repeat business. With BakeOnyx, you can easily set up a program that rewards your customers for their purchases, making them feel appreciated and more likely to return to your bakery.

• Choose between a points-based or punch-card loyalty system.
• Configure rewards, bonuses, and tier progression to incentivize customers.
• Set up point expiration to encourage timely redemption.

Choosing Your Loyalty Program Type

BakeOnyx offers two main types of loyalty programs:

• Points-Based: Customers earn a set number of points for every dollar they spend. These points can then be redeemed for discounts or special items. This is great for encouraging higher spending.
• Punch Card: Customers earn a "punch" for each order they place. Once they collect a certain number of punches, they receive a reward. This is simple and effective for encouraging repeat visits.

Configuring Your Loyalty Program Settings

To get started, navigate to the Loyalty section in your BakeOnyx dashboard. Here, you'll find all the settings to customize your program.

1. Select Program Type: Click on the Program Type dropdown menu and choose either Points or Punch Card.
2. Name Your Program: Give your loyalty program a catchy name that customers will recognize, like "BakeOnyx Rewards" or "Sweet Treats Club." Enter this in the Program Name field.
3. Set Earning Rules (Points Program): If you chose a points program, you'll need to define how customers earn points.
   • In the Points Per Currency field, enter the amount a customer earns for every dollar spent. For example, entering 1 means customers get 1 point for every $1 spent.
4. Set Redemption Rules: Decide how customers can use their earned rewards.
   • Points Redemption Rate: For points programs, specify how many points are needed for a discount. For example, entering 100 in Points Redemption Rate means 100 points will equal $1 off.
   • Minimum Redemption Threshold: Set a minimum number of points a customer must have before they can redeem them. This helps prevent small, frequent redemptions that can be hard to track.
5. Add Bonuses: Make your program even more attractive with bonuses.
   • Signup Bonus Points: Enter a number of points to automatically award new loyalty members when they sign up.
   • Birthday Bonus: If you want to celebrate your customers' birthdays, toggle Birthday Bonus Enabled to 'Yes'. Then, enter the Birthday Bonus Amount (either in points or a dollar value, depending on your program type).
6. Enable Tier Progression (Optional): Want to reward your most loyal customers even more? Enable tiers!
   • Toggle Tier Progression Enabled to 'Yes'.
   • You'll see four default tiers: Bronze, Silver, Gold, and Platinum. For each tier, you can set a Points Threshold (the total points a customer needs to reach that tier) and a Multiplier (an additional point earning rate for customers in that tier). For example, a Gold member might earn 1.5x points on all purchases.
7. Configure Point Expiration (Optional): To encourage customers to use their points, you can set them to expire.
   • Toggle Point Expiration Enabled to 'Yes'.
   • Set the Point Expiration Period (e.g., 365 days). Points that have not been redeemed after this period will be automatically removed from customer accounts daily.
   Note: Setting an expiration date can help manage your rewards liability and encourages customers to visit and redeem their points before they vanish.
8. Save Your Settings: Once you've configured everything to your liking, click the Save Changes button at the bottom of the page.

Next Steps

• Managing Loyalty Accounts and Rewards
• Creating a New Order
• Managing Wholesale Customers