Introduction to Loyalty Campaigns

There are Three Types of loyalty Campaigns in appSAVE.

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Loyalty Points

Customers collect points and earn rewards when they collect a certain amount.

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Loyalty Stamps

Customers collect stamps and earn rewards after collecting all of them.

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Loyalty Coupons

Customers receive coupons with special offers.

How to Create a Loyalty Points Campaign with Reward.

Step1: Create checkpoint and Reward Contents.

  • Go to Contents tab and click Add Content button.
  • For this example let’s name the first content “Loyalty Checkpoint". Checkpoint content allows your customers to receive points and see how many points they have collected.
  • In the "Look & feel" section choose Loyalty & Coupons tab and select Collected Points template.

  • Customize the rest of the template and press Add Content.
  • While in Contents tab, once again click Add Content button.
  • Let’s name the second content “Reward".
  • In "Look & feel" section choose Loyalty & Coupons tab and select Coupon template. You can also choose any type of template as a reward but coupons are most often used as loyalty rewards.
  • Then customize the rest of the template and press Add Content.

Step 2: Create Reward Campaign.

  • Go to Campaigns tab and click Create Campaign button.
  • Let’s name this campaign "Reward Campaign"
  • As a trigger pick Loyalty Reward.
  • In "Default Content" choose "Reward" created in the previous step.
    Please note: you should never use same content in two different loyalty campaigns at the same time - the content assigned to the first campaign will disappear from customer's app.
  • Click Assign Loyalty Campaign and choose Create New Coupon Loyalty.  
  • Activate the Campaign and press Create Campaign.

Step 3: Create Loyalty with Reward.

  • Go to Loyalty Campaigns tab and click on Add Loyalty Campaign button.
  • Let’s name this loyalty campaign "Loyalty Points Campaign".
  • Select Points in Choose Type.
  • PIN Confirmation allows you to grant points to customers only after PIN code has been entered (this feature helps to increase security and grant points only by personnel that know the secret PIN code but it also adds another step and if folks forget the PIN, there could be issues). PIN code can be set for each Venue in the Venue settings.
    NOTE for Pin Conformation to work you must enable User Confirmation below.
  • In User Confirmation decide whether person who receives a point needs to take an action and confirm it.
  • In Total Points or Stamps enter the maximum number of points the customer has to collect. 
  • Award Timeframe allows to set amount of time before the loyalty program grants next point (note that this is a global loyalty blocking time - different then a spot specific blocking time - see below)
  • In Repeat you can decide if the loyalty campaign should be repeated and started again after person has collected all the points.
  • In Renew Reward Loyalties you can decide if the loyalty rewards can be granted once again if user collects all points one more time.
  • Press Add button.

  • While in the Loyalty Campaigns tab, press Add Reward button next to "Loyalty Points Campaign" you just created. This allows you to choose which campaign (reward) will be displayed after the customer collects the certain amount of points that you set.

  • Let's name this reward as "First Reward".
  • Enter the number of points the customer has to collect in order to receive the reward.
  • In Prize Campaign choose "Reward Campaign" created in the second step.
  • Activate the reward and press Add.

Step 4: Create Loyalty Campaign.

  • Go back to Campaigns tab and click Create Campaign button.
  • Let’s name this campaign "Loyalty Campaign with Reward".
  • As a Trigger pick a spot that should initiate the loyalty campaign once a customer is within the range of the spot and grant loyalty points.
  • In Default Content choose "Loyalty Checkpoint" created in step 1.
    Please note: you should never use same content in two different loyalty campaigns at the same time - the content assigned to the first campaign will disappear from customer's app.
  • Click Assign Loyalty Campaign and choose "Loyalty Points Campaign" created in step 3.
  • In Award Points decide how many points should be awarded once a customer is within the range of the spot.
  • In Spot Award Timeframe decide how long should that spot be blocked for one customer before granting points to them again (the minimum is 2 seconds).
  • Activate the Campaign and press Create Campaign.

How to Create Loyalty Stamps Campaigns

  • Go to Loyalty Campaigns tab and click on Add Loyalty Campaign button.
  • Set loyalty Name (for your internal use and identification only).
  • Select Stamps in Choose Type.
  • PIN Confirmation allows you to grant points to customers only after PIN code has been entered (this feature helps to increase security and grant points only by personnel that know the secret PIN code). PIN code can be set for each Venue in the Venue settings.
    Please note: for PIN Confirmation to work you must enable User Confirmation.
  • In User Confirmation decide whether person who receives a stamp needs to take an action and confirm it.
  • In Total Points or Stamps enter a maximum number of stamps customer can collect.
  • Award Timeframe allows to specify amount of time before the loyalty program will grant next stamp (note that this is a global loyalty blocking time - different then a spot specific blocking time - see below).
  • In Repeat you can decide if the loyalty campaign should be repeated and started again after person has collected all points.
  • In Renew Reward Loyalties you can decide if the loyalty rewards can be granted once again if user collects all points one more time.
  • Hit the Add button.
  • Go to Campaigns tab and open existing campaign or create a new campaign.
  • In the Campaign form click on Add Loyalty Campaign link in the "Loyalty" section.
  • Select loyalty stamps campaign that you have added above, specify how many stamps should be granted when customer approaches the "trigger distance" of the campaign and how long should that spot be blocked before granting stamps again (the minimum are 2 seconds).
  • You can add rewards now, but it's optional. You create rewards in order to show to the customers that they have won a special price.

How to Create a Loyalty Coupon Campaign

  • Go to Loyalty Campaigns tab and click on Add Loyalty Campaign button.
  • Set loyalty Name (for your internal use and identification only).
  • Select Coupon in Choose Type.
  • PIN Confirmation allows you to grant coupon to customers only after PIN code has been entered (this feature helps to increase security and grant points only by personell that knows the secret PIN code). PIN code can be set for each Venue in the Venue settings.
  • In Renew Reward Loyalties you can decide if the loyalty rewards can be granted once again if user collects all points one more time.
  • Hit the Add button.
  • Go to Campaigns tab and open existing campaign or create a new campaign.
  • In the Campaign form click on Add Loyalty Campaign link in the "Loyalty" section.
  • Select loyalty coupon campaign that you have added.

How to Redeem Loyalty Coupons

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Redeeming coupons by your customers is easy. Loyalty Coupons always come with a verification code and a call to action button that enables customers to Redeem them.

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Coupons can only be redeemed once. When a customer clicks on the button the coupon will go into "used" mode. If need be, they can show Coupon with verification code to a salesperson to verify it. (See How to monitor and verify coupons lower down.)

Adding Loyalty Rewards

You can add Loyalty Rewards to a loyalty point or stamp campaign. Loyalty Rewards specify what should happen after your customer collects the certain amount of points that you have set.
* In loyalties tab - the list of your defined loyalty programs - click on "Add reward" at the row of specific loyalty. 

Specify the name of the reward (same for internal use only - eg. "Scouter prize"), how many points should customer collect in order to benefit and choose the content that should be displayed on the phone after customer collects all points - the "You have won" content. 

How to Display Collected Points

You can display loyalty points status to customers, but you don't have to - it's up to you. In some use cases showing the points is not a good idea. For example, if you would like to show customers different offers (contents) when they arrive in your store for the first time, and then different to those that are frequent visitors and often buy things. In this scenario you probably don't want to show them the points they are collecting - just show them the contents.

It's easily done with the creation of loyalty rewards for each point they collect and setting a proper blocking time, to give customers max 1 point per day. The possibilities are huge and limited only by your imagination. If you create a "deal hunt" game or have a loyalty program like "Get 5th coffee for free," you probably want to let customers know how many points they already have. 

  • Go to "Contents" tab and add new content, let’s name it “Loyalty Checkpoint".
  • In "Look & feel" section choose Loyalty & Coupons and select proper template.
  • Specify rest of the UI and hit "Save".
  • Now, in your campaign settings - select the content that you have just created as the one to display for the campaign.
    (Note: If you specify in the Loyalty settings of your campaign that the campaign should grant "0" points - the content will act as a "checkpoint beacon". See below for details.)
  • You can also set your just created content as the "loyalty reward" content - displayed when a customer has collected winning amount of points.

Renew Loyalty Reward.

When you turn on Renew Loyalty Reward toggle while setting up a Loyalty Campaign, this will allow a person to collect the same reward again after collecting enough points or stamps.
For example, a person who has already collected and redeemed a coupon, after collecting enough points or stamps will be able to redeem the coupon one more time (on the contrary if you have not turned on Renew Loyalty Reward, the coupon will remain as redeemed and a person won't be able to use it again, even if enough points or stamps are collected).

Monitoring and Verifying Loyalty Points, Stamps and Coupons

  • Go to "Loyalties" tab.
  • Click on the "Leaderboard" button next to your loyalty.
  • Here you see the list of participants, identified by the "Verification code", number of points collected and the timestamp when it happened. The "verification code" is displayed in "loyalty content template" (the one content template that shows points to customers - read more above). This code is specially handy when determining a winner of some contest, like a "deal hunt" game.

Using Checkpoint Beacons

Sometimes you would like to show your customers the number of points they have collected in some loyalty program but without granting any new points to them.
For this purpose a "checkpoint beacon" comes in handy. It's a normal beacon with a campaign and loyalty program assigned to it. In campaign loyalty settings (Edit campaign view), set "0" in "Add points" field and as a content use templates from the "Loyalties" section of "Look & feel".

Introduction to Surveys

Surveys are used to get a clear view of how well you're doing, or how someone likes your product, service or business. Instead of vague assumptions, you get concrete numbers on a scale. There are four types of Survey Campaigns in appSAVE:

Star Rating gives an accurate rating on a scale form 1 to 5 stars. A star rating is suitable for general rating questions.

Smiley Rating is used to measure the likeability of a product or service. It can also be used to determine how someone feels about your product or service. It's intended to represent a range of sentiments from negative to neutral to positive, so it is best to use questions about emotions or feelings.

Yes/No Questions can be effective when splitting customers into groups for later analysis. On the other hand they don’t allow respondents the opportunity to explain themselves fully. If you want to collect even more insight into your respondents, try replacing Yes/No questions with Single Choice Questions.

A customer is asked to pick a Single Choice from a pre-determined set of responses of at least two or more options. They are one of the most common question types, and are effective in determining a customer's primary preference among a set of choices.

How to create a Survey (2 step process)

Step 1: Create Survey Content.
  • Go to the Contents tab and click Add Content button.
  • Enter your name, something like "Shopping Experience Content".
  • In "Look & feel" section choose Survey tab and select Stars Rating template.
  • Customize the rest of the template and press Add Content.
Step 2: Create Survey Campaign.
  • Go to Campaigns tab and click Create Campaign button.
  • Name it want you want, something like "Survey Campaign".
  • In "Default Content" choose "Shopping Experience Content" that you created in the previous step.
  • Click "Assign Loyalty Campaign" and choose "Create New Rating Survey".
  • Activate the Campaign and press Create Campaign.

Survey Results

  • Go to "Loyalty" tab.
  • Click on the "Results" button next to your survey.
  • Here you see the list of participants, identified by the "Verification code", provided response and the timestamp when it happened.