1. Access the Loyalty Program Setup
Navigate to the Loyalty Programs section on the left-hand menu in OneShop.
Click Create or Edit Loyalty Program to set up a new program or modify an existing one.
2. Starting and Stopping Programs
Start Program: Automatically begins calculating points from sales.
Stop Program: Halts point accumulation and calculations instantly for all connected POS integrations.
3. Choose a Loyalty Program Type
Points Program:
Offers Linear and Tiered point-based reward options.
Linear Program
Clients earn rewards incrementally.
Example: Earn $50 back for every 1,000 points ($1 equals 1 point).
Tiered Program
Clients unlock rewards at specific point thresholds.
Example: At 100 points, earn $5 back; at 300 points, earn $30 back. Points accumulate to each tier rather than at each increment.
4. Configuring Custom Rewards
By default, rewards are cashback-based, but OneShop can enable custom rewards upon request, such as "Buy One, Get One Free" or specific discounts (e.g., 10% off).
5. Box Program (Visit-Based Rewards)
Designed for Recurring Purchases: Earn rewards after a set number of visits (e.g., every 6 visits).
Each visit counts as one “box,” with a cap of one box per day.
Reward Activation: After reaching the visit threshold (e.g., 6 visits), the client can redeem their accumulated points.
6. Setting Up Reward Tiers
Add multiple tiers by clicking + and set point-based rewards.
Use the Visits Requirement with a tiered program to enforce a minimum visit count before rewards are redeemable.
7. Save and Publish the Program
Save as Draft: Save the configuration for later review.
Publish: Activate the loyalty program for public access, initiating points calculations and rewards tracking.
This guide covers the essential steps for setting up flexible loyalty rewards in OneShop, enhancing customer retention and incentivizing repeat purchases.