Setting Up Loyalty

Summary

This article explains how to set up a loyalty program, including earning and reward rules, as well as optional engagement and birthday rewards to boost customer loyalty and retention.

Step One

• Start by logging into the OOLIO Portal and selecting the Loyalty Application.

• Enable OOLIO Loyalty: Activate the program with a simple click of a button.

• Edit Program Settings: Adjust settings at any time under the program settings.
• Customise Loyalty Name: Update the loyalty name to align with the venue.
• Add Logo and Brand Colors: Personalise with the store logo and brand colours.
• Customize Points Alias: Add a Points Alias for a more tailored experience.
• Program Description: Include a description to explain the loyalty program.
• Set Enrollment Page Slug: Create a URL for customer sign-ups and to view points balance.
  • Note: Avoid changing the slug URL once set to prevent confusion.

Step Two

• Locate Earning Rules: Under the Earning Rules section, there is a default rule that cannot be deleted. 

• Edit the Default Rule:

  • If there is only one rule in place, it is recommended to edit this default rule rather than create a new one.
  • To edit, click the pen icon next to the rule.

• Create Additional Rules:

  • If it is desired to have more than one earning rule, click the green plus icon to add a new rule.

• Update Rule Name:

  • Ensure the  name of the earning rule matches the fields below 

• Assign to Specific Venue (if applicable):

  • If a multi-venue setup is enabled, ensure the relevant location is selected where the earning rule will apply 

• To create the rule itself select "Earn On":

  • Choose between Product Purchase or Amount Spent.

• Product Purchase:

  • If Product Purchase is selected, customers will earn points based on the products that are purchased during the transaction.

• Amount Spent:

  • If Amount Spent is selected, customers will earn points based on the total amount spent in the transaction.
• Ensure Include Tax in Amount Spent is ticked.

• Once the rules have been set up, select Update Rule to finalise.

Step Three

• Locate Rewards: Under the Rewards section, is a default reward that cannot be deleted.

• Edit the Default Reward:

  • If there is only one reward in place, it is recommended to edit this default reward rather than creating a new one.
  • To edit, click the pen icon next to the rule.

• Create Additional Rewards:

  • If it is desired to have more than one reward, click the green plus icon to add a new reward.

• Rewards are set up with two components, details and limits. 

• Update Reward Name:

  • Ensure the  name of the Reward matches the fields below

• Assign to Specific Venue (if applicable):

  • If a multi-venue setup is enabled, ensure the relevant location is selected where the reward will apply 

• Select Reward Type:

  • Under the Reward Type section, choose one of the following options:

    • Order Discount:

      • This option allows the customer to redeem a preset value of points for a discount across their entire order.

    • Product Discount:

      • With this option, the customer can redeem a preset value of points for a discount on selected products only.

    • Free Item:

      • This option allows customers to redeem points for a free item from the list of configured products.

• After filling out the reward details, there is the option to add limits to the reward customers can redeem:

• Select the Limits tab at the top of the pop-up
• Set Minimum Spend:
  • Add a minimum spend to create rewards like "Spend over $100 to receive 10% off."
• Configure Redeemable Quantity/Order:
  • Set limits on how many times a customer can redeem the same reward in one transaction or how many times they can earn the reward.
• Set Expiry:
  • If the reward is time-sensitive, enable the Expiry option to set a limit on how long the reward is available.
  
• Once complete, select Update Reward. From here the earnings and rewards are complete and are now integrated into the POS and Online Store

Optional: Step Four

As an option, there is the ability to set up engagement rules to encourage customers to enrol in the program:

• Sign-Up Reward:
  • A sign-up reward can be created which a customer would receive upon sign-up, which can be configured just like regular rewards.

These rules are designed to encourage customer interaction and enrollment in the loyalty program.

• Birthday Reward:
  • A birthday reward can be created which a customer would receive automatically and which can be redeem within the month of their birthday. This reward can be configured just like regular rewards.