Promotion-Based Points Program

Just like using the regular Points Program, but in this case ignoring the "amount purchased" aspect and using the promotions pull-down to define activities or events that earn points.

Setup:

To setup a Promotion-Based Points program, select the "Points Program" campaign type when creating a new campaign.

 

Options:

You can define a "Spend-to-Reward Ratio" that will allow you to deduct points by entering an amount of dollars (or other currency) -- In case you don't want people to earn points based on purchases, but do want to have the option for the rewards to have a monetary value that corresponds to a certain number of points.

 

How to set it up:

  • Add a new campaign from the control panel (The first screen after you log-in).

  • Select "Points Program" from the list of campaigns.

  • On the congratulations screen, click on "Take Me There" to set up your reward levels.

  • Ignore the Points-per-Dollar Ratio.

  • Next, click the "Add a Reward Level" button to add a reward to offer. Enter in how many points will be needed to claim that reward (use our Points Calculator if you need help figuring out how many points a reward should be), and then enter in a description of the reward. Click "Add" when done.

  • Repeat this last step for as many rewards as you want to offer. You can always come back and add, remove, or edit any reward's points level and description.

  • In the promotions section, add all the ways that someone can earn points in your program: Click the "Add a Promotion" button, and choose the (+) choice from the pull-down. Enter in how many points are added (or if reduced, enter the negative value, like "-50" ) For example:
    +500
    Add 500 points for a referral
    +100
    bonus for becoming a member
    + -50
    deduct 50 points for being late
    +10 Add 10 points for learn a verse

  • Repeat this last step for as many activities, visits, events, etc. as you want to define. You can always come back and add, remove, or edit any of them.

  • Last, and completely optional, you can define a "Spend-to-Reward Ratio" that will allow you to deduct points by entering an amount of dollars (or other currency).  For example, if a person in your program asks if they can use their points balance to partially pay for a service or product. (You can use our Points Calculator to help you figure out what this amount should be. Always check with your accountant).


How to use it:

  • When a person in your program does something that earns them points, find or add the customer, and select the activity or event from the pull-down. (Ignore the Purchase box). You can also optionally enter a description.  Then click on the "Record Points" button, and the Points balance will be immediately increased by the proper number of points.

  • When a person in your program has accumulated enough points to claim a reward, that reward will show on the "Rewards Table" section of the page with a radio button next to it, indicating that it can now be selected. Alternatively, you can enter a custom amount of points, or a dollar (or other currency) amount (if you've set the optional "Spend-to-Reward Ratio" in the preferences). You can then optionally add a description.  Finally click the Deduct button. The Points balance will be  immediately reduced.
At A Glance: