How do I create a CASHBACK/POINTS CARD?
A Cashback/Points Card allows customers to collect points with every purchase they make in your store. You can create different level tiers so the more customers buy, the higher the points they can collect! Points can be redeemed for items or "cashed" in towards future purchases.
- Once you are logged in select the CARDS option on the left hand menu
- Choose to start from one of the over 100 pre-built templates or start with a blank version (scratch)
CARD TYPE
- Select the Cashback Card Type
SETTINGS
- Determine the expiry date of loyalty program.
- Add your business location to utilize the geo-push notification feature of the card.
- Define the tier levels for your loyalty program. As customers spend they can qualify to enter higher tiers where the % of points earned increases. In the example shown below for a pet store, we set up 4 tiers:
- Pet Club Bronze - This is the entry level ans immediately qualify for 1% of points earned per purchase.
- Pet Club Silver - If the customer spends $5000 - $14,999, they earn 5% of points
- Pet Club Gold - From $15,000 - $24,999 they earn 8% of points
- Pet Club Platinum - And from $25,000 and up they earn 15%
For example if the customer is on the Silver tier since they've spent more than $5000 in your store over time, they earn 5% in points. So if they've made a purchase of $2000, they earn 10 points.
The points can either be redeemed for merhandise or as a credit towards future purchases. You decide the value of those points.
- Determine what information you want to ask customers on the card sign up form. Either phone or email is required to properly manage the customers activity.
- [OPTIONAL] To help track where your customers are signing up for your loyalty card, you can add unique links from your different sources.
- Add country to set the default phone format on the sign up page
DESIGN
- Customize the look of the card by add the provided stamp icons or upload your own. You can also select colours and upload your own logo to help brand the card to your liking.
- Select and label the card status information on the front of the card.
This information appears on the front of the card. Besides the fields you configured in the sign up page (eg. name, phone, etc) you have three other options specific to this card type:
- Cashback percentage - The % of points the customer will earn per purchase
- Cashback status - The tier the customer belongs to. eg. Pet Store Bronze
- Spend to reach next level - How much more the customer needs to spend to jump up to the next tier.
INFORMATION
- Add the appropriate information that appears on the card information section for customers to see.
- Indicate how many points the customer has earned just for signing up
- [OPTIONAL] Enable a referral program to encourage customers who have installed the loyalty card to share it with a friend. This is a great and free way to increase program enrollment!
- [OPTIONAL] Add links to the card information page, such as your business website. You can also add links to review platforms (eg. Google, Facebook, Yelp)
- Complete the information form to include the loyalty program terms and conditions, appropriate URLs and your contact information
FINISH
- Once you are finished, a pop up appears with the QR code and link to share to your customers.
- Trivolio also automatically creates a PDF document so you can print it an display it at your location.
