Loyalty Program

Reward repeat customers with a points-based loyalty program that drives retention and increases average order value.

Overview

Stogly's Loyalty Program lets you:

• Create a points-based rewards system for your customers
• Define earning rules (how customers accumulate points)
• Set up redemption options (how customers spend points)
• Organize members into tiers with escalating benefits
• Track loyalty performance with dedicated reports

Setting Up a Loyalty Program

Step 1: Enable the Loyalty Module

1. Navigate to Settings > Loyalty Program
2. Toggle Enable Loyalty Program to on
3. Configure the basic settings:

1. Click Save

Step 2: Define Points Earning Rules

1. Navigate to Settings > Loyalty Program > Earning Rules
2. Click + Add Rule
3. Configure how customers earn points:

1. Set the Earning Rate (e.g., 1 point per $1, or 2 points per $1 for premium tiers)
2. Save the rule

You can create multiple earning rules — they stack.

Step 3: Set Up Redemption Options

1. Navigate to Settings > Loyalty Program > Redemption
2. Click + Add Redemption Option
3. Configure how customers can use their points:

1. Set a Minimum Points threshold for redemption (e.g., at least 100 points)
2. Save the option

Loyalty Tiers

Tiers reward your most loyal customers with better benefits as they advance.

Creating Tiers

1. Navigate to Settings > Loyalty Program > Tiers
2. Click + Add Tier
3. Define each tier:

1. Save the tier

Customers are promoted automatically when they reach the points threshold. Tier status can be set to reset annually or remain permanent.

Member Management

Enrolling Members

• Automatic enrollment: All customers are enrolled when loyalty is set to automatic
• Manual enrollment: Navigate to Customers > Customer List, open a customer, and click Enroll in Loyalty Program
• POS enrollment: Staff can enroll customers during checkout

Viewing Member Details

1. Navigate to Customers > Loyalty Members
2. Browse or search for a member
3. Each member profile shows:
   - Current points balance
   - Current tier
   - Points earned (lifetime and current period)
   - Points redeemed
   - Transaction history

Adjusting Points Manually

1. Open a member's profile
2. Click Adjust Points
3. Enter the amount (positive to add, negative to deduct)
4. Add a reason for the adjustment
5. Click Confirm

Loyalty Reports

Track the performance of your loyalty program under Reports > Loyalty.

Use these reports to fine-tune earning rates, redemption values, and tier thresholds.

Tips & Best Practices

• Keep it simple — a straightforward earn-and-redeem model is easier for customers to understand and use
• Set achievable first rewards — the first redemption should be reachable quickly to hook new members
• Promote tier upgrades — notify customers when they are close to the next tier to encourage spending
• Review expiry policies — overly aggressive point expiry frustrates customers; 12 months is a common balance
• Use birthday bonuses — birthday rewards are low-cost and create strong positive sentiment
• Monitor redemption rates — if redemption is very low, points may not feel valuable enough; adjust the earn/redeem ratio

Need help? Contact support at support@stogly.com