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How to set up the cash-back rewards program
How to set up the cash-back rewards program

Set up a cash-back rewards program, so your customers will collect and use bonuses to pay full price or part of the receipt with them.

Kate Rantseva avatar
Written by Kate Rantseva
Updated over a week ago

Set up a cash-back rewards program, so your customers will collect and use bonuses to pay full price or part of the receipt with them. To do this, create customer groups, specify transition conditions between cash-back rewards groups and add guests to the customer list.

Add customer groups

Add customer groups to set up bonus collecting. To do this:

  1. Go to Marketing → Customer groups in the management console.

  2. Click Add.

  3. Name group, e.g. “5%”.

  4. In Loyalty program field choose the Cash-back rewards system.

  5. Enter bonus size, e.g. “5%”.

  6. In Birthday bonus field enter bonus size which will be automatically enlisted to a customer on birthday.

  7. Click Add.

💡 Set up different percentages for different customer groups.
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Transition conditions between cash-back rewards groups

You can set up an automatic increase of bonus percentage, turn on the transition between cash-back rewards groups and enter the sum of purchases to transfer.

To set up transition conditions between customer groups:
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  1. Go to Marketing → Loyalty.

  2. In the Cash-back rewards program section enter the Maximum % of receipt paying with bonuses, e.g. enter “100%” so your customers could pay the whole receipt with bonuses.

  3. In Registration bonus field enter the sum which will be enlisted after the registration of the customer.

  4. Enable the transition between groups.

  5. In Transition conditions choose a group from the drop-down list and enter the sum of purchases, after reaching this sum customer will move to the next group and get a higher percentage of bonus enlisting.

  6. Click Add and enter all stages of transferring between groups.

  7. Click Save.

Customer registration

To let customers take part in the cash-back rewards loyalty program, add them to a customer list.

To add customers:

  1. Go to Marketing → Customers in the management console.

  2. Click Add.

  3. Fill up the customer card and choose a cash-back rewards group that meets the amount of bonuses enlistment for him.

  4. Click Add.

💡 Add new customers on the POS. To do this press + in the customer list window, fill up the customer card, and tap Done.
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If customers collected enough bonuses and want to pay receipt with them — receive payment in bonuses.

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