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Loyalty Schemes

You can find this section under Loyalty Schemes > Loyalty Schemes in the IRP Admin left navigation menu.

Note: If you want to award points to loyal customers that they can then put towards purchases on your website, see the separate help topic Points Loyalty Schemes.

The Loyalty Scheme system has been created with loyalty bands in mind, e.g. BRONZE - 5% off, SILVER - 10% off and GOLD - 15% off.

Each of these bands will have its own minimum spend amount, e.g. BRONZE - £250, SILVER - £500 and GOLD - £750.

Please note that loyalty schemes can be based off RRPs or Price depending on how you set the Loyalty Scheme Apply Discount To RRP Application Setting. Other important Application Settings are as follows:

Show Loyalty Bottom Bar: If enabled, the Loyalty Scheme Bottom Bar will appear on the website's front-end regardless of what Loyalty Schemes are added to your IRP.
Enable Reward Card Collection: If enabled, a Reward Card text box will appear on the Basket and Order Summary pages. If a Reward Card number is added in this text box, it will be set against the customer's account.

When a Loyalty Scheme is made active on the back end, a bar is displayed at the bottom of the front end which customers can pull up to expand:

This bar uses several Small Translations, including 1624, 1627, 1629, 1630, 2113 and 2118.

When signed in, the docked bar at the bottom of the page will display information about which band, if any, that a customer currently is a member of. This bar expands when clicked and displays further information about the available bands, what their current spend total is and what the required spend is to reach the next band. This page is fully customisable. You can use any images you like here:

You can define a set of criteria for various Loyalty Schemes. Customers will be automatically added to a Loyalty Scheme if they meet the set criteria.

All Loyalty Schemes work off a minimum spend over a rolling time period. The scheme will look at the previous 365 days when calculating a customer’s minimum spend total (you can change the number of days in IRP Admin). For example, a Loyalty Scheme might be created that will grant a discount of 10% on future purchases if a total minimum spend of £500 or more has been made in the last 365 days.

The customer must maintain the qualifying spend over the 365 day period.

LoyaltySchemes.aspx page

The main grid on the main LoyaltySchemes.aspx page shows any previously-configured Loyalty Schemes in the system. You can use the search bar at the top of the page to find any scheme (you can enter the scheme name, description, shipping country or currency) and, if you expand 'Other Options', you can filter the results by Shipping Country and Currency.

For more information, see How To Add or Edit a Loyalty Scheme.

Tags:

Loyalty Schemes

How to add a loyalty scheme

Discount Percentage

Minimum Spend

Number of Days

Enable Reward Card Collection

Show Loyalty Bottom Bar

Loyalty Scheme Small Translations

Qualifying Customers

How To Guides (1)

How To Add or Edit a Loyalty Scheme

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To add or edit a Loyalty scheme, follow these steps:

Go to Loyalty Schemes > Loyalty Schemes in the IRP Admin left navigation menu.
To add a Loyalty Scheme, click the Add New Loyalty Scheme button.
To edit a Loyalty Scheme, click the Edit button beside the scheme you want to change.

Fill in the details below:

Setting	Description
Loyalty Scheme ID	This is the unique ID of this Loyalty Scheme, added automatically by the IRP.
Active	This box must be checked for the Loyalty Scheme to be active and running. Active Loyalty Schemes will be applied where the criteria has been met. Inactive Loyalty Schemes will never be applied until they are activated.
Name	The Name of the Loyalty Scheme. This will appear on the front end.
Discount Percentage	The total percentage discount that will be applied to the combined RRP of all items (except excluded brands/categories) in the basket. Note: do NOT insert the percent symbol (%). Note also that vouchers may take off an additional discount.
Minimum Spend	The minimum spend required (in the specified number of days) before a customer will be able to take advantage of the discount provided in the Loyalty Scheme.
Currency	The currency of the minimum spend.
Shipping Country	Select the country that this scheme applies to.
Start Date/Time	The beginning date of the scheme. This determines the date from when you would like customers’ orders to accumulate to the minimum spend total
Number of Days	The rolling qualifying period prior to the current date for orders - for example if it's set to 365, the scheme will apply to all orders placed in the last year. This will also take into account the Start Date - as the starting point to count from. Only Orders after the start date and within the Number Of Days will count.
Description	A short description of the scheme. For example, ‘Get 10% off RRP after a combined minimum spend of £500’. This will appear in the bottom bar on the front end.

After you have added the above information, finalise the scheme by clicking the Insert Loyalty Scheme button.
Remember that no-one will see the scheme unless you have made it active.
After creating a Loyalty Scheme you should inform your customers of its existence via banners, emails, information pages, etc. You can use the bottom navigation bar to provide information about the scheme.

At the bottom of the LoyaltySchemesEdit.aspx page you will be able to see the following statistics for the Loyalty Scheme:

Qualifying Customers: The number of customers who currently qualify for this Loyalty Scheme (customers would normally have to log in to their account in order for this figure to be updated).
Total Order Count: The total number of orders that have been placed by customers qualifying for this Loyalty Scheme.
Total Order Value: The total value of the orders that have been placed by customers qualifying for this Loyalty Scheme.

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Loyalty Schemes

LoyaltySchemes.aspx page

How To Guides (1)