Loyalty Management
A loyalty program rewards customers for frequent purchases with benefits such as coupon codes, gift cards, or special edition products. The rewards vary based on factors like account type, region, product, and purchase period.
Loyalty programs include features like membership management, flexible tier structures, real-time and batch-based tier updates, and integrated reporting. They support accrual rules, dynamic redemption pricing, and seamless integration with Quoting and Order Management.
Administrator Capabilities
Create and manage loyalty programs, accrual rules, and program periods.
Define tier levels, upgrade/downgrade criteria, and historical data-based tier calculations.
Set up email notifications for tier changes and track reward history.
Sales Representative Capabilities
View and apply loyalty promotional discounts in Quotes and Carts.
Override prices after loyalty discounts.
Track reward points, redeem them for purchases, and access detailed reports.
Each loyalty program includes key sections such as Information, Scope, Criteria, Tiers, Benefits, and Summary.
