Setting Up Your Loyalty Scheme

In this guide, we will walk you through the steps to set up your Loyalty Scheme effectively.

Step 1: Access the Loyalty Section

• In the navigation bar, click on Loyalty.

• Select the Loyalty Scheme you want to configure.

Step 2: Configure the Dashboard

• Head to the Sign Up form section and select the link icon for the Stampede Link Builder.

• Return to the Dashboard by choosing the Overview option.

Step 3: Explore Loyalty Insights

• Click on the Open Insights icon in the Loyalty Insights section.

• Here you will find information on:

  • Total number of customers

  • New customers

  • Redeemed rewards

  • Points issued

Step 4: Review Interaction History

• Navigate to the Interaction History, then choose the All button to see the full history.

• To check out your rewards, select the All button.

• You can also see the enrolled and the interaction history from the navigation bar.

Step 5: Manage Rewards and Automations

• See all your rewards by clicking on All Rewards in the navigation bar.

• To see what automations are available, choose Automations from the navigation bar.

Step 6: Configure Sign Up Form

• Select the Select Link Builder. This is your sign up form.

• Customers will need to fill in to gain access to the link builder.

• You will need to fill in to gain access to the Loyalty Scheme.

Step 7: Customize Appearance

• Select the Judicial Passes SP to see how the card will look.

• Check the appearance depending on whether your customer is using an Android or an iPhone.

Step 8: Configure Settings

• In the settings for the Loyalty Scheme:

  • Change the name and mark the checkbox if you want the scheme to automatically enroll customers.

  • Select the brand kit you wish for Loyalty Scheme to be branded with.

  • Select the venue associated with the scheme.

  • Set a limit on the loyalty points that can be earned per transaction.

  • Decide the maximum number of loyalty points that can be accumulated in a single transaction.

  • Select whether you want to set a limit on loyalty points per customer.

Step 9: Engage in Referral Scheme

• Selecting the referral mode allows you to engage in the referral scheme of this loyalty program.

• The referral points you receive will be equal to the points awarded to a customer for referring a friend.

Step 10: Finalize Form Settings

• Within the form, choose points for signing up which will be awarded to customers when they register.

• Decide whether customers will be charged a fee when they sign up.

• Select a call down period to establish a cooling-off period.

• Ensure you choose the correct email address for sending loyalty emails.

Step 11: Save Changes

• After completing your updates, hit the update button to save the changes.

Congratulations! You have successfully set up your Loyalty Scheme.