Multi-tier loyalty program
This guide will teach you not only how to roll out a multi-tier loyalty program based on customer's activities, but also how to add and use custom events and material rewards.
What are we going to do?🤔
- Create custom events that will be rewarded with points - sign_up (25 points), leave_a_review (50 points), share_social(100 points).
- Add material rewards to Voucherify - a badge (25 points), glass water bottle (150 points), limited edition company t-shirt (400 points.
- Set up a multi-tier loyalty program based on custom events and material rewards.
Create custom events 💎
To create a new event, go to the Project Settings → Event Schema → Add Event Definition.
Create three events that are going to be the basis for points allocation - sign_up, leave_a_review, and share_social.
Now, you need to allow tracking of these events on your website/app. Go here for more information 💡
If you'd like to learn more about custom events and custom behavior-based promotions, go here 🤓
Add Material Rewards 🎁
This scenario is based on material rewards, but Voucherify also supports offering discounts or gift card points as rewards in your loyalty program. Grab some reading on that 💡
To add a new reward, go to the Products section → Create a New Product.
In the first stage of the new product creation, provide the name of the reward, its source_id used for tracking and its price.
Next type in the product attribute and metadata. These fields are optional, but crucial if you'd like to create different variants of the same product, e.g. a t-shirt that comes in different sizes. These variants are referred to as SKUs and allow you not only to differentiate between your products but also to launch SKU-specific or metadata-based promotions. Go here to learn more 💡
For the sake of our scenario, we will only create one general version of a product therefore no product attributes nor metadata is necessary.
After saving the product, come back to edit it, if you'd like to add an image or SKUs.
Repeat these steps for a glass water bottle and limited edition company t-shirt 🔁
Create a Multi-Tier Loyalty Program 🙌
To create a campaign, go to the Campaigns tab → Create a New Campaign (plus) → Loyalty Program
In the first step of the creator, you will be asked to name your campaign, define optional time limits and validity timeframes. It is also here where you can play around with the loyalty card pattern.
In the second step you will be asked to set up earning rules - how many points should a customer receive for performing specific actions (custom event, entering a new segment, order paid). In our scenario, customers are rewarded for performing specific actions (custom events) 💯
You can make your loyalty program even more customer-specific by introducing validation rules, e.g. only customers from Canada who sign up will receive 25 points.
Add three earning rules in total by clicking Add Rule:
- sign up - 25 points
- leaving a review - 50 points
- sharing on social media - 100 points
In the third step, you will be asked to create rewards for your loyalty program - now it's the time to use the products (badge, water bottle, t-shirt) that we've uploaded to Voucherify in the previous step.
In this section, you need to provide the name and a product. The description and quantity is optional.
After adding the rewards, you will be asked to state how many points should a customer receive in order to be eligible for a reward.
Create three rewards in total for respectively a badge (worth 25 points), water bottle (worth 150 points) and a t-shirt (worth 400 points).
In the 4th step, you may optionally launch a distribution (notification) to inform your customer about respectively three events: to send a loyalty program sign up code, to let them know about points they've got and about rewards they've received. You can set up different distribution channels for each of these messages.
After choosing the channel, you will be able to design your message right on the spot. For instance, take a look at email distribution designer:
You can skip this step and launch distribution separately. Go here to learn more details.
In the 5th step, you may provide metadata - custom fields to help with integration and reporting.
The 6th step is the summary of your campaign. At this point, you can still freely edit the rules governing your program. After its creation, modification possibilities will be significantly limited ✋
After notifying your customers about the program either via notifications or launching new distribution, they will be able to visit their individual customer cockpits to see what rewards are a part of your program and to measure their progress 📈
Good job! 🥳You've just created a gamified, multi-tier loyalty program that encourages certain customer behaviors instead of solely purchases.
If you'd like to learn more about loyalty programs and best practices when launching one, visit our blog ✍️