Charity loyalty program

1
Add products to Voucherify [charity events].
2
Launch a loyalty program with different charity events as rewards.
3
Add loyalty rewards [charity events].

Charity loyalty program diagram

If you decide to base the campaign on products, you can upload the ones that will be discounted to Voucherify via API or Dashboard. If you don't want to upload particular products to Voucherify, you can build your campaigns with the use of metadata for some product categories.

Upload products

To add a new product, go to the Products tab, and hit plus to create a new product.

Go here for a detailed tutorial on adding and working with products in Voucherify.

Start by naming your product, providing its source id and price.

Water Initiative - Charity Loyalty Program

In the second step, you can provide product attribute which is essential in creating different variants (SKUs) of the same product. For the purpose of this tutorial, we do not need this feature, but you can learn more about SKUs here.

The third step of product creation is adding optional metadata

Save your product and create three more charity events.

US Veterans - Charity Loyalty Program

Animal Rescue - Charity Loyalty Program

Books Event - Charity Loyalty Program

After saving the products, proceed to create a charity loyalty program.

Launch a loyalty program

To launch a loyalty campaign, go to the Campaigns tab → Create a new Campaign (plus) → Loyalty Program.

First, name your program and establish optional time limitations for your campaign.

Here, you can also state how many loyalty cards you'd like to generate, play around with the code pattern, and establish whether your customers should join the program automatically once they meet the loyalty program criteria. 

Loyalty Program Details

Proceed to the 2nd step – creating earning rules, i.e. rules that clarify for which actions customers are going to receive loyalty points. 

Earning rules can be based on three events: custom event, a customer entering a segment, and order paid

In this tutorial, the  order paid event is going to act as a trigger for points assignment. 

We are going to create three triggers:

  • Order between $100 and $200 – 20 loyalty points
  • Order between $200 and $300 – 50 loyalty points
  • Order above $300 – 70 loyalty points

Note that you can assign a fixed or proportional number of points for customer orders, e.g., 1$ spent = 0.5 loyalty point.

Fist name your earning rule and establish how many points a customer should receive for performing the given action. 

Order earning rule

Then establish validation rules based on order volume:

val rule

Note that you can add custom error messages that are going to be returned via API in the case of failed redemption attempts. Learn more here

Create two more triggers in the same manner and then proceed to the next step. 

Add loyalty rewards

In the 3rd step, you will be asked to set the rewards. You can choose between different campaigns and offer gift cards/discounts as rewards or offer products (charity initiatives) that you've added in the previous step. You can also create rewards on the spot. 

reward 1

After adding all of the rewards, you should see them in the Rewards Catalog. Make sure to confirm each reward with the Add Reward button, otherwise, the reward won't go to the Rewards catalog. 

Rewards Catalog - charity loyalty

In the next step, you can design notifications to send loyalty codes to customers, inform them about loyalty points gained, and about redeemed rewards. This step is optional but recommended as it allows your customers to easily track their progress with the loyalty program.

Good job, you've just released a charity loyalty program. When you distribute the loyalty codes to first customers, Voucherify will automatically create their individual cockpits where customers can see their points, rewards, and other campaigns that you're running. 

Customer cockpit

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