Overview:
You can now award points to your existing customers in BayRewards based on their historical transactions.
Reward points to your existing customers to encourage customer loyalty, enhance the customer experience, and repeat purchases.
Step-by-step Guide:
Login to the BayRewards account
Click on ‘Customers’ on the left-side menu → you will see the list and types of customers dashboard
3. Now click on ‘More action’ in the top right corner → you can now see a drop-down
4. Now click ‘Award points’ in the drop-down → you will see a popup dashboard.
5. Now select ‘Award based on a specific product’ → It will take you to the dashboard, where you can set conditions, filters, tags, and reasons for the award points
6. You can set the conditions for the award points you would like to offer to your customers
For example, You can set a condition: ‘For every 50 products purchased, you can offer them 100 points.’
Note:
This specific product award is completely based on the customer's purchase history, and this won’t be applied to the customer's future purchases.
This event won’t be repeated, like “order point” for every order they make; the reward points are given.
7. It doesn’t stop here; you can set the filter for the conditions you gave by clicking ‘Add filter.’
Note: You can set as many filters as you want for the award point condition you gave
1. The filter here comes with two options ‘Include’ and ‘Exclude.’
2. Include - It is nothing, but customers who fit in the filter condition will be awarded points after adding the filter.
For example: Include Customer with points Greater than or equal to 100.
3. Exclude - It means that after adding the filter, the customers who don’t fit in the filter condition will not be given the award points.
For example: Exclude Customer with points Greater than or equal to 100
8. After setting the filter, you add a reason for excluding or including certain customers for the award points in the ‘grant option.’
9. You can also add ‘Tag to the customer’ for future reference; this is for internal use.
10. After setting up the condition, filters, reason, and tags →, click on the top right corner to ‘save’ these conditions to perform the event successfully.
11. After saving, you can see the saved event under ‘settings.’
12. Click on the ‘Award point history’ to see the status of the event
If it has customers in the conditions you gave, you will get the CSV file to download to cross-verify.
13. Everything is all set; you can click ‘Grant’ to offer the award points to the customers who fit into the condition based on their past purchases.
Need help? Feel free to drop an email to support@targetbay.com