Rewarding customers based on their order value fosters loyalty and engagement for sustained business relationships.
By incentivizing customer loyalty, businesses motivate customers to make recurring purchases, ultimately resulting in augmented customer expenditure as time progresses.
How do you award points to your customers for order value?
Step 1: Enter the correct credentials to log in to the BayRewards app.
(To access the BayRewards app, https://auth.bayrewards.io/login)
Step 2: On the BayRewards dashboard, click the “Customers” option in the left-hand side menu.
Step 3: Select the "Award points" option under the "More actions" drop-down in the top right-hand corner.
Step 4: In the Award Points popup, select Award based on Order Value Option in the Award points section.
Step 5: Under the Award condition, you can customize the points awarded for every $ spent on your website.
For example, For every 100 dollars spent, you can award 100 points.
Step 6: Under the “Filter conditions” option, you can add filters to include or exclude customers based on different attributes. Click on the “Add filter” button to add new filters.
Step 7:Click Select an attribute drop-down to select the condition for the filter,
The conditions:
Customer attributes:
Customer with life time order value: With this attribute, you can Include or Exclude your customers based on their lifetime order value. For instance, you can establish a condition to include customers with a life time order value greater than or equal to $5,000 while excluding those with less than 500 points.
Customer with points: Using this attribute, you can include or Exclude customers based on the accumulated award points. For instance, you can establish a condition for customers with award points greater than or equal to 400 while excluding those with less than 200 points.
Customer with tags: Using this attribute, you can Include or Exclude customers based on the associated tags. For example, you can include customers with a Gold tag while excluding those with a Bronze tag.
Other attributes:
Order with order value: With this attribute, you can Include or Exclude your customers based on their order value. For instance, you can establish a condition to include customers with order value greater than or equal to 500 while excluding those with less than 100 points.
Orders placed between: This attribute allows you to Include or Exclude customers based on the dates of their orders. For example, you can set conditions to include customers who made orders between 12-30-2023 and 01-31-2024 while excluding those who placed orders from 11-30-2023 and 12-29-2023.
Orders containing products: This attribute allows you to Include or Exclude customers based on the products they have ordered. For example, you can include customers who have bought glassware sets while excluding those who have purchased tea cups.
Step 8: Customize the conditions to match the filter criteria.
Note💡:
This “Summary” on the right-hand side will summarize your actions on the board.
Step 9: In the “Grant Options” section, you can give the reason for the action and assign tags to the customers.
Note💡:
You can later use these tags in “filter attributes” to include or exclude these tagged customers.
Once completed, you can view the given reason on the “Customers” page under “Earned points” (Customers-> Profile-> Points activity)
Step 10: Click on the “Save” button to save the award condition.
Once you've saved the condition, the system will require time to calculate the award points and filter customers based on that condition.
Step 11: Once it is processed, click on the “Preview” icon to view the top 10 customers of the list. If you want to see the entire list, click “Download CSV.”
Note💡:
The CSV will contain the points that will be awarded to the customer and the new overall points (after the awarded points are added). Check for anomalies from the CSV and tweak your conditions by rebuilding it with the noted changes.
Step 12: If you are satisfied with the points awarded to the customers, click on the “Grant” button to award points.