A loyalty program is a marketing tool that helps increase loyalty, customer satisfaction, and sales.
In KeyCRM, in addition to individual fixed discounts for customers, you can set up your loyalty programs to give customers discounts that will be automatically applied to orders, depending on the total amount of their purchases over time.
Automatic application of individual discount
Go to «Settings» → «Advanced» → «Loyalty programs» tab and activate the «Automatic application of individual discount» switch:
After activation, when creating orders manually, via API, or from pipelines - the individual customer discount is applied automatically.
Adding a loyalty program
Go to «Settings» → «Advanced» → «Loyalty programs» tab and click «Add loyalty program».
In the window that opens, fill in the fields:
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Title — enter the desired name for the program;
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Sources — select the sources for orders from which this program will operate. Only sources with the same currency are supported within a single program, and the selected sources cannot be added to other programs.
This is because orders from these stores already have a fixed price, on which commission is charged. Additional bonuses may also be applied on the side of the respective sources.
«Settings» block:
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Calculate discounts — select when to calculate discounts:
• Instantly: if the program conditions are met, the discount will be applied to the customer's next order after the level is set;
• After the specified period: specify the number of days after which the discount will be applied after the program conditions are met. -
Automatically to orders with API — choose whether to apply or not apply this program to orders received from API (landing pages, website builders, online stores).
The «Levels» block:
You can add as many discount levels as you need depending on the purchase amount. To do this, click «Adding level»:
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Enter a name that is clear to you;
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Specify the amount of purchases from which the level will apply;
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Set the percentage discount (specify fractional values with a decimal point).
After filling in the settings, click «Save», the program will be created and will immediately start working for new orders. You can view which loyalty programs apply to the customer in their card.
According to the program settings in the screenshot above, the conditions of level 1 are met, and the buyer receives a 3% discount on subsequent orders.
Loyalty programs management
The list of all created programs is displayed on the «Loyalty programs» tab. The table displays the name of each program and the sources of orders for which it works.
In the list, you can:
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Activate/deactivate a program by clicking on the switch in the «Status» column;
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Edit — clicking on the «pencil» icon will open a window where you can change the settings made when creating the program;
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Delete — clicking on the «bin» icon will completely delete the program and it will no longer be applied to future customer orders.
Implement individual percentage discounts for customers and loyalty programs to automatically calculate discounts based on the total amount of their purchases. This will help increase loyalty, customer satisfaction, and sales.
