Loyalty Program Overview

The CORESense Customer Loyalty Points Program is a system of accumulating points per dollar spent by a given customer (i.e. $1 = 1 point). Once the points reach a certain threshold the customer becomes eligible for an award, in the amount specified (i.e. 250 points = $25 reward).

Loyalty points are calculated off the adjusted subtotal field from the order.
Points are earned from each sales channel that has an associated Loyalty Program and are tied to the Customer ID. Customers need only register to one channel.
Coupons can be redeemed across all sales channels that have an active loyalty program.

Loyalty Program management impacts several key areas of the CORESense system.

System Area	Loyalty Program Usage
System Settings	Configure the System Settings to enable your CORESense Customer Loyalty Program
Loyalty Program Manager	Add and manage Loyalty Programs for each sales channel.
Brand Manager	Manage coupon display using the Brand Manager. In order for a Loyalty Program coupon code to be activated, you must create a coupon within the Brand Manager as instructed. Note: For those choosing to implement a paperless program, a coupon must be created even if you do not distribute them.
Email & Document Templates	Create a template communication templates to inform customers that they have received a reward or to remind them that they are close to earning a reward.
Email Campaign Manager	Distribute reward coupons for customers who have reached Loyalty Program points threshold.
Reports	Review current program usage, generate and export list of customers who are near reward threshold, or who have earned rewards.
Customer Manager	View Loyalty Card information, add, delete or modify information and combine loyalty cards from a customer record.
Point of Sale	Program signup, redeem Reward Coupon, accrue points and view current point value.
Sales Order Interface	Program signup, redeem Reward Coupon, accrue points and view current point value.
Website	Redeem Reward Coupon, accrue points and view current point value from My Account page.

Implementation Action Steps

To setup a Loyalty Program, you need to complete actions within the following steps:

Identify program parameters: System Settings
Create program for each sales channel: Loyalty Program Manager
Create coupon image for coupon code tracking and email distribution: Brand Manager
Create Loyalty Program communication email(s): Email & Document Template Manager