Loyalty Clau.io

Estimated reading time, 9 minutes

It is the system that rewards customer loyalty to the shop. In the context of e-commerce, the term "loyalty" relates to the actions and attitudes of customers that demonstrate their continued commitment to the brand and their willingness to make repeat purchases in the shop rather than looking for alternatives.

• Creating a Promotion
  • Types of promotion
• Using Promotion on Clau.io
• Paying with Promotion in Invu POS

Configuring Loyalty Levels

Configuring loyalty levels is the process of establishing and customizing different categories within a customer loyalty program. These levels are designed to reward customers for their loyalty and encourage repeat purchases or continued use of services.

Configuring the loyalty levels in the system is a straightforward process that can be followed step by step.

1. Access the Settings Tab.
2. Enter the Loyalty Levels Section.
3. Configure the Level Details. 
   • For each loyalty level, configure the following parameters: 
     • Level Name: Assign a name that clearly identifies the level.
     • Level Color: Select a distinctive color for each level, this helps to visualize them easily in the system.
     • Required Points: Define the number of points a customer must accumulate to reach this level.
     • Level Image: Upload a representative image for the level. This could be an icon or graphic that reinforces the category of the level. (Note: To visualize the image, it must be updated beforehand). 
     • Required Purchase Amount: Specify the total amount of money a customer must spend on purchases to reach this level.
     • Press Update: Once all the details have been verified, press the 'Update' button to save the changes made. (Note: Levels that are not needed can be deactivated to simplify management). 

Creating a Promotion

Creating a promotion involves designing and implementing strategies and tactics to increase the visibility, interest and sales of a product or service. This process can encompass various activities and approaches, depending on the specific objectives of the campaign.

1. Access the Dashboard
   • Log in to the dashboard.
   • Select the Promotions option.
2. Navigate to the Promotions Section
   • Within the Promotions menu, select the Create option (Note: in this tab, you can create a gift or a benefit).
3. Modify the Promotion Image 
   • Once inside the creation tab, look for the option to modify the image of the promotion.
   • Upload or select the image you wish to use for the promotion.
4. Specify the details of the promotion
   • Title: Enter a clear title for the promotion (Note: This title will be seen by the client).
   • Description: You provide a detailed description explaining the promotion (Note: This description will be seen by the customer).
   • Gift Type: Select the type of gift being offered.
   • Validity Time: Set the period during which the promotion will be active. 
5. Save the Promotion
   • Review all the details entered.
   • Click on the Save button to create the promotion.
6. Edit the Promotion
   • Select the promotion you have just created.
   • Click on Edit to configure the operation of the promotion.
7. Choosing the Operation
   • During editing, you search for and select the Function option.
8. Add a Case
   • Click on Add Case to define the specific conditions and actions for the promotion. 
9. Determine the Actions and Conditions of the Case
   • Actions: You define what actions should be taken when the conditions are met.
   • Conditions: Specify what must be met for the actions to be triggered.
10. Register Actions and Conditions
    • Press Add after selecting each action and condition to ensure correct recording.
11. Save the Case
    • Once all the necessary actions and conditions have been added, press Save Case to register the configuration.

Types of promotion

These are the various strategies and tactics that companies use to promote their products or services.

• Regular: This type of promotion is assigned directly to the customer without the need for them to do anything special. It can be an automatic discount applied to your account or your purchase.
• Promotional Code: This is a unique code that the customer must enter during the purchase process to receive a discount or benefit. This code can only be used once per customer.
  
• Punch Cards: Also known as punch cards, this type of promotion is redeemed digitally. The customer receives a virtual card, and each time they make a purchase, a space on the card is marked. After a certain number of punches, the customer receives a reward.
  
• Scratch-off: This type of promotion uses a card that has a code hidden under a layer that must be scratched off. The customer scratches the card to reveal the code and enters it on the website or in the store to redeem their benefit.
  
• External Gifts: In these promotions, additional items are offered as gifts that are not directly related to the main purchase. For example, buying an appliance and receiving a free recipe book.
  
• Benefits: These promotions do not require any specific action from the customer. They are pre-set with certain criteria, and when the customer enters the e-commerce site and meets those criteria (for example, being a returning customer or purchasing during a special offer), they automatically receive the benefits.

Using Promotion on Clau.io

Within the Clau.io platform, the customer will handle the promotion according to the type being used.

Discount View in Order Email

Paying with Promotion in Invu POS

Once the order arrives at Invu POS, the type of discount applied in the promotion must be taken into account.