Setting up a Reward Program
Everyone loves being rewarded for loyalty! Track points based on your customer’s purchases. You can even choose to give additional points based on Product Sales Events, completed Checklist items, and new auto-deliveries.
Quick to implement and maintain; just decide how many points will be earned for each dollar spent, and the redemption rate per point. This feature can be used for all contacts and consultants, too!
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From the main toolbar, select
Options, then under Settings, select 
Reward (or from the Edit menu, select Settings, then Reward). - Ensure that Track Rewards is selected.
- Under the Earning section, enter the number of points that will be earned per denomination (Example: For every dollar purchased, the customer will earn 1 point. See additional examples below.)
- Under the Redemption section, enter the Redemption Rate or the amount each point is worth.
- Click
OK to accept and close the form.
Example Settings:
Example 3 illustrates how to establish incremental rewards. It is important to note that the purchase threshold is set higher. Customers who place orders under $25 will not earn any points. If a customer spends more than $25 but less than $50, they will earn 500 points.
Additional Information:
- Add, Move, or Hide Columns on the Customer List to add the Reward Points or Currency columns.
- See Import a View for Reports, Labels, & More to import a Rewards view to the customer list.
- To display Reward balances (either points or currency equivalent) on invoices, see Customizing Invoices & Adding Images.
- Filter Contacts by Reward Points