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Loyalty coupons allow you to reward customers who have just made a purchase by giving them a time-limited discount applied to their next purchase to tempt them to buy again. This keeps repeating with every order they place. You can also select to which groupings of users it is available e.g. retail customers using Smart types.

How It Works 


  • When a qualifying user places an order, it'll automatically create an assign rule for their user ID within the next x days as set up in the new Loyalty Coupon area. This sets them up to receive the coupon on their next purchase within the qualifying date range.

  • On their confirmation email it'll display they have been given a coupon that can be applied next time they place an order within x days (this text is defined in the Loyalty Coupon System)
    May require a template change to display this.

  • When they come back to the site and add to cart, the system will detect if they are assigned to the coupon and auto apply it to the cart if they are within x days.

  • At checkout it'll re-check to make sure they are still assigned and the date range is still valid and show another message confirming they are getting the deal (text also set in the Loyalty Coupon System).

  • On placing their 2nd order, the system will update their coupon assignment rule to the new qualifying date range and the process repeats giving them another loyalty coupon discount for use on their 3rd order and so on.

    What Happens If There Is Another Higher Value Coupon Also In Play?
    In this case the customer will receive the better of the two offers and the loyalty coupon will still remain valid for the next purchase.


Terms & Conditions Of Use
Remember to have written up terms and conditions that apply to the use of this coupon, for example whether it can be used with other promotions, for retail consumers only, restricted to certain countries etc & what happens if there is another better coupon available.


Template changes required to display coupon information
The following template changes will need to be made if the information is not displayed:
"user.can_use_loyalty_coupon" on invoice template
"user.smart_type" on both the invoice, email confirmation and purchase order templates
Update the 'thanks" page to display text / banners about the scheme


How To Set Up Your Loyalty Coupon


This is a 2-step process:

  1. Set up the coupon to be used for the discount in Admin > Coupon Manager

    This is the same as setting up a normal coupon.
    Do not assign it - the system will automatically create the assignments for each qualifying customer



  2. Add the loyalty parameters in Admin > Loyalty Coupon System and complete the required fields:


  • Enable (or disable) the loyalty coupon
  • Set which coupon it uses (as set up in step 1)
  • Set the number of days the coupon can be used for (default to 30 days)
  • Set which countries this applies to
  • Set a filter for which group/smart-type it applies to - for example you can restrict it to retail only
  • Set the defines for text added to the order confirmation email letting users know they qualified for it, and also on the checkout to say it's applied (as well as it showing the discount under the items as normal).

    Once 'enabled' your loyalty scheme is now live.

Reporting


1. You can view everyone who has been set up to use the coupon in Assign Coupons:


2. You can use the existing Report function in Coupon Manager to see a full report of usage.



3. You can use Order Information Report > One Time v Returning Customers to measure Lifetime Value (LTV) changes:


Marketing Your Loyalty Coupon


Here are some suggestions for marketing your loyalty coupon:

  • Add a banner to your site announcing the scheme 
  • Update the 'thanks" page to display text / banners about the scheme
  • Use Email Manager to tell your customers about your new loyalty scheme & how it works
  • Put a flyer in the parcel during shipment to remind them of the loyalty coupon
  • Get sales staff to tell customers when they ring in about the discount
  • Add New Order Email Tasks so that customers receive prompts to redeem the loyalty coupon
    (e.g. if it expires after 30 days prompt them after 23 days "A week left" and 29 days "Expires tomorrow, don't miss out").

    Important: Disable this task until you have made the Loyalty Coupon Scheme live (as per below), then enable it.


Example Email Task 
Note: Set up the content that goes into the email first (either as a page in Page Manager or as a template file)

Changing The Coupon Discount Percentage (e.g. during special promotion periods)


You might wish to change the value of the loyalty discount particularly during certain periods, for example during Black Friday you might want to give a higher percentage on the coupon.


To do this, either:


  1. Create a new coupon and use this in the Loyalty Coupon System instead of the initial one set up. 
    Existing users still have the initial coupon assigned and receive the original discount. 
    New users are assigned to the new coupon and get the new discount.
    To revert back to the original discount, simply switch back to the initial coupon in the Loyalty Coupon System.

  2. Update the coupon itself but note this will affect all existing assignments meaning when a qualifying purchase happens again the customer will get the new discount.

Changing The Days Length Of Redemption Of The Coupon

  • Change the number of "Days Valid" in the loyalty scheme.
  • Change the time delay in Email Tasks for the different loyalty emails and a good time to check/update the page content if needed.
  • Ts&Cs (I used the Content Search program to find any other references to the loyalty coupon and this was the only one).