Loyalty Notification Setup

Introduction 

iVendNext Loyalty is a comprehensive points and rewards application designed to enhance customer acquisition, engagement, and retention. It is part of the iVendNext Retail suite and offers a flexible system for managing loyalty points, which can be accrued through purchases, visits, or other activities. These points can be redeemed for various rewards, such as discounts or gift items, across different channels.

Notification Types 

Setting up notifications for a loyalty program can help keep your members engaged and informed about their rewards and special offers. Here are some of the notification types:

Welcome Messages: 

Send a welcome message when a member joins the program.

Points Updates: 

Notify members when they earn or redeem points.

Special Offers: 

Inform members about exclusive deals or promotions.

Tier Changes: 

Update members when they move up or down a tier.

Reminders: 

Send reminders for expiring points or upcoming special days

Steps to create Loyalty Notification in iVendNext 

The steps to setup Loyalty Notification in iVendNext are explained below:

Navigate to: Home > Loyalty. Then under the Loyalty Program section click on the Loyalty Notification Setup shortcut. 

This will open the Loyalty Notification Setup List View screen. 

Click on the Add Loyalty Notification Setup button. This will take you to the New Loyalty Notification Setup screen. 

Fill in the required information including the mandatory fields on the New Loyalty Notification Setup screen. All the mandatory fields are marked with red asterisks.

Specify a code and description for the Loyalty Notification Setup.

Select a value from the drop down list for the following (mandatory) fields:

• Loyalty Program

• Type

Specify the Email From Address and Email Display Name.

Once you have filled in the required information including the mandatory fields on the New Loyalty Notification Setup screen click the Save button, to save the data and exit the screen. 

This will create a New Loyalty Notification Setup and will start to appear on the Loyalty Setup List View screen.

New Loyalty Notification Setup Screen Explained 

The various fields on the New Loyalty Notification Setup screen are explained below:

Code

Specify a code for the loyalty notification. A unique code of a maximum 20 alphanumeric characters can be entered.

Description

Specify a description for the loyalty notification. A maximum of 50 alphanumeric characters can be entered.

Email From Address

Enter the email from which the user wants to send notification.

Email Display Name

Enter the display name in sending emails

Loyalty Program

Select a Loyalty Program from the list displayed. In case you don’t see your preferred Loyalty Program in the list displayed, you can choose to create one by clicking on the option - Create a New Loyalty Setup.

Type

Select a value from the drop down list:

User Creation: 

Select this to notify customers when they enroll in the loyalty program.

N Points Away From Next Level: 

Select this to inform customers about the points needed to reach the next loyalty level.

User Crosses Into Next Level: 

Select this to notify customers when they advance to the next loyalty level.

Loyalty Points Statement: 

Select this to send periodic statements of loyalty points to customers.

User Award Redeem Points: 

Select this to notify customers when they earn or redeem points at the point of sale.

Points Are About To Expire: 

Select this to alert customers when their loyalty points are nearing expiration.