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Accruing and Using Bonuses

21.01.2013 00:00

This video is from 2013. The program’s design has changed considerably, and it has gained more features. However, the way many modes work has stayed the same or is very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been available exclusively in Ukrainian.

Bonus rules

Before launching a bonus program, decide which purchases earn bonuses, when they can be used, and whether they expire. Link bonuses to the customer’s card and check how the program displays the available balance. The terms should be equally clear to the salesperson and the customer.

Check the receipt

Using a test customer, make a purchase and check that bonuses are credited; then pay for part of the next sale with bonuses. Also check returns and how bonuses work with other discounts. The 2013 video shows older windows; set current rules in the program’s current configuration.

More details: Lessons on loyalty programs