Toast loyalty

What is the Loyalty Program?#

In recent years, brands have started building brand love ❀ as part of their retention strategy. The loyalty feature has a variety of benefits on one hand, but also it has become an expected part of the consumer experience.

Together with GoParrot, you can offer this type of experience to your customers.

Our loyalty program is a points system. Every time a customer makes a purchase, they get a certain amount of points depending on how much they spent. The more your customers spend, the more points they get in return.

As a merchant, you can have several loyalty programs specific to locations, or time periods.

At the same time, the loyalty users will be merchant level, meaning that their points are accumulated on orders from all the stores of the same merchant, and they are able to spend the accumulated points in any merchant’s store.

Step 1: How to set it up in GoParrot Dashboard?#

First, make sure to inform our Support Managers that you would like to enable the Loyalty Program for your merchant. Write a message to support@goparrot.ai asking to activate this feature. After receiving the confirmation that you are all set, you can start creating different loyalty rules on the dashboard.

  1. Log in to GoParrot Dashboard

  2. Make sure you selected the ‘Merchant’ level

  3. Click on ‘Loyalty’ on the left sidebar

  4. Add a new Loyalty program by clicking ‘+Add’

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After clicking ‘+Add’ a new page opens where you can activate and personalize the loyalty program.

  1. Enable the toggle to activate the loyalty program

  2. Set the active period for this specific program:

    • Unlimited: leave the date’s field empty;
    • Limit the period by the start date: insert only the Start date and leave the End date empty;
    • Limit the period by the end date: add only the End date;
    • Specific period: add both the Start and End date that will define it.

  3. Choose locations for which the loyalty program will be valid

    • Choose the option ‘Select all’ in the dropdown list if the same rules apply to all your stores

    • Select manually the specific locations for this particular Loyalty program

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Step 2: Rules for earning points#

The default earning rule:#

Change earn rule, if it differs from the default (The default is ‘Earn 1 point for every 1$ spent’)

  • Click on edit

  • Select the ‘Amount spent’

  • Add how many ‘Points Earned’ this amount provides

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The non-default earning rule by ‘Time frame’#

After selecting the ‘Default’ rule, you can also personalize the earning rules by timeframe.

  • Earn a non-default amount of points on specific days of the week and/or specific hours (recurring)

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  • Earn a non-default amount of points on specific calendar days within a time period

    • During the specified period of time: the new earning rule applies to all orders

    • As soon as the specified period ends, the default earning rule applies to all orders

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Step 3: How to redeem rewards?#

Be creative in setting up the redeem rewards rules. You can have as many as you want: Check, Item, or Category based. Offer your customers a percentage or a specific amount off.

  1. Click 'Add new reward'

  2. A new window pops-up where you can set-up and personalize the reward

    • Fill in the Title for the reward

      • Your customer will see it on the Webstore

        • I.e $1 off the check
        • I.e Free drink for 10 points

    • Add subtitle

      • Provide more information regarding this reward and the rules

    • Upload an image that represents the reward

      • The recommended size is 350x350 px

    • POS GUID

      1. Log in to your Square account

      2. Under the Items tab, find Discounts

      3. Create 2 variable discounts

        • One for percentage discounts

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        • Another for a USD amount off

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        For both cases, have the ‘Amount’ field empty.

      4. Save

      5. Open the newly created Discount and copy the last symbols in the URL

      6. Paste it to the GoParrot dashboard

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    • Min points

      • The minimal amount of points user should have to be able to redeem

    • Reward points

      • How many points are spent on this particular reward

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  3. Move to ‘Discount’ tab

    • Select the level for this particular reward: check or item based

    • Select the value and type of reward

      • E.g., $1 off

      • 5% off

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  4. Save. Congratulations! The loyalty program is set-up!