In order to enable the Loyalty Program on your account, first use the test mode. It will let you familiarize yourself with all the functions of the Loyalty Program in a safe manner and configure it accordingly.
Customers will not receive any messages related to the Loyalty Program during the test mode (e.g. messages about awarded points) and all the acquired points will be zeroed out once the test mode is finished.
After you have familiarized yourself with the functions of the Loyalty Program in the test mode and determined the awarded activities as well as the list of rewards, you will be able to enable the Loyalty Program in the commercial mode.
In order to start the Loyalty Program - test mode:
- Sign in to Versum as an administrator
- Click the add-ons button in the left bottom corner
- Go to the Loyalty Program section and click the read more button in order to familiarize yourself with the most important information about the add-on:
- Click the try for free button:
- You will see the configurator of the basic options. In the first step, you can set the default point conversion calculators for purchasing services and products. To change the default values, click edit. If you do not want to change the default values, click save and continue:
- In the next step, you can set the values of the default rewards. To change the default value, click the edit button. If you do not want to change the default values, click save and start testing:
- The Loyalty Program test mode will start.
Loyalty Program - the operation mode
In order to launch the Loyalty Program operation mode, you first need to determine the awarded activities and define the list of rewards. But before you do that, familiarize yourself with the functions of the add-on in the test mode - thanks to that you will make sure that the Loyalty Program has been correctly configured and that customers get the right amount of points. It is also recommended that you draw up your own terms and conditions of the Loyalty Program (you can also use the template provided in Versum.
Having determined the awarded activities and the list of rewards, you will be able to launch the operation mode of the Loyalty Program.
In order to do that:
- Log in to Versum as an administrator
- Click settings in the left sidebar
- In the settings module click loyalty program
- Click launch loyalty program at the top of the page
Note: After launching the Loyalty Program, your customers will be able to collect points and will receive automatic messages with information about the awarded points. Before launching the add-on, make sure it has been correctly configured - determine which activities shall be rewarded, define the list of rewards and draw up the terms and conditions.
- Consider the following:
After launching the Loyalty Program:
- all the previously awarded points will be reset
- participants will start receiving messages related to the program
- a Loyalty Program tab as well as the terms and conditions will be displayed in your online booking panel
Make sure that:
- you have determined the rules of awarding points
- you have added rewards to be awarded for the collected points
- you have prepared messages to be sent to participants of the Loyalty Program
- you have accepted the terms and conditions of the add-on
- Click launch loyalty program once again
- Click confirm.