Setting up loyalty starts with a store, then customers, then the transactions that move points.
Set it up
1
Go to Products → Rewards, click Store in the left menu, then Add New Store.
2
Enter the Store Title, an optional Webhook URL (can be updated later), an Email ID, and a Phone Number.
3
Select the SMTP Account if required, and select the WhatsApp Channel for this store.
Then add customers and transactions
1
Add customers, or let them be created automatically as they interact.
2
Record a transaction to add or deduct points, for example points earned on a purchase.
3
Set up the WhatsApp message that tells the customer their new balance.
Define how points are earnedDecide your earn rate, for example one point per rupee or a fixed reward per visit, and keep it simple enough for customers to understand at a glance.
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