Set up a loyalty store

Setting up loyalty starts with a store, then customers, then the transactions that move points.

Set it up

Create a store for your loyalty programme.

Add customers, or let them be created automatically as they interact.

Record a transaction to add or deduct points, for example points earned on a purchase.

Set up the WhatsApp message that tells the customer their new balance.

Define how points are earned

Decide 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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