Frequent Buyer Programs

Frequent Buyer Programs are a wonderful way to reward your customers for shopping in your store, and PayGo makes it easy to create and apply a frequent buyer rewards program that your customers will keep coming back for.

What is a Frequent Buyer Program?

A Frequent Buyer Program is a point-based system that gives customers an automatic reward when they purchase a certain amount in your store. This reward comes in the form of an item, whether that item is a gift certificate the customer can apply to their purchases, an admission to a class or concert, or by an actual physical item you sell in your stores. The reward is set by the ID number in the Frequent Buyer Setup screen.

What are the points based on?

The points are based on either dollars spent, or quantity of items purchased. You can set which one will apply in the Frequent Buyer Setup screen.

Adding a Customer to the Frequent Buyer Program

To add a customer to the Frequent Buyer Program, they must be registered as a customer in your PayGo system. For more information on adding a customer, see Using PayGo’s Customer Entry (CRM). Locate the customer in your system by clicking on the Find Customer button on your Menu screen. In the customer’s Customer Entry screen, click on the Freq Buyer tab. Add the customer to the program by clicking Y in the Include This Customer? box. This screen will tell you what level in the program the customer is working towards, as well as the customer’s history within the Frequent Buyer system. You can adjust the number of points the customer has by clicking the Adjust Points button, which will prompt you to enter in either a positive or negative number of points to add or subtract from the customer’s total.

Setting Up a Frequent Buyer Program

To set up a Frequent Buyer Program, click the Frequent Buyer button on your Menu screen. This will take you to the Frequent Buyer Setup screen.

You will see several lines, with fields to enter in information.

1 – Level Name: the name of the first step of your Frequent Buyer Program. Be sure to choose a unique name for the level.

2 – Target Point Total: the amount of points a customer must accumulate to receive the award.

3 – Prize Amount: the dollar value of the award.

4 – Gift Item ID: the Item ID number of the gift item being awarded. This can be anything in your inventory, including gift certificates.

5 – Applies to Departments: clicking on this field will bring you to the Specify Departments screen, where you can choose which departments will count towards a customer’s point total.

6 – Point Accumulation Method: this is a drop-down box that will set whether points are accumulated via a dollar amount, or by an amount purchased.

7 – Award when Item is on sale? Set whether a sale item counts towards a customer’s point total.

8 – Step after Completion: this is a drop-down box that will set what step of the frequent buyer program the customer will graduate to after they earn the award that you are currently setting. You can choose to have the customer move to the next level of the program, repeat the current step, start over at the very beginning of the program, start over at nothing, or stop the program for that customer.

9 – Active? set whether the program is currently active or not.

10 – Auto-Start: set whether you would like the program to start automatically or manually per customer.

When all fields in a line are entered, you can either set the next level of the program by repeating the above steps on the next line in the screen, or close out of the Frequent Buyer Setup screen. Your programs will be saved automatically.

Note: if you try to change an existing Frequent Buyer Program, the changes you made won’t be applied automatically to your existing frequent buyer customers. If you need to make changes, submit a request to our Support Team through our Help Desk system.

For more information, try these articles:

Using PayGo’s Customer Entry (CRM)

Sales Screen Buttons and Fields

Discount and Pricing Programs in PayGo – An Overview

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