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How to create Loyalty Programs (aka Frequent Buyer Programs) in PayGo

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Reward your customers for shopping your store by setting up a loyalty program in PayGo POS.  It’s easy to create, apply, and redeem loyalty points in PayGo.

In this article, you’ll learn loyalty program basics and how to set up a loyalty program (aka frequent buyer program) in PayGo’s point of sale software.

What is a customer loyalty program?

Loyalty programs reward customers for making purchases from your store. Customers could earn a gift card, admission to a class, or an item you sell. You can set up multiple loyalty levels within PayGo with different rewards based on accumulating points. Those points can be based on dollars spent, or the quantity of items purchased.  

How to Create a Loyalty (Frequent Buyer) Program in PayGo 

First, click on Admin Central in PayGo’s Menu.Admin Central in Menu drop-down PayGo 6 POSNext, click on Frequent Buyer / Loyalty Program in the Admin Central screen.

PayGo 6 POS Admin & Settings Screen Frequent Buyer:Loyalty Program

Doing so, opens the Frequent Buyer Setup screen for creating a loyalty program in your PayGo POS.

PayGo 6 POS Frequent Buyer Setup Screen for Loyalty Program

Numbered columns with fields in the Frequent Buyer Program screen:

1 – Level Name: Give each level of your frequent buyer / loyalty program a unique name.

2 – Target Point Total: The required amount of points a customer must accumulate to receive the level’s 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 cards.

5 – Applies to Departments: You must select at least one department for your frequent buyer / loyalty program to apply to. When you click on this field, the Specify Departments screen will open.

PayGo 6 POS Frequent Buyer or Loyalty Program Specify Departments Screen

Select which departments a customer can earn points for there purchases in. It’s one more way that PayGo helps you establish how you want to run your store. Have a boutique that sells clothing and accessories? You could set a loyalty program for those purchasing accessories to  increase add-on sales.

6 – Point Accumulation Method: Select Use Retail to award points based on dollars spent. Select Use Qty to award points based on quantity of items purchased from the drop-down in this field.

7 – Award when item is on sale? When you put an item on sale, do you still want your customers to be able to earn loyalty points for purchasing it? Select Y (Yes) or N (No).

8 – Step after Completion: What do you want the next step to be once your customer has earned a level’s award? You could have them move to the Next Level in your frequent buyer / loyalty program, Repeat the current level, Start Over at the beginning level, Start Over at Zero points, or Stop.  

PayGo 6 POS Frequent Buyer : Loyalty Program Step After Completion

9 – Active? Set whether the frequent buyer / loyalty program is currently active or not.

10 – Auto Start: Set whether you would like to automatically or manually start the program 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 WILL NOT 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.

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