Automated Points System Training

Assigning Points in the Rewards System

Assigning Points in the Rewards System

Assigning Points in the Rewards System

Objective

This training will guide you through the process of assigning points within the rewards system. You will also understand the significance of each points category.

Step 1: Accessing Your Account

  1. Log in to your CRM.
  2. Select your Account where you want to assign points.

Step 2: Navigating to the Rewards Leaderboard

  1. Locate the Left Sidebar.
  2. Find and Click on the Rewards Leaderboard.

Step 3: Opening the Points System

  1. In the Blue Header, navigate to Settings.
  2. Click on Settings; a dropdown will appear.
  3. Select "Points System" from the dropdown.

Step 4: Understanding Points Categories

Once you open the Points System, you'll see various categories where you can assign points.

 

Here’s a breakdown of each category and its significance:

Important Note

The following points values are provided as examples to give you an overview. You can always assign points based on your specific intentions and interests.

1. New Customer Rewards

  • New Customer Gift

    • Description: Free Hair Cut
    • Points Value: 100
    • Significance: Attracts new customers and enhances their first experience.

  • New Customer Points Value

    • Description: Points for New Customer Sign-Up
    • Points Value: 50
    • Significance: Encourages immediate engagement with the rewards program.

  • New Customer Commercial

    • Description: Points Value for Commercial Clients
    • Points Value: 75
    • Significance: Strengthens commercial relationships.

2. Referral Incentives

  • Referral Invite

    • Description: Points for Inviting New Customers
    • Points Value: 250
    • Significance: Expands your client base through referrals.

  • Referral Invite Commercial

    • Description: Points for Commercial Referrals
    • Points Value: 300
    • Significance: Encourages businesses to refer other businesses.

  • Offer For Referral

    • Description: Points for Successful Referrals
    • Points Value: 200
    • Significance: Motivates customers to refer friends.

  • Referral Lead

    • Description: Points for Converting Referrals to Leads
    • Points Value: 500
    • Significance: Recognizes efforts in generating potential leads.

  • Referral Lead Commercial

    • Description: Points for Commercial Leads Generated
    • Points Value: 600
    • Significance: Encourages businesses to generate leads through referrals.

  • Referral Points

    • Description: Points for Referrals that Result in Purchases
    • Points Value: 2500
    • Significance: Reinforces the importance of successful referrals.

  • Referral Commercial

    • Description: Points for Commercial Referrals that Complete Services
    • Points Value: 3000
    • Significance: Rewards businesses that turn referrals into paying clients.

3. Social Media Engagement

  • Loyalty Share

    • Description: Points for Social Media Shares
    • Points Value: 25
    • Significance: Boosts your brand's visibility through engagement.

  • Loyalty Share Commercial

    • Description: Points for Commercial Social Media Shares
    • Points Value: 30
    • Significance: Promotes awareness among businesses.

Step 5: Assigning Points

  1. Identify the category where you want to assign points.
  2. Enter the Points Value as indicated in the descriptions above.
  3. Save your changes to ensure the new points assignments are active.