In the points tab, we can see the different options available for customers to earn points. As many options as desired can be activated. Points can be awarded when a customer joins the Loyalty Club (welcome points) or when a customer (referrer) gets a friend (referee) to register in the customer portal. In the example below, we can see that if the customer spends €100, they will receive 100 points. Points can also be added for completed surveys or for logging in through the Wi-Fi portal.
How is the Rewards module configured?
How is the Rewards module configured?
Where do we start?
Basic configuration of the Loyalty Club
Once logged into the Fideltour account, we will go to the icon on the left side and click on "Rewards". Then we will select the "Settings" subsection.
Once in the setup section we will be able to visualize the different tabs that we would need to set up to have the guest portal customized.
1. Club
In this tab, we are responsible for entering the basic information of our loyalty club, such as the name of the program. We will add the name to the label that will be assigned to contacts once they are registered in the club, in order to differentiate from the rest of the contacts. We also have the option to choose the redirection upon login; if we want our customers to see the wallet page first when logging in, we would select home/wallet (this depends on the user's purpose and preference). We can select which type of points we want to work with (loyalty, level, or both).
In "Program terms and conditions", we can enter a link to which customers will be redirected.
In the "Email for product alerts" box (optional), we would add the email address we want to be notified at when a customer redeems a product. This way, we stay informed in case we want to follow up with the customer.
In the languages section, we would add the languages we want to be displayed on the customer's portal. We also have the option to select a default language.
Under "Guest Portal Links", we can see the different URLs to access the customer portal in the selected languages. Once all this information is configured, we proceed to click the "Update" button.
2. Appearance
In the appearance tab, we can choose the colors we want to use to customize the customer portal and set a default background image. We will check the option "overwrite default colors" and once this section is completed, we will click "Update".
Now we can see how the customer portal would look once this section has been configured.
3. Information
In the information tab, it is recommended to insert the functionalities of the Loyalty Club. Depending on the languages selected in the club tab, the information section will display blocks for each language to be filled in. Once this section is configured, we proceed to click the "Update" button.
Next, we will be able to view the information section displayed in the customer portal. It can be found by clicking on the information icon in the bottom right corner of the portal.
4. Points
In the description field, we will insert the explanation of how to earn points in the Loyalty Club in the selected languages.
In the points expiration settings section (points redemption), we will enter the number of expiration days. These days will apply to all points. If the points expire in one year, we will enter 365 days. Once this section is configured, we will proceed to click the "Update" button.
5. Levels
In the following imagen, we see that Fideltour offers five different level options to configure. The levels that align with the specific Loyalty program will be used. In the image column, we can insert the image that represents the level. We can also insert text color and the name. In the Actions section on the right, we can modify each of the levels we want to have.
In the level points configuration, we can see four different options to earn level points, of which we recommend choosing one. The equivalence with a regular point means that for each redemption point (configured in the points tab), 100% of a level point will be earned. Then there is the option to earn points per stay, per overnight (nights), and per night and guests.
In the level points expiration settings, we have the option to activate or deactivate the expiration of points by level. In the level review frequency field, we will enter the number of days we want the system to automatically review the member's level. In the example, it shows that one year after the customer joins, their level will be reviewed to see if it has increased or decreased. In the points expiration field, we will enter the number of days we want the system to automatically check and classify points as expired.
Below, we see the level configuration showing color and text displayed in the customer portal. This can be found by clicking on the "Wallet" icon in the bottom center.
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