Loyalty club, birthdays and referrals
What the points club, the birthday message and "refer a friend" do in your template, which plans include them and how to record a purchase or visit.
Updated
A customer who comes back is worth more than a new one. The points club, the birthday message and referrals help them return and bring others.
What each one does
- Points club (Grow and Scale): the customer joins with a form or by texting CLUB. Every purchase or visit adds points, and when they reach the goal they get their reward.
- Birthday: a few days before, the customer gets a gift from you. Only people who gave consent are messaged. On Organize it goes by email only; on Grow and Scale, through all channels.
- Refer a friend (Grow and Scale): after a second purchase, the customer gets their link to share. If the friend buys, both get the reward you define.
NeuroAI never writes to the referred friend first. They arrive through the link and give their own consent.
Record a purchase or visit
- Click Contacts and open the customer's profile.
- Add the purchase or visit tag your template tells you to use.
- Points are added automatically.
When someone reaches the goal, you get a task to hand over the reward. Mark it done once you've given it.
What you need to do
- Write the reward and the birthday gift in Settings › Custom Values.
- Put the club's QR code on your counter. See QR codes for your counter.
If something goes wrong
If a customer doesn't get the message, check that they have marketing consent. See Unsubscribes, STOP and customer consent.
Write to us at support@neuroaistudio.com.