Loyalty
Reward the customers who come back: points earned on each sale, tiers, rewards spent at the counter or online, paid memberships billed through Billing, and gift cards, with every balance the sum of lines that each say where they came from.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New member and pick the customer from CRM
A member is a customer already in Keyway CRM, not a second list. From then on a paid Keyway Commerce order earns for them: Commerce names the member on the order, or you credit it here by its number. With no programme saved yet, the first enrolment saves the starting one: a point for every 1.00 spent, no tiers and nothing that expires.
2. Say how points are earned
On the Programme screen choose points for every step of spend or for every paid visit, the tiers that earn faster, the rewards and what each costs, and when points expire. The sentence a member is told is written from what you set, and what members have earned stays.
3. Spend a reward
Reserve a reward for an order and its points leave the balance at once. When the order is paid the reward is spent; if the order is cancelled the points come back, once.
4. Sell memberships and gift cards
A paid membership is billed by a recurring agreement in Keyway Billing, and its benefits hold for as long as Billing shows the period paid. A gift card holds what it was sold for, is spent in part or in whole, and the Gift cards screen says what all of them still owe.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No members yet
Every member is a customer in Keyway CRM with a ledger here: each line an order earned on, a reward spent, an adjustment with who made it, or points that expired under the rule.
First thing to do: Press New member and pick them from CRM.
The programme is not set up
Nothing earns until the programme says how: points for every step of spend or for every paid visit.
First thing to do: Say how members earn and press Save.
No memberships yet
A plan is a price, a period and what a member gets. Each membership is billed by a recurring agreement in Keyway Billing and holds its benefits while Billing shows it paid.
First thing to do: Press New plan and give it a price.
No gift cards yet
A gift card holds what it was sold for until it is spent. Its balance is the sum of its lines, and two tills can never spend it below nothing.
First thing to do: Press Issue a gift card and type its value.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.