How to navigate your Epos Now Loyalty app

Introduction

This tutorial will guide you through the features and functionalities of the Epos Now Loyalty app, which helps businesses retain customers and increase revenue through a loyalty points system. By mastering this app, you can effectively reward customers, manage promotions, and analyze spending habits.

Step 1: Download the Epos Now Loyalty App

• Access your Epos Now back office.
• Navigate to the app store.
• Search for "Epos Now Loyalty."
• Install the app on your device.

Step 2: Set Up Loyalty Points

• Go to the setup tab in the app.
• Select "Company Details."
• Configure your loyalty points settings:
  • Set the minimum point spend.
  • Define the points value.
  • Determine how many points customers earn per specified spend (typically around 10%).

Step 3: Adding Customers

• Navigate to the "Customer" tab.
• Click on "Add New Customer."
• Fill in the relevant details for each customer.
• Optionally, purchase branded loyalty cards from Epos Now for better brand visibility.

Step 4: Processing Transactions

• Select the item being purchased.
• Press "Pay" to complete the transaction.
• Check the receipt for the number of loyalty points earned and their current value.

Step 5: Redeeming Points

• When a customer returns, look them up by name or swipe their loyalty card.
• Select the item they wish to purchase.
• Press "Pay" to proceed.
• A prompt will appear showing available loyalty points.
• Ensure the customer meets the minimum spend limit (e.g., 10 points) to redeem.

Step 6: Managing Promotions

• Go to the "Manage" section.
• Select "Products and Promotions."
• Click on "Add New Promotion."
• Set up promotions to encourage customer visits during quieter times (e.g., double points on Wednesdays).

Step 7: Analyzing Customer Data

• Access the loyalty dashboard to view:
  • Repeat business statistics.
  • Customer reviews.
  • Insights on top customers and their spending habits.
• Use the customer report to track:
  • New member signups.
  • Points issued and redeemed.

Step 8: Exporting Data

• Export customer information as needed.
• For additional marketing, consider integrating with MailChimp for targeted email campaigns.

Conclusion

By following these steps, you can effectively navigate and utilize the Epos Now Loyalty app to enhance customer retention and boost your business's bottom line. Consider exploring further integrations with Apple and Google Wallet for additional rewards options. Start implementing these strategies today to see an increase in customer loyalty and engagement.