Loyalty programs are an excellent way to encourage customer loyalty and repeat purchases. With them, we reward purchases, recommend products, and even re-engage inactive customers.
There are different types of customer loyalty systems, and one of the most recommended is the BALANCE ACCUMULATION per purchase. In Stockagile, you can activate it, customize it per customer, and import your customers' balance.
Requirements to activate the loyalty module
The user must have the role of OWNER, STORE MANAGER, or WAREHOUSE MANAGER. You can check the different role types in the Create or edit a user section.
To enable it in Stockagile, you must contact our Support Team.
Steps to activate the loyalty program
Go to SETTINGS in the top-right corner of the panel.
Scroll down to the LOYALTY section.
You will see several settings to activate the loyalty program:
Enable the first option: Allows customers to accumulate balance for their purchases.
Enable the second option: Allows customers to continue accumulating balance even when using previously accumulated credit on their purchases.
Set the accumulation percentage: Define the accumulation percentage per product unit in the gray box. A recommended percentage is between 0.5% and 1%.
Example: A customer makes a purchase of €20 and decides to use €10 of accumulated balance. The total payable is €10, and the customer accumulates a percentage (defined in SETTINGS) based on the final amount spent (€10).
Category-based loyalty: This option allows you to apply loyalty rewards differently depending on the product category.
✍️ Important to Note – The settings you configure will apply equally to all customers for future redemptions. If you want to reward or favor a specific customer with a higher or lower discount, follow the steps to customize the loyalty program.
Steps to Customize Loyalty per Customer
Go to CONTACTS in the left-side menu.
In the filter section, select CUSTOMERS and choose the customer for whom you want to set a different accumulation percentage from the global setting.
Scroll down the left-side submenu to the LOYALTY section and click on it.
On this screen, you will find:
Purchases made by the customer.
Available balance they have to spend as of today
Total accumulated balance from purchases made since becoming a customer
Total balance used in purchases
In the Details section, you will see:
Customer loyalty start date
The accumulation percentage applied, either personal or the company default
To reset the accumulation percentage to the company default, you'll have the "Reset percentage" button.
Balance movement history:
The result of the sum/subtraction of accumulated and spent balance in a single purchase.
Accumulated and spent: the balance accumulated and spent in each of the purchases.
Balance-only movements: the result of the sum/subtraction of accumulated and spent balance in a single purchase.
All: a combined view of the points above.
To edit the accumulation percentage, simply change the % number in the details box. To deactivate it for specific customers, set their accumulation percentage to 0%.
If you want to reset the accumulation percentage to the company’s default setting, just click the "Reset percentage" button again.
Steps to import a customer's balance
Go to CONTACTS in the left-hand side menu.
Click the "Import contacts" button at the top right.
A pop-up window will appear where you can download an Excel template. ⚠️ Please note that you can only import contacts of one type at a time.
In the template, you should enter the balance you want to import in column BM, using the currency configured at the company level. ⚠️ You only need to enter the desired amount, for example: 3,24
Once you’ve filled in the fields, attach the file in the same pop-up window with the necessary changes and select the contact type.
A message will appear confirming that the import was successful and showing the number of contacts imported.
To verify, go to the CLIENT type CONTACT profile, and in the loyalty section, you’ll be able to confirm that the balance was successfully imported.