Archive for November, 2009

Trainings

Wednesday, November 25th, 2009

Us usual – from our email exchange:
Pay attention that we DO NOT provide full scale trainings on loyalty programs organization for your particular business. We assume you have marketing people responsible for business development or you use services from according consulting companies. We can only give some hints on what to start with, or point out some common marketing issues besides full technical support on establishing loyalty system in your organization.
So, in our trainings we concentrate on all technical issues in using bonus programs, details of PointLoyalty Manager functioning and some initial steps of overall organization of customer rewards system in your company. In any case if we encounter marketing issues which go beyond our competency we will recommend marketing specialists for you.

Processing customers’ transactions

Monday, November 16th, 2009

From the list of frequently asked questions…

Consider following example:
Let’s assume we have customer action – “purchase” with a set of attributes: product, category,
price, amount, total sum, date of purchase, etc. A customer purchased two items:
- product - X, category – commodity goods, price – 100 dollars, quantity – 5 items, total sum – 500 dollars, purchase date – 1/1/2010 11:00.
- product Y, category – other goods, price – 200 dollars, quantity – 1 item, total sum – 200 dollars, purchase date – 1/1/2010 11:00.
I.e. for one purchase there are 2 records created in the system.
It is obvious how to create reward rules for buying product X, or for buying a product from category “other goods” or for a purchasing items with cost more then 150 dollars.
But sometimes it is required to assign bonus points if total purchase sum is larger then N dollars. In this case the product, its category and quantity will be ignored.
What to do in this case?
If you can simplify the processing rules – send only one record representing the total purchase with attributes: total sum, purchase date. In our case it will be following action:
- total sum – 700 dollars, date of purchase – 1/1/2010 11:00.
And create a reward rule depending on total purchase sum.
So, with some preliminary data processing it is possible to solve vast majority of such problems without changing the PointLoyalty Manager system.

Administrator Console

Monday, November 2nd, 2009

From time to time we get requests to add administrator console to have control over multiple clients having their own loyalty programs, i.e. to add master-administrator mode.
At this time we think there is a better way to handle such problem. If you want to act as a loyalty program operator – you can create multiple individual loyalty offers for your partners using a single account in the system.
In this case you will be able to create offers with separate settings for each partner (action attributes, etc) and will be able to get reports for each partner separately and combined reports for all partners.
With this scheme only you can create loyalty offers, but that’s what you need if you want to control the process of creating partner loyalty offers.
If you need that your partners could create loyalty offers by themselves and you only get reports on every partner – make several accounts (one for each partner). The task of creating additional reports we will perform as a customization services.
In case of local installation of PointLoyalty Manager on your servers you will have access to all system data and will not experience such problems at all.
Please contact our sales department and we will be able to find convenient solution for your needs sales@pointloyalty.com.