{"id":1955,"date":"2016-12-23T18:12:33","date_gmt":"2016-12-23T15:12:33","guid":{"rendered":"https:\/\/incust.com\/ru\/?page_id=1955"},"modified":"2020-10-16T07:54:11","modified_gmt":"2020-10-16T12:54:11","slug":"how-to-set-up-bonus-loyalty-program-with-different-rates","status":"publish","type":"page","link":"https:\/\/incust.com\/en\/knowledgebase\/tutorials\/typical-loyalty-programs-setting-up\/how-to-set-up-bonus-loyalty-program-with-different-rates\/","title":{"rendered":"How to set up a bonus points program with different rates of crediting bonus points?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1559132330565{margin-bottom: 0px !important;}&#8221;]\n<h2 id=\"fancy-title-5cee78307bedc\" class=\"mk-fancy-title simple-style color-single\">How to set up a bonus points program with different rates of crediting bonus points?<\/h2>\n[\/vc_column_text][mk_fancy_title color=&#8221;#000000&#8243; size=&#8221;32&#8243; font_weight=&#8221;400&#8243; txt_transform=&#8221;none&#8221; margin_bottom=&#8221;10&#8243; font_family=&#8221;none&#8221;]\n<h4>For example, 10% for regular customers and 20% for VIP customers.<\/h4>\n[\/mk_fancy_title][vc_column_text]For automatic calculation of different rates of bonus points to different customers, it is necessary to:<br \/>\n1. Add category for customer cards.<br \/>\n2. Transfer the required customers to this category.<br \/>\n3. Customize the loyalty rule for the category of cards.<\/p>\n<p>1. Add new card category.<br \/>\nIn the Control Panel of your business go to <strong>Settings-&gt; Loyalty programs-&gt; Change loyalty program<\/strong>, go to the tab <strong>Card categories<\/strong>, click <strong>Add category<\/strong>. Enter name for this category: for example, VIP. Click <strong>Save<\/strong>.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2016\/12\/Create-category-VIP-.gif&#8221; image_size=&#8221;full&#8221; frame_style=&#8221;gray_border&#8221; margin_bottom=&#8221;30&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][\/vc_row_inner][vc_column_text]2. Transfer customers to the VIP category.<br \/>\nGo to the <strong>Customers<\/strong> tab and filter out those who bought on amount, for example, more than 2000. For this, click <strong>Show Advanced filters -&gt; Add new condition -&gt; Sales&gt; Transactions amount<\/strong>. Put condition: <strong>Greater than<\/strong> 2000 and click <strong>Apply filters<\/strong>. Then mark all eligible under the option customers and click <strong>Actions-&gt; Change customer card category<\/strong>. In the resulting window choose the newly created category.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2016\/12\/Change-category-to-VIP.gif&#8221; image_size=&#8221;full&#8221; frame_style=&#8221;gray_border&#8221; margin_bottom=&#8221;30&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][\/vc_row_inner][vc_column_text]3. Set up the loyalty rule under each category.<br \/>\nThis can be done in <strong>Settings -&gt; Loyalty programs -&gt; Change loyalty program -&gt; tab Loyalty rules<\/strong>. Press the green button to add a new rule.<br \/>\nIn the field <strong>Action<\/strong> select <strong>Credit on cash receipt, %;<\/strong> in line <strong>Category of cards<\/strong> select previously created VIP category. In the column <strong>Amount of credit or discount<\/strong> set the desired % of bonus points for crediting to customers of this category and click <strong>Save and close<\/strong>.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2016\/12\/20-credit-\u0430\u0449\u043a-VIP-.gif&#8221; image_size=&#8221;full&#8221; margin_bottom=&#8221;30&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][\/vc_row_inner][vc_column_text]Next set up the rule for crediting bonus points to regular customers.<br \/>\nTo do this go to<strong> Settings-&gt; Loyalty programs -&gt; Change loyalty program <\/strong>-&gt; click on the tab <strong>Loyalty rules<\/strong>, add a new rule, pressing the green button. In the drop-down list <strong>Action<\/strong> select <strong>Credit on cash receipt, %<\/strong>; in line <strong>Category of cards<\/strong> select previously created Regular customers category. In the column <strong>Amount of credit or discount<\/strong> set the desired % of bonus points for crediting to customers of this category and click <strong>Save and close<\/strong>.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2016\/12\/10-credit-for-Loyal-Clients-.gif&#8221; image_size=&#8221;full&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/12&#8243;][\/vc_column_inner][\/vc_row_inner][vc_column_text css=&#8221;.vc_custom_1598531126691{margin-bottom: 0px !important;}&#8221;]To test the loyalty program rules go to the <a href=\"http:\/\/pos.incust.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Web terminal<\/a> and make a few operations with customers from different categories. You can check login and password to enter the Terminal under <strong>Settings -&gt; Terminals and salespeople<\/strong> by clicking the <strong>Edit <\/strong>button.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1559132330565{margin-bottom: 0px !important;}&#8221;] How to set up a bonus points program with different rates of crediting bonus points? [\/vc_column_text][mk_fancy_title color=&#8221;#000000&#8243; size=&#8221;32&#8243; font_weight=&#8221;400&#8243; txt_transform=&#8221;none&#8221; margin_bottom=&#8221;10&#8243; font_family=&#8221;none&#8221;] For example, 10% for regular customers and 20% for VIP customers. [\/mk_fancy_title][vc_column_text]For automatic calculation of different rates of bonus points to different customers, it is necessary [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"parent":1953,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/1955"}],"collection":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/comments?post=1955"}],"version-history":[{"count":9,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/1955\/revisions"}],"predecessor-version":[{"id":7871,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/1955\/revisions\/7871"}],"up":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/1953"}],"wp:attachment":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/media?parent=1955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}