Get Started with Selio Loyalty #

With Selio Loyalty, you can create a digital loyalty rewards program that will keep your customers coming back again and again – with incentives they earn with each purchase.

This guide will help you set up, operate, and get the most out of your Loyalty program.

Create your Loyalty Program #

When you sign up for Selio Loyalty, your customers earn points for every purchase they make, even when they use cash, from your Selio Point of Sale App. You can get started with creating your own Loyalty program from the Loyalty section of your online Selio Dashboard or by selecting More > Add-ons > Loyalty from the Selio Point of Sale app.

The first step is choosing what your customers will earn:

They don’t need to receive a digital receipt in order to accumulate points – simply have your customer enter their phone number after they checkout. Your customers will be notified via SMS when they sign up with a link to their Loyalty activity in Cash App, and each time they earn a reward. Read more about how customers can track their loyalty status with your business.

Next, you can choose your program type; either visit based amount spent, or item/category based:

Set up your Loyalty Rewards #

Before you have the chance to review your Loyalty program offerings, set up your rewards. You can create up to 15 unique reward types for your program, and reward names can be up to 100 characters. However, we recommend keeping reward names around 50 characters or less for easier display across your Point of Sale and receipts and during the buyer enrollment process.

Manage Your Loyalty Program #

• Edit your Loyalty Program: Update your Loyalty program from the Settings page of your online Selio Dashboard anytime with no affect on your customers’ existing, earned points. Read more about managing your Selio Loyalty program.
• Add tiers to your Loyalty Program: Add tiers to your program from your online Selio Dashboard, and customers will accumulate points towards rewards based on predefined tiers. Read more about creating a loyalty program.
• Redeem rewards: Once you’ve set up your Loyalty program, you can easily view and redeem rewards your customers have earned from the Selio App.
• Assign Loyalty permissions to your team: You can assign permissions to your team to allow them to take action on your Loyalty account. Actions include viewing Loyalty reporting, managing customer data, and configuring your Loyalty program settings.
• Create a Selio Loyalty promotion: By creating a promotion within your existing program, customers are incentivized to return to your business for events like happy hours or holiday events to earn extra rewards, boosting sales for your business. Read more about promoting your Selio Loyalty program.
• Add Tiers: You can create loyalty tiersto expand rewards offerings based on a buyer’s progress within a loyalty program. Customers start out in your base tier, which is your core loyalty program, and move up tiers as they shop and earn points with your business.

Manage your Loyalty Customers #

Enroll your customers: After you’ve set up and activated your Loyalty program and subscription, a screen inviting your customers to enroll in your loyalty program will appear after each transaction regardless of whether their purchase has earned them a point, reward or not.

View a customer’s Loyalty status: You are able to keep track of your customer’s loyalty status from your Customer Directory. Access their profile activity feed to see when they enrolled, points and/or rewards earned, redemptions, and more.

Manually adjust a customer’s Loyalty status: To edit a customer’s point count, locate their customer profile from your online Selio Dashboard or the Selio Point of Sale app and assign them the correct number of points.

View your customer’s rewards and coupons: Scroll to the Rewards section of a customer’s directory profile in your online Selio Dashboard to see earned coupons and rewards, and to void any if needed.

Update a customer’s Loyalty phone number: Update or correct a customer’s phone number by searching their Customer Directory profile

Selio Loyalty Pricing #

Selio’s Loyalty program subscription cost is based on your customer’s participation with your program, and the total number of qualifying Loyalty Visits across all active locations.

Set Up Multiple Locations: If your business has more than one location, you can create a Loyalty program at any or all of your locations. Your customers can earn points and redeem rewards at any of your participating locations.

If signing up through the Add-on Library in your Selio Point of Sale app, you will be given a 30-day free trial for your Selio Loyalty program. You will need to add a subscription payment method for your Selio Loyalty program within the 30-day period from the Pricing & subscriptions section of your online Selio Dashboard. If a payment method isn’t added, your Selio Loyalty subscription will expire and both new and existing customers will be prevented from participating in your program.

Learn more about how to manage your Selio Loyalty Program.