Merchant Academy

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How-to guide

Set your member benefits

Members either get money off every order, or collect points to spend later. Pick one model and set the numbers behind it.

WHO THIS IS FOR

OW

Owners setting the economics

of the loyalty programme, since this is what it costs you per order.

FI

Anyone watching margins

— the calculator shows the true cashback rate before you commit.

BEFORE YOU BEGIN

It is one model, not both. Choosing Reward Points replaces the member discount, and the other way round.

Know your thin-margin items. You can exclude specific products from the member discount.

THE STEPS

Pick the device in front of you.

Choose the benefit model

On the portal, tap Member Benefits. Pick Member Discount for a percentage off every order, or Reward Points for points members redeem later. Tap View settings under the one you chose.

Member Benefits, on the portal.
Member Benefits, on the portal.

Set the numbers

Fill in whichever model you picked, then tap Confirm or Save.

Discount settings.
Discount settings.
Earn and redemption rates.
Earn and redemption rates.
The cashback calculator.
The cashback calculator.

IF IT LOOKS WRONG

Members are not getting the discount

Check the item is not on the Exclude Items list, and that the customer was attached to the order as a member.

Points build up too fast

Raise the spend per point or lower the redemption value, and watch the cashback figure in the calculator.

The old benefit is still applying

Switching models needs a save. Reopen Member Benefits and confirm the right option is ticked.

WHERE TO GO NEXT

NEXT

Automated vouchers

Read the guide →
NEXT

Insights Centre

Read the guide →

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