How to Create a Loyalty Campaign

In this article, we'll show you how to set up loyalty campaigns in Pabau.

Loyalty campaigns serve as powerful tools to enhance customer loyalty and drive revenue growth for businesses. These campaigns incentivize customers to engage in specific actions by rewarding them with loyalty points, which can later be redeemed to cover appointment costs.

Step 1: Accessing the Loyalty Feature

Log into your Pabau account and navigate to the Marketing section in the left sidebar menu, then select "Loyalty."

If the Loyalty feature is not visible, ensure that the necessary permissions are enabled. To do this, go to the "Team" section, click on your profile, then navigate to the "Permissions" tab on the left. Enable all relevant permissions related to Loyalty under the Marketing category.

Step 2: Customizing Loyalty Settings

Upon accessing the Loyalty page, you'll find a graph displaying the monthly expenditure of loyalty points and a client activity section showcasing the latest points earned by individual clients.

In the "Members" section, click on "Customize" to define the value of one loyalty point. Click on "Save" to confirm the customization.

Step 3: Creating a Loyalty Campaign

Navigate to the "Points" section to view existing loyalty campaigns. To create a new campaign, click on "Add New Campaign", then choose Loyalty.

Select from two reward categories:

• User-generated content
• Purchases

Select the action you wish to incentivize and click on "Add Rule". Then, click on "Add Reward" to specify the points clients will earn for that action. Choose the campaign duration and ensure it's set to "Active" before clicking "Create Campaign".

For rewards related to purchasing a service, product, or package, after adding the rule, specify the applicable items. You can choose to apply the campaign to all services by selecting the "Select All" option or opt for specific categories by checking the corresponding boxes. Click "Save" to proceed.

Next, click "Add Reward" again to set the points clients will receive for the action, alongside the campaign duration. Ensure the campaign remains active before clicking "Create Campaign" to finalize.

Once activated, clients will automatically accrue loyalty points upon completing the campaign action. These points will be added to their client card and can be used towards future appointment payments.