SkyTab Loyalty Overview

Description: Learn about and how to use SkyTab Loyalty in the POS system.

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 Welcome to our comprehensive guide on SkyTab Loyalty, the platform that enables you to create customized loyalty programs to forge strong customer relationships.

With our easy-to-understand point-per-dollar system, you can effortlessly engage with your customers and provide them with a personalized experience. Members can quickly sign up with just their phone number and start earning points based on their transactions. These points can then be redeemed for discounts you set at your location.

In this guide, we will dive into how this feature works, providing you with a comprehensive understanding of how Loyalty can benefit your business. Let's get started!

Onboarding Workflow

SkyTab Loyalty is exclusively available on the SkyTab POS; all admin users can access this feature and its components automatically. Permission can be granted to all other users. This feature is found in Lighthouse Business Manager in the left-hand navigation bar, titled Loyalty. When you select the title, you will be shown: 

Loyalty Programs are the highest level in the loyalty structure. These groups control the following:

• The custom name of the loyalty program, which is visible to your members.
• The custom name of the loyalty points is optional and visible to your members. 
• The locations included in the loyalty program 
  • Each location can only be assigned to one program 
  • If the user has multiple locations, programs can be made for each location, or they can be part of a single program. 

Programs can be deactivated anytime, and loyalty will be removed from the POS. 

By selecting Save, your loyalty program is now created. 

Discounts

This is how to configure the discounts for your program. Each discount can only be assigned to one program, and it has to have a unique name. These discounts work outside the standard discounts and won't appear in the regular discount sections.

1. Navigate to Lighthouse Business Manager (LBM) > Loyalty > Discounts.
   
2. Select Add New Discount. 
3. To create the discount:
   1. Enter a name for your discount, 
   2. Choose the type of discount, 
   3. Set the value, 
   4. Decide where it should be applied, 
   5. Set usage limits and expiry dates. 
      
4. Select save. 

 Your new discount will appear in the list view, ready to rock and roll within your loyalty program. 

After entering the name of the discount that will be visible to the members and selecting the discount type (whether it's an amount in dollars or a percentage), users can set the discount value accordingly. For example, if they want to offer a 10% discount, they would choose "Percentage" and enter "10".

Alternatively, users can set up a points system where each dollar spent earns one point that can be used for discounts. They can also select the loyalty program from the list of configured programs for which they want to apply the discounts.

Once the discounts are set, users will be returned to the list view of discounts, where they can see the newly created discount by its name, value, and status. At this point, the loyalty program with configured discounts is ready for use

Customer vs. Members

As part of our loyalty program, we have a separate loyalty record from their customer record, which will be pooled across all our locations. This allows us to offer program-specific benefits and rewards and gather more detailed information about member behavior and preferences across different locations.

As a result, we are able to personalize our offerings and improve the overall customer experience for our loyalty members. This approach enhances the value of our loyalty program and ensures that our customers receive the best possible benefits and rewards tailored to their preferences and needs at each of our locations.

The landing page for members displays key points of data for each member gathered from all locations in the program.  As part of our loyalty program, we send a text message to the member's provided phone number to confirm its validity. By agreeing to receive text messages, the member is also opting in to receive text marketing communications from us. This helps us ensure that the phone number on file is accurate and allows us to communicate with the member effectively for program-related updates, promotions, and other marketing purposes.

New loyalty members can be added throughout the SkyTab POS ecosystem, mainly through the SkyTab POS terminal or Lighthouse Business Manager. Customers can be toggled to loyalty members using the ST POS terminal. 

For our existing members, the member tray provides a convenient breakdown of their last three transactions. This includes the date of each transaction, associated points values, and information on any changes to their points balance. This lets our members easily track their loyalty points activity and stay up-to-date with their rewards.

Additionally, the member tray also includes the functionality to adjust loyalty points, allowing our members to make adjustments or corrections to their points balance as needed. We strive to make managing loyalty points as seamless as possible for our valued members, ensuring they have full visibility and control over their rewards and transactions.

Helpful Resources

Visit Adjust Loyalty Points on SkyTab Lighthouse Business Manager to adjust loyalty points. 

Visit Locate Loyalty Reports in Lighthouse Business Manager for SkyTab POS for reporting information.

Visit SkyTab POS Loyalty FAQs for more information.