The Loyalty Dashboard is where you can create marketing campaigns for your Loyalty Users and monitor metrics surrounding your Loyalty Program. You can access the Loyalty Dashboard two different ways. If you have the proper permissions, you can login to the Merchant Portal and choose the Loyalty Module, directing you to the Loyalty Dashboard. You can also view the Loyalty Dashboard by selecting the Loyalty Button on the Home Screen in your Groovv app.

The Loyalty Dashboard is broken up into two sections: Metrics and Campaigns.

The two metrics on the Members Panel are Members and New. The Members metric shows the total number of Loyalty Program Members. This includes everyone who gave his or her phone number and verified it for your Loyalty Program.

The New metric displays the number of people who joined the Loyalty Program within the last 30 days, on a rolling basis.

These metrics help give you a comprehensive view of how many people are in your Loyalty Program, and how quickly you are adding new members. If your number of new members is low, it may be helpful to train your cashiers to ask each customer if they are a member and if they would like to join the loyalty program. It may also be helpful to increase signage in your business detailing the benefits of joining and participating in your loyalty program.

The two metrics on the Transactions Panels are Transactions and Average. The Transaction metric tells you the total number of loyalty transactions that have been completed. This means a member gave their phone number during the transaction.

The Average metric shows the average dollar amount spent by your loyalty program members. You can use this metric to compare loyalty transactions to non-loyalty transactions and see which type of customer is likely to spend more on a visit to your business.

The Frequency Panel shows you metrics for Multiple Visits and Single Visits. The Multiple Visits number shows how many people joined your Loyalty Program, and then came back to your business more than once, and continued to participate in the Loyalty Program by giving their phone number during Checkout.

The Single Visits metric shows the number of people who joined the Loyalty Program and then stopped participating after one visit. These metrics help you to know if you need to make changes to increase participation in and understanding of your Loyalty Program. These changes could be as simple as remembering to ask customers every time to enter their phone number, or scheduling new campaigns to get members more engaged.

The two metrics on the Rewards Panel are Rewards and Redeemed. The Rewards metric shows the total number of rewards that have been earned by your loyalty program members. This includes Join Rewards, Threshold Rewards, Anniversary Rewards, and any other rewards you choose to include in your Loyalty Program.

The Redeemed metric shows the overall redemption rate for your Loyalty Rewards by percent. This is especially helpful because if you see that you have a low redemption percentage, you can make changes to the messages or reward amounts to see what works best for achieving a higher rate of rewards redemption.

Selecting the New Campaign Button opens a pop-up that will help you create a new campaign.

CAMPAIGN NAME

This field will be used to identify an individual campaign and differentiate it from other campaigns. Customers will not see the campaign name, as it is intended for your use only. It is helpful to use distinct campaign names so that it is easy for you to keep track.

SCHEDULED DATE

This field allows you to set a date and time for when the campaign will be sent out to your customers. By default, the date and time will be set to the current date and time. If you don’t change the date and time, the campaign will be sent out immediately when you press the Save Button. If you change the date and time to a future date and time, the campaign will be saved and displayed in the Scheduled Campaigns panel. It will be sent on the scheduled date at the scheduled time. After this point, it will be moved to the Recent Campaigns panel. Campaigns scheduled for a future date and time can be edited at any point before they are sent.

MESSAGE

This field will contain the message that is displayed to your customers. If you are sending the message immediately, make sure the message is exactly what you wish to send before pressing the Save Button – you will not have another opportunity to edit it before it is sent to your customers.

LOCK SCREEN MESSAGE

This is an optional field that is only used for messages that are sent to your customers that have added your loyalty program pass to their Apple Wallet or to the PassMarket Wallet on Android. If nothing is entered, the words “New Message” will be displayed to relevant customers.

Once you have entered all required information and pressed Save, the new campaign will appear in the Scheduled Campaigns Panel if it was scheduled for a future date & time or it will appear in the Recent Campaigns Panel if it was scheduled for immediate delivery. To learn more about creating campaigns, click here.

Pressing the Close Button will dismiss the New Campaign Pop-up without creating a new campaign.

The Scheduled Campaigns Panel shows information regarding campaigns that have been created and scheduled for a future date. The panel includes three columns – Scheduled Campaign, Campaign Message and Date – and two action buttons, Delete Campaign and Edit Campaign.

CAMPAIGN NAME

The Scheduled Campaign Column will display the name you have given to the campaign. The users will not see the Campaign Name it is for your informational purposes only, so you can easily recognized and distinguish between campaigns.

CAMPAIGN MESSAGE

The Campaign Message Column shows the message you have created for the specified campaign. This is the message that is delivered to customers. For example, “Free cookie with any lunch purchase, today only!”

SCHEDULED DATE & TIME

The Scheduled Date & Time Column lists the date and time you have scheduled to send out the campaign.

DELETE A SCHEDULED CAMPAIGN

Selecting the Delete Button, represented by a Trash Can Icon, cancels the campaign so it will not be sent to loyalty members, and removes it from the Dashboard completely. To learn more about canceling campaigns, click here.

EDIT A SCHEDULED CAMPAIGN

Selecting the Edit Button opens an Edit Campaign Pop-up. It will be pre-populated with the information you have already assigned to the campaign, but you can make any desired changes and press Save directly in the pop-up. Your changes will be reflected in the Scheduled Campaigns Panel. To learn more about editing campaigns, click here.

The Recent Campaigns panel shows information regarding campaigns that were created and sent out at an earlier date. This panel shows the last five of your most Recent Campaigns. The Recent Campaigns Panel includes three columns, Recent Campaigns, Campaign Message, and Delivered. Because the campaigns in this panel have already been delivered, you cannot take any additional actions.

CAMPAIGN NAME

The Recent Campaign Column will display the name you gave to the campaign.

CAMPAIGN MESSAGE

The Campaign Message Column shows the message you entered for the specified campaign. This is the message that is delivered to customers. For example, “Free cookie with any lunch purchase, today only!”

DELIVERED (DATE & TIME)

The Delivered Column lists the date and time the campaign was sent out to your customers.

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