Introduction to Automated Loyalty and Customer Retention
Questions:
- How does TYRIOS automate customer loyalty?
- What are the requirements for automated coupons and price groups?
- How can I improve customer data quality through loyalty programs?
Description:
This guide explains the core framework of the TYRIOS Loyalty Management module, which automates rewards based on birthdays, newsletter signups, and spending habits. By setting specific data requirements, businesses can move away from manual VIP management while simultaneously improving the depth and accuracy of their customer database. The system ensures that incentives like "Gold" status or personalized coupons are only granted to customers who meet your predefined engagement and turnover criteria.
Solution:
Introduction to Automated Loyalty and Customer Retention
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Access the Loyalty Configuration using the below mentioned path to view the central control hub.
System -> System Settings -> System Configuration -> Loyalty Management
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Verify Module Prerequisites
Ensure that necessary modules like UserMailManagement (for sending notifications) and BillManagement (for tracking spending) are active in your system
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Define Global Data Requirements
Identify which contact details—such as email, address, or birthday—must be present in a user's profile before the system issues any rewards
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Review Notification Templates - Check the "UserMailManagement" section to ensure templates for birthdays, newsletters, and turnover rewards are localized and ready for your customers.
System -> Administration -> @Manage mail templates
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Select Your Calculation Mode
Decide if your automated rewards should be calculated based on "Gross" (including tax) or "Net" (excluding tax) turnover values.
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Set Up Automated Scheduling
Confirm with your system administrator that the loyalty crons are registered to run daily for birthdays/newsletters and semi-annually for turnover checks.
Tips and Tricks:
Pro-Tips:
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Use loyalty rewards as a "Data Quality Engine" by making fields like "Phone Number" or "Birthday" mandatory for coupon eligibility.
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Coordinate your storefront marketing copy with your backend price group names (e.g., "VIP" or "Wholesale") to ensure a consistent customer experience.
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Regularly monitor the system logs to see exactly which users were promoted or received rewards during the last automated run.
Warnings:
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Automated demotions occur for turnover-based price groups; if a customer’s spend drops below the threshold, they will return to "Standard" status automatically.
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Ensure all email templates contain the necessary placeholders (tokens) so customers understand why they received a specific discount or coupon.