Loyalty Rewards, The Difference Between the Options

Customer Loyalty Rewards embedded in the software.

Defaults are set up under Admin / Defaults / Manage Customer Loyalty Defaults.

The scheme can be retrospectively activated,  Admin / Other / Retrospectively Activate Loyalty Scheme, and nominate the date.

The rewards are calculated within the software Customers / Process Loyalty Rewards

Letters can be generated.

Points Based Loyalty Scheme

Sits alone from main Infusion database, this can only work on the main DATA dataset. There is a loyalty program for setup and reporting, and a sync program to pick up information from Infusion.

Partially or fully paid invoice attract rewards if paid by due date (+small extra days allowance can be added).

Can report on pending rewards waiting for customer to redeem.

Customer can use reward as payment against new invoices.