Creating or Editing a Point Promotion

To get to Client Point Promotions, type clientpointpromo into the Convobar, or go to Meevo > Management > Client Point Promotions.

To create a point promotion

You can run several active promotions concurrently (that is, with overlapping date ranges). Earning points from one promotion does not affect the earning of points from another promotion; they are added to a client's point total independently of one another.

1. On the Client Point Promotions search form, select Add New.
2. Display Name: Enter a name that will make this item easy to identify in lists or menus in Meevo.
3. Begins and Ends: Select the start and end date for the promotion. A promotion with no defined end date will be active forever, unless the End date is changed or the promotion is inactivated. Selecting an End date reveals the Redeem By option below.
4. Redeem By: Choose when the earned points will expire. See Understanding the Redeem By Field below for more important details about points expiration.
   • Use expiration defined in Business Preferences > Register Settings: Points expiration will follow your existing system-level Business Preferences expiration rules.
   • A specific date: Client points that are earned as a result of this promotion will expire on the date defined here. 
   • X days after award: This expires earned points a set number of days after they are awarded. 
5. Members Only / Non-Members Only: Enable one or both of these options to make this promotion eligible for members (of a membership), non-members, or both.
6. Client Types: If you select one or more Client Types here, the promotion will apply only to clients who are classified as those Client Types.
7. Select Save.
8. Select the Promo Options tab.
9. Select a promotion option: You can select up to three promotions and define the rewards for each. Rewards are earned if the action is performed during the promotion date range.

• Points for birthday: Automatically awards points to active clients in recognition of their birthday. 
  • Birthday Month (Default): Points are automatically awarded on the first day of the client’s birthday month. This option works for clients with either a month-only birthdate or a full birthdate recorded.
  • Exact Birthdate: Points are awarded on the client’s actual birthdate. This option requires both a valid month and day on the client profile. 
  • Pair this promotion with a birthday email or SMS campaign (through Emma Email Marketing and Emma SMS Marketing) to create a seamless, personalized experience for your clients. 
• Points for referring another client: Client will receive the configured amount of points each time the client is credited with a referring a new client to that location. This is a way to encourage clients to refer other clients, improving your "new clients per month" metrics.
  • You can award points based on the referred client receiving Any service, specific services, or a service within specified service categories during their first visit.
  • The referring client receives points when the referred client's service is checked out (rung up at the register and the transaction is completed). The service cost is irrelevant; even a $0 service will earn referral points when the service is checked out.
  • For the Point Promotion to be applicable, the name of the referrer must be added to the referred client's profile before the initial transaction is processed, and the referred client cannot have any previous service transactions at the location.
  • After the transaction is complete and points are awarded, the Referrer field in the referred client's profile becomes read-only.
  • Cancellation fee transactions and service no-show transactions do not count towards this promotion.
  • Be sure to review the Business Preferences option Any client points that have not been redeemed will be expired after __ months of inactivity. This option expires unredeemed client points if the client has no activity over the configured number of months. If your business has this set to anything other than 0, be sure to communicate your points expiration policy to your clients. We recommend including a disclaimer on the promotion that says something like "...unless you haven't visited us in the past __ months."
• Points for gift card purchase: Client will receive the configured amount of points each time the client purchases a gift card. This can be set up to be any gift card, or a specific gift card. Note that eGift purchases are included if you select any gift card type.
• Points for gift card purchase (times purchase amount): Client will receive the configured amount of points times the purchase price (this can be set up to be any gift card, or a specific gift card). Note that eGift purchases are included if you select any gift card type.
• Points for membership purchase: Client will receive the configured amount of points each time the client purchases a membership (this can be set up to be any membership, or a specific membership). Awarding points for membership purchases can improve your membership sales, thereby improving frequency of visit and, in the case of recurring fee memberships, increasing monthly income.
• Points for package purchase: Client will receive points equal to x times the package purchase price each time the client purchases a package. This can be set up to be any package or a specific package. Packages encourage clients to come in for certain services, increase FOV and retention, and allow your business to receive money today for services rendered in the future.
• Points for rebooking next appointment for first visit / any visit: Client will receive the configured amount of points for rebooking during the first visit / during any visit at that location. This is a way to increase frequency of visit statistics.
  • The client must first book and purchase a service, the service must be rung up, and the transaction must be completed. Then the client must book another appointment within the same day (rebook). The client receives the configured amount of points when the re-booked appointment is rung up and the transaction is completed.
  • Standing appointments are considered rebooks and will generate points upon checkout.
  • Cancellation fee transactions and service no-show transactions do not count towards this promotion.
  • For First Visit promotions, the first visit must be at that location.
• Points for retail purchase over a specified amount in a single transaction: Client will receive the configured amount of points each time the client purchases retail over the configured amount. This can be set up to be any retail or specific retail. This promotion encourages retail sales, as those sales can be the difference between a good month and an "OK" month.
• Points for service purchase over a specified amount in a single transaction: Client will receive the configured amount of points each time the client purchases services over the configured amount. This can be set up to be any service or specific services. This promotion encourages clients to choose add-on items, also increasing average ticket.
• Points for booking appointments online: Client will receive the configured amount of points each time the client books an appointment online. Points are earned per client and per appointment/transaction, not per service on the appointment. This promotion reduces phone traffic to the front desk and promotes 24-hour access to booking.
  • The client receives points when a service that was booked online is rung up at the register and the transaction is completed.
  • Cancellation fee transactions and service no-show transactions do not count towards this promotion.
• Points for retail purchase: Client will receive the configured amount of points each time the client purchases retail. This can be set up to be any product or a specific product. Giving clients points to reward their retail purchases helps make the sale of those products easier, thereby improving your monthly bottom line.
• Points for service purchase: Client will receive the configured amount of points each time the client purchases a service. This can be set up to be any service or a specific service. This promotion encourages clients to rebook or book standing appointments, as they can receive points for a specific service with no time limit on when those services must be rendered. Each purchase results in points accrued.
• Points for trying a category of services for the first time: Client will receive the configured amount of points after checkout of a service from the specified service category, as long as the client has had the configured number of visits to the location (with any Service Category). This promotion encourages clients to try new categories of services, as cross-selling services is integral to long-term growth and overall productivity for a business.
• Points for a client's first visit: Client will receive the configured amount of points after checkout of their first visit. In this case, a "visit" constitutes a service being purchased and performed, and then checked out. This promotion encourages new business by offering points to new clients, and it also encourages retention (a KPI), as points rewards are an incentive for clients to return to the business.
• Points for when a Membership EFT is processed: Client will receive the configured amount of points after a membership EFT is successfully paid. You can use this as a means of awarding points, as opposed to a service accrual, to a client with each EFT payment. Simply enable this promotion and create a membership with no service accruals, but be sure to configure this as a separate promotion that does not expire, so that client memberships continue to collect points with each EFT payment.

1. After selecting the promo, select Add.
2. Configure the promo options, if applicable.
3. When finished, select Save.

 

Understanding the "Redeem By" Field 

The state of the Redeem By field on a Client Points Promotion plays an important role in determining how and when points expire.

In simple terms, a Redeem By date exists if you selected either A specific date or X days after award:

• If a Redeem By date exists at the time points are earned, those points are stamped with that expiration date and will not change, even if the promotion or Business Preferences are updated later.
• If no Redeem By date exists when points are earned (that is, the Business Preferences expiration option was selected), those points remain flexible and can be updated later based on changes to Business Preferences or updates made to the promotion.

 

To edit a point promotion

There may be occasions where you'll need a edit a promotion, for example to extend the promotion's availability. 

1. Locate and select the promotion.   
2. Make edits to the promotion as needed.
3. When finished, select Save.