Building a Successful Loyalty and Referral Program with Yappo
Table of Contents:
- Introduction
- Setting Up Rewards for Customers
- 2.1 Rewarding Customers with Direct Coupons
- 2.2 Redeemable Coupons for Loyalty Points
- Configuring Reward Coupons
- Creating Campaigns for Loyalty Program
- 4.1 Spin Based Campaigns
- 4.2 Action Based Campaigns
- Reward Settings for Campaigns
- Setting Up Referral Program
- 6.1 Customizing Referral Program Rewards
- 6.2 Customizing Referral Program Pop-ups
- 6.3 Reviewing and Updating Security Settings
- On-site Modules: Interacting with Loyalty Program
- 7.1 Setting Up Rewards Pop-up
- 7.2 Using Rewards Page Builder
- Enabling Triggered Emails for Loyalty Program
- 8.1 Editing Triggered Email Templates
- 8.2 Integrating with Email Service Providers
- Managing Customers and Actions
- 9.1 Customer Management Section overview
- 9.2 Performing Actions on Customer Level
- Analyzing Loyalty and Referral Programs
- 10.1 Utilizing Analytics Dashboard
- 10.2 Exporting Data for Further Analysis
- Integrating Loyalty Programs with E-commerce Stack
- 11.1 Triggering Transactional Emails
- 11.2 Supplementing Customer Data in CRM
- Conclusion
Setting Up Rewards and Referrals with Yappo Loyalty and Referrals
Every e-commerce business aims to build a loyal customer base and boost their referral growth. With Yappo Loyalty and Referrals, you can create your own rewards program tailored to your customers' preferences. This article will guide you step-by-step on how to set up rewards and referral programs using Yappo Admin.
1. Introduction
In this section, we will provide an overview of Yappo Loyalty and Referrals and its benefits. We'll also discuss the importance of building a loyalty program and leveraging referrals for business growth.
2. Setting Up Rewards for Customers
To encourage repeat purchases and foster customer loyalty, it's essential to reward your customers appropriately. In this section, we'll explain how to configure different types of rewards, such as direct coupons and redeemable coupons for loyalty points.
2.1 Rewarding Customers with Direct Coupons
Direct coupons are given to shoppers immediately after completing specific actions. We'll guide you on creating direct reward coupons and associating them with campaigns. Additionally, we'll discuss the settings variations based on your e-commerce platform.
2.2 Redeemable Coupons for Loyalty Points
Redeemable coupons allow shoppers to exchange loyalty points for perks like discounts. We'll explain how to create redeemable coupons and make them accessible for customer interaction.
3. Configuring Reward Coupons
In this section, we'll dive deeper into configuring the settings for reward coupons. We'll explore the different redemption options available, highlighting how various e-commerce platforms may influence these settings.
4. Creating Campaigns for Loyalty Program
Campaigns play a vital role in engaging shoppers in your loyalty program. We'll discuss two types of campaigns: spin-based campaigns that promote increased spending, and action-based campaigns that reward customers for completing specific actions. We'll explain the importance of having a good mix of these campaign types for a successful program.
4.1 Spin Based Campaigns
Spin-based campaigns incentivize shoppers to spend more at your store. We'll provide insights on how to create and customize spin-based campaigns effectively.
4.2 Action Based Campaigns
Action-based campaigns reward shoppers for successfully completing actions such as creating a store account. We'll guide you on setting up action-based campaigns and highlight the rewards settings for each campaign.
5. Reward Settings for Campaigns
Reward settings determine the type of rewards shoppers receive upon completing a campaign. We'll explain how to choose between rewarding shoppers with points or coupons and provide instructions on creating additional coupons if needed.
6. Setting Up Referral Program
Referral programs are an excellent way to expand your customer base. In this section, we'll discuss customizing referral program rewards and pop-ups to maximize the benefits of this program. Additionally, we'll explore the security settings that help ensure the integrity of your referral program.
6.1 Customizing Referral Program Rewards
Rewarding both referring customers and their referred friends is crucial for a successful referral program. We'll guide you on setting up attractive rewards that drive referrals.
6.2 Customizing Referral Program Pop-ups
Referral program pop-ups can significantly impact the success of your program. We'll explain the different types of pop-ups and how to customize them to encourage customers to refer their friends.
6.3 Reviewing and Updating Security Settings
Protecting your referral program from fraud is essential. We'll explain the various security settings available and guide you on reviewing and updating them to ensure the integrity of your program.
7. On-site Modules: Interacting with Loyalty Program
On-site modules provide an interactive experience for shoppers, allowing them to engage with your loyalty program. In this section, we'll discuss two important on-site modules: rewards pop-up and rewards page builder.
7.1 Setting Up Rewards Pop-up
Rewards pop-up is an out-of-the-box widget that enables shoppers to access your loyalty program easily. We'll guide you on setting up the rewards pop-up and customizing it to match your brand.
7.2 Using Rewards Page Builder
If you are on the gold plan or above, you can utilize the rewards page builder to launch a customized rewards page. We'll explain how to create and customize different sections of the rewards page to enhance the shopper's experience.
8. Enabling Triggered Emails for Loyalty Program
Communication is key to keep customers informed about their loyalty status and rewards. In this section, we'll explain how to enable triggered emails, edit email templates, and integrate with popular email service providers.
8.1 Editing Triggered Email Templates
Yappo offers pre-existing email templates, but customizing them to align with your brand is recommended. We'll guide you on editing the email templates and provide tips for making them more engaging for your customers.
8.2 Integrating with Email Service Providers
If you prefer using your existing email service provider for communicating with customers, Yappo offers integrations with popular providers like Klaviyo, Mailchimp, and HubSpot. We'll explain how to set up integrations for seamless communication.
9. Managing Customers and Actions
Efficient customer management is crucial for a successful loyalty program. In this section, we'll explore the customer management section in Yappo Admin and its capabilities. We'll also discuss performing actions on the customer level, such as adjusting points balance, giving rewards, and excluding or including customers in reports.
10. Analyzing Loyalty and Referral Programs
To ensure the effectiveness of your loyalty and referral programs, it's crucial to gather insights and track their performance. We'll explain how to utilize the analytics dashboard provided by Yappo, export data for further analysis, and make data-driven decisions.
10.1 Utilizing Analytics Dashboard
The analytics dashboard provides valuable insights into your loyalty and referral programs' performance. We'll guide you on navigating the dashboard and interpreting the data to gain meaningful insights.
10.2 Exporting Data for Further Analysis
In addition to the analytics dashboard, you can export data in CSV or PDF format for further analysis. We'll explain how to export data and discuss how to leverage it to make informed business decisions.
11. Integrating Loyalty Programs with E-commerce Stack
Integrating your loyalty programs with your existing e-commerce stack can enhance their effectiveness. In this section, we'll discuss examples of integration, such as triggering transactional emails and supplementing customer data in your CRM.
11.1 Triggering Transactional Emails
Integrating Yappo with your e-commerce stack allows you to trigger transactional emails based on specific actions. We'll explore how to set up this integration to provide a seamless customer experience.
11.2 Supplementing Customer Data in CRM
Integrating Yappo with your CRM system allows you to supplement customer data with loyalty program information. We'll discuss the benefits of this integration and provide instructions on setting it up.
12. Conclusion
In conclusion, this article has provided a comprehensive guide on setting up rewards and referral programs using Yappo Loyalty and Referrals. By following the step-by-step instructions, you can create a successful loyalty program, engage customers, and drive business growth.
