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Treez (Sticky) Loyalty

R
Written by Richard Thorne
Updated over 2 weeks ago

Overview

Treez Loyalty (powered by Sticky Cards) lets retailers offer points-based rewards that are created and managed in Treez and redeemed seamlessly for discounts at checkout. This guide covers setup, discount syncing, loyalty enrollment, loyalty application, redemption, and accruals.

Key Benefits

  • Create once in Treez: Define rewards as Manual Discounts in Treez and have them sync automatically to your loyalty program.

  • Fast wallet experience: Rewards surface in a loyalty wallet during checkout, and point balances updated in real time.

  • Supported on both Android and iOS: Virtual loyalty cards are easy to install and supported on all major mobile OS.

  • Targetable program: Virtual loyalty cards support mobile push notifications and geo-fencing to re-engage shoppers at no additional cost.

Integration Configuration

See below for the required steps to enable your Treez Loyalty integration. If at any time you need support with configuration or enablement please reach out to your customer success manager or drop a note to [email protected]

Prerequisite - Obtain Loyalty API Key

  • Once your loyalty instance has been created, please reach out to your Treez customer success manager or Sticky rep to request your loyalty api key.

Enable Treez (Sticky) Loyalty

  1. In your TreezPay portal, navigate to: Configuration --> Config Page --> Integration --> Loyalty Integration

  2. Select "Sticky Cards" as the provider

  3. Insert your loyalty api key

  4. Enable & Save

Webhook Test (Customer Point Accruals)

  1. Upon enabling Sticky Cards, navigate into "Webhook Integration"

    1. Configurations > Config Page > Integration > Webhook Integration

  2. Confirm there is a new webhook created for "StickyCards"

  3. Select Test

  4. Expect "201 Test Passed"

Note: If cannot view "Webhook Integration" configuration or webhook test fails please reach out to [email protected] before starting

Loyalty Provider Migration

**IMPORTANT** If you are migrating to Treez Loyalty from another integrated loyalty provider, you will want to verify the below migration steps are performed before go live.

  1. Export your current loyalty provider's customer loyalty schema to csv containing at minimum:

    1. Customer first / last

    2. Customer loyalty balance

    3. Customer phone

    4. Customer email (optional, but ideal)

  2. Send this to your Sticky Card rep to allow ample time to import before enabling the Sticky integration

  3. Inform your Treez customer success rep of plans to migrate and the date in which you intend to turn on the Sticky Integration

    1. Treez will need to run a script night prior to ensure your prior loyalty providers customer linking data and IDs are cleared

Customer Loyalty Registration

In order for your customers to self-enroll in loyalty and receive promotional notifications, you must first create a Virtual Reward Card. Once it’s live, see some of the tactics below that can be employed to encourage customer registration.

Prerequisite - Create a Virtual Reward Card

  1. In the Treez (Sticky) Loyalty Portal

    1. Navigate to "Cards" --> "Create Card" --> "New Card"

    2. Submit request to create new "Reward" type loyalty card

Fetch Store Registration Link / QR

  1. In the Treez (Sticky) Loyalty Portal

    1. Navigate to "Cards" --> "Open" Reward Card

    2. Copy the registration link and/or download the registration QR

Promote Loyalty Registration (Suggestions*)

1.) In-Store via physical QR signage

  • Window stickers (front door/checkout glass): weatherproof vinyl; 4"x6" or 5"x7"; place at eye level near entrance and at POS.

    • Copy: “Join our Loyalty. Scan to earn rewards.”

  • Table tents (counters/waiting areas): double-sided 4"x6" or 5"x7"; place on counters and waiting tables.

    • Copy: “Scan to sign up—redeem points at checkout.”

  • Bag stuffers (handout cards for to-go bags): business-card (2"x3.5") or postcard (4"x6"); include QR + short URL + 1-line CTA.

    • Copy: “Thanks for shopping! Scan to join & earn points on future purchases.”

2.) Treez Email Notifications

  • Create a ticket event - based email notification that contains your unique registration link

  • Ex: When ticket moved to 'Completed' --> send email notification =

    • "Thanks for shopping! Register for loyalty to earn points towards future purchases. {your registration link}"

3.) QR Registration on Treez Customer Facing Display (CFD)

Customer Loyalty Linking

Once a customer has registered for loyalty, their loyalty account needs to be linked with their Treez profile to fetch their loyalty wallet and perform redemptions downstream.

Link Customer Loyalty Account through Customer Management

  1. Navigate to customer profile

  2. IF customer loyalty profile exists

    1. User will be prompted with "link loyalty member"

  3. Upon confirmation, the customer profile will be updated with

    1. Loyalty Member ID

    2. Loyalty Member = Yes

Link Customer Loyalty Account through POS

  1. Navigate directly to Retail > Sell Treez POS

    1. select customer from queue or add to ticket from the cart

  2. Select "Redeem Partner Rewards"

  3. IF the customer loyalty profile exists & they have not been linked

    1. User will be prompted with "...Customer has partner loyalty account. Link to Treez"

  4. Upon confirmation, the next attempt to "Redeem Partner Rewards" will surface the customer loyalty wallet

Notes:

  • Treez fetches a loyalty member by phone and/or email

  • If unable to find profile on linking & customer insists they are enrolled, check both phone and email in Treez customer profile and Loyalty customer profile to ensure they match

  • If they don't match, update phone/email on either profile and re-try loyalty account linking

Loyalty Customer Creation in Treez (optional)

In order to receive promotional notifications and view their loyalty balance, a customer should be encourage to create their loyalty profile through your store's loyalty registration link. However, to immediately benefit from accruals and redemptions, you can create a loyalty profile for the customer directly in Treez. This can be achieved in the two workflows defined below.

1.) Auto Create Customer Loyalty Profile on Enable Loyalty

  1. Reach out to your customer success rep at Treez and have them configure "LOYALTY_OPTIN_THROUGH_MEMBERSHIP" = disabled (0)

  2. Navigate to the Customer Management > Customer's Profile

  3. Select "Edit"

  4. Toggle "Enable Loyalty"

  5. "Save" the profile & confirm "create customer loyalty profile"

  6. Expect profile to now contain: "Loyalty ID" & "Loyalty Member = Yes"

2.) Create Customer Loyalty Profile through Membership Agreement (default)

  1. Navigate to the Customer Management > Customer's Profile

  2. Select "Edit"

  3. Toggle "Enable Loyalty"

  4. Confirm prompt "To become a loyalty memeber customer must consent via membership agreement"

  5. Navigate to Customer Management > Membership Agreement

  6. Open the new membership agreement generated for the customer

  7. Have the customer consent to opt-in to loyalty, enter phone and email, save

  8. Upon navigating back to customer profile, expect to contain: "Loyalty ID" & "Loyalty Member = Yes

Notes:

  • Membership Agreement flow: The loyalty consent language can be customized as you see fit. Ask your customer success rep if you would like to change it.

  • Membership Agreement flow IS the current default. If you prefer auto-create on enable loyalty, ask your customer success agent to set this internal configuration

Discount x Loyalty Syncing

Syncing loyalty with Treez manual discounts is performed entirely within Treez > Discounts > Manual discounts. Any creation, edit, or delete of a "Treez Loyalty" type discount will automatically reflect in the customer's loyalty wallet in Sell Treez POS. See below for details.

Create / Sync New Treez Loyalty Type Discount

  1. Select "Add Discount" in top right corner

  2. Enter Discount Informatino

    1. Discount Title

    2. Global conditions (amount; % vs. $)

    3. Type (cart vs line)

    4. Requirements (require pin; hide from POS)

  3. Select "Is Treez Loyalty"

  4. Enter the loyalty "Points Required to Redeem" this discount

  5. Continue through following screens for store selection --> discount conditions --> review

  6. Select "Finish" to sync the discount with rewards

Edit / Sync Existing Discount with Treez Loyalty

  1. Locate existing discount from discount list

  2. Select "Edit" within the ellipsis to the left of the discount

  3. On the first screen, select "Is Treez Loyalty"

  4. Enter the loyalty "Points Required to Redeem" this discount

  5. Update other conditions as needed; at any time select "Done Editing" to sync the discount with rewards

Delete / Un-Sync Treez Loyalty Discount

  1. To keep a discount but un-sync with loyalty, simply:

    1. Edit

    2. Un-check "Is Treez Loyalty"

    3. Hit "Done Editing"

  2. To both un-sync and delete a loyalty discount:

    1. Locate the discount

    2. Select "Delete" within the ellipsis to the left

    3. "Confirm" delete

Notes:

  • All discount conditions such as stacking, line vs. cart, store availability apply to reward redemption through the loyalty wallet flow

  • Best practice = configure "Hide from POS" to ensure loyalty type discounts can only be redeemed through the wallet flow

  • If unsure if discount sync was successful, the best way to sanity check is by navigating into POS and launching the wallet

Apply Rewards through Customer Loyalty Wallet

Fetching a customers loyalty wallet and applying rewards is a function within POS > Cart. It is important to note that reward application is not the same as redemption. See below for steps on reward application.

Reward Application

  1. Navigate Retail > Sell Treez POS

    1. Ensure a customer is selected from the queue or add to the ticket in the Cart view

  2. Add items to the cart

  3. Select "Redeem Partner Rewards" to launch customer loyalty wallet

  4. Wallet attributes:

    1. Available Points

      1. Real time customer reward balance

    2. Available discounts

      1. Only discounts customer is eligible to redeem (important)

    3. Points required

      1. Amount to be decremented upon application

    4. Discount

      1. Amount and type ($ vs. %)

  5. "Apply" the desired discount for reward

  6. "Apply Partner Rewards"

    1. this will add the discount to the cart

Reward Redemption

Reward redemption is the final action to decrement customer's points from their wallet. This function is decoupled from application and can be achieved in two ways.

1.) Reward redemption at Checkout

  • Most common method for reward redemption

  • Initiated behind the scenes in checkout upon payment selection

2.) Reward redemption on Save Sale (pre-paid ACH)

  • Allows a user to apply/redeem points on an order retroactively through Save Sale function in POS

    • Most common use case is when an online ordering channel does not support loyalty application, customer pre-pays with ACH, and wants to redeem loyalty in-store on pickup

  • Workflow =

    • Open Saved order

    • Apply loyalty through POS wallet flow

    • Re-save sale

    • Confirm prompt - "Saving sale will automatically redeem the loyalty rewards in your cart"

Notes:

  • Redemptions are final

  • Reward refunds or credits can be performed in your Treez Loyalty Portal within the customer's profile

Reward Accruals

  • Points are automatically accrued on the customer profile after ticket completion

  • Based on ticket events, accruals are near real time

  • Default accrual schema = 1:1 point to dollar conversion

Note: To change your point accrual multiplier at any time submit a request to [email protected]

Support Resources

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