Loyalty Programs

Overview

FrameReady offers a number of different options for you to manage a Loyalty Card, Frequent Framer or Framer’s Club program. Use a standard dollar figure or percentage amount, either alone, or in combination with each other.

Using FrameReady to run a Loyalty Program / Frequent Framer Club

The Loyalty Card is associated with a customer, so it is tracked in the Contacts file. There are several options in FrameReady.
Using a combination of options is your best bet.

Option: Use the Note Field

To identify the customer as being a Loyalty Card member, use the Note field.
Enter an easily searchable code or word, e.g. LC or FF or Loyalty .
Enter the level they are currently at, e.g. LC-50 meaning Loyalty Card $50 spent or point value. Just remember to be consistent.

The Note appears on the Work Order and Invoice screens (under the customer's address). This is a nice prompt to remind customer’s about your Loyalty program, comment on their status, or let them know how close they are to the next reward level.
The Note field does not print on any documents.
The Note field is searchable, so you can find all of your Loyalty Card members for mailing, or find all members who will be able to save on their next purchase and send an email, letter or call them. If you record Loyalty Cards with a specific value, e.g. LC-100 then you can search and market directly to that group.

Option: Use Keywords

You can also use the Keywords section to identify the customer as a Loyalty card member.
After creating the loyalty keyword(s), tick the checkbox for any and all qualifying customers.
The field is searchable.
See also: How to Use Keywords

Option: Use the Date/Notes Field

Another option is the Date/Notes field where you can enter usage of the card, e.g. Loyalty: card issued.
After entering the note, the current date is automatically entered into the Date field.
The field is searchable but only with exact matches. It requires that the searchable item “Loyalty”, or “Framer’s Club”, or “FC” exactly the same. For example, a search for “Framers Club” will not locate entries with “FC” or “Framer’s Club”.
See also: Contacts - Date/Notes Tab

Option: Use the Group/Details Field

Another option is to use the Group/Details field. Create a Group, e.g. Loyalty, and then enter the Details, e.g. issued card 3/31/10.
The field is searchable.
Entries in the Group/Data field are not sorted but remain in the order they were entered; newest item at bottom of the list.
See also: Contacts - Group Details Tab

Option: Use a combination of the Above

How to Redeem Loyalty Cards

When the customer wishes to redeem a loyalty card, set up a way to quickly enter it onto an Invoice and track the number of times a card is redeemed.
This method enters the item, description and quantity onto the Invoice. It is up to you to enter the dollar amount of the discount.

In your Product file, create an item to represent the discount. You can change the item number to be a short abbreviation so that it is easy to remember, e.g. LC or LOYALTY
Enter the discount's Description.
In the Category field, choose Discount

If you don’t have a category of Discount, then add one now.
If the discount is a standard dollar figure, then enter the amount in the Retail field -- as a negative value, e.g. -5 . Otherwise, leave the field blank.
If the discount is a percentage, leave the Retail field blank.

Instead, remember to enter the discount percentage on the Work Order. Then, when posted to an Invoice, manually add the discount item to the Invoice.
When the Loyalty card is redeemed, update the Note field on the Contacts file to indicate this, e.g. LCR or LC-Redeemed or simply delete the entry.

Tip: For percentage discounts, change the item's description to “Loyalty Card Redeemed for 20% off” or the value you are offering. The description appears on the Invoice.