This guide walks you through enabling your loyalty program, configuring the reward settings, and turning on the automated SMS notifications that go along with it.
Enabling the loyalty program
- Navigate to app.materialretail.com/home.
- Click Customers.
- Click Loyalty.
- Click Loyalty settings.
- Click Enable/disable loyalty program.
- Click the loyalty program toggle to turn it on.
Configuring your loyalty program settings
- Click View loyalty program settings.
- Adjust the settings to fit your business — this includes how many points/how much spend is needed to earn a reward, and the reward amount.
- Recommended settings:
- Set the reward to 3–8% of the money spent to earn it.
- Give customers an unlimited (infinite) amount of time to earn their reward.
- Once a reward is earned, give a short window to use it — this creates urgency and encourages a return visit.
- Click Save once you're happy with your settings.
Setting up SMS notifications
Once your loyalty program is running, you can text customers automatically about their rewards, receipts, and more.
- Click Conversations.
- Set up a phone number to text customers from.
- Click SMS notifications.
- From here you can edit any of the automated SMS messages being sent, including:
- Customer loyalty reward earned — click the toggle to turn this notification on or off.
- Customer birthday — click into this option, then click the toggle to turn the birthday notification on or off.
With the program enabled, your settings configured, and notifications turned on, customers will start earning rewards automatically and be notified as they do.
