Fidelize works in five steps: the company sets up the programme, the customer joins via QR code, the team validates purchases, the system updates the card and the company monitors the activity and communicates with participating customers.
1. Configure the programme
Start by choosing the objective: increase frequency, reward purchase value, create a membership club or activate a campaign. Then select the appropriate mechanic: stamps, points, cashback, discounts, coupons or other available format.
Customize colors, image, texts, rewards and rules. The result is a digital loyalty card aligned with the business identity.
2. The customer joins via QR code
Share the QR code at the counter, on the table, on a package, in a message or on social media. When scanning, the customer opens the card and adds it to the compatible digital wallet.
There is no need to install a company-specific application. Discover the experience on the about page Apple Wallet and Google Wallet.
3. The team validates the visit or purchase
At the time of purchase, the team reads the code displayed on the card using the scanner. The operation records the visit and updates the balance, points or stamps.
No dedicated hardware
A compatible phone can be used to validate the card.
Immediate update
The customer checks the new progress on the card itself.
4. Continue the relationship
After the visit, you can send communications to participating customers. Messages can inform about rewards, campaigns, news or remind the customer to return.
Frequency and content must be relevant. A loyalty programme works best when it helps the customer, rather than just increasing message volume.
5. Track activity
Consult subscriptions, usage and other data provided by the plan. Compare campaigns and adjust rewards based on observed behavior.
What should you follow?
- New additions to the programme;
- customers who use the card again;
- rewards earned and used;
- response to sent campaigns;
- differences between locations or programs.
See the process in your business.
Create a test account or schedule a demo with the Fidelize team.
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