Loyalty Program
Points programs are great when it comes to engaging and retaining your customers. You can add or create various engaging tasks for your customers and reward them with points on successful completion.
The following default tasks are available in Zoho Thrive:
Task name | Goal | How it works |
Become a Member | Attract more customers to join the program. | Each customer will receive the configured points as a welcome bonus when they join the program for the first time. |
Refer a Friend | Use loyalty participants to bring in new customers (referrals) to your business. | Loyalty participants will receive the configured points when their referral signs up to your store. |
Referral Purchase | Initiate referral purchases using loyalty participants. | Loyalty participants get rewarded when their referral purchases something from your store. Note: It is not mandatory for a referral to sign up to the store/site or to the program for the task to be considered complete. |
Make a Purchase | Encourage more purchases. | The loyalty participant will receive the configured points for every unit of currency they spend in your store. Note: It is not mandatory for a participant to click the 'Make a Purchase' button inside the widget for the task to be considered complete. Any purchase post opt-in qualifies for task completion. |
Share on X | Promote your offerings through the loyalty participant’s X account. | The loyalty participant will receive the configured points only when a referral clicks through their shared link. |
Share on Facebook | Promote your offerings through the loyalty participant’s Facebook profile. | The loyalty participant will receive the configured points only when a referral clicks through their shared link. |
Like us on Facebook | Increase your business’ social ranking. | The loyalty participant will receive the configured points if they "like" the defined page on Facebook. |
Follow us on Instagram | The loyalty participant will receive the configured points if they start following the defined page on Instagram. | |
Follow us on LinkedIn | The loyalty participant will receive the configured points if they start following the defined page on LinkedIn. | |
Follow us on X | The loyalty participant will receive the configured points if they start following the defined page on X. | |
Subscribe to us on YouTube | Increase your business’ social ranking. | The loyalty participant will receive the configured points if they subscribe to the defined channel on YouTube. |
Review on Google | Get customers to leave a Google review. | Loyalty participants will receive the configured points after submitting the review URL received from the Google after successful submission. |
Third-Party Review (GetApp, ProductHunt, Trustpilot, Capterra) | Motivate loyalty participants to review your business on third-party sites, increasing brand reach. | Loyalty participants will receive the configured points after submitting the review URL received from the review site after verification of the review written. |
Customer Testimonial | Showcase user success stories. | The loyalty participant will receive the configured points in return for their testimonial. |
Zoho Survey Integration | Collect detailed customer insights. | Collect customer insights by sharing surveys via the loyalty widget inside the store. |
Custom Task | Create custom tasks as per your business needs. | The loyalty participant will receive the configured points when the defined task action is completed. |
To add any of the above tasks to your program:
- Go to Points.
- Click Add Task.
- Pick a task from the list.
- Complete the below configurations:
- Task Label: The name with which the task will be displayed on Thrive’s system and the widget. You can continue with the default label or change it according to your liking.
- Unique ID (Only for Custom Task): An ID that will be used to identify the task and track its progress.
- Points: Number of points the loyalty participant will receive, on successful completion of the task (or for every amount they spend/initiate).
- Task Availability: To limit the task’s availability to a specific date frame. Choose the time frame for which the task will be available from the date picker.
Ex: Task A’s availability is from 4/13/2023 to 4/28/2023, then you can set Task B’s availability anytime before 4/13/2023 or after 4/28/2023.
If you already have the same task added to your program, the task with the highest priority will be displayed at the top of the widget. Taking the example above, Task A will be displayed at the top provided Task B is set after 4/28/2023. If it’s set before 4/13/2023, then Task B will be displayed at the top. If there’s a task of the same type without any date availability, that will be given low display priority due to its extensive time frame.
5. When you’re finished making the above configurations, click Add Task.
Referral Tasks (Refer a Friend and Referral Purchase) made via a browser that has extensions that are designed to block third-party cookies, a browser that has any other configurations set up to avoid third-party cookie tracking, or incognito mode will be considered an individual signup (direct customer) and purchase respectively.Social tasks (Facebook Share, Twitter Share, Follow us on LinkedIn, Follow us on Twitter, Follow us on Instagram, and Like us on Facebook, Subscribe to Us on YouTube) work based on the honor system. Loyalty participants receive the configured points instantly after clicking the respective action buttons, instead of upon completion of an action. This is because websites such as Facebook, Twitter, LinkedIn, YouTube and Instagram prohibit third-party programs from receiving information from their platforms. Therefore, kindly ensure the points you configure fit your company's standards.
Keep social tasks low on your priority list. Use them as booster tasks that encourage loyalty participants to perform additional tasks.
The process of rewarding points in referral tasks (Referral Purchase and Refer a Friend) can be altered using attribution settings.
Rewards Program
With the points accumulated from completing the above tasks, loyalty participants can redeem them in the form of:
1. Coupons.
Below are the types of coupons available to add to your program:
Coupon Name | How it works |
Coupon | Generates a unique code on every redemption, applicable across the store. |
Product Coupon | Generates a unique code on every redemption that can be applied only to the defined product. |
Collection Coupon | Generates a unique code on every redemption that can be applied only to the defined collection. |
To add any of the coupons above:
- Go to Points -> Rewards.
- Click Add Reward.
- Pick a coupon from the list.
Coupons are shown based on your integrated platform. In the screenshot above, the integration is with Zoho Commerce.
- Complete the below configurations:
- Reward Label: The name of the reward to be displayed on Thrive’s system and on the loyalty participant's widget. You can continue with the default label or change it to your liking.
- Coupon Type: Coupons can be either a percentage or fixed amount coupon. Here, you can choose which type you want to use.
- Coupon Value: This is the face value of the coupon. Enter in the value here.
- Expiry days: Set the number of days the coupon will remain valid. The value must be between 7 and 365 days.
- Coupon Prefix: This is a code you can have at the beginning of every generated unique coupon code to use for your reference during performance analysis.
- Points to Redeem - These are the points required to redeem that particular coupon.
- Once done, click Add Reward.
2. Custom Reward.
To cater to different reward requirements, you can customize the rewards you offer using webhooks by following the steps below.
- Instead of the coupon configurations above, you’ll need to define a webhook for the custom reward you wish to provide and create an API URL for it.
- Copy and paste it into the Webhook API URL field and test the API to ensure it is working.
- Once done, provide the Points to Redeem.
- Click Add Reward.
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