Implementing Next Visit Reminder Automation

Introduction

With Loyaltymaster, your business can ensure your customers are regularly reminded about their next visit. The tool provides an automated push notification service for next-visit reminders, which can help increase customer retention and loyalty. This training manual provides a step-by-step guide on how to set up this feature, offers troubleshooting advice for potential challenges, and concludes with a summary.

Part 1: Setting Up Next Visit Reminder Automation

Step-by-step Guide:

1. Open Loyaltymaster and navigate the "Send Push" screen with the following pathway: Loyaltymaster > Left-Hand Menu > Push.

2. From the tabs displayed at the top of the screen, select the "Push Automation" option.

3. Look for the "Next Visit Reminder" tile and click on it.

4. In this section, use the "Message" field to input the text you want to be displayed on the push notification when sending a reminder to the user for their next visit.

5. Define the number of days after a stamp is earned that the notification should be sent using the "Reminder will be sent after setting count days after last earned" field.

6. The "Apply to cards" field will show which card(s) this push notification applies to.

7. After making all the necessary selections, click the "Save" button to apply your changes.

Troubleshooting Guide

If you experience difficulties during the setup process, here are a few troubleshooting tips:

1. Verify you're in the correct area of the platform. If you do not see the options you expect, you may be in the wrong section.

2. Double-check the message in the "Message" field. If it's incorrect, the notification will not convey the intended information.

3. Review the settings in the "Reminder will be sent after setting count days after last earned" field. If this isn't configured correctly, the notification may not be sent appropriately.

4. Ensure the correct cards are included in the "Apply to cards" field. If the wrong cards are selected, the notifications may not reach the correct recipients.

5. If your changes aren't being saved, confirm that you're clicking the "Save" button after finalising your selections.

Conclusion

Setting up automated push notifications for next-visit reminders in Loyaltymaster can significantly improve customer retention and loyalty by prompting timely visits. By following this manual, you can set up next-visit reminder automation successfully. If you need further assistance, consider contacting Loyaltymaster's customer service.