Marketing
Reward customers with loyalty points
Give customers points or visit stamps and let them claim rewards.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Loyalty. On a phone, tap the ☰ menu button at the top first.
Menu Deals Sign Payments Loyalty Reviews Forms & surveys Landing pages Tap Points & rewards, then Settings. Turn on Loyalty is on and set Points per £1. Tap Save settings.
companyflowhq.com/loyalty CompanyFlowHQ Deals Sign Payments Loyalty Reviews Forms & surv… Landing pages Loyalty Search ⌘K Discount codes Gift vouchers Points & rewards Memberships Loyalty is on Points per £1 1 Loyalty Discount… Gift vo… Points &… Member… Loyalty is on Points per £1 1 Tap New reward. Name it (e.g. 10th visit free), set Costs and what They get, then Save reward.
companyflowhq.com/loyalty CompanyFlowHQ Deals Sign Payments Loyalty Reviews Forms & surv… Landing pages Loyalty Search ⌘K Name 10th visit free Costs 10 Visit stamps Save reward Loyalty Name 10th visit free Costs 10 Visit stamps Save reward On a customer's profile, open Loyalty and tap Log visit.
companyflowhq.com/leads CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Leads Search ⌘K Loyalty Points · Visit stamps Log visit Leads Loyalty Points · Visit stamps Log visit
✅ How do I know it worked?
- Customers see Your rewards in their client portal and can tap Claim.
⚠️ Common mistakes
Problem“Loyalty is switched off.”FixSwitch it on in Points & rewards → Settings.
