Account Management
8 min read
Configuring Customer Loyalty & CRM
Build customer relationships and manage reward programs effectively.
Turn one-time visitors into regulars. SmarTables' integrated CRM and Loyalty module helps you track preferences and reward your best customers.
Create custom points systems, birthday discounts, and targeted promotions to drive repeat business.
Step-by-Step Instructions
- CRM Setup: Go to Marketing -> Customer Database.
- Define Tiers: Create loyalty levels (e.g., Bronze, Gold) with specific rewards for each.
- Set Points: Configure how many points are earned per dollar spent.
- Automation: Set up automated emails or SMS for birthday rewards and promotional offers.
Pro Tips
- Ask for customer phone numbers at checkout to start building your database.
- Analyze the 'Repeat Guest' metric to measure the success of your loyalty programs.