Loyal-n-Save: Team Settings

Loyal-n-Save: Team Settings

Overview

Loyal-n-Save is a loyalty program platform designed to help retailers engage and reward both their customers and employees. The platform allows businesses to create and manage loyalty programs that incentivize repeat purchases and customer referrals through a user-friendly app.

For employees, Loyal-n-Save offers various incentive programs to boost motivation and performance. These programs include earning rewards for referring new customers and participating in team-based activities where employees can work together to achieve goals and earn collective rewards. This approach not only enhances employee engagement but also fosters a sense of teamwork and shared success within the retail environment.

Retailers participating in Loyal-n-Save can customize their loyalty offerings to fit their brand and customer base. The platform provides tools for creating personalized experiences, running targeted promotions, and offering exclusive deals and rewards. Employees can also earn rewards and incentives as part of these loyalty programs, contributing to a more dynamic and rewarding workplace. 

Loyalty Global Settings

To access the Loyalty Global Settings: 
  1. Log into Control Center
  2. Choose Settings

                                                               Figure 1.1

  1. Choose Loyalty > Team
All global settings will be set here; some of these settings can also be overridden at the campaign level.


                                                                                                                                      Figure 1.3

Teams are the friends and family that you refer to each individual store. The people you refer directly will be put in your first tier. When your first tier recruits friends of their own, those recruited members will become your second tier. When your second tier refers to their friends, those recruits will become your third tier, and so on. All the way down to five tiers, you’ll earn a percentage (*Percentages are determined by each individual store.) of everyone’s reward tokens made at that particular store. Team levels can be either set globally or customized on a per-campaign level.


                                                                                           Figure 1.4

Basic Team Settings

Under the Basic Team Settings, you determine the value of tokens customers will receive for customer and employee referrals. Here you can also have the option to set a time frame that will trigger the account to go inactive if there is no customer activity for a set period of time. In the example below, if a team member has not been to your store in two months and you want to stop them from accruing team rewards, you can set an inactivity period; this does not delete their tokens or their account, and once they make a purchase at your store again, their account will be reactivated.
  1. Customer Referral Bonus (tokens): This can be used to reward your customer with bonus referral tokens for referring Loyal-n-Save to friends and family.
  2. Employee Referral Bonus (tokens): This can be used to reward your employees with bonus referral tokens for referring Loyal-n-Save to your store customers.      
  3. Inactivity Months: If a team member has not been to your store in a while and you want to stop them from accruing team rewards, you can set an inactivity period. This does not delete their tokens or their account, and once they make a purchase at your store again, their account will be reactivated. The settings are as follows: Disable, 1 month through 11 months, 1 year. 
  4. Team Breakdown: Here you can manage the token trickle, where each level is awarded a certain percentage after the customer accumulates reward tokens. There are a total of five tiers for tokens that can be customized, with a percentage range of 0 to 100. A total of up to six people can be rewarded at the time of sale, but you can set any level to a percentage of zero or turn them off.
In the example above, a Level 1 employee will earn 50% of the customer’s sales in the form of tokens. Specifically, Level 2 employees receive 25%, Level 3 employees receive 15%, Level 4 employees receive 10%, and Level 5 employees receive 5%.

Underneath the Team Breakdown section, you will set how tokens are handled when a team member is involved in a return. If someone on the team makes a return, there are three options for how to handle the tokens: 
  1. No Team Return Reward Tokens: No action taken on tokens
  2. Return Only Level 1 Reward Tokens: Tokens are returned only from the first-level employee (cashier)
  3. Return All Level Reward Tokens: Tokens are returned from all employee levels

Advanced Team and EIP Settings

Create Organization Structure

Employees in your Organization Structure levels are your store staff members. You will be able to set these under the Advanced Team and EIP Settings section. You can determine how many levels of employees receive incentives and enter the employee’s title in the fields.


                                                                    Figure 1.5

You can add a new level or remove an existing level. Perform the following to add/remove a level:
  1. To create a new level, click on the "+Add New Level" button
  2. To delete a level, click on the X under actions. 
If a level is attached to an employee, the following error message will appear: “Level cannot be deleted as employees are still attached to this level.”
When a customer makes a purchase, here is the team breakdown:
  1. Cashier would get Level 1 tokens 
  2. Assistant Manager would get Level 2 tokens 
  3. Store Manager would get Level 3 tokens 
  4. District Manager would get Level 4 tokens
If we use the default setting shown below, you can still customize it to work the way you want.

Sample Settings:

                                                                    Figure 1.6      

In the example below, the customer earned 150 tokens.

Levels
Team Breakdown Percent
Team Rewards
Level 1 (Cashier)
50
75
Level 2 (Assistant Manager)
25
37.5
Level 3 (Store Manager)
15
22.5
Level 4 (District Manager)
10
15

Based on the information above:

The cashier will receive 75 tokens for this sale.
Calculation: 150 (the number of tokens the customer received)
                    X 50% (the team breakdown percentage)
                    = 75 tokens earned 
The assistant manager will receive 37.5 tokens for this sale.
Calculation: 150 (the number of tokens the customer received)
                    X 25% (the team breakdown percentage)  
                    = 37.5 tokens earned
The store manager will receive 22.5 tokens for this sale.
Calculation: 150 (the number of tokens the customer received)
                    X 15% (the team breakdown percentage)
                    = 22.5 tokens earned
The district manager will receive 15 tokens for this sale.
Calculation: 150 (the number of tokens the customer received)
                    X 10% (team breakdown percentage)
                    = 15 tokens earned

Deletion of Levels from Organization Structure 
To delete a level(s) from the organization structure, click on the Delete (X) button. Once you click on the X icon, the selected level gets deleted successfully. 

Sliding Incentive Rules 

Here, the employer establishes rules to boost incentives and sets the frequency of these increases. There are two options for setting incentive rules: Flat Increment or Tiered Multiplier. You also determine the amount, frequency, and maximum incentive.

With the "Employee Incentive Program" module, business owners can increase employee incentives based on their length of employment by setting specific incentive rules. By using the Tiered Multiplier in the Employee Incentive Program, employers can reward employees for their loyalty and efforts to upsell customers, earning a higher percentage in rewards (tokens). The longer an employee stays, the higher the percentage of rewards they will receive, up to the maximum amount set by the company. Once these settings are configured, the system will automatically calculate and track token balances, both redeemed and earned. With the sliding incentive, employers set the amount and frequency of incentive increases during the probation period and their subsequent length of employment.

Flat Increment Incentives

When setting the incentive rule to Flat Increment, you enter the percentage increase amount, how often the increase is applied, and how long an employee is entitled to receive increases.  The incentive percentage options are set by the retailer.


                                                        Figure 1.7

For example, a customer made a purchase and earned 100 tokens. By default (before modification), the Level 1 employee (store cashier) would earn 50% of the 100 tokens, which is 50 tokens.  The retailer wants their employees to receive a one percent increase every year until they reach the maximum level of 5.00%.  The breakdown below shows that the employees will get a 1% increase after each year of employment until they reach 5.00%.  
  1. Year 0: 50%
  2. Year 1: 51%
  3. Year 2: 52%
  4. Year 3: 53%
  5. Year 4: 54%
  6. Year 5: 55%
To accomplish this, you will see in the screenshot above that the Incentive Rule is set to Flat Increment, with a 1% increase after each year until they reach the maximum of a 5% increase. Note that the percentage amounts are customizable by the retailer, and the frequency can be set to increase in days, weeks, months, or years.  


Tiered Multiplier Incentives

The Tiered Multiplier feature in the Employee Incentive Program helps employers reward their employees for staying with the company and for successfully upselling to customers.  

To illustrate the multiplier, we will use the same scenario as above but include the enhancement module of EIP, demonstrating how the incentive increase is calculated after the employee reaches milestones set by the employer. In our example, the retailer sets a probation period of 90 days. During probation, the employee earns tokens at the team breakdown percentage rate (redeemable after completing probation). Once the employee reaches their milestone (in this example, the start of month four), the incentive rate multipliers are calculated. Note that the tiered multiplier can be applied in increments of days, weeks, months, or years. Our example uses months.


                                                                  Figure 1.8

Calculation: Any purchase made in the past 9 months will earn a constant additional 1.25% of tokens since MAX is used.

This is the maximum the employee will receive since the retailer entered "Max" in the To field. You can add more tiers by clicking on "Add New Tier."

Continuing with our Tiered Multiplier incentive example, let’s examine how tokens will be distributed to employees after they complete their probation. The chart below uses the same example as previously described but includes the added incentive breakdown:

Using the settings mentioned above, the calculations would be as follows:

Levels
Team Breakdown Percentage
Team Rewards
Hired Date
Length of Employment
Multiplier
Increase
EIP Reward
Level 1 (Cashier)50754/1/202410.000.000.00
Level 2 (Assistant Manager)2537.512/1/202351.0539.381.88
Level 3 (Store Manager)1522.56/1/2023111.2528.135.63
Level 4 (District Manager)101511/1/202361.1016.501.50

In the table provided, for the first three months, the employee earns the Team Breakdown percentage without a multiplier. After 90 days, the employee continues to earn tokens, but at a higher percentage, and they can begin redeeming their rewards through the store or online Swag Shop. Starting in the fourth month of employment, the employee receives an additional multiplier, increasing their token earnings from no multiplier to 1.05. For months 7 to 9, the incentive multiplier is 1.10, and from month 10 onwards, the multiplier is 1.25. After 10 months, the employee's multiplier is capped and remains at 1.25. 

Below are two examples showing the incentive multiplier with and without a probation period.

In the example below, you will see that the employee is to receive 1.05% of tokens from month zero to the end of month one. In months two through the end of month six, the employees will receive an increase of .05 for a total multiplier of 1.10%. When the employee reaches month seven, they will receive a 1.25% multiplier increase. 


The incentive breakdown is as follows (Month Tiered Multiplier): 

Probation 90 Days0 Multiplier
Month 4 - 61.05 x Multiplier
Month 7 - 91.10 x Multiplier
Month 10+1.25 x Multiplier

Month 1 - 31.05 x Multiplier
Month 4 - 61.10 x Multiplier
Month 7+1.25 x Multiplier

Probation Period

A probation period is the duration an employee must work before they can start redeeming the tokens they have earned. This field is customizable, allowing the retailer to set the probation period if desired. The number of days for probation is entered into the Probation Days field. While new hires can begin earning tokens immediately for signing up customers and making sales, they will not be able to redeem these tokens until they have completed the probation period.

In our example, the employee begins earning tokens and sales on their first day of employment. After completing their 90th day of employment (starting on day 91), they can redeem their tokens. These tokens can be used as tender in the store or redeemed for qualifying items in the Swag Shop.


                                                                  Figure 1.9

Employees' profiles will show two separate balances: a Spendable Balance and a Pending Probationary Balance. After the probation period concludes, the Pending Probationary Balance will be combined with the Spendable Balance, making all tokens available for the employee to use.

To view the Spendable Balance and a Pending Probationary Balance, perform the following:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Loyalty
  3. Step 3: Choose Customer
  4. Step 4: Choose Customers

                       Figure 1.0.1
  1. Step 5: Choose the Edit icon under Actions.

                                                                                                                  Figure 1.0.2
  1. Step 6: Choose the "Balances" tab.
  2. Step 7: Click on "View" in the Employee Incentives section.

                                                                                                                 Figure 1.0.3
  1. Step 8: Once you click on the "View" button, the following details will be displayed:
    1. Total Balance: This is the total amount of tokens the customer currently has.
    2. Spendable Balance: This is the number of tokens the customer can currently spend.
    3. Pending Probationary Balance: Tokens shown here will be added to the spendable balance after the employee has completed their probationary period. 

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