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This is how a customer buys a gift card at your store. At the Point of Sale (POS) The cashier tags the customer to the bill in the POS system (e.g., by entering their mobile number). They search for and add the desired gift card item to the bill (e....

Gifting a Gift Card A customer who purchases a gift card can share the details (Card Number and PIN) with anyone they choose (e.g., by forwarding the WhatsApp message). Important: Once the card is used for the first time, it becomes permanently locked to the...

Step 1: Access the Report First, navigate to the Reports section from the main navigation menu. Scroll down the list of available reports and click on Gift Card Report. Step 2: Set Your Filters The report will load with a filter bar at the top, allowing y...

POS & OptCulture Sync: The most critical step is ensuring your gift card items are created in your POS inventory before configuring them in OptCulture. The Gift Item Code must match exactly. Automate Communications with Flows: Use the Flows feature to...

Holiday & Seasonal Sales: Drive revenue during peak gifting seasons like Diwali, Christmas, or New Year's by promoting gift cards as the perfect present. Birthdays & Anniversaries: Offer a simple solution for customers looking to buy a last-minute gift. Ne...

Q: A customer's gift card is not working at the POS. What should I check? A: Check Input: First, carefully verify that the cashier is entering the correct Gift Card Number and PIN. Check Status: Use the Gift Card Report in OptCulture to check the card's s...

This is the coupon you will give to the newly referred customer to incentivize their first purchase. Step1: Navigating to Referral From the main menu, navigate to Referrals. This page lists all your existing referral offers. Click the + Create a Referral ...

After creating the offer for the new customer, you need to build the program that manages the rewards for the existing customer (the referrer). Step1: Navigating to Referral Program On the Loyalty page, click the Programs tab at the top. Click the + Creat...

New Customer Acquisition: Use referrals to acquire new customers at a lower cost than traditional advertising. Seasonal Campaigns: Create limited-time referral offers around holidays (e.g., "Diwali Refer-a-Friend") or events to drive a surge in sales....

Make it a Win-Win: Ensure the reward is appealing to both the referrer and the new customer. A balanced offer like "Give 20%, Get 20%" is often the most effective. Keep it Simple: The best programs are easy to understand. Avoid complex rules, multiple...

Q: Why is no one participating in my referral program? A: There are two common reasons: Awareness: Your customers might not know the program exists. Ensure you are actively promoting it (see Best Practices). Offer Value: The reward might not be comp...

Step 1: Navigating to Reward Program Navigate to the Loyalty section. Select Programs, then choose Reward Program. Click the Create button in the top-right corner. Step 2: Define the Reward Details On the "Create Reward" page, fill in the basic informa...

First Purchase Bonus: Give new customers a point multiplier on their very first transaction to "wow" them and encourage a second visit. Drive Off-Peak Traffic: Offer a "Happy Hour" or "Weekday Special" (e.g., 3x points) to drive sales during historica...

Reward Your Best Customers: Use the "Purchase in Tier" rule to offer exclusive, passive multipliers to your top-tier customers (e.g., "All Platinum members get 1.5x points on all purchases"). This is a powerful, low-maintenance way to show their value. ...

Q: Why is my reward not issuing to a customer? A: Check these three common causes: Rules Not Met: The customer may not have met all the "AND" conditions. For example, their purchase was on the correct day, but they didn't meet the "Minimum Receipt total....

This model is built on two key user roles, each with distinct capabilities: Main User (Admin): This is the administrative account with full access to all data across all stores. The Main User is responsible for creating core brand assets (like Offers), assi...

As a Main User, you can temporarily log in as any Store User to manage their account, create assets for them (like segments or templates), or troubleshoot issues. Step 1: Access the Switch Company Option Click on your profile icon in the top-right corner of th...

When a Store User logs into their account directly, they are presented with a focused dashboard tailored to their specific location and responsibilities. The dashboard clearly displays the Store User's account name (e.g., "CLUB_CREATIONS") in the top-right co...

Nationwide Offer Rollout: A corporate marketing manager (Main User) creates a "20% Off" offer. This offer becomes visible to all Store Users, who can then log in and create their own local campaigns (SMS, Email) to promote it to their store's customer base...

Centralized Strategy, Local Execution: This is the core principle. The Main User should create the core brand Offers. The Main User can then "Switch Company" to each Store User's account to create tailored Segments and Templates for them to use in their lo...