• Dollars Purchased
• Points Redeemed
• Points Balance
• Birthday
• City or Postal Code
• Loyalty Status Level (BRONZE, SILVER, GOLD etc..)  
• An item they have purchased in the past.

• The form helps you upgrade good customers to higher discount levels as well as producing letters and emails.  

• This will open the 'Customer Loyalty and Marketing' form.

• The first task is to set the Date Range you are interested in reporting on.
• Clicking on each Date Line, pops a Calendar up on the screen.
• Use the calendar to select the Starting and Ending dates for your customer records.
  

• Then choose the desired search parameter to build the customer list by.
• Click on the 'Show Search Results' button to view customers found by the search. 
• The Results List, and other Tab Options, will then be displayed.
• To change the sort order of the list, click on any of the column headers once or twice to show an ascending or descending sort by the selected column. 

• Show Zero purchases only - any customers with no activity.
• Show Zero Points Redeemed - Customers who have not purchased any merchandise carrying points.
• Or More Than (n) points (Redemeed) - Customers who have purchased merchandise with points totalling more than the number specified.
• Show Zero Points Balance - Customers who do not currently have any points to redeem
• Or More Than (n) points (Balance) - Customers who have points totalling more than the number specified.
• Loyalty Only - Filter out any Accounts Receivable charge customers.
• Business Type - Filter customers by the Business Type group assigned to each customer.

• Birthday - Show any customers who's birthday day falls in the date range specified.
• By City Or Postal Zip - Type in a city pr postal/zip code to search by
• Status - Check to filter by the Loyalty Types in the drop down box.
• Filter by UPC - Shows all customers who have purchased a specific item.

• Top Purchases - Sorts by your best customers at the top of the list.
• Top Points Earned - shows the real bargain hounds at the top of the list.
• Top Balance - Who has got the most points outstanding?
• Customer Name - A Straight Alpha sort of the Customer list.

• Mail Merge -  allows the text of the loyalty letters or emails to be edited like a Mail Merge function.
• Email Setup - set up for the Email Server to use for bulk emails- (Must be an SMTP Mail server). This can also be used to suppress emails for individual customers in the list. The program can then email any customers within that data set that have valid email addresses.
• Email/Print Lettters - Initiiates the final Print Run or Bulk Email session.
• Address Labels - Make an Address Label for each customer in the list.
• Discount Setup - Change the Discount setup for the customers selected by the search.
• Export - Creates an mdb or CSV (Data file) from the compiled list that can be read by other programs for advanced marketing information. 

• If you wish to View a listed customer's details, click anywhere on the listed line and then click the 'Edit Customer' button that appears. The Customer Maintenance form will appear, with your customer already selected.
• The below example shows a drill down from Customer Loyalty to Customer Maintenance to Customer Invoice History.

• The customer has earned points but none redeemed,
• The customer has made purchases and redeemed points
• The customer has made no purchases.

• The letters provide the customer with up to date information on their account.
• To print a letter, click on the customer's record in the list, then click on the 'Email/Print Letter' Tab Option at the top of the form.
• An option is available to do a bulk run for the all displayed customer records to a specific printer.  You will be asked if you want to do this when you click on the 'Print Letter button.
• This is designed as a simple letter format, for more advanced customer relations management, use the 'Export Data' function to use it with software that is specifically designed for your marketing needs.

• This file contains all of the data for the customers in the loyalty records.
• It is a file that can be read by Microsoft Office or other data mining programs for incorporation into other marketing programs.

• First Select the 'Email Setup' Tab Option.
• To setup the program to a specific email (SMTP) server,
  • Fill in the reply to address, the server name and authentication UserID/Password if required.
  • (Check with your IT/ISP provider for these details.)
  • Please note that ISPs (Internet Service Providers) will place limits on the amount of emails that you can send in a day through their SMTP server.

• If the 'Send Statements and Information' flag is set ON in Customer Maintenance then the email will be set to 'Send' if not, the email will be set to 'BLOCK'. 
• This status can be changed prior to mailout if desired.
• Click the 'Send To All' button to set the status to 'Send' for all customers.

Then select the 'Email/Print' Letter Tab Option:

You have the option to create or cut and paste HTML code into the email, if you choose the 'Send as HTML' option. Each customer will get the same message.