Track Customer Rewards

How do I? | Rewards Program Overview

Set up my rewards program?
Modify my rewards program?
Redeem a reward?
Manually issue or cancel a reward?

Pro

There are several ways to track your reward program, by individual customer or for the program as a whole.

Individual Customer Rewards

The Rewards tab of the customer record shows the current reward and program status of the customer.

Information and actions available include:

- Rewards Member. Indicates customer status as a member of your program. Select or clear the check box to enroll or remove, respectively, the customer from the program.

- Rewards Earned. A listing of pending and available rewards, with issue and expiration dates. Select Detail to see how and when the reward was earned; or Remove to delete the reward.

- Issue New Reward. Use this button to manually give the customer a new reward, which will be added to the Rewards Earned list. When selecting this option, you have the option to reset the customer's current purchase balance to zero.

- Participation History. Includes the total of the customer's purchases and rewards redeemed during the tracking period. Select the Print Redemption History link to run a reward report specifically for this customer.

- Required Purchases for Next Reward. Purchase amount necessary for customer to earn next reward.

Work with Rewards Members in Your Customer List

The Rewards Member column (check box: selected = member) can be added to your customer list to allow quick sorting to display all your rewards members. Once sorted and grouped, you can easily select them for group tasks, such as printing, writing letters, exporting to Excel, or making Customer ID cards.

Reward Program Reports

Reward reports allow you to view a snapshot of your entire reward program. Modify the report to add/remove columns, change appearance, or filter the data to fit your needs. Once run, the reports can be viewed, printed, or exported to Excel.

- Rewards Member List. Listing of all members, including the total number of rewards earned, available, and redeemed, and the dollar amount of redeemed rewards.

- Reward History. (sample shown). Detailed history, with dates, reason, customer names, amounts, and dates of all rewards earned, pending, available, redeemed, or expired.

Notes:

- Reward information (other than as discounts on sales) is not sent to QuickBooks Desktop financial software.