Customer Date

Set up a loyalty program for Customers based on a date specific to the customer. Customer Date promotion can be set up with as multiple promotions. i.e., Birthday, Anniversary, etc.

NOTE: This feature is only available at Corporate.

  1. At WashConnect logon, select Corporate. View and edit Promotions only at site level login.
  2. On Configuration menu, select Goods and Services, and then select Promotions.
  3. Click the Add button.

  1. In Promotion, select Customer Date.
  2. In Name, type the name of the Promotion i.e., Birthday.

NOTE: Names need to be unique. Even a space between the words will not be enough for it to be recognized as unique. (i.e. Birthday Program is the same name as BirthdayProgram.)

  1. In Visit within box, type a number of days (before and after the customer’s birthday or anniversary) to participate in this Promotion.
  2. In and receive %, type a percentage off to give the customer if they purchase a wash within X days of their Birthday, etc.
    –or–
    In dollar $ off amount, type an amount to give the customer if they purchase a wash within X days of their Birthday, etc.
  3. In Media Information, select BMP Color and Fore Color if necessary.
  4. From the Advanced Setup section, select all the Eligible Customers from the drop-down list of customers. Select Eligible Customers to Award. The birthday Promotion is set up in the system for the eligible customers.
    NOTE: The customer’s birthday must be entered Customer Information order for this promotion to apply.


 


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