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. For example, Birthday, Anniversary, and more.

NOTE: This feature is only available at Corporate.

  1. At WashConnect logon, select Corporate.

NOTE: If logged in at the site level, you only can View and Edit Promotions.

  1. On the Configuration menu, select Goods and Services, and then select Promotions.
  2. Click the Add button.

 

  1. In the Promotion box, select Customer Date.
  2. In the Name box, type the name of the Promotion.

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

  1. In the Visit within box, type a number of days (before and after the customer’s birthday or anniversary) to participate in this Promotion.
  2. In the receive % box, type a percentage off to give the customer if they purchase a wash within X days of the date.
    –or–
    In the dollar $ off box, type an amount to give the customer if they purchase a wash within X days of the date.
  3. In the Media Information box, select BMP Color and Fore Color if necessary.
  4. From the Advanced Setup section, select all the Eligible Customers from the list of customers to Award.

 The birthday Promotion is set up in the system for the eligible customers.
NOTE: The customer’s birthday or anniversary must be entered Customer Information in order for this promotion to apply.


 

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