Step-by-Step Tutorial: Activating Loyalty Points in BillClap

For Merchants | Easy & Professional Guide

Step 1: Log In to BillClap

Open the BillClap application on your device.

Enter your registered mobile number and click Proceed.

Enter the OTP sent to your mobile number to log in.

Step 2: Navigate to Settings

After logging in, locate the left sidebar of the dashboard.

Click on the Settings link (icon or text) to open the Settings menu.

Step 3: Access Loyalty Points

In the Settings menu, scroll to find the Loyalty Points option.

Click on Loyalty Points to open the setup page.

Step 4: Enable Loyalty Points

On the Loyalty Points page, toggle the Loyalty Points Enabled option to activate the feature.

Example: Switch from "Disabled" to "Enabled."

Step 5: Configure Loyalty Points Settings

Fill in the following fields to customize your loyalty program:

1. Custom Name (Optional)

Purpose: Assign a unique name to your loyalty program (e.g., "CASHBACK" or "REWARDS").

Example: Type CASHBACK if you want customers to see this name during transactions.

2. Loyalty Point Conversion

Purpose: Define how much money spent equals 1 loyalty point.

Format: [Amount] = 1 Point

Example:

If you enter 100 = 1 Point, customers earn 1 point for every ₹100 spent.

3. Minimum Value of Invoice for Earning Points

Purpose: Set the minimum invoice amount required to earn points.

Example:

Enter 100 to ensure only invoices above ₹100 qualify for points.

4. Set Point Expiry

Purpose: Define how long earned points remain valid.

Example:

Enter 10 Days if points expire after 10 days.

Step 6: Proceed to Redeem Setup

After configuring earning rules, click Proceed.

Under Redeem Setup, define how points can be redeemed:

1. Redemption Value

Purpose: Set the value of 1 point in currency.

Example:

1 Point = ₹1: Customers can redeem 1 point for ₹1 off their purchase.

2. Maximum % of Invoice Value

Purpose: Limit the percentage of the invoice value that can be covered by points.

Example:

50%: If the invoice is ₹200, customers can redeem up to ₹100 worth of points.

3. Minimum Invoice Value Needed to Start Redemption

Purpose: Set the minimum invoice amount required to redeem points.

Example:

100: Customers can only redeem points on invoices of ₹100 or more.

Step 7: Save and Test

Ensure all settings are correctly entered.

Click Save or Activate (if prompted) to finalize the setup.

Step 8: Test the Loyalty Program

Create a test invoice (e.g., ₹200 purchase).

Confirm that:

The customer earns 2 points (if conversion is 100 = 1 Point).

Points reflect correctly in their account.

Key Tips for Merchants

• Custom Name: Use a catchy name to make your program memorable (e.g., "Super Saver Points").
• Conversion Rate: Align with profit margins. For high-margin products, use 50 = 1 Point to reward customers faster.
• Expiry Period: Shorter durations (e.g., 15 Days) encourage quicker redemptions.
• Minimum Invoice Value: Avoid setting it too high; ₹100 is standard for small businesses.
• Redemption Rules: Ensure the Maximum % of Invoice Value and Minimum Invoice Value Needed to Start Redemption are balanced to encourage redemptions without hurting profits.

Need Help?

Visit help.billclap.com or contact support for assistance. Support Mobile: 08062862935

By following these steps, you can easily activate and customize a loyalty program to retain customers and boost sales! 🚀