Configuring the Loyalty Widget with 99Minds

This document provides a comprehensive walkthrough for setting up and customizing the loyalty widget using 99Minds. Follow the steps below to ensure a seamless configuration experience, enabling optimal engagement through various features such as visibility settings, reward points, and social media integrations.

Step 1

Ensure you are logged in and redirected to the dashboard. On the left side, you will find various modules available for selection.

Step 2

Click on the "Widget" option. Here, you will find different settings; make sure to check the loyalty widget.

Step 3

Click on the "Customize" button. On the left side, you will see different sections, and on the right side, a preview section is available.

Step 4

The changes you make in the settings will be reflected in the preview section. The first tab is the "General" tab, where you can adjust visibility options.

Step 5

Use the toggle button to enable or disable features as required. You can also name the store; this will be visible in the preview section on the right side.

Step 6

Provide the labels, such as "Pure Plus Rewards Program," which will be reflected on the right. Utilize the signup URL as needed for user registration and login purposes.

Step 7

When users click on "Sign In," they will be redirected to the login page. To register a new user, click "Join Now."

Step 8

Users will be directly redirected to the signup URL. You can also set up the banner image by selecting any image from this section.

Step 9

Choose any image, or upload a new one. You can customize colors, including primary colors and text shading colors.

Step 10

Finalize the color selection. In the font settings, choose from various font families available in the dropdown menu. Navigate to the reward section as well.

Step 11

Enable or disable the reward visibility settings. You can also assign a title in this section.

Step 12

Assign a title, such as "Your Rewards," and provide a description.

Step 13

Add to the rewards list, showing items like coupons and gift cards. You have the option to disable or hide this list via settings.

Step 14

Disable the list as needed. Select and upload custom icons from this section.

Step 15

Enable the "Become a Member" setting through the available options.

Step 16

Decide whether to show this setting on the widget.

Step 17

Add any text you wish to display. This could include exclusive perks or other customized messages.

Step 18

Use the points section to display loyalty points on the widget. Adjust visibility settings accordingly.

Step 19

Enable and label the points section, including detailed descriptions where necessary.

Step 20

Configure labels as needed. The next section covers "Ways to Earn" and "Ways to Redeem."

Step 21

Set up different earning flows and rules, such as "Place an Order."

Step 22

Provide a description, like "$1 equals one point," for both the earning and redeeming sections.

Step 23

Configure the redeem flow. For example, assign a $10 coupon for 40 points.

Step 24

Set up additional flows, such as $20 coupons for 80 points. The next section covers Store Credit.

Step 25

Decide whether to show Store Credit Balance on the widget. Options for description are provided.

Step 26

Provide descriptions and set earning flows, such as "Place an Order" for earning points.

Step 27

For each dollar spent, users earn 10 points. Next, configure VIP tiers.

Step 28

Configure VIP tiers, such as "Dim Lower" and "Dim VIP."

Step 29

Add new tiers as needed. Proceed to configure the referral section.

Step 30

Adjust visibility settings for referrals and assign descriptions, such as "They get, you get."

Step 31

Add descriptions, which will be visible on the widget. Provide a referral URL for sharing purposes.

Step 32

Set up the domain URL. This will be visible on the widget.

Step 33

Offer sharing options for the referral URL through platforms like Facebook and Twitter.

Step 34

Enable the redeem section for referral points, allowing users to redeem codes via the widget.

Step 35

Redeem codes directly from the widget, accessing the referral coupon section.

Step 36

Use coupons obtained in the widget. Enable visibility for the birthday section.

Step 37

Set restrictions for birthday updates if needed. Configure the Birthday Rewards title and icons.

Step 38

Customize the description as required. Utilize launcher settings to place the widget on the right or left side.

Step 39

Position the widget on the right. Also, configure Anniversary Rewards.

Step 40

Disable anniversary settings if needed. Provide descriptions and levels.

Step 41

Customize the description and levels for clarity.

Step 42

Configure Social Media Rewards for interactions such as Facebook likes or Instagram follows.

Step 43

Enable features like Facebook likes for demonstration. Set titles, descriptions, and URLs.

Step 44

Assign points for sharing on platforms like Facebook. Configure store credit settings as needed.

Step 45

Assign store credits for sharing. Complete the process by saving changes.

Step 46

Click the "Save" button to save all settings. Ensure all changes are secured.

Step 47

All settings have been saved. Thank you for your efforts.