Ellity's VIP program opens up new opportunities for you to further automate rewarding customers for their loyalty. The VIP program allows you to set your own loyalty program levels. At each level, you set the rules a customer must meet to enter that level, as well as the rewards a customer earns at that level. The setup is very flexible, as you will see below.

Creating loyalty levels

Go to settings and the VIP program section. If you haven't added the VIP program feature yet, add it (everything is free during the trial period).

To add another level, click on the add level button and then click on the newly added level.

Name

Enter the name of the level according to how you have designed your VIP program. For example Bronze, Silver, Gold or 1,2,3,4 etc.

Customer group

Each VIP level is represented by a customer group. So first create the required customer groups for each level in the e-shop and select the group for the VIP level here.

Level rules

Each level has its own rules that the customer must meet to get to that level. You can set up simple and more complex conditions in which you can use the following customer data and connect them in different ways with logical connectors and at the same time, or as shown in the figure.

• customer sales
• number of customer purchases
• customer points accumulated

You can specify the rule composition (which data to consider) at the first level, and then you only need to fill in level-specific values at the other levels. The composition of the condition is entirely up to you, you can use only sales or points or purchases or use compound conditions with logical expressions. Try it out and it will be immediately clear to you how it works.

Period

Conditions are always calculated for a specific period. You have three choices:

1. Lifetime customer - that is, from the very first purchase that Ellity knows
2. Calendar year - data is calculated only in the current year. It follows that everyone starts from zero at the beginning of the year.
3. Specific number of months - the set number of months is counted backwards.

You have one more option within the period, which is useful at the beginning when you start the VIP. Regardless of the period you choose, you specify the date from which the data should be counted - for example, the beginning of the year in which you run the program.

Currencies

If you have multiple currencies on your e-shop in which customers can make purchases, it is important to remember that sales are calculated only in the base currency of the e-shop. If a customer has sales in a currency other than the base currency a conversion of the sales currency to the base currency is required. However, this conversion does not take place on the day of purchase, but on the day of calculation (it is calculated several times each day). And this is according to the exchange rate that you must have fixed in the Advanced settings of the VIP program - Currency coefficient for the conversion of sales into the base currency.

The base currency will have a coefficient of 1, for other currencies set the coefficient for conversion to the base currency, for example:

• CZK: 1
• EUR: 1/24.5 = 0.041

Type of purchase

You have the option to choose which purchases are counted in the data. Either all or only paid.

Rewards

Since VIP levels are linked to a customer group, you can set different coefficients for earning or redeeming points at each level. For example, you can also enable cashback only for certain levels.

Approach 1: better coefficient of obtaining points.

The higher the level the more points I get per unit of currency.

Approach 2: better points utilisation rate.

The higher the level, the higher the value of one point.

Communication of the VIP programme with the customer

Communication of the VIP program to end customers is very important. Ellity works on three levels here:

1. Customer profile page on the e-shop
2. Bonus program information page
3. Notification of external systems

Customer Profile

As soon as the customer logs in to his/her profile on the e-shop, he/she will be shown the data for the VIP program. They can see what level they are currently at (VIP 1) and how much they have left to complete before the next level, both textually and with a graphical progress bar. The image below shows this view along with other typical bars.

Bonus information subpage

The bonus subpage now contains a description of the VIP program. The customer is shown the different levels, what conditions he has to meet and what benefits he has at each level.

Webhooks

If you need to notify your information system or another service you use that a customer has changed VIP level, you can set up a message to be sent via webhook.

Inspirational examples of VIP programmes

Ellity offers various settings that you can combine to create the ideal VIP program for your store. There are several things to consider when creating a VIP program.

• Criterion for moving to the level
  • Sales, points or number of purchases
  • Lifetime, per floating period or per calendar year
• Reward
  • According to the level achieved
  • Order discount using points (increasing the number of points or their value)
  • Cashback in the form of a payout to your account or your own payout (voucher for services, etc.)
  • Setting up customer groups in the e-shop administration (loyalty discounts, free shipping or custom pricing)

VIP program 1

The program has 3 levels. Customers are assigned to a given level according to their sales in the last 12 months. The first level starts from 10 000 crowns, the second from 30 000 crowns and the third from 70 000 crowns. The customer receives 1 point in their points wallet for every 100 crowns, regardless of the level they are currently in.

The value of his point increases with the level he is currently at. At the zero level, the value of 1 point is equal to 1 crown. The first level has a point value of 1.5, the second 2.5 and the third 4 crowns. The 12-month limitation causes the customer to also drop if he does not make enough sales.

The following is an example of the progress of a customer who made 5 purchases totalling CZK 70,000 over 12 months.

VIP programme 2

This program is based on the idea that the number of purchases will earn the customer a certain number of points for every 100 crowns spent. The higher the level, the more. The value of a point is independently of the levels equal to 1 point equals 1 crown. Purchases are counted from the start of the program (for life), so the customer only goes up and never goes down.

Ready - Attention - Start

That's it, you have the VIP program set up and can run it for customers. Set the VIP Program On option to On and customers will be moved between levels according to the rules.