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Build loyalty

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In this video, learn how to build and manage loyalty programs in your point of sale.

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1. Before creating any specific loyalty programs in Odoo, which option must be activated under the "Pricing" section of the Point of Sale settings?
Customer Discount Programs. Promotions, Coupons, Gift Card & Loyalty Program. Loyalty Card System and Promotions. Special Offers and Deals.
2. Why use a loyalty program template instead of building one from scratch?
It saves time by pre-filling common fields and settings. It unlocks hidden program types unavailable in manual mode. It disables manual editing to prevent errors during setup. It automatically activates the loyalty program upon creation.
3. What does the 'Program Type' field control when creating a loyalty program?
The currency used to calculate points and rewards. The payment methods that are eligible for rewards. The structure of available conditions and rewards. The expiration date for all earned loyalty points.
4. What is the function of the 'Pricelist' field within a loyalty program?
It restricts the program to apply only when a specific customer is active in the POS cart. It limits the program to products within a chosen price range. It determines how loyalty points are converted into discounts. It restricts the loyalty program to apply only when a chosen pricelist is active in the POS cart.
5. What is the core mechanism underlying all Odoo loyalty programs in terms of conditions and rewards?
Customers first receive a reward, then conditions are applied based on their next purchase. Loyalty programs offer rewards based on customer spending tiers, regardless of other conditions. Conditions are established to determine qualification, and rewards are defined for fulfillment. Loyalty programs operate solely based on pre-set discount codes without flexible conditions.