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How to Enable Manual Opt-In for Loyalty Program Management

This demo shows how to configure the manual opt-in flag for a loyalty program, explaining how to enroll customers manually and manage their loyalty status efficiently.

Updated over a week ago

1. Introduce Loyalty Manual Opt-In Setup

In this video, learn how to set up the loyalty manual opt-in flag in the 99minds

Introduce Loyalty Manual Opt-In Setup

2. Access Settings From Dashboard

So here this is the 99minds dashboard. Just click on the setting.

Access Settings From Dashboard

3. Navigate to Loyalty Opt-In Setup

Check other and Click on the manage tab switch here. Loyalty, optin setup.

Navigate to Loyalty Opt-In Setup

4. Enable Manual Enrollment Option

So here is the option manually enroll into loyalty program. So we have to enable this option.

Enable Manual Enrollment Option

5. Activate Flags for Card Number Generation

And we have different option here, do not add to generate loyalty card numbers. This is the flags and do not try to generate store credit card numbers. So we have to enable this flag

Activate Flags for Card Number Generation

6. Save Loyalty Opt-In Settings

for the manually enroll. So, just click on the save.

Save Loyalty Opt-In Settings

7. Check Customer Loyalty Opt-In Status

Come to the customer sections. You can just check here, you have just checked the hats opted in loyalty, flag is false. So here we have to if manually obtain is a true then we have to in enroll the customer manually. So if you have to create the loyalty card here,

Check Customer Loyalty Opt-In Status

8. Manually Enroll Customer Into Loyalty

So we have this check box obtained customer into loyalty program. We have to just click on this check box. and this is the autogenerated car numbers or we can create a custom card numbers also,

Manually Enroll Customer Into Loyalty

9. Save Customer Enrollment Details

So I'm creating add to generate click on the save. Once we save the customer will automatically, enroll into loyalty Point loyalty program.

Save Customer Enrollment Details

10. Verify Loyalty Card Number Creation

And we customer can create a loyalty card numbers so you can just check the same customer, click on assign loyalty card button, This is the loyalty card number.

Verify Loyalty Card Number Creation

11. Confirm Enrollment Flag Status

Which is automatically generated. And this flag is now true. So in this way, we can manually obtain the customer in the Loyalty 1.

Confirm Enrollment Flag Status

12. Conclude Loyalty Opt-In Setup

Thank you.

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