eClub to Loyalty Conversion
Most marketers want to know how many of their eClub members they are converting to their loyalty program. They also want to separate these two distinct groups of people – those who belong to the eClub and those who belong to the loyalty program. Typically, marketers wanted to send emails to eClub members with special offers to join the loyalty club without sending emails to those who have already converted to loyalty.
This feature solves these challenges and makes it easy for marketers to determine their conversion rate between programs.
Since this feature impacts card templates, your technology consultant will need to set it up for you. Here’s how it works:
In a simple case, a merchant would have one card template for its eClub members and another card template for its loyalty members.
Paytronix can set up the card templates in such a way that the system automatically tracks conversions from eClub to loyalty and marks the remaining eClub account as “converted.” Conversion takes place when an existing eClub member attempts to enroll in the loyalty program with the same email address. When accounts in the eClub are marked “converted” the marketer can no longer email those accounts within the eClub card template. But, they can send emails to them under the loyalty card template. This solves the issue of having duplicate emails across eClub and loyalty.
The user experience,
- Joining an eClub. If the user has joined the loyalty program and attempts to then join the eClub with the same email address, a message would appear asking the user to login using their loyalty program information.
- Joining a loyalty program. If the user is already an eClub member and completes the loyalty enrollment process with the same email address, the system will mark the eClub member account as “converted” and add the member to the loyalty card template.
- Joining a loyalty program using the reverse enrollment link. If the reverse enrollment link is used to prompt eClub member conversion to loyalty, the form will contain the email address on file. If the user changes the email address in the form, the initial email address stored in the eClub card template, will be marked “converted.”
To view the accounts that have converted from one card template to another, the merchant can run a Guest Analysis report with filters set to target the “Source” card template and Account Status equal to “CONVERTED.” In the eClub to loyalty example, the Source would be the eClub card template.