Bonus and Bundles are rewards to the customers when they make larger payments.
To encourage bigger, earlier payments, you may want to offer “bonus bundles” as an incentive: for example, “buy 30 days, get 2 days free”.
NB: To trigger a bonus, the customer must make the purchase in one go. In the above example,
this means the customer would have to make one purchase equal to 30 days. Buying 15 days twice would not trigger the bonus.
There are two types of bonuses you can configure:
- “Ontime Only Bonus” if you do not want the bonus time to reduce the total owed on the pay plan.
The customer will be switched on for free, but will ultimately still have to pay those days at the end of the pay plan
- “Bundle (Cash Discount)” if you want the bonus time to reduce the total owed on the pay plan.
This will create a payment on behalf of the customer (via a credit note applied to the latest outstanding invoice), thus reducing the total paid by the customer over the life of the pay plan.
Configuration of Bonus and Bundles are made by
- Call Center Supervisor
- Customer Service Manager
To Access the bundles' Menu:
- CRM > Bundles, then click “Create”“Create”
- Bundle Name: what you want to call the bundle in "Marketing language"
- Trigger amount: is how many (Days) (Weeks*7) The customer needs to buy to activate the bundle, seconds are calculated automatically
- Reward amount (Days): Reward amount is how many free days the customer gets for earning the bundle
- Type of Bonus: Choose “ontime only bonus” or “bundle (cash discount)”
- Company: Make sure you select the right NGU
- Journal: This is the discount per NGU
Click on Customer group > Add an item
- If a customer group already exists, simply select it
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- Click on Add an item (For a new Configuration)
To create a new customer group click "create"
Add the name of the customer Group, it can be a specific Shop
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Or a certain group of people
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Filter by or select a Shop
- Shop
- Customers
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- By shop: all customers for that shop—both existing and future—will automatically be members of that group.
- By customer: assigning individual customers to a group. Only these customers will eligible for the bonus or action
Creating Customer Groups – By Individual
Name the Group, and under Group Type, select “Customer”, then click “add an item”
A group of customers will appear and make sure that the list is complete
Click
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A Group or Groups created will appear and you will be able to select it.
Save and the Bundle or the “1-80” section, then select “unlimited”: otherwise only the first 1-80 will be added
Select all Customer
Scroll Down and Click “Advanced Search,” then Choose the Criteria You Want
Click “Save & Close"
Creating Customer Groups – By Shop
From the Bonus/Bundle
Follow the procedure to get to this stage
Name the Group, and under Group Type, select “Shop”, then Click “add an item
Tick the shop(s) you want, and then click “select”
Click “save and close.” Now all current and future customers from that shop will automatically be added to the group
If you want a bundle/Bonus to apply to the whole NGU, create a group and add all the shops
NB: Any future shops that are open will need to be added to this group. Otherwise, customers from that shop won’t get the action or bonus.
Save and the Bundle/Bonus will be given each time a customer pays an amount that triggers the Bonus.