FanBuilder: Orgill’s rewards/loyalty program
FanBuilder is Orgill’s enhanced customer engagement engine built to drive an Orgill Dealer’s rewards/loyalty program. This article provides the following on FanBuilder: About FanBuilder How to set up FanBuilder Enroll customers in Orgill FanBuilder Rewards Accessing customer information and FanBuilder Dashboard in Paladin About FanBuilder FanBuilder is designed to: Unify customer records between Paladin and […]
Rich Rewards
This article provides instruction and information on the following: How to show store info on Rich Rewards coupons Rich Rewards point balance shown to cashier and on receipts How to exclude Rich Rewards items by department or class How to set up prompts for Rich Rewards ID at checkout How to earn a Rich Rewards […]
Ace: Military Double Points Program
Note: The information in this KBA is all supported through Ace. All steps are done at the Ace store. Ace retailers have the option to offer active, reserve, retired, or disabled military personnel double Ace Rewards points on every purchase. Retailers wanting to participate in the Military Double Points Program: Should hang the Military Double […]
Rewards: Exclude Special Orders from calculating rewards
Note: This feature only applies to Ace Rewards, Rich Rewards, and Repeat Rewards. To exclude special orders from calculating rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. Create a new class named “SO Rewards Exclusion.” Click New. In the Name box, enter: SO Rewards Exclusion In the Class ID […]
Do It Best: Grow your business with Do It Best Rewards
Benefits of customer loyalty programs Loyalty programs foster good relationships with your best customers. According to Northwestern University’s Center for Retail Management, only about 15% of customers are loyal to a single retailer, but they generate between 55% and 70% of company sales. The Loyalty Report (http://infobrandloyalty.com/2017-loyalty-report), a survey of 28,000 consumers, showed 81% say […]
Grow your business with True Value Rewards
This article provides instruction and information on the following: Why a customer loyalty program is valuable About True Value Rewards and Paladin Set up True Value Rewards integration Look up existing True Value Rewards members and sign up new ones Sign up a True Value Rewards member in the Customers module View or edit a […]
Repeat Rewards adds separate first and last name requirement
In the Invoice/Quote module. when you sign up a new Repeat Rewards customer or connect a customer with their Repeat Rewards account, the First Name and Last Name values are automatically entered. Figure 1: RepeatRewards customer information However, in the Customers module, if you try to add a RepeatRewards ID to a customer using the […]
Increase loyalty program enrollment with the Sign-Up button
As a Paladin client, you have access to a variety of full-featured and easy-to-use rewards programs that integrate seamlessly with Paladin. Why is a customer loyalty program important? It’s simple: You’ll make more money. Loyalty programs foster good relationships with your best customers. According to Northwestern University’s Center for Retail Management, only about 15% of […]
Ace Rewards: New member sign up adds customer type list
In Paladin’s Invoice/Quote module, when you sign up a new Ace Rewards member, a list of Ace customer types appears, and you must select one. Note: Although not highlighted or showing red asterisk beside the list, this step is not optional. Note: The customer types for Ace stores are the default choices. Ace stores cannot […]
Repeat Rewards: Exclude items by department or class
This feature only applies to stores that use the Repeat Rewards program. To exclude classes or departments from Repeat Rewards: In Paladin, from the main menu, select File > Setup. Select the Rewards tab. In the Rewards pane, select RepeatRewards from the Customer rewards program list In the RepeatRewards pane, add or remove a class […]
Ace Hardware Smart Barcodes single-use coupon
Ace Hardware Smart Barcodes coupons are validated by Ace Hardware and can only be used once per customer. How it works When an Ace Hardware Smart Barcodes coupon is scanned, Paladin adds the coupon to the invoice and sends the coupon number and the selected customer’s Ace Rewards number to Ace Hardware for validation. If […]
How to create or find a Repeat Rewards customer
In Paladin’s Invoice/Quote module, you can search for a customer’s Repeat Rewards ID when you process a sale. This article provides instruction and information on the following: How to set up Repeat Rewards To create or find a Repeat Rewards customer How to set up Repeat Rewards In Paladin, from the main menu, select File […]
Ace Rewards: How to update member information
Important: This procedure will only work if you have 2D barcode scanners. Otherwise, you must manually update all personal information on Ace’s website. To update Ace Rewards member information: In Paladin, on the top ribbon, select the Invoice/Quote module. In the Ace Rewards window, scan the customer’s current driver’s license with a 2D scanner or manually […]
Ace Hardware No-Rewards class feature
Note: This update only applies to Ace Hardware stores that use Ace Rewards. To set up a class to identify items that do not participate in Ace Rewards: In Paladin, from the main menu, select File > Setup. Select the Class tab. In the Classes pane, in the list of classes, highlight the class that […]
Repeat Rewards: How to assign the rewards number to a customer account
To assign the rewards number to a customer account: In Paladin, on the top ribbon, select the Customers module. In the Customers list, select the customer. Click the Electronic tab. In the Alternate Customer ID’s pane, click Edit ID Data. In the Alternate ID Manager window, in the Enter Alt ID box, enter the Repeat […]
