FanBuilder: Orgill’s rewards/loyalty program

Knowledge Base, Rewards, Setup

This article provides the following on FanBuilder: Enroll customers in Orgill FanBuilder Rewards Accessing customer information and FanBuilder Dashboard in Paladin Enroll customers in Orgill FanBuilder Rewards Note: If Orgill FanBuilder is set in Paladin Configuration, the Program Name Rewards window opens when the Invoice/Quote module is opened. If you set a program name and […]

Rich Rewards

About, Commerce, Customers, Knowledge Base, Process, 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 Hardware: Military Double Points Program

Ace Hardware, Knowledge Base, Rewards

Note: The information in this KBA is 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 Points […]

Rewards: Exclude Special Orders from calculating rewards

Knowledge Base, 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

Knowledge Base, Process, Rewards, Setup

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 […]

True Value Rewards

Knowledge Base, Rewards, Setup

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 Sign up a new True Value Rewards member Sign up a True Value Rewards member in the Customers module View […]

Repeat Rewards: First and Last name requirement

Knowledge Base, Rewards, Setup

In Paladin’s 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 […]

Rewards search by phone number and cell phone number

Knowledge Base, Process, Rewards

In Paladin’s Invoice/Quote module, when you look up a customer’s rewards number using their phone number, both the Phone and Cell Phone number values in the customer database are searched. Figure 1: Phone and Cell Phone number values in the customer database are searched If the rewards member search window does not appear in the […]

Repeat Rewards: Exclude items by department or class

Knowledge Base, Rewards, Setup

Note: 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 […]