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 […]

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 […]

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 […]

Ace Rewards: Customer types

Ace Hardware, Customers, Knowledge Base, Rewards, Setup

You can assign the following types (Figure 1) to your customer accounts in Paladin’s Customers module, and they will then be included in your nightly Ace upload data. Note: Ace Rewards customer types cannot be edited or removed and appear in Paladin’s Customers module and Invoice/Quote module when signing up a new Ace Rewards member. […]

RepeatRewards set up

Knowledge Base, Rewards, Setup

RepeatRewards is a third-party service that tracks customer data and issues redeemable coupons and sales. To set up RepeatRewards: Contact RepeatRewards Merchant Services by email (merchantservices@repeatrewards.com) and ask for the following information: Username Password Merchant ID Region ID Location ID In Paladin, from the main menu, select File > Setup. Select the Rewards tab. In […]