Adding Contacts To The Loyalty Program (Desktop)

▶️ Tap To See Walkthrough Video

Objective

This SOP outlines the steps to manually add a customer to the loyalty program, ensuring proper workflow management and communication with the customer.

Key Steps

Step 1: Access Customer Contacts 0:00

• Navigate to your contacts.

• Look up the customer's name.

• Select the checkmark next to their name.

Step 2: Trigger Automation 0:11

• Go to the 'Trigger Automation' section.

• Name the action appropriately for future reference.

Step 3: Specify Action Name 0:28

• Enter 'Add to loyalty program LP' as the action name.

Step 4: Select Workflow 0:43

• Choose a specific workflow to add the customer to.

• Avoid workflows marked with red or yellow emojis (cautionary emojis).

Step 5: Confirm Workflow Selection 0:52

• Ensure you are adding the customer to a workflow marked with green.

Step 6: Add to Loyalty Program 1:00

• Type 'add' to find the workflow that says 'add plus to the loyalty program'.

• Select this workflow.

Step 7: Add to Automation 1:06

• Click 'Add to Automation'.

• If needed, schedule for a different date and time.

Step 8: Monitor Workflow Progress 1:13

• Click on the customer's name to view activity.

• Observe the workflow stages as the customer is added to the loyalty program.

Step 9: Customer Notification 1:22

• The customer will receive a text message and an email notification.

Step 10: Confirmation of Addition 1:31

• Check for a notification in the lead connector app confirming the customer has been added.

Cautionary Notes

• Do not add customers to workflows with red or yellow cautionary emojis as it may disrupt the system.

• Always ensure the workflow is green before proceeding.

Tips for Efficiency

• Use the search function to quickly find customer names.

• Keep a consistent naming convention for action names to simplify future reference.