SmartPyme’s loyalty module helps you turn one-time buyers into returning customers by rewarding them for every purchase. You define the tiers, earning rates, and redemption rules — SmartPyme handles the points math automatically at the point of sale so your team never has to calculate anything by hand.
Customer Types (Tipos de Cliente)
Loyalty tiers in SmartPyme are called customer types. Create and manage them under Loyalty → Customer Types. Each tier you define can have its own:
- Points-earning rate — how many points a customer earns per currency unit spent.
- Benefits and labels — descriptive perks you want to associate with the tier (e.g. priority support, exclusive discounts).
You can enable or disable any tier at any time without losing the history of customers already enrolled in it. Common examples are Bronze, Silver, and Gold, but you can name and configure tiers however suits your business.
Enrolling Customers
To enroll a customer in the loyalty program, open their profile under Sales → Customers, then set their Customer Type to the appropriate tier. From that point on, every sale linked to that customer will earn points automatically according to the tier’s configured rate.
Changing a Customer’s Tier
To move a customer from one tier to another — for example, promoting a Bronze customer to Silver — open their profile, click Change Type, and select the new tier. Their points balance and transaction history are preserved when the tier changes.
Earning Points
Points are awarded automatically each time you record a sale for an enrolled customer — no extra steps required. The number of points earned is calculated from the sale total and the earning rate defined on the customer’s tier. You can adjust the earning rate for any tier at any time under Loyalty → Customer Types.
Viewing Points Balance
You can check a customer’s available points balance in two places:
- 360° Customer View — open the customer profile to see their full loyalty summary, including current balance and tier.
- Point of Sale — during checkout, the customer’s available points are displayed automatically so your sales team can inform them of their balance before completing the transaction.
Redeeming Points
During an active sale, click Redeem Points to apply the customer’s available balance as a discount against the order total. SmartPyme deducts the redeemed points from the customer’s balance immediately and records the redemption in their points history. Points are redeemed on a first-earned, first-used basis so older points are always applied first.
Points History
Every points transaction — earned or redeemed — is logged in the customer’s points ledger. Access the full history from the customer’s profile to review when points were awarded, how many were earned per sale, and any redemptions made.
Viewing Available Benefits
From a customer’s profile you can view all the benefits currently available to them based on their tier. Share this information with your sales team or display it to customers to increase engagement with the program.
Exporting Loyalty Data
To review your entire enrolled customer base at once, use the Export option under Loyalty → Customers. This downloads a spreadsheet of all loyalty customers, their tiers, and current point balances — useful for reporting or targeted marketing campaigns.
Reports
Use the Customer 360 dashboard to track loyalty program performance across your entire customer base. Available insights include:
- Top-points customers — identify your most engaged buyers.
- Redemption rates — see how actively customers are using their points.
- Tier distribution — understand the breakdown of customers across your loyalty tiers.
Use loyalty tiers strategically — reward your best customers with higher earning rates and exclusive benefits to increase retention and average order value among your top segment.
