How Customers Can Earn Points

Earning Points Automatically

• Customers earn points with every online purchase.
• Points are accumulated after the order is paid.
• Points can be manually added or subtracted in the AlpineIQ dashboard (read more below).

Greenline POS Integration

1. Adding a Customer to a PAID Buddi Order:
   • Manually associate customers with orders in Greenline for them to receive points.
   • If the customer doesn’t exist in Greenline, create a new entry.
     

     NOTE: To ensure customers receive points, they must be associated with the order. If the customer is not already in Greenline, a new customer entry must be created.

     
     

     To associate customers with sales, retailers will need to manually go to the sales list and add the customer to the sale in Greenline. 
     
     

     
     

     

     
     

     
     

     

      

      

2. Adding a Customer to an UNPAID Buddi Order:
   • Customers don’t earn points until the order is paid and the customer is added to the transaction.
     
     
   • The same process applied to unpaid orders for receiving points:
     • A payment has to be applied first to the unpaid order, so that the transaction will appear in the sales list in Greenline and then a customer can be added to that transaction.
   • With unpaid orders, customers don't actually get points until a payment is applied in Greenline, because you can't add a customer to an unpaid order.
     
     
   • Once the customer is attached to the sale after it's been paid for (same process for orders paid online in the Buddi checkout), then they can receive points for that purchase.
     

     NOTE: It can take up to 24 hrs for the points to appear in the account.

Adding or Subtracting Points

• Points can be added to or subtracted from a specific customer (aka 'persona') in AlpineIQ.
• For example: Retailers may add points to personas for signing up.
  
  Steps:
  1. Log in to the AlpineIQ dashboard
  2. Select the 'Personas' page > click on 'View':