CSI: Set Loyalty

Set Loyalty is a coupon service that allows you to generate and store unique coupons on the server, as well as print them on a check and automatically redeem them when customers use the network during the next purchases. The coupon service fully works on cash equipment even offline, the cash desk recognizes new coupons without failures and delays, blocking their reuse when redeeming.

2023

Analytics Modules Launch Plan

On August 10, 2023, CSI presented a quarterly review of the capabilities of retail chains that use Set family products. One of the digest blocks is dedicated to system updates for working with Set Loyalty loyalty.

So, according to the developers, in the near future, Analytics modules will be launched in Set Loyalty, but not only those who prefer to install these modules will be able to analyze the effectiveness of stocks by key metrics. Key metrics are now available right in the cash mechanics section. The ability to analyze promotions by the number of: checks, unique participants in the promotion, coupons issued, the amount of discount or accrued bonuses.

Set Loyalty has reports for loyalty program performance analytics.

In the section "Analytics by TR indicators," reports appeared that will help to diagnose revenue, average check, purchase frequency and other indicators to determine growth points.

Data in reports can be conveniently filtered by segment, period and other parameters, which allows you to work with statistics as efficiently as possible.

One way to prevent a customer from re-registering in a loyalty program is to add personal information to the questionnaire: for example, a phone number or email, by which the system will later be able to find a person. Previously, Set Loyalty validated a program participant in the database only by phone number, now it can check uniqueness at e-mail.

If the buyer is still registered with the loyalty program several times, you can combine the data his cards in one. Now you can combine not only purchase histories, accumulated bonuses, presence in segments, but also customer data. If the information in the same fields of different cards differs, the system will prompt the marketer (or another employee working with the database) to choose the current option. The buyer himself will help to determine, because, as a rule, the profile data is changed by call or personal contact - for example, in the store at the information desk.

Many retailers collect information about buyers' children (gender, date of birth) in the questionnaire, and there is such an opportunity in Set Loyalty. But children at one point cease to be minors, and what happens to the data?

In Set Loyalty information about children 18 + is not deleted. This preserves the opportunity for a marketer to start shares both in terms of the total number of children (when the status of large families is important) and in terms of information only about minor children - in the Set Loyalty segmenter, an appropriate feature is simply set to form a segment.

It happens that customers call stores to find out why they did not receive the expected number of bonus points, a discount, a coupon and other results of the shares. One method to find out is to analyze the segments in which the buyer is located, and this information is now available directly in the buyer's card.

Add criteria for customer segmentation

IT company CSI on May 26, 2023 introduced technological tools for retail chains that will help improve processes at all types of cash registers, attract new buyers and reduce costs.

loyalty to retailers New system tools will help you create an effective program. Set Loyalty For example, a marketer can configure the automatic sending of a message to a client when a certain level is reached in a loyalty program or at any other event: birthday, addition to a segment, etc.

Set Loyalty configures automatic sending of messages on various events

For effective personal promotions, Set Loyalty has criteria for segmentation of buyers: by the presence of children, animals, cars and others. Also, you can now segment by arbitrary questionnaire fields specified by the marketer.

In addition to fresh tools in the loyalty program, buyers will be pleased with new methods of payment at the checkout: in installments through Home Credit, SberPay QR and QR SBP from Sberbank. Read more here.

2021: Integration with the "Wallet" application

The Wallet application has been integrated with the Set Retail system loyalty module. CSI announced this on September 20, 2021. Now retailers who use Set Loyalty will be able to issue mobile customer loyalty cards without creating their own mobile application, as well as work more efficiently with customer data. Buyers will be able to issue cards of their favorite stores from the application in a couple of touches.

Integration with the Wallet is a basic solution for issuing mobile cards, available as part of Set Loyalty. Previously, retailers on Set Retail had the ability to integrate with the Wallet, but only when using external loyalty programs. Now - for everyone who uses the built-in Set Loyalty module.

Wallet is an application-aggregator of loyalty cards and bank cards with 22 million users in Russia, who have already digitized 315 million cards (data for September 2021). Due to integration, retailers have access to a new audience of application users. Inside the Wallet, you can create a personal account of a loyalty program participant, use additional channels for communication with the audience (SMS, push notifications), post special offers, give coupons for discounts, attracting new buyers. A significant economic benefit is on the issue of plastic cards.

Set Loyalty is a set of ready-made tools and mechanics for implementing the retailer's loyalty program, without connecting external loyalty systems and integrating with CRM. The wallet is integrated with the CRM module "Buyers" - it is this part that is responsible for registering the buyer in the loyalty program (through any channel) and managing his data, monitors the completeness of the database, indicates errors, stores the interaction history. The exchange of information with the Wallet will enrich the data on buyers who have already been entered into the Set database, as well as save complete data on cards issued through the Wallet.