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Bizeebay06Retail systems

Loyalty Program Tracking and Automation

Five venues were emailing discount codes and nobody knew who used them. I rebuilt the sites and built the tracking underneath.

Customer stays12 months
Venues on one system5 setups1

The problem

Mike & Patty's and the venues around it emailed discount codes to their customer list.

Nobody could say which customer used which code, or how many times a code got redeemed.

The codes were meant to fill the quiet hours. Nobody could tell whether that was happening.

What I built

I rebuilt all five sites on Square and wired in the POS and the order management.

I moved the loyalty sends to Mailchimp and timed them for the hours each venue wanted to fill.

I wrote the tracking system in Python underneath both, so every code redemption lands against a customer account.

Baked Tea got the same rollout when it joined the group.

How it works

  • Square runs the site, the menu, the orders and the POS.
  • Order management and the day to day automations sit on top of Square.
  • Mailchimp sends the discount codes to the customer list.
  • Sends are timed for the hours the venue wants to fill, not the hours it is already busy.
  • Every redemption is recorded against a customer account and a code.
  • The venue can see which code was used, by whom, and how often.

What changed

Five venues run on one system instead of five different setups.

Every code is now tied to a customer, so a campaign can be judged instead of guessed at.

Tools used

SquareMailchimpZapierPython
Next problemClient Portal with Order Life Tracking