43min

Loyalty - User Rewards and Retention Template

Introduction

Loyalty - User Rewards and Retention Platform is a no-code template for sellers that want to have better long term relations with their customers. With Loyalty, customers can enjoy products from sellers they love and get bonuses for doing so while sellers can improve an already established network of customers by making them more loyal and rewarding them in the process. Overall both sides are being rewarded.

Features

  • Fully responsive pages
  • Integrated admin panel
  • Company dashboard
  • Subscription system via Stripe
  • Integrated chat
  • Rewards system
  • Integrated reviews
  • QR code generator
  • Unique design

Data Structures

The database for this template mainly consists of the following datatypes:

  • Users (contains details of the platform's users)
  • Products (represents the available products for customers to buy)
  • Coupons (this object contains available discount codes)
  • Transactions (contains details about customers's transactions)
  • Subscriptions (contains details about users's subscriptions)
  • Blog (object containing blog post's content)
  • Conversations (contains messages between users)
  • Messages (contains the text of a message)
  • Reviews (contains user reviews for companies)
  • Variables (here we can store data used for the system to work better)

For a better understanding of the database's structure let's just describe some processes that can take place on this template.

For example there is a store that is selling clothes. When a customer buy something he get to scan a QR code that is generated by the staff, based on the amount the customer spent. The customer then scans the QR code and lands on the platform having the option to collect the bonus points instantly, if he is logged in or after logging in/creating an account. He also can copy the discount code and redeem it later on the customer page or he can give it to someone else.

The Variables datatype consists of parameters used to speed up the work of different workflows and elements or just for storing constants. The parameter WriteRights is used for limitations on the admin page. There is also BonusAmount which is used for calculating the bonus for a discount code. Right now it is set to 10 which means 10% of the amount customers spend on products.

Pages

This template consists of the following pages:

  • index
  • customer
  • staff
  • business-dashboard
  • admin-dashboard
  • login
  • about
  • partners
  • terms
  • 404

Index page greets the users with a minimalist and modern design and has the navigation necessary to access the other pages.

The customer page has all the features and elements designed for the customer. It's structure consists of tabs for: browsing products by categories, purchase history, wishlist, code redeem and the option to edit profile info.

The business-dashboard page provides the necessary tools for the companies to manage the account, projects and users. Under account tab you can modify personal info and change the billing settings. Under the projects tab you can add blogs, products and view reviews, transactions and statistics. There is also the users tab that provides the ability to add staff members, chat with the platform owner and view customers.

Login page is used for login and signup.

The about page contains information about the platform and it's partners.

Partners page is used to display all the partners affiliated to the platform.

The terms page is used to display platform's terms and conditions.

Page 404 was not found.

Reusable Elements

Reusable elements description provides information details about reusable elements inside the application.

The default footer.

Header LogOut

Contains two styles for header : one being default and another light which is used in conditions for respective pages.

Things to Note

This template has some specific design solutions and features that need to be analyzed for a better understanding for future customization.

Coupons

Template has an integrated coupon system that rewards customers when they buy something. The process is rather simple:

  • The obvious first step is for a customer to buy something
  • Then the seller/staff uses the total amount spent to generate a qr code
  • The customer scans the qr code using his native camera app or any other third party qr code reader
  • After the qr code was scanned the customer will land on the customer page where he will be greeted with a popup to collect the bonus. If the user is logged in the bonus is instantly added when he clicks on the Collect button, if he is not logged in he will be redirected to the login page and the bonus will be added after he will log in/register. Also the user can just copy the code and close the popup and redeem it later or give it to a friend to redeem.
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Stripe

Setting up the Stripe plugin and Stripe account

In this template we are using Stripe to give the companies the option to buy a subscription. If you already bought the template you will have to follow few steps in order to setup your own subscription products. For a more detailed step by step guide of the Stripe setup aspect of the template please visit our zeroqode stripe documentation.

  1. Create a stripe account and submit all the necessary information to make it "complete"
  2. Follow our zeroqode documentation regarding stripe to fully setup the Stripe plugin inside the template.
  3. Go to Products tab (if you can't see it open the Billing tab). There click on "New" to create a new product (check image Products tab)
  4. In the product creation window you just have to pick a name for your product. Then you will have to set a plan for your newly created product. You can later add additional plans for the same product (e.g. monthly and yearly plans for VIP subscription)
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Setting up the Stripe subscription workflows inside the template

After you have created your Products and Plans and have setup the Stripe plugin you will have to make few adjustments to the workflows inside the template to work with the new plans. There are only 2 pages where you will have to do this: business-dashboard and index pages.

On the index page change the workfows for buttons Subscribe monthly and Subscribe yearly by picking a plan that you have previously created (Subscribe user to a plan workflow).

On the business-dashboard page change the workfows for buttons Subscribe monthly and Subscribe yearly which you will find inside the Buy Subscription popup by picking a plan that you have previously created (Subscribe user to a plan workflow).

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Admin panel restrictions

For security reasons the ability to write on the admin-dashboard was disabled for the test version of the template. This means that you will be unable to modify/delete existing data from the admin panel. However it will still give you an overall idea on how it does work. Decisive buttons that lead to creation/deletion/editing of an object are disabled and the text "blocked" in their name. In order to remove this restriction you will have to make some changes in the workflow after you purchase this template. You can remove this restriction by following on of these steps:

  1. Go to database -> App data -> Variables and modify the WriteRights from "no" to "yes".
  2. The second option is a a bit harder than the first one but not too complicated. You will have to remove all the conditions from the buttons and texts that have this security check. The buttons that have this restriction will contain the "(blocked)" text in the caption but there are some clickable texts that don't have this distinction. Those are the delete texts from:
  • GroupFocus Category Action
  • GroupFocus Message Action
  • GroupFocus Testimonials Actio
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Demo to preview the template