REWARDS PROGRAM GUIDE
How the Rewards Program Works
Points
When part of the Rewards Program, customers earn 1 point for every dollar they spend. These
points are redeemable for credit on a future invoice at the rates below:
1 Point = $0.01 for retail customers
1 Point = $0.035 for Military customers
Bonuses
Bonuses have a cash value redeemable by the customer on a purchase. 4 Sign-up Bonuses
are awarded automatically to your customer when they sign up for the program:
● $5 Off First Visit
● $10 Off Future Visit
● Free Flat Repair
● Free Alignment Check
Customers may also earn bonuses through emails they’ve received such as Oil Change
Reminders and Recommended Services Reminders or a Birthday Bonus. These bonuses are
added automatically and removed when the customer redeems them, or the bonus expires.
Remember: Never redeem more than one bonus per visit and do not combine a bonus
redemption with a points redemption. Customers can use either points or 1 bonus per
transaction.
How to Pitch the Rewards Program
The best practice here is to keep your pitch short while communicating:
● What the customer is being signed up for
● What the benefits are
● They will receive communication about the program via email or text
Below is an example of how to sign a customer up while informing them of the program and
its benefits:
“It doesn’t look like you’re a member of our rewards program.
I’m going to get you signed up, so you’ll earn 1% back on your purchases to use
on future visits along with 4 bonuses to use toward future services as well.Would you prefer we email or text you your rewards information?”
Use this as a guide for your conversations regarding rewards and refer to the information
above for any questions regarding the program benefits.
Scan here for a complete video walkthrough of the BayIQ Integration with Traction
Enrolling A Customer In The Rewards Program
Step 1
First, log into your FreedomShop system and open the customer maintenance window for
the customer you would like to register. Then, review the customer information and confirm
their full mailing address, cell phone, and email address are listed on their profile, and
accurate.
Note: If the customer maintenance window doesn’t contain all of this information, you will
get an error message during the BayIQ registration process.
Once you’ve confirmed that all of the customer information is present, select the Alt-M or
BAYIQ Button in the menu to register your customer for rewards.
Step 2
You should now see a small window to complete the customer's rewards registration.
a. Virtual Card - leave this field as a “Y” for Yes.
b. Card Number - The customer’s reward card number will be automaticallycreated. You do not need to enter anything into this field.
c. Customer Type
a. “R” stands for Retail, this will be the vast majority of your customers.
b. “C” is for Commercial customers and is meant for any business account that
you service. This would include national accounts as well as local service
companies such as plumbers, electricians, and air conditioning heating
companies.
c. Receive Texts? - Choose your customer's communication preference to
receive their service reminders. Select "Y" for text messages and "N" for
email.
Select Save at the top of the window once complete.
Step 3
Next, review the registration confirmation window. If the selections are correct, select
Yes and select No to make any revisions.
Once you have selected yes, the registration will be confirmed by the message shown
below. Select OK to continue.
Redeeming Rewards
Step 1
On an open word order, you'll see Rewards Member in red on the customer information
window to indicate the customer is already a rewards member. If this area is blank, the
customer has not registered for your rewards program.
To add rewards to your customer’s work order select Add at the bottom of the window, the
select the BAYiQ Rewards from the menu.
A new window will open with the customer's available rewards. Highlight the reward you'd
like to redeem and click Select at the bottom of the window to apply the points or bonus to
your work order.
Step 2
Any rewards used will now be listed on the invoice. Once the invoice is finalized, the rewards
are removed from the customer's rewards account.
Step 3
After closing the invoice, the customer will receive an email or text with the service summary
and redemption. In addition, the email will include the number of new point rewards
awarded from their transaction.
Enrolling A Customer In The Lyft Or PNW Tundra Club Programs
Note: To enroll a customer in one of these programs, they must first be a rewards customer. If
they are not, follow the steps above before proceeding.
Step 1
In an open work order for the customer, access their BayIQ rewards by selecting ‘Add’ and
then select the ‘BayIQ’ option. This will retrieve their available rewards.
Step 2
In the Rewards Window, you will see 2 promotions available: One for Tundra Club and one for
Lyft. Highlight the appropriate program promotion and then click select. This will add the
promotion to the work order. Note: no other adjustments need to be made to this line item.
Step 3
Upon completion and closing of the work order, the redemption of this promotion will
update the customer’s rewards profile and add them to the appropriate program. On their
next visit they will have all additional benefits ready to use in their rewards account.
BayIQ Contact Information
Support:
Support@bayiq.com
Jeff Ballard
jballard@bayiq.com
480-561-5144
Click ‘Help’ in the header of your BayIQ account to file a ticket