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Welcome to your Customer Marketing training! In this session, our goal is to show you how to use Vori's tools to increase customer retention, drive repeat visits, and grow sales.

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✅ Your Pre-Training Checklist

Please complete these tasks before our session.

• [ ] Prepare Your House Accounts Info: If you have existing house accounts, please prepare a list with each account’s name, phone number, or email address, and their current balance. We'll need this to get them set up in Vori before your launch.
• [ ] Gather Your Loyalty Member List: If you have an existing loyalty program, please export a list of your current members. We'll need their phone number and current point balance to ensure a seamless transition for your shoppers.
• [ ] Think About Your First Loyalty Reward: This is the fun part! To get us started, think about what a great first reward would be for your shoppers. (e.g., "A free coffee after 10 punches," or "$5 off after spending $500").
• [ ] Brainstorm Your First Campaign: Think about a reason to send your first text message to customers. Is there an upcoming holiday (like the 4th of July), a weekly special, or a new product you want to announce?
• [ ] Gather Your Gift Card Info: If you have an existing gift card program from a previous system, please have your final liability report (showing all outstanding balances) ready for us to review.

For Virtual Sessions:

• [ ] Device & Tech Check: Just a reminder to join our call from a computer or tablet and test Google Meet beforehand so we can screen-share effectively.

🚂 Our Training Agenda

We'll cover the three main pillars: building community with Loyalty, driving sales with Campaigns, and offering easy gifting with Gift Cards.

✏️ Note: We'll save deeper dives into topics like Reporting and Cost Changes, for after the launch.

Building Your Community: The Loyalty Program

• Exploring the Members Tab
• Build Your First Rewards
  • Item Savings
  • Punch Cards
  • Transaction Discounts
• Shopper Sign Up and Redeem Rewards
  • Shopper Terminal
  • Cashier POS View
  • Using the "Text-to-Join" feature for easy signups.