Customer Marketing (Gift Cards, Loyalty & Campaigns)

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.

[ ] Brainstorm 3-5 Loyalty Rewards: Think of rewards for a
- [ ] Low Tier (e.g., free item/store-branded item)
- [ ] Medium Tier (e.g., $ off a minimum spend)
- [ ] High Tier (e.g., a larger % off)
[ ] Brainstorm 1-2 Custom Campaigns: Have a reason/message for your first SMS campaign (e.g., an upcoming holiday or weekly special).
[ ] Prepare Your House Account Information: If you have existing house accounts, please prepare a list with each account’s name, phone number, or email address, and its current balance. We'll need this to get them set up in Vori before your launch.

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

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

💰 Rewards - Legacy Back Office

Low Tier: Focus on low-cost, high-value items (e.g., Free avocado, bananas, or a bakery item).
- What are your biggest-selling low-cost items?
- What is an inexpensive item that a customer buys every time, or that would make them happy to get for free?
Medium Tier (Transaction Discount): Set a Minimum Spend Threshold 5-10% above your store's average basket size to drive higher sales (e.g., "$5 Off $35+").
- What is your current Average Basket Size spend-wise?
- If your Average Basket Size is [$ABS], what dollar amount [$X] would you like to set your minimum spend at to push customers to buy a little more? (Recommended: $X = ABS + 5% to 10%.)
High Tier (% Off or Large $ Off): Requires a high point threshold (500-750+ points) to gamify the program for long-term loyalty.
- How many trips or months should it take for your most loyal customers to earn this top reward? (Helps determine the high point requirement.)
- Are you comfortable offering a percentage-off discount, or would you prefer a large flat-dollar amount? (Percentage-off is a higher value but less predictable; flat dollar is predictable but may be lower perceived value.)