Loyalty and referrals
Zappocity can reward people with points: for paying, for inviting people who become customers, and for Mailocity invitations that get used. Points buy credit on an organization's balance, or more Mailocity invitations. Every rule is a setting, and the program is off until staff turn it on.
Points belong to people, not organizations: they follow a person who moves between organizations, and a referral is made by a person.
Earning points
| How | Who gets them | Setting |
|---|---|---|
| Money paid on an invoice (not credit), per whole dollar | the organization's first owner | Points per dollar paid |
| Someone you invited (with the link under Invite friends on the account page) has an organization that pays for the first time | you, once per person invited | Points for a referral |
| ...and at that same payment | the person invited, once | Welcome points |
| Confirming a new Zappocity account | the new person, once | Points for confirming a new account |
| Someone signs up to Mailocity with an invitation your mailbox gave | you, when that mailbox signs in with your Zappocity account | Points when a Mailocity invitation is used |
A referral counts when the invited person is an owner of the organization that pays, and only real money counts (an invoice paid wholly by credit does not). Each reward is given once for the same payment or person.
Spending points
On the account page, under Points:
- Turn points into credit for an organization you are an owner or billing member of. A point is worth the point value (in hundredths of a cent; 100 makes a point 1 cent, so 500 points are $5), at least the least points setting at a time. The credit shows in the organization's balance history as a reward and pays its next invoices.
- More Mailocity invitations, at the cost set (0: not offered). They are added to the mailbox you sign in to with your Zappocity account, on top of the invitations the drip gives (see Invitations), and you send them from webmail Settings. Without such a mailbox the points are given back.
Setting it up
In the Zappocity panel, Settings → Loyalty and referrals, or:
corpsuite loyalty set enabled:=true pointsPerDollar:=1 referralPoints:=500 welcomePoints:=200 pointValue:=100 minRedeemPoints:=500 inviteCostPoints:=100 inviteUsedPoints:=20A used invitation must earn fewer points than an invitation costs, so inviting yourself never makes points. Turning the program off stops all earning and spending; points people have stay.
Seeing and changing points
Each person's page in the Zappocity panel shows their points and every change, with who made it. Give points adds or takes away points with a reason (corpsuite points add PERSON-ID points:=250 description="Thanks for the bug report"; corpsuite points PERSON-ID lists them). Changes are never edited or deleted; correct a mistake with an opposite entry.
Staff need read to look and billing to change rules or points.
Not yet
Points do not expire, and there are no tiers or point multipliers.