Set up your loyalty program

Who is this article for?

• Gegsy merchants who want to reward repeat customers with points and turn that program into a reason to download and order from the app.

About loyalty

Your loyalty program rewards customers with points (in whatever terminology you choose, such as Stars) that they earn when they order and redeem for rewards. The program itself — your terminology, how points are earned, your rewards, and your promotions — is managed in Square. Gegsy reads it and shows it here so you can confirm it's set up correctly, and adds things Square doesn't: bonus points for signing up, ordering, and referring friends, a free item with first order, and a custom loyalty icon for your app.

Open Marketing → Loyalty (https://app.gegsy.com/marketing/loyalty).

Before you begin

• A connected Square account with a loyalty program created in Square. If you don't have one, the page shows Loyalty program with the note: "You don't have a loyalty program connected to your Square account yet. Create one in Square, then sync."
• Access to the Loyalty permission. Account owners have it by default and can grant it to employees.

Sync your loyalty program from Square

Whenever you change your program or promotions in Square, pull the latest version into Gegsy.

1. Select Sync with Square at the top of the page. (This button is disabled until your Square connection is valid.)
2. Wait for the confirmation — you'll see "Successfully synced loyalty with Square!" If the sync times out, wait a moment and try again.

New and canceled promotions also come over from Square on their own, but syncing is the quickest way to see a change right away.

If your program is turned off in Square, the page shows a Loyalty program inactive warning. Turn it on in your Square Dashboard and sync again.

Review your program

The Your program card is read-only. It shows whether the program is Active or Inactive, what customers collect (for example, "Customers collect Stars (one Star)."), and two lists:

• How customers earn — your earning rules, such as "Earn 1 Star for every $1.00 spent in a single transaction," "Earn 5 Stars for every visit," "for every [item] purchased," or "for any item in [category] purchased."
• Rewards — each reward and the points it costs.

Long lists show the first few rows. Use Show more to see the rest and Show less to collapse them.

See your promotions

Promotions give customers extra points on the days and times you choose, such as double points during happy hour or bonus points on a featured drink. You create them in your Square Dashboard under Loyalty › Promotions, and Square adds the extra points automatically when a qualifying order is placed — including orders from your app and storefront.

The Promotions card lists every promotion that's running or coming up. Each one shows:

• The reward — a multiplier such as 2x, or a flat bonus such as +50.
• A status — Live now (earning extra points at this moment), Active (running, but outside today's hours), or Scheduled (hasn't started yet).
• When it runs — the days and hours (or All day), plus its dates, such as "Until Oct 31" or "Nov 1 – Nov 30."
• Conditions, when set — a minimum order (for example, "Orders of $10.00+"), the items or categories it applies to, and how often each customer can earn it (for example, "Once a day per customer").

If nothing is running, you'll see No promotions running. Promotions that have ended drop off the list automatically.

What customers see

• In your app and on your storefront, the loyalty screen lists current promotions with the same details.
• In the cart, signed-in loyalty members see You'll earn with the number of points the order should earn, including any promotion bonus. This is an estimate — Square confirms the final points when the order is placed, for example if a customer has already used a once-a-day promotion.

Set up bonus points

The Bonus [points] card gives customers extra points for actions Square doesn't reward on its own. For each bonus you choose where it applies under Applies to: Mobile App, Web Storefront, or both. New bonuses start as app only — many merchants keep them that way to give customers a reason to download the app.

1. Turn on Bonuses on (top right of the card). The sign-up, order, and free-item bonuses can only be turned on while this is on.
2. Turn on the bonuses you want and fill in their settings:

• Sign-up bonus — "Earned once, when a customer creates an account." Enter the number of points.
• Order bonus — "Earned on top of the regular [points] for an order." Enter the number of points, and optionally check First order only.
• Free item with first order — "Available in your app only." Choose Specific item and pick an Item, or Any item from a category and pick a Category.
• Referral bonus — rewards customers with points when a friend they invite places their first order. Enter the [points] per referral. This one works whether or not Bonuses on is turned on.

3. Select Save. The button is active once you've made a change, and Unsaved changes appears next to it until you save.

How "first order" works: only orders placed where the bonus applies count. If the order bonus applies in your app only, a customer who has ordered on your Web Storefront still earns it on their first app order.

Points must be greater than 0 for each bonus that's on, each bonus that's on needs at least one place under Applies to, and the free item needs an item or category picked. Otherwise the field is highlighted and the save is blocked.

Upload a loyalty icon

The Loyalty icon card sets the icon shown next to your points in the app. Square images work best.

1. Drag an image onto the box ("Drop an image here or click to upload"), click it to browse, or select Choose from Media library. JPG, PNG, GIF, and WebP files are accepted.
2. Crop the image to a square and add a short description, then confirm. The icon saves right away — you don't need to select Save.

To change the icon, select Remove, confirm, and upload a new one. The old image stays in your Media library, so you can reuse or delete it there.