Customer Loyalty Migration

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Customer Loyalty Migration

The Customer Loyalty Migration program at Lunchbox benefits guests so that their data is migrated over securely to continue providing great service and flexibility to loyal customers. There are options for those launching a new brand as well as those existing brands that are launching new stores but are on a previous program.

 

New Brand Launching with Lunchbox 

Step 1: Migration information will be collected during the onboarding process from the dedicated Onboarding Lead; the information will be formatted using this template (see below). Within the template is the following columns that are used to house the information collected from the Onboarding Lead:

  • First Name: The guest's first name.
  • Last Name: The guest's surname.
  • Email: The guest's email address (reference Things to Note section below).
  • Phone: The guest's phone number.
  • Lifetime Spend: The accrued lifetime spend amount by the guest. (reference Things to Note section below).
  • Points: The total points that the guest has gained.
  • Credits: The total credits that the guest has available.
  • Birth Date: The guest's date of birth.

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Existing Brand Launching New Stores on a previous program

Step 1: Migration information must be formatted using this template (see below). Within the template is the following columns that are used to house the information:

  • First Name: The guest's first name.
  • Last Name: The guest's surname.
  • Email: The guest's email address (reference Things to Note section below).
  • Phone: The guest's phone number.
  • Lifetime Spend: The accrued lifetime spend amount by the guest (reference Things to Note section below).
  • Points: The total points that the guest has gained.
  • Credits: The total credits that the guest has available.
  • Birth Date: The guest's date of birth.

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Step 2: Contact your dedicated Customer Support Manager (CSM) so that they can help import the migration information into the template and run a Campaigner API sync.

 

Things to Note

  • Lifetime Spend (column)
    • Guests will automatically be added to the new Lunchbox Tier, based on the information found in the column labeled Lifetime Spend.
    • Example: Tier 1 = 50 points, Tier 2 = 100 points, Tier 3 = 200 points. If the guest's lifetime spend is $250, the guest will automatically be added to Tier 2 of your new Lunchbox Loyalty Program unless otherwise noted. If you want your guests to reset to Tier 1, you must specify in the template.
  • Email (column)
    • If the guest email is imported, guests will need to sign up with the email connected to their previous Loyalty account. Guests with only a phone number imported will need to create an account with the phone number tied to their old account. Lunchbox recognizes migrated guests based on their email address and/or phone number. 

 

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