Customer preferences in the Loyalty Program (Loyalty Tags)

How to manage your preferences in the loyalty system.

In the “My Account” section of Loyalty, we have incorporated a new manager called Preference Management. This feature allows end customers to indicate their tastes and preferences (e.g., beach, mountain, city, pool, gastronomy, etc.) directly in their account.

As a hotel, this provides you with a key tool to design more personalized and effective marketing campaigns, improving customer satisfaction and loyalty.

How do customers view their preferences?

For end customers to view and manage their preferences:

• They access a portal with Loyalty.
• They log in to the loyalty system.
• They click on “My Account”.
• At the bottom of the page, they will find the “Preferences” manager where they can review and edit their tastes.

How can customers select their preferences?

• The customer clicks on “Edit”.
• A pop-up appears where they can select the desired preferences.
• Then, they click on “Confirm” and “Save” to update their data.

Note: If it is the first time a customer accesses the system and enters “My Account,” the pop-up will open automatically to facilitate preference configuration.

How to configure preferences from the Back Office?

For you to configure and manage preferences:

1. Verify that the portal is linked to a Brand; if not, you will not be able to configure preferences.
2. Go to Customers > Preference Management.
3. In this screen, TWO elements are created: sections and preferences (tags).

Example:

• Section: Places
• Preferences (tags): Beach, Mountain, City..

How to create a section?

Upon accessing Customers > Preference Management, it will show us all the sections we have created:

From the “actions” column, we can edit, reorder, and delete a section. It is important to know that the order in which they are found in the BO will be the order in which they appear on the front end.

To create a section, we click on “Create Section”. A screen will open where we must fill in all the section information:

• Ticker: Section Ticker
• Link preferences: In this section, we will link the preferences (tags) that the section must include. According to the order in which we select the tags in the BO, they will appear on the front end.

• Name: Section name, this is the name that will appear on the front end.

• Description: Section description, also visible on the front end. 

When we have everything, we click on “Save”. The new line with the created section will appear in the summary table.

How to create a preference (tag)?

To create preferences, we must go to Customers > Preference Management > Loyalty Preference List. This will take us to the “Loyalty Preference List” screen, where we can see all the tags we have created. These tags are what we can link to the previously established sections.

Preferences can be edited or deleted. 

It is important to note that when a preference (tag) is deleted, it will automatically disappear from all sections to which it is linked.

To create a preference, we will click on “Create New” and must fill in the following information:

• Ticker: tag ticker
• Icon: Tag icon (optional)
• Name: Name that will appear on the front end.
• Description: Tag description, not visible on the front end.

When we have everything, we click on “Save”. The new line with the created tag will appear in the summary table.

How to create a preference via Excel?

To do so, we must go to Customers > Preference Management > Loyalty Preferences List > Create preferences via excel.

Once inside, we will download the template, and the document will open with the following parameters to fill in:

• Ticker_tag: preference ID
• Name_es: preference name in Spanish.
• Name_en: preference name in English (and so on for all languages configured in the portal)
• Action: as we are creating, we leave it blank.

When finished, we upload the file and click on import excel file to finalize the upload.

Finally, all necessary tags must be created and linked to the required sections.

As a hotelier, can I manually link preferences to a user?

• Go to Customers > Customer List.
• Find the customer to whom you want to assign preferences and click on Edit.
• At the bottom of the page, in the “Preferences” section, click on the pencil icon to modify.
• Select the appropriate preferences and click on “Save”.