CZ Loyalty User Manual
Introduction to CZ Loyalty
Last Updated: June 2, 2025Introducing your Complete Customer Loyalty & Rewards Platform – CZ Loyalty, the ultimate solution to boost customer engagement and drive sales for both your online and offline stores! With simple API based POS integration and seamless WooCommerce integration, accessible via a mobile app first approach, CZ loyalty offers a powerful, all-in-one platform to build lasting...
Users
Last Updated: June 2, 2025Admins have secure control over different user levels, including Admin, Super Admin, and Customer. They can easily view and manage all users, seeing their names, roles, and other relevant details. If needed, users can be suspended or blocked directly in the overall user management view. To quickly see a customer’s information, simply use the action...
Stores
Last Updated: June 2, 2025The Store List gives admin a clear overview of all stores, displaying the store name, phone number, address, and current status (Active / Inactive) along with actions to perform. From this list, admins can easily delete stores or use the edit action button to make any changes. When adding a new store, admin simply provides...
POS Terminal
Last Updated: June 2, 2025The CZ loyalty app makes it super easy to connect with almost any POS (Point of Sale) system. It even generates an automated API code that you can simply copy and paste into your POS terminal! Admins can quickly set up and manage each POS terminal by linking it to a store using its location,...
Tiers
Last Updated: June 2, 2025The Tier Management section gives admin a clear overview of all loyalty tiers, showing each tier’s name, thumbnail, minimum and maximum points, benefits, and whether it’s active/ Inactive. Admin can easily edit or delete tiers using the action buttons. Admins can create exciting tiers (like Bronze, Silver, Gold) based on customer points as customers reach...
Benefit Types
Last Updated: June 2, 2025Admin can set different Loyalty benefits like giving out extra points to customers. Can then connect these benefits to different loyalty tiers, which means offering special rewards that are just right for customers at each level. STEPS FOR CREATION OF BENEFIT TYPES BENEFIT TYPES DISPLAY ON MOBILE APP
Loyalty Card Design
Last Updated: June 2, 2025Admins can create unique loyalty cards for customers, including details like their name, phone number, card number, and email. It’s possible to build multiple card layouts using simple HTML Code, setting one as the default and updating designs as needed for a personalized experience. In the Available Designs overview, admins can quickly Preview, Edit, set...
Manual Points
Last Updated: June 2, 2025The Manual Points Log gives a full history of all customer point adjustments. It shows details like the Admin who made the change, the Affected User, the type of adjustment, the points involved, any remarks, and the date. This makes it easy for admins to manually add or deduct reward points to a customer’s wallet...
Redeem Types
Last Updated: June 2, 2025The Redeem Types section displays all available redemption options, showing their name, description, type, and current status, along with quick actions to manage them. Admin can easily create new redeem types by providing a name, description, and selecting the desired type. STEPS FOR CREATION OF REDEEM TYPES
Redeem Requests
Last Updated: June 2, 2025The Redeem Requests section displays all available redemption requests (scheme, Voucher, Bank transfer), showing their name, description, type, and current status, along with quick actions to manage them. STEPS FOR APPROVE THE REQUEST
Transactions
Last Updated: June 2, 2025The Transaction Log page allows Admins to view detailed records of all system transactions. By applying available filters, Admins can refine the display to show specific transaction details. Once filters are chosen, the complete transaction history will be displayed in the All-System Transactions view. Customers can also conveniently view their recent transaction details in the...
Physical Receipt
Last Updated: June 2, 2025Customers can easily submit physical store receipts directly through the mobile app. These requests are then sent to admins, who can approve or reject them after checking receipt accuracy by simply using the view action button. Once a request is approved, customers are rewarded with points, which they can verify for accuracy directly in their...
Referral System
Last Updated: June 2, 2025Admins can fully customize the referral program by setting referral point values for both the referrer and referee, along with a specific code prefix. This makes it simple for customers to refer friends or others, automatically earning reward points for each successful referral. STEPS TO ENABLE REFERRAL SYSTEM STEPS T0 REDEEM REFERRAL POINTS
Leaderboard
Last Updated: June 2, 2025The application includes a Leaderboard where customers can see their live rankings based on earned points. This lets them easily compare their progress and drives friendly competition, keeping them engaged. Admins also benefit from this view, as they can quickly identify which customers have the most points and have made the most purchases. DISPLAY OF...
Promotion Banners
Last Updated: June 2, 2025Admins can easily create promotional banners, customize their messages, and schedule how long they appear, directly from the admin panel, saving time on promotional activities. These banners appear at the top and bottom of the mobile app, keeping customers informed about the latest promotions. From the Banner list, admins can quickly edit, delete, or update...
Offers
Last Updated: June 2, 2025Admins can create special, customized offers for customers directly from the admin panel to promote products more effectively. Customers will see these offers as a quick overview in their mobile app. When they tap on the View All option, each product’s offer and its benefits are clearly described in a card view. STEPS FOR CREATION...
Scheme Types
Last Updated: June 2, 2025Admins can create various scheme types based on different categories needed. Each scheme type includes details like its name, description, and status, and admins can easily edit or delete them whenever necessary. STEPS FOR CREATION OF SCHEME TYPES
Schemes
Last Updated: June 2, 2025Admins have full control to create, manage, view, and edit various types of redemption schemes for customer loyalty. This includes defining the name, description, thumbnail, and image for each scheme. Customers can then use their reward points within these defined schemes to unlock unique rewards. In the mobile app Schemes section, customers can see their...
Bank Transfer
Last Updated: June 2, 2025Customers have the option to convert their wallet coins into real currency. To initiate this, they must submit a withdrawal request from their account. Once the request is made, the admin will review and verify the provided details. Please note that the transfer is not automatic — the admin will manually process the payment and...
Survey
Last Updated: June 2, 2025Admins can easily create flexible survey forms using a simple drag-and-drop builder (text, number, ratings, etc.). The Survey Management list shows the overall entries for each form, and by selecting a particular form, customer details can be viewed. Admins can manage and view all responses efficiently and even set limits for submissions per user and...
WooCommerce
Last Updated: June 3, 2025Connecting WooCommerce with the loyalty app is ease now. Admins can easily link their WooCommerce website by adding its URL and other details. This enables automated data synchronization, bringing in customer, product, and order information for a unified view. Admin can then define earning rules, setting up product-specific reward points for purchases to incentivize your...
Code Generators
Last Updated: June 2, 2025Admins can bulk generate unique coupon codes, then view them in a list that includes details like point value per code, expiry date, and status. For easy distribution, these codes can be bulk exported to Excel or as QR codes. Customers can then simply scan the QR code or enter the code manually to gain...
Codes
Last Updated: June 2, 2025Admins can view a comprehensive list of codes, along with their expiry date and current status. Quick action buttons allow for efficient management directly from this view.
Voucher Offers
Last Updated: June 3, 2025Admins can create vouchers for both in-store and online redemption. When creating a voucher, they define its title, redemption type (store or WooCommerce), and value (either a fixed amount or a percentage). Admins also configure crucial redemption parameters, including points earned cost, overall redemption limits, per-user limits, and the voucher expiry date. STEPS FOR CREATION...
Roles
Last Updated: June 2, 2025Super Admin & Admins can be able to create roles of the admin panel, this allows for easy management of roles, where admins can quickly edit or update Roles information and view the total user count assigned to each role. STEPS FOR CREATION OF ROLE
Data Import & Export
Last Updated: June 2, 2025Import – Admins can effortlessly import bulk customer details, store locations and their specifics, and even pre-generated codes into the system. This makes it quick to set up or update large amounts of information. Export – For analysis or backup, comprehensive loyalty data can be easily exported. This includes detailed customer lists, store information, survey...
Notification
Last Updated: June 2, 2025The notification system instantly informs customers about reward points earned, new rewards, and special offers. Admins can create targeted push notifications, reaching specific customer tiers, individual users, or even those who purchased at certain stores. For store-specific targeting, admins can also set a purchase date range to refine their audience. STEPS FOR CREATION OF SEND...
Reports
Last Updated: June 2, 2025The Reports feature provides essential data to help understand business operations and make informed decisions. Here, detailed manual point logs are available, and redemption request logs can be accessed, which are filterable by status and redeem type. An overview of tier distribution is also presented in both charts and lists.
Audit logs
Last Updated: June 2, 2025The system keeps a detailed Audit Log of all activities and events. It tracks every change made, showing both the old versus new values, who made the change, and precisely when and where it occurred.
Settings
Last Updated: June 9, 2025Admins have extensive control, configuring General and Company Settings like company details, logo, and favicon. They manage App Settings, including app version, Privacy Policy URL, and Terms & Conditions URL. Loyalty Settings are customizable, allowing adjustments to conversion rates, feature enablement, cash redemption, and referral programs. Dedicated WooCommerce Settings facilitate seamless integration management. This comprehensive...