Agreements

Agreements are used for two purposes:

1. Loyalty program terms: Display terms and conditions that customers must agree to in order to participate in your loyalty program.

2. Referral offer terms: Present terms that referred prospects must agree to before claiming a referral offer. This includes requirements such as opting into text message marketing.

Accessing agreements

Business administrators can access the Agreements feature from the Dashboard by navigating to "Settings" in the left navigation, then selecting "Agreements" on the subsequent page.

Key features and functionality

• Tracking Versions: Agreements track all agreement versions, ensuring compliance history is maintained. When a customer agrees to an agreement, we capture:

  • Version agreed to

  • Customer's name at the time of agreement

  • Customer's email address at the time of agreement

  • Customer's IP address

Creating agreements

1. Click on the "Create an agreement" button.

2. Fill in the following fields:

   • Internal name: Used for internal identification purposes.

   • Agreement text: This is the text that customers or prospects will agree to. You can include hyperlinks using the provided format.

   • Version: Assign a human-readable version to the agreement (e.g. v1.0).

   • Applicable referral offers: Associate the agreement with specific referral offers.

   • Display to users when they join?: Toggle to display the agreement when users join the loyalty program.

   • Active: Toggle to activate or deactivate the agreement.

   • Required: Toggle to make the agreement mandatory or optional.

The customer profile will display the agreements a customer has agreed to.