Customer Support

We work with thousands of merchants every year, and with over 25,000 live programs, the data we have on what works is solid, regardless of the type of business you run. This checklist and the recommendations for configuring a points and referral program are built from that data to give you the best starting point possible to grow your business.

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Launch Checklist

TrustWILL Loyalty

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Activity & Time	Time	Checklist
1. Brand the rewards panel	5-10 min	Explore the finest brands with customizable options. Add Banner Images Name your banner title like a Greeting title and caption Customize your rewards panel to be an extension of your brand! 👨‍🎨 Set up a bottom banner to enhance your brand.
2. Integrate third-party apps	10-20 min	Popular integrations Email marketing Customer service/support Review generation Learn more about our available integrations.
3. Configure Points Program	15-30 min	Reward for placing an order. (Eg. $100 order = 100 points, at 1 point per unit). Add social media earning actions Like on Facebook Follow on Instagram Add amount off coupons (e.g. $5, $10, $20)
4. Referral Program	10 min	Adjust the $ off reward to equal 10% of your store's average order value. Referring Customer Reward Referred Friend Reward
5. Pre-launch points import	30 min	Before you start your project. If you want to give some loyal customers some points. Export customers from us. Delete all unnecessary columns. Adjust the points totals in the app. Re-import your adjusted points data import file.
6. Promote your program	30 min	Email customers and let them know about the program. Include details about Points/Referrals. Use social media channels to promote your program. Send POP-UP reminders to increase program engagement.

Launch Checklist

Introduction

Program Launch Checklist