Occasionally, there will be situations where multiple customers might like to share loyalty points. An example would be a couple who shops separately, or 2 employees from a local restaurant using separate customer accounts but sharing loyalty points.
The Cloud Retailer Loyalty program features the ability for multiple customers to share a common loyalty membership. This will enable you to track purchases separately while also issuing Loyalty points and rewards to a shared pool of points. As a result of this, you could market separately to one customer based on their specific buying preferences.
- Go to a customer who you're looking to join to an existing program/customer
- Scroll down to "Join current customer to program" and select your program to join before clicking "Join to program"
- You may also search for an existing customer and hit "Join to membership(s)"
- Hit the orange save in the top right corner
Here is a video showing the above procedure: