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[Music] incust is a customer interactions and lifestyle management platform incust platform is the swiss knife for your business we help to automate interactions with customers at every stage of their life cycle acquisition of new customers handling of sales collection of customer data establishing relationships segmentation and personalization individual communication and marketing activities we provide our tools for each stage business control panel here you can set up all the basic settings of your brand as well as control all activities related to customer life cycle mobile application for customers in this mobile app customers can view your news and promotions notifications access their digital wallet rate or leave a review of your business and buy products in your eshop an analog of a mobile application is a chat bot in telegram or viber the functions from the mobile app for customers are available in the chatbot terminal the point of sale application for personnel is a salesperson's workplace where they sell goods credit and redeem bonus points and can also issue or redeem coupons let's go to the business control panel there you define the structure of the company by adding one or more brands retail chains etc customers bonus points will be common for all of your brands within one account in the business control panel for your brands you may set up rules of a loyalty program add customer categories and set up automatic transitions between categories you may also create and set up retail or commercial customer accounts the control panel provides functions to issue coupons communicate with customers do accounting and much more for each brand you add points of sale specify the data for salespeople authorization in the pos application add goods and specify their prices all of this is also done in the business control panel the incust platform provides tools for all the customer life cycle this cycle starts with customer engagement so you need to make them interested in your offers first it's important to involve customers and stimulate them to provide you with their contact details such as an email address or mobile phone number in order to build a channel of communications for this you may offer instant benefits for customers in other words define the value of the loyalty program in particular you may credit bonus points provide a discount issue a coupon or certificate and so on based on our experience bonus points are the most efficient way to encourage customers to return again and again launching such a loyalty program takes about 15 minutes let me show how easy it is to launch a bonus point based loyalty program for example let's create a rule after each transaction customers will receive bonus points in the amount of 10 percent of the total order let's move on to creating a rule we want a certain automatic action to be performed for each check in our case we will credit the specified percent on the check next we specify the amount of crediting that is 10 and save the rule done now you have a value for customers and you've set up a basic loyalty program you can extend this rule by adding specific conditions to it for example the rule may depend on the total sum of the check or the sum of purchases for the last 6 months when the total sum is equal to or greater than 500 units then the customer is credited with bonus points at the fifteen percent rate if the total sum is larger than one thousand units the rate grows to twenty percent incust works like a constructor at any time you may create customize or select a loyalty program component that you need for your marketing strategy let's test the rule on a real transaction please note that i will demonstrate all the mechanics using just incas tools and programs at the same time if you have an own website or application you may integrate our cloud solution via the application programming interface api and register purchases in your external system for some third-party systems we've already created integrations please read more about integration on the website visit incust.com and navigate to the api and integration section at the bottom of the page i will use our terminal program which is the workplace of a sales person it can be run on a phone a tablet or desktop or notebook computer we add a new customer for example by their phone number you may also add customers using an email address now the standard customer questionnaire is available to us we can fill it out or skip and continue working next i choose the goods that the customer wants to buy and conduct the transaction as you can see the check shows the credited bonus points in the amount of 10 percent of the order total after the transaction the customer automatically receives a notification about crediting bonus points the notification can be delivered in various ways an sms email push notification in a mobile app chatbot or viber a customer may use their bonus points easily without plastic or paper cards the cashier authorizes the customer selects the product and indicates the number of bonus points to be redeemed the customer also receives a notification a pin code to confirm the use of the bonus points and later a notification about the transaction customers may authorize in the system not only by phone number but also by using an email address a plastic card your external identifier a qr code from a mobile application or chatbot also there's a modern authorization method available the so-called pk pass card this is a digital card that is stored in a third-party application on your phone the customer needs to open pk pass on a mobile phone and let the seller scan it let's go through more complex mechanics of a loyalty program coupons for this let's make a customer automatically receive a 25 discount coupon if they buy three burgers in one order to work with coupons we need to create a series of coupons the series describes the general parameters for all future instances of a coupon that belongs to the series incust supports different types of coupons for our case we create a special coupon type called check modifier this type enables you to customize the customer's order for example give a discount set a special price or perform special credits you may define conditions for a coupon using a loyalty program rule we go to the loyalty program rules and create a rule for the future coupon we specify that this rule applies only to coupons and set the action discount on the check in percent and indicate the amount of the discount 25 percent when the rule is ready we create a coupon series and specify our rule in the series you can see an example of settings on the screen everything is ready we have set up a series of coupons and now coupons can be issued to customers you can manually create the required number of coupons per series in the business control panel each coupon can be issued in different ways for example you can print a coupon there will be a qr code that a customer can scan via the mobile application and receive the coupon into their digital wallet if the customer does not have an application then they can enter the coupon code on the site if the customer is not registered they will immediately become a participant of the loyalty program also a customer can receive a link to the coupon in a social network chatbot push notification in the application or even an sms [Music] an important feature is that the platform allows you to issue coupons automatically in ance with the rules of the loyalty program now i will set up automatic coupon issuance when customer buys three burgers in one order for this you need to create an additional rule select the option automatically for each check and specify in action issue a coupon ing to the rules of the product and a condition we want to issue a coupon when three burgers are sold in one order let's check how our check modifier coupon will work we return to the terminal application the salesperson authenticates the customer in a convenient way the customer buys three burgers and automatically receives a coupon into their digital wallet on the screen you can see the customer's mobile application and a fresh coupon in the customer's digital wallet a customer will be able to use this coupon and get a discount of 25 on their order on their next visit to provide a discount the salesperson authorizes the customer adds products selects a coupon from the list of available ones and the order total changes automatically after the transaction a customer will also receive a notification with the information about the purchase the incust platform supports other types of coupons as well certificate a digital or paper coupon that is used to credit funds to a customer external coupon this one automatically unwraps to give a customer some third-party code that is understood by a third-party system such third-party code may be some top-up code or a discount code that the customer can show or tell the cashier etc from other businesses these coupons are used for cross-marketing promotions with partner businesses that use inca service coupons have a variety of options that help you to flexibly customize different scenarios of interaction not only between a customer and the business but also between a customer and other customers for example you may set up a system to reward a customer for distributing coupons to their friends for example let's set up a reward for a recommendation a customer receives 20 bonus points for each recommendation customers may share coupons with their friends and get rewards for this activity and you as business get new customers as you can see i can share the coupon and get 20 bonus points if the coupon is used by my friend in addition to coupons the platform also offers other ready-made marketing tools such as prepaid certificates or gift sets there exists a number of tools for alternative methods of sales and payments this includes a store in the mobile application for customers and the chat bot payment for goods via link automatic service systems such as customer self service in the kiosk application customer accounts and commercial customer accounts help you to introduce new schemes for servicing partners make pay in advance or subscription schemes for customers how to do accounting in incust all transactions are stored in the transaction log section for example here are our recent transactions you'll see the time of the operation the receipt it can also be downloaded in pdf or you may cancel the transaction for example wrong crediting of bonus points etc you can select a group of transactions by filtering them by time goods transaction types or other options and download the file for further processing we can set up analytical reports for you and your analytical system for example in power bi now you've already collected or imported your customer base what's next you may manage your customer database in the customer section for example sample your customers by the average check the number of days since the last transaction the fields of their profile gender categories and more let's prepare a sample of customers ing to the following criteria gender mail with an average check of 250 you may send messages notifications about news or promotions credit bonus points top up an account change the category or access or issue a digital coupon to this sample of customers there are several options for deployment of the loyalty program running in the incast cloud or on your own server by using the incust cloud you can quickly launch a solution easily set up a loyalty program and conduct promotional activities with other businesses you will also receive a common incas chat bot shared by all businesses and you will be able to send messages branded by incust that is when running on the incus server you will need a few minutes because for full-fledged work you only need to complete the minimum number of settings at the same time you may use the chatbot the mobile application for customers and terminal immediately if you want to have full control over data storage and location of the servers send messages on behalf of your business name then running an own copy of the platform on your own or rented servers is your best choice deploying a separate copy of the platform takes about two weeks and integration with third-party services and messaging platforms must also be set up in addition to a separate copy of the platform we will prepare the branded versions of the mobile app and chatbot by registering on the incast.com site you will receive an account with a trial period for 14 days this means that you can try the functionality and customize your loyalty program for any questions please contact our experts at incast.com