Knowledge Base

The most commonly answered questions from the Retainly.io support team. 

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Creating Rewards

How do I create my first QR code?

Follow the steps in this video to create your first QR code.

You’ll also learn about your QR code browser cookie settings.

 

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How do I create my first redeemable reward?

Creating your first reward is simple and easy.

Follow the steps in this video to get started.

 

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How do I view and promote my QR codes?

Watch the tutorial video below to learn how you can view and promote your QR codes.

 

 

Here are two ways that you can view your QR codes covered in the video above.

ℹ️ Method 1 – Password Protected QR Codes:

  • If you click on the “Click to visit store” icon or the “Visit” button icon in the “Actions drop-down” you can access a password-protected version of your QR code.
  • This feature can help to prevent customers from scanning your QR codes when they shouldn’t (e.g. if they tried to scan your QR code to earn points without making a purchase).

 

ℹ️ Method 2 – Unprotected QR Codes:

  • This option is convenient for obvious reasons – you won’t need to input a password for your customers to scan your QR codes.

 

 

 

 

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How do I create multiple QR codes?

Watch the video below to learn how you can create multiple QR codes for your store.

 

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How do I edit my QR codes?

Watch this tutorial video to learn how to edit your QR codes.

 

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Customer Tracking Insights

How do I view my reward analytics?

To view the Reward Analytics Dashboard please follow the steps below.

  1. Click on the “Analytics” dropdown on the left side of your loyalty membership dashboard.
  2. Click on the “Reward Analytics” tab.

 

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How do I view my gift card analytics?

To view the Gift Analytics Dashboard please follow the steps below.

  1. Click on the “Analytics” dropdown on the left side of your loyalty membership dashboard.
  2. Click on the “Gift Analytics” tab.

 

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How do I track customers’ reward eligibility and points?

Watch the tutorial video below to learn how you can track additional customer insights.

 

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Integrations

How do I set up integrations?

Follow the steps below to start connecting some of your favorite integrations to Retainly.

  1. Click on the “Integrations” tab on the left side of your loyalty membership dashboard.
  2. Once you’re in the integrations dashboard choose which tool you’d like to connect.
  3. Click the “Connect” button to get started.
  4. [NOTE] – Most of these applications will require an API key, and your username, and password details.

 

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How do I connect my email to Retainly?

We recommend connecting Retainly to your email for best results.

???? Do you need help with this step? Feel free to schedule a call with our customer support team, and we’ll get you squared away.

 

 

ℹ️Retainly automatically:

  • Sends a welcome email to new customers who join your loyalty program.
  • Sends emails to remind customers to visit your restaurant, and redeem their rewards.
  • Sends emails with redeemable reward information.

Step 1 – To get started, click on the “Integrations” tab on the left side of your dashboard.

Step 2 – Next, click on the “Other Integrations” tab.

Step 3 – Click on the “Connect” SMTP button. This will open the SMTP credentials popup.

 

 

Step 5 – To send emails automatically from Retainly, please add your SMTP credentials in this section as follows:

  1. Enter the SMTP server (Please add SSL:// or TLS:// as Prefix of your Smtp Server).
  2. Enter the SMTP port (Default Port 25, 465 and 587 (SSL,TLS)).
  3. Enter the SMTP Username (your email username).
  4. Enter the SMTP Password (your email password).
  5. Make sure to click on the “Save” button once your SMTP credentials are added.

 

 

Here is an e.g of what your SMTP credentials are going to look like.

Please make sure to use the “Outgoing Server” credentials.

⚠️ It’s important that you remember to add SSL:// or TLS:// as a prefix to your “SMTP Server” name.

 

 

ℹ️ If you click on the “Help” button in the SMTP popup, you can also access the SMTP instructions.

 

 

If you’re using Gmail:

  1. You’ll have to Click here and select Turn ON Access for less secure apps.
  2. Enter the SMTP Server: ssl://smtp.gmail.com.
  3. Enter the SMTP Port: 465.
  4. Enter your SMTP Username: your Gmail username.
  5. Enter your SMTP Password: your Gmail password.
  6. Save the SMTP credentials.
  7. Note: If you’re unable to integrate your SMTP, then please Click here to allow access to your google account.
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Knowledge Base

How do I edit my restaurant profile?

Watch the tutorial below to learn how to edit and update your restaurant profile information.

 

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27
How do I change my password?

Learn how to change your password in less than a minute.

 

Was this helpful?
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30
How do I create my first QR code?

Follow the steps in this video to create your first QR code.

You’ll also learn about your QR code browser cookie settings.

 

Was this helpful?
30
31
How do I create my first redeemable reward?

Creating your first reward is simple and easy.

Follow the steps in this video to get started.

 

Was this helpful?
25
27
How do I view and promote my QR codes?

Watch the tutorial video below to learn how you can view and promote your QR codes.

 

 

Here are two ways that you can view your QR codes covered in the video above.

ℹ️ Method 1 – Password Protected QR Codes:

  • If you click on the “Click to visit store” icon or the “Visit” button icon in the “Actions drop-down” you can access a password-protected version of your QR code.
  • This feature can help to prevent customers from scanning your QR codes when they shouldn’t (e.g. if they tried to scan your QR code to earn points without making a purchase).

 

ℹ️ Method 2 – Unprotected QR Codes:

  • This option is convenient for obvious reasons – you won’t need to input a password for your customers to scan your QR codes.

 

 

 

 

Was this helpful?
21
28
How do I create multiple QR codes?

Watch the video below to learn how you can create multiple QR codes for your store.

 

Was this helpful?
27
26
How do I view my reward analytics?

To view the Reward Analytics Dashboard please follow the steps below.

  1. Click on the “Analytics” dropdown on the left side of your loyalty membership dashboard.
  2. Click on the “Reward Analytics” tab.

 

Was this helpful?
26
32
How do I view my gift card analytics?

To view the Gift Analytics Dashboard please follow the steps below.

  1. Click on the “Analytics” dropdown on the left side of your loyalty membership dashboard.
  2. Click on the “Gift Analytics” tab.

 

Was this helpful?
27
32
How do I track customers’ reward eligibility and points?

Watch the tutorial video below to learn how you can track additional customer insights.

 

Was this helpful?
26
28
How do I set up integrations?

Follow the steps below to start connecting some of your favorite integrations to Retainly.

  1. Click on the “Integrations” tab on the left side of your loyalty membership dashboard.
  2. Once you’re in the integrations dashboard choose which tool you’d like to connect.
  3. Click the “Connect” button to get started.
  4. [NOTE] – Most of these applications will require an API key, and your username, and password details.

 

Was this helpful?
24
28
How do I connect my email to Retainly?

We recommend connecting Retainly to your email for best results.

???? Do you need help with this step? Feel free to schedule a call with our customer support team, and we’ll get you squared away.

 

 

ℹ️Retainly automatically:

  • Sends a welcome email to new customers who join your loyalty program.
  • Sends emails to remind customers to visit your restaurant, and redeem their rewards.
  • Sends emails with redeemable reward information.

Step 1 – To get started, click on the “Integrations” tab on the left side of your dashboard.

Step 2 – Next, click on the “Other Integrations” tab.

Step 3 – Click on the “Connect” SMTP button. This will open the SMTP credentials popup.

 

 

Step 5 – To send emails automatically from Retainly, please add your SMTP credentials in this section as follows:

  1. Enter the SMTP server (Please add SSL:// or TLS:// as Prefix of your Smtp Server).
  2. Enter the SMTP port (Default Port 25, 465 and 587 (SSL,TLS)).
  3. Enter the SMTP Username (your email username).
  4. Enter the SMTP Password (your email password).
  5. Make sure to click on the “Save” button once your SMTP credentials are added.

 

 

Here is an e.g of what your SMTP credentials are going to look like.

Please make sure to use the “Outgoing Server” credentials.

⚠️ It’s important that you remember to add SSL:// or TLS:// as a prefix to your “SMTP Server” name.

 

 

ℹ️ If you click on the “Help” button in the SMTP popup, you can also access the SMTP instructions.

 

 

If you’re using Gmail:

  1. You’ll have to Click here and select Turn ON Access for less secure apps.
  2. Enter the SMTP Server: ssl://smtp.gmail.com.
  3. Enter the SMTP Port: 465.
  4. Enter your SMTP Username: your Gmail username.
  5. Enter your SMTP Password: your Gmail password.
  6. Save the SMTP credentials.
  7. Note: If you’re unable to integrate your SMTP, then please Click here to allow access to your google account.
Was this helpful?
28
26
How does the Retainly rewards program work?

Retainly is a points-based loyalty rewards program powered by smart QR code technology. Each time your customers visit your store, they’ll be able to earn points and redeem rewards within seconds by simply scanning a QR code. 

We recommend that you promote your QR codes on a display at the checkout. After a customer makes a purchase they’ll then have the opportunity to scan your QR code with their smartphone.

Flexible QR code technology allows you to create multiple QR codes and assign different points values to each one. Take it one step further, and create a tier system of rewards to give your customers even more incentive to keep coming back.

Was this helpful?
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What is your cancellation policy?

You’re free to cancel your plan with us whenever you’d like.

This is a contract-free zone. ????

After you sign up we’ll give you a link.

If you ever want to cancel your subscription for any reason, you can do so in less than a minute.

Was this helpful?
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Are there any hidden fees after I sign up?

Nope, not here.

We treat our customers like family.

We believe in fair and honest pricing.

If your plan includes any sort of extra costs, we will let you know up-front.

Was this helpful?
27
22
What tools does Retainly integrate with?

We integrate with some of your favorite tools. Here are a few to list. 

Payment Processor Integrations: 

  • Paypal 
  • Stripe 
  • Razorpay 

 

Autoresponders Integrations: 

  • Aweber 
  • Mail Chimp 
  • Active Campaign 
  • Sendlane 
  • SendReach 
  • GetResponse 
  • iContact 
  • Constant Contact 

 

Webinar Integrations: 

  • GoToWebinar 
  • Meetvio 

 

Other Integrations: 

  • SMTP 
  • Youzign
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What kind of support will I get?

We believe that over-the-top customer satisfaction is the key to growing a company worth being a part of. That’s exactly why your experience is our number one priority.

Our team offers unlimited email support, and we’re always available to help, even if you need a one-on-one consultation. The best way to take advantage of our wonderful support is to directly reach out to our support team at [email protected].

Our response time may vary depending on how much we need to investigate your query. That said, we generally respond to all of our support tickets and comments within a few hours. We’re looking forward to hearing from you!  

Was this helpful?
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When will you charge my card after I sign up for a free trial?

Your card won’t be charged a single cent until after the end of your free trial period.

Please feel free to unsubscribe from our services at any time.

Was this helpful?
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How do I edit my QR codes?

Watch this tutorial video to learn how to edit your QR codes.

 

Was this helpful?
26
29

Pre Sale F.A.Q.

How does the Retainly rewards program work?

Retainly is a points-based loyalty rewards program powered by smart QR code technology. Each time your customers visit your store, they’ll be able to earn points and redeem rewards within seconds by simply scanning a QR code. 

We recommend that you promote your QR codes on a display at the checkout. After a customer makes a purchase they’ll then have the opportunity to scan your QR code with their smartphone.

Flexible QR code technology allows you to create multiple QR codes and assign different points values to each one. Take it one step further, and create a tier system of rewards to give your customers even more incentive to keep coming back.

Was this helpful?
24
26
What is your cancellation policy?

You’re free to cancel your plan with us whenever you’d like.

This is a contract-free zone. ????

After you sign up we’ll give you a link.

If you ever want to cancel your subscription for any reason, you can do so in less than a minute.

Was this helpful?
26
25
Are there any hidden fees after I sign up?

Nope, not here.

We treat our customers like family.

We believe in fair and honest pricing.

If your plan includes any sort of extra costs, we will let you know up-front.

Was this helpful?
27
22
What tools does Retainly integrate with?

We integrate with some of your favorite tools. Here are a few to list. 

Payment Processor Integrations: 

  • Paypal 
  • Stripe 
  • Razorpay 

 

Autoresponders Integrations: 

  • Aweber 
  • Mail Chimp 
  • Active Campaign 
  • Sendlane 
  • SendReach 
  • GetResponse 
  • iContact 
  • Constant Contact 

 

Webinar Integrations: 

  • GoToWebinar 
  • Meetvio 

 

Other Integrations: 

  • SMTP 
  • Youzign
Was this helpful?
28
29
What kind of support will I get?

We believe that over-the-top customer satisfaction is the key to growing a company worth being a part of. That’s exactly why your experience is our number one priority.

Our team offers unlimited email support, and we’re always available to help, even if you need a one-on-one consultation. The best way to take advantage of our wonderful support is to directly reach out to our support team at [email protected].

Our response time may vary depending on how much we need to investigate your query. That said, we generally respond to all of our support tickets and comments within a few hours. We’re looking forward to hearing from you!  

Was this helpful?
30
31
When will you charge my card after I sign up for a free trial?

Your card won’t be charged a single cent until after the end of your free trial period.

Please feel free to unsubscribe from our services at any time.

Was this helpful?
28
24

Your Store Profile

How do I edit my restaurant profile?

Watch the tutorial below to learn how to edit and update your restaurant profile information.

 

Was this helpful?
29
27
How do I change my password?

Learn how to change your password in less than a minute.

 

Was this helpful?
25
30
How do I view and promote my QR codes?

Watch the tutorial video below to learn how you can view and promote your QR codes.

 

 

Here are two ways that you can view your QR codes covered in the video above.

ℹ️ Method 1 – Password Protected QR Codes:

  • If you click on the “Click to visit store” icon or the “Visit” button icon in the “Actions drop-down” you can access a password-protected version of your QR code.
  • This feature can help to prevent customers from scanning your QR codes when they shouldn’t (e.g. if they tried to scan your QR code to earn points without making a purchase).

 

ℹ️ Method 2 – Unprotected QR Codes:

  • This option is convenient for obvious reasons – you won’t need to input a password for your customers to scan your QR codes.

 

 

 

 

Was this helpful?
21
28
How do I edit my QR codes?

Watch this tutorial video to learn how to edit your QR codes.

 

Was this helpful?
26
29