Member Profile Completion Reward

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Collecting customer information to build complete profiles is the most direct way to increase communication channels between stores and their members. SHOPLINE has launched the "Member Profile Completion Reward" feature to attract members to complete their profiles by providing incentives. This feature enables precise delivery of rewards to customers interested in and loyal to the brands and ensures uninterrupted interaction with those who place orders via quick registration, live streaming, and so forth, boosting reward-driven conversion rates. 

 

⚠️ Before you start, please be reminded:

  • This feature is only applicable to customers who "have already registered but have incomplete member information" and does NOT apply to those who fill in the information at the time of registration. 
    If you wish to send rewards to new registrants, please refer to Welcome Credits | Store Credits.

 

This article will cover the following:

 

1. Member Profile Completion Reward settings

Step 1

Go to the SHOPLINE Admin > [Settings] > [Customer Settings] and switch on the Member Profile Completion Reward toggle for reward distribution. 

Screenshot

 

Step 2

Check the "Specified Fields" for which you would like to distribute Member Profile Reward. That is, once members complete the Specified Fields that you check, they will be eligible to receive corresponding rewards
"Name, Email, Mobile number, Gender, and Birthday" are the system's default "Preset Fields," and you can also add up to 5 additional "Custom Fields."

Please refer to Customer Data Collection for further details.

Screenshot

 

Step 3

Set the "Reward Type." Currently, there are three options available: Credits, Member points, and Coupons. You are allowed to select more than one.

After selection, you can check whether to send email or SMS notifications to customers. Click Preview to customize the notification message.

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*Note:

  • If you've chosen "Credits/ Member points" as your Reward Type, please be sure to switch on the "Credits/ Member points" toggles first. 
    Please refer to Store Credits and Member Points for further information.
  • If you’ve selected to send SMS notifications to customers, SHOPLINE will charge you a monthly fee for sending SMS.
  • If you've chosen "Coupons" as your Reward Type, the following requirements must be met:
    Type Get Coupon Link
    Target Group All customers
    Promotion Limitations Not yet started /
    Started but not yet expired
    Usage Count > 0
    Status Published
    Quantity

    3 at most

    For more information on Get Coupon Link, please refer to Promotions Step 3 - Set Benefits & Criteria.

 

Step 4

Upon completing the steps above, click Update to save the settings. 

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2. Activity Logs 

After enabling the "Member Profile Completion Reward" feature, each configuration change may affect the cost of your online store and customer benefits. You can visit the "Activity Logs" to review the changes made.


Step 1

Go to the SHOPLINE Admin > [Settings] > [Customer Settings] > [Member Profile Completion Reward] and click Activity Logs

Screenshot 2024-04-02 at 10.54.22.png

 

Step 2

The "Activity Logs" page includes detailed historical information such as the date of the change, Specified Fields, Reward Type, and the Administrator.

Screenshot

 

3. Distribution rules and regulations

i. Distribution rules of Member Profile Completion Reward

For registered members who initially left the Specified Fields blank, they will be eligible to receive corresponding rewards once they complete filling in all the designated fields that you have checked

Example
"Name" and "Phone Model" are checked in the Specified Fields.

Scenario 1:
The existing "Name" and "Phone Model" are left blank,
and only the Phone Model is completed > unable to receive
rewards.

Scenario 2:
The existing "Name" and "Phone Model" are left blank,
and both fields are completed > eligible to receive rewards.

Scenario 3:
The existing "Name" was completed, and now the Phone
Model is completed > eligible to receive rewards.

*Note:

  • This feature does not apply to those who fill in their personal information at the time of registration. If you wish to give out rewards to new registrants, please refer to Welcome Credits | Store Credits.  
  • This feature does not apply to those who have completed the existing data, even if there are subsequent changes to the field contents. Rewards can only be obtained when the Specified Fields transition from being empty to having data.
    For example, if the Phone Model was already filled in during registration and later changed at the storefront, the member will not be eligible to receive the reward.
  • After setting up the Member Profile Completion Reward, disabling the toggle for Store Credits/ Member points or unpublishing coupons may result in the following consequences:
    • Members who complete filling in their info within this period cannot receive rewards. Enabling the feature again will not retroactively apply to those who completed filling in the data during that period. If rewards need to be issued to those who fall into this category, manual issuance will be required.
    • If you set the Reward Type as "Store Credits + Coupons" but later disable the toggle for Store Credits, the coupons will still be sent as scheduled, but the Store Credits will not. The system will consider the member as having completed the rewarding task; if you later activate the "Store Credits" toggle, it will not be retroactively applied. If Store Credits need to be issued to the member, manual issuance will be required.

 

ii. Completion route at the storefront

Customers can complete their originally empty member data fields and receive rewards through the following routes:

Completion route Explanation of Reward rules Reward notification
Storefront > Member Center > Profile Displayed Displayed
Storefront > Checkout page > Customer Info Not displayed Not displayed
Shopper App > Member Center > Member Info Displayed Displayed
Smart OMO > SMS / QR Code > Customer Profile Displayed Displayed

 

The following is an illustration of the Explanation of Reward rules and the notification at the storefront > [Member Center] > [Profile] page. Please note that different routes may have different display formats.

截圖

 

iii. Completion/ Data maintenance route in the Admin 

You can assist members in filling in the originally empty fields and help them earn rewards through the following routes:

Completion route Explanation of Reward rules Reward notification
Admin > Customer Management > Customers > Customer Details Not displayed Not displayed
Admin > Social Commerce > Message Center > Personal Information Not displayed Not displayed
SHOPLINE Admin App > Customer Management > Customer details Not displayed Not displayed
POS app > Customer > Edit recipient's information Not displayed Displayed
Smart OMO > Member Search > Edit Information Not displayed Displayed
LINE OA > Analysis > Basic Profile Not displayed Not displayed

 

The following is an illustration of the Reward notification on the POS app > [Customer] > [Edit recipient's information] page. Please note that different routes may have different display formats.

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The reward notification message for Smart OMO > [Customer Profile] > [Edit Customer Profile] is as follows.

Screenshot

 

4. Important notes

  • It is recommended to display the selected "Specified Fields" at the storefront > [Member Center] > [Profile] page to avoid any confusion for customers when they are filling in the information.
    If you would like to learn more about field display settings, please refer to Customer Data Collection
    Screenshot

  • The records of Store Credits or Member Points issued via "Member Profile Completion Reward" can be exported and viewed in a report format as shown below. 
    For more details about exporting reports, please refer to Export Store Credits Report and Export Member Points Report.
    • Store Credits Report
      Screenshot

    • Member Points Report
      Screenshot

 

 

 

 

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