This guide will walk you through the Tradable Bits Fan Loyalty Portal.
The Tradable Bits Loyalty Portal is a one stop shop to further engage fans in ways that are meaningful and rewarding to them while overall bolstering your fan loyalty. It was designed to be centred around a particular event but you can also use it for an entire season or simply as an ongoing central engagement hub to reward fans.
The portal is based on "quests": specific activities for fans to complete in exchange for points or access to exclusive rewards. These quests can include participation in engagement campaigns, scan-ins at venues, visits to a website and more.
Your loyalty portal landing page is a central hub for fans to engage, view their points balance and earn more through quests tied to a specific point amount available to earn.
Loyalty Portal Setup:
Beyond standard set up and design, there are a few key set up sections to be aware of that are unique to Loyalty Portal:
1. Performances
2. Fan Points
3. Quests
4. Milestone Rewards
Setting Up Performances:
Configuring performances is optional, they are not required to create a loyalty portal or quests.
Note: You will need to configure performances if you are offering anything that involves tickets or validating wristbands
Your individual portals will show up as performances under Fan Loyalty Portal>Event Configuration. Click on one of these performances to view and configure your portal.
To set up your performance, you will need to go to the Sales section of the platform.
1. Navigate to Sales>Performances and click the New Performance button in the top right of the page
2. Name your portal, set a date range and any other required fields. Be sure to select the Facebook Page that is connected to the Business that your portal is in. This is how it connects to your correct business and shows up as a performance in your portal
3. Hit Save
4. Return to your Loyalty Portal Performances page to find your new portal
Next, you will need to set up your Fan Points.
Setting Up Fan Points:
Fan points are how your fans are rewarded for completing quests. These points can be used to redeem any exclusive rewards that you wish to offer fans in the portal.
1. Navigate to the Fan CRM>Fan Points
2. Click the New Points Category button at the top of the page
3. Give your new point category a name specific to your portal and hit save
4. Return to your portal and navigate on the left side menu to Fan Loyalty Portal> Webpage Setup> Point Awards and select your newly created category from the dropdown menu
Be sure to save setup. You're ready to begin configuring your quests and customizing your Loyalty Portal!
Quests:
Navigate to the Quests tab on left side menu and click the New Quest button to add more quests to your loyalty portal landing page
We currently support four different out of the box quest types for you to choose from:
1. Quickpicks: a simple "This or That" activation to gauge fan preferences
2. Scan: reward fans when their tickets are scanned
3. Wristband ID: rewards fans when they tap a registered wristband
4. External Campaign: link to customized Tradable Bits campaigns
Note: any quests that are not tied to performances will be displayed to users as "General Quests" and any with performances with be displayed as "Events"
Milestone Rewards:
Unique rewards for users earned by reaching certain achievements that you configure such as hitting an amount of fan points, completing a specific quest or reaching a new tier.
1. Configure your rewards under the Milestone Rewards and clicking the New Reward button
2. Populate the fields to set your reward type and requirements
3. Click save
That's it! Once you've customized the design of your portal, it's ready to share with your fans!
Still have questions? Please reach out to your Customer Success Manager or contact support@tradablebits.com for help with setting up your Fan Loyalty Portal.