In this article we will go over how to turn on your auto-pilot Loyalty Program along with a short description of what the Loyalty Program is all about.


CaterZen Catering Software integrates with a third party mail house to send physically printed and mailed full color letters and postcards. The Loyalty Program is one of the auto-pilot letters we offer.   


The Loyalty Program allows your customers to earn gift certificate dollars when they place orders with you or if they refer a friend to you.   During your marketing meeting you will determine the percentage you want to give to the customer when they place an order with your if they refer a friend.   


CaterZen will keep track of all the customer's orders and the orders of the referred customers.   Once the customer earns a certain amount of gift certificate dollars (you determine the amount), then your customer will automatically be mailed a gift certificate to use with you.


1 - The Loyalty Program is found under the Marketing Tab and then there are 3 links related to the program:  Loyalty and Referral Program, Loyalty Certificate Campaign and Loyalty Welcome Letters.




2 - The Loyalty Program can only be turned on by a team member here at CaterZen.   To schedule a time to turn on your loyalty program please click on this link:  https://app.hubspot.com/meetings/jillian3/marketing-meeting-


3 - Once the Loyalty Program has been turned on the default Welcome Letter will look like this:




4 - The default Loyalty Certificate will look like this:





5 - Remember the Loyalty Program can only be turned on by a team member here at CaterZen.   To schedule a time to turn on your loyalty program please click on this link:  https://app.hubspot.com/meetings/jillian3/marketing-meeting-