Load the truck before the first stop.

The ten steps

TipSteps 4 to 9 are mostly typing. If it's your first time through, do them in the web console at wrenchwallet.net/dealer. A keyboard beats a phone for this.

1. 01

   Account

   Your name on the truck

   • Set your business name to whatever is on the side of the truck, not your legal company name. It's what customers see everywhere in the app, and the name on every notification you send.
   • Set your own name. When a customer earns something, the app tells them to see you by name. It reads like a person, not a company.
2. 02

   Account → join code card

   Your join code

   • Every dealer has a six-character code. A customer types it once, or scans the QR, and they're on your program.
   • The QR lives on that card, always two taps away. Turn your phone round and let them scan it off your screen.
   • The code never changes and it's safe to hand out. Nobody can join twice, and you can remove somebody later from People → Removed.
3. 03

   Account → join poster

   Print something for the truck

   • It prints your business name, the code and the QR together.
   • The poster is for the people you didn't get to. When somebody's in front of you, use your screen.
   • One where people wait to pay, one on the door. Two is enough.
4. 04

   Rules

   What everything is worth

   Four settings, all on one screen, one Save at the bottom.

   Earning and redeeming

   • Standard is a point per $25 spent, and 100 points is worth $25 of credit, about 1% back. Lite is half that. Generous is about 2.5%.
   • Choose whether payments earn as well as purchases. Switch purchases off and nothing bought on the truck earns.
   • The payout example does the arithmetic: type what a regular spends and read what it costs you over a year before you commit.

   Wish list

   • Points for adding a tool they plan to buy, priced per tool: off, 25¢, 50¢ or $1.
   • Set the most they can earn in six months. It rolls, so there's a reason to keep the list current.
   • The cap counts what's been paid out, not what's on the list now; clearing and re-adding doesn't earn again. Points you take back free it up.
   • Ten tools on a list at a time. Off is a real choice: knowing what people are saving for is worth something on its own.

   Referrals

   • Points for the customer who brings a coworker on. Off, $1, $2 or $3 per new customer.
   • It pays when that new customer makes their first purchase or payment, never at signup. Reverse that purchase and the points come back.

   Get the earn rate right before anybody joins. Changing it later doesn't re-value what people already earned.

5. 05

   Rewards

   Give the points somewhere to go

   • Add three or four. Points with nothing to spend them on is a scoreboard, not a reward program.
   • Price them so the first is reachable in a few weeks. A customer who can see themselves getting there keeps checking.
   • A cheap one, a middling one, and one worth saving for. That spread does more than a long list.
6. 06

   Rewards → Deals

   Deals

   Whatever's on the truck this week and worth shouting about. Deals show on the customer's home screen, so a couple of live ones makes the program look run.

   Point multipliers

   • A deal can carry a multiplier: 1.5×, double or triple.
   • It applies to everything: every purchase and payment, by every customer, for as long as it runs. A double on a deal about impact wrenches is a double on the whole truck.
   • That's why it needs an end date, and why the app won't save one without a length. The Deals screen shows a banner whenever one's live.

   Work out what it costs first. Triple points for a week is three times your normal rate on everything sold that week.

7. 07

   Rewards → Punch cards

   Punch cards

   Buy or pay a set number of times, get the reward. The oldest promotion in the business because it works. One to start is plenty.

8. 08

   Rewards → Power of cards

   Power of 10 & 25

   A numbered board. Customers take numbers, the board fills, you draw. Keep the prize name short; long names get cut off on a phone.

9. 09

   Rewards → Ticket drive

   Ticket drive

   • Spend money, earn tickets, you draw a winner at the end.
   • Pick the amount and how many tickets it earns. The form reads the rule back as a sentence. Check it's what you'd say out loud at the window.
   • Turn on extra payments only if you want somebody paying above their normal weekly to earn tickets for it. A regular payment never earns.
   • Set the jar levels if the suggested ones look wrong; the exact count always shows underneath.
   • Save, then Start when ready: two buttons, so you can set it up the night before. Earn rules lock once it starts.
10. 10

    Only once 1–9 are done

    Now tell people

    • Start with the customers you see every week. They join fastest, and they're who your promotions are for.
    • Then let referrals do the rest. Tell the four or five who talk the most, and it moves through the shop without you.
    • Mention it at the window rather than pointing at the poster.
    • Somebody already on your program can't enter a friend's code afterwards; it only counts at signup.