BayIQ Affinity Programs offer extra rewards to distinct customer groups, including nearby school or hospital employees, ride-sharing drivers, and local businesses.
For instance, employees of the local hospital receive an extra $20 in rewards upon signing up.
Note: If you don't find Affinity Programs in your BayIQ Dashboard, reach out to our Support Team by selecting "Submit a Request" in the top right corner of this page.
Access Your Affinity Program
Select Marketing, then Specialty Programs from the top menu bar.
Next, you'll select the tab to access Affinity Programs.
Create an Affinity
To create a new Affinity, select the Affinity Program tab and fill out the form fields.
- Name
- Description
- Affinity Tag - this will be added to the individual's Rewards Account and allows you to pull reporting information specific to your Affinity Program Members
- Market - choose your business
- Store - choose one or more stores
- Active - select the toggle to turn this program on
- Rewards - choose a Bonus, Signup Credit, or both.
Note: Customers who register for your Rewards Program via an Affinity will receive your standard Signup Bonuses in addition to the Affinity Program rewards.
Scroll to the bottom and select Create Affinity. .
Edit Existing Affinities
After selecting the Affinity Program tab, select View Existing Affinities.
Next, select the pencil icon to edit or view your Affinity settings.
Make any changes needed, then scroll to the bottom and select Update Affinity.
Adding or Updating a Customer's Affinity
There are two places where a rewards customer can be added to an Affinity.
Customer Terminal (1-way Integrations)
Select Customers then Terminal from the top navigation menu. Then, search for and select the customer name.
Once selected the terminal popup will display. If the customer is already a member of an Affinity, it will be listed under their name, as outlined in red in the image below.
To add the customer to an affinity, select the silhouette icon, shown below.
Once selected, use the Affiliate drop-down to select a program. Then Save Changes.
Account Information Page (2-way Integrations)
Select Customers then Terminal from the top navigation menu. Search for and select the customer name. Once selected, the Account Information page will open in a new window.
If the customer is already a member of an Affinity, it will be listed under their Signup Method, as outlined in red in the image below.
To add or edit the Affinity, select the Edit button.
Next, use the Affiliate drop-down to select a program. Then Save Changes.
When a rewards customer is added to an Affinity Program, they receive any Signup Credits or Bonuses associated with the program.
If the Affinity Program is changed from one to another, the Signup Credits and Bonuses from the previous Affinity will be removed, and the rewards for the new Affinity will be added.
If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.