Migration. Existing Loyalty Program. Transfer Program.
If you were running a loyalty program on a previous system that you would like to keep, the migration can be done in a few short steps. Keep in mind that before proceeding you must complete the initial setup tasks which include most importantly, connecting your POS. Note that a one-time migration fee applies. Our team will review that with you.
Make sure your customers are in your POS
In order for a customer to exist in Thirdshelf, they must first have a record in your POS. This is to streamline points earning, offer redemption and other powerful tools.
Replicate your existing program in Thirdshelf
Building your program is a breeze, simply select the right program structure and create the corresponding rewards. Stuck? Send your program structure to firstname.lastname@example.org, our experienced Customer Success team will help you replicate as much of your program as possible.
Send us your file
To complete your migration our team will need an excel or .csv file with the following information; Customer's full name, email address or/phone number, points balance.
It is important that each customer has either an email or phone number. All communications done via Thirdshelf are primarily by email but we can accept phone numbers as they can also fill the role of unique ID that emails fill.
Please send your file to email@example.com