Carrot Onboarding Form

Carrot Rewards Program Form

Use this form to tell us what rewards program you want to launch with.
About Carrot Rewards

A full writeup and explanation of our rewards program can be found here:

Rewards Program Examples
Your Contact Email
example@example.com
Company Brand Name*
The name your customers know you by

Loyalty Levels

Loyalty levels reward longtime, high-spending customers by giving them more points with each purchase. A full description of loyalty levels can be found in the link on the first page of this form.
Do you want to offer loyalty levels with your program?

YesNo

Choose your loyalty levels. Our standard settings are: Bud - minimum 0 - multiplier 1, VIP -minimum 500 - multiplier 1.5, Diamond - minimum 4000 - multiplier 2, Elite - minimum 10000- multiplier 2.5 *The first level must be set to $0 minimum lifetime spend.

	Loyalty Name	Min. Llifetime Spend	Multiplier
1
2
3
4
5

Rewards Program Type

Refer to the link on the first page of this form for a full explanation of our different programs.
Which program would you like to offer?

Category-BasedPrice Range BasedDollar Amount Off
Set your rewards categories. Eg. "Preroll" | Category | "Prerolls" | 250*
Set your price ranges. Eg. 0.00 | 10.00 | 250*
Set your discount buttons. Eg. 10.00 | 250*
If you would like to use custom icons for your rewards please upload them here. Your images should be 400x400px and ideally in PNG format.

Cancelof

Referral Program

Refer to the link on the first page of this form for a full explanation of our different programs.
Do you want to offer a referral program?

YesNo

How many points should be given to the customer making the referral?

	Discount Type	Discount Amount	Minimum Spend
Service Quality

Will your rewards discount apply before or after tax? This will effect promotional tax settings as well.

Pre TaxPost Tax
Will your rewards program stack with existing promotions? -- When 'Yes' the dollar-off discounts added to cart can discount the full subtotal, when 'No' the dollar-off discount is capped at the subtotal of non-deal items.

Yes, rewards points can be stacked with existing promotionsNo, rewards points will not be stacked with existing promotions
What is your ideal rewards go-live date?

MonthDayYear
Date
When should customers begin earning points for their purchases?*

Apply points retroactively to all past transactionsBegin earning points starting on the rewards program go-live dateOther

That's All!

Thank you for your time. We will reach out soon to schedule your onboarding call.
Next Steps:
- Prepare for your Carrot Rewards go-live with these supporting articles.
- Make sure to create cooresponding discounts in your POS to match the the redemption values you've chosen.
  - Category Based Rewards & Bucket Rewards Groups: discounts will need to cover full product values.
  - Dollar Off Rewards: Create discounts that coorespond with the dollar off values you've chosen.
Should be Empty:

Carrot Rewards Program Form

Loyalty Levels

Rewards Program Type

Referral Program

That's All!

Next Steps: