TracPoint Apps Best Practices

Now that you have your new App, let’s make sure you get the most out of this innovative service! The most important thing to do is get App installs, and get your employees to share your App and their card to customers, prospect, friends and family! Insure future success by making sure your App is installed on the home screen of every customer device. Then, you’ll be able to keep those customers coming back for future purchases, drive more referrals, more online reviews, and ultimately more sales! Implement the following practices to ensure the App is being utilized by your team effectively,

Share The App Install Video

When you deploy the App to your reps, a link to the video is already added to the end of the text message. It’s always a good idea to remind your reps to watch the video. It has all of the information they’ll need to easily add the App to their device and successfully share with customers.

View App installs by store and by sales person, track promotion views, and filter by date range. You can even set up automated report delivery at specific time intervals.

Set Up Automated Report Delivery To Your Leadership Team & Managers

In the dashboard, users can view App installs by store and by sales person, track promotion views, and filter by date range. You can even set up automated reports delivery at specific time intervals.

Download and distribute reports to managers and leadership so everyone is up to date on App activity.

Create A Contest For App Installs & Recognize Top Reps

A contest is a great incentive to get your reps excited, engaged, and comfortable with sharing the App. Remember: The more App installs your business has, the more people you can drive back to your stores for repeat purchases.

Along the same lines as running a contest, you should make it a point to highlight your top performing reps. While a contest will help get everyone involved, highlighting your top performing reps, will motivate them to go the extra mile. Use the ‘Detailed Report by Rep’ to measure individual rep install performance.

Create Your Customer Journey With Automated Push Notes

Send your customers personalized automated messages at specific times after initial install. For example, a thank you message sent 2 hours after install, a check in message after 30 days, and a referral reward at 60 days.

Reward your customers for referrals, and give your reps a reason to share their card to their own network by creating a “friends and family” promotion.

Create A Customer Referral Reward

Reward your customers for referrals, and give your reps a reason to share their card to their own network by creating a “friends and family” promotion. This is a great way to get your employees and customers to share your promotions.

New Hire Onboarding

Set your reps up for success from day one. Establish a process for making sure all new hires are given their App & Digital Business Card on their first day of employment.

Your new employees are never more excited than when they first start working for you. Leverage that excitement to encourage sharing their Digital Business Card with friends and family!

Keep Your Promotions Current & Compelling

Each month, make sure you have updated promotions that are only good for your App customers. Keeping your promotions current with high value will keep your customers coming back to you!

  • Create a Deal of The Month

  • Discounts Off Select Accessories

  • Friends and Family Discounts

  • Limited Time Offers

  • Referral Reward

  • Seasonal Promotions (Back to School, Black Friday, Holiday, Mothers Day, Fathers Day, etc)

Set Goals For Your Reps

Establish a minimum acceptable App install requirement for your reps. Most successful businesses will require that reps have the app installed during 70% of all customer transactions

Keep your reps on track and send them weekly motivational messages to remind them to reach their goals.

Set Rep Goal Notifications

Establish a minimum acceptable App install requirement for your reps. Most successful businesses will require that reps have the app installed during 70% of all customer transactions. This sets the bar for the App to be installed at every opportunity.

Rep Goal notifications keep reps on track and send them weekly motivational messages to remind them to reach their goals.

Remember, for your rep to get credit for sharing their App to customers, friends and family they must follow the process below:

  1. Share App

  2. Have the customer save the App to their Home Screen

  3. Reopen the App once installed to home screen to get credit for the install

  4. Have customer agree to receive push notifications

Make Sure Your Reps Know How To Share Their App & Get Credit For Installs

Incorporate The Following Sales Flow

Here’s an example:

“Thanks again for coming in. I hope I’ve taken care of everything you needed today. I’d like to share my company digital business card with you so you have all my contact information should you have any questions. It also has special offers that are only available for our existing customers, along with the ability to refer me if you feel I’ve done a great job today. Just scan this QR code and save to your home screen. Great to meet you today, and please reach out through the App if there is anything else I can do for you!”

Incorporate the App install into the sales flow and include it in your training. The App install is normally positioned as the last step in the customer transaction, while wrapping up the sale and sending the customer on their way.