Building a Digital Loyalty Platform for an Electrical Trade Business

This project focused on creating a centralized digital loyalty system for electricians and trade resellers operating across a large supplier network. The business required a practical way to capture purchase activity, validate invoices, allocate reward points, and manage redemptions within a single platform where users could submit proof of purchase, track point balances, and access reward options through web and mobile channels.

The solution was delivered through a WordPress-based loyalty website supported by a Flutter mobile app for iOS and Android, using a shared backend for content management, rewards catalog, and user data. The platform established a clear process for user registration, invoice uploads, backend verification, automated point calculations, and reward fulfillment.

Tech stack

WordPress
Java Script
Woocommerce
Mysql
Apache
Adobe illustrator

Problem Statement

  • Purchase data was spread across hundreds of independent reseller outlets with no direct system for automatic tracking.
  • Loyalty points could not be assigned without manual invoice checks and internal validation workflows.
  • Customers had no single place to view points, rewards, or submission history.
  • Invoice submissions were handled through emails and forms, causing processing delays and data gaps.
  • Marketing teams lacked visibility into which products and resellers generated the highest engagement.

Challenges

  • Designing a system that could validate invoices from multiple reseller formats and layouts.
  • Building a secure user identity layer across web and mobile platforms.
  • Maintaining real-time point calculations without performance issues.
  • Creating a reward system that supported large-scale catalogs with flexible redemption rules.
  • Delivering a consistent experience across WordPress and Flutter within a fixed launch timeline.

Solution Delivered

  • Invoice Processing System: Custom upload and scan module built into WordPress and mobile app.
  • Loyalty Engine: Backend logic for point allocation based on validated purchase data.
  • Unified User Accounts: Centralized login system shared between web and mobile platforms.
  • Reward Management: Dynamic reward catalog with availability rules and fulfillment workflows.
  • Admin Dashboard: Internal system for managing users, invoices, points, and redemptions.

Results

  • 62% of registered users uploaded valid invoices within the first month.
  • Over 1,700 reseller locations were actively contributing transaction data.
  • 200+ reward items were redeemed during the initial launch period.
  • 50% of invoices were uploaded within just weeks of launch.
  • The platform established a measurable data layer for long-term loyalty planning.

The Solution: A Centralized Loyalty Platform

Invoice Capture & Validation

  • Invoice uploads handled through web forms and mobile scanners.
  • Backend verification system for reseller data and purchase details.

Real-Time Points Engine

  • Automated point allocation based on approved invoices.
  • Support for WooCommerce loyalty plugins or custom APIs for point logic.

Reward Fulfillment System

  • Dynamic reward listings with stock and eligibility controls.
  • Redemption workflows managed through the admin panel.

Mobile Loyalty Access

  • Full loyalty features available on iOS and Android.
  • Push notifications for points, approvals, and reward updates.

The Impact: Measurable Gains Across the Loyalty Ecosystem

For Trade Users

  • Faster invoice approvals and real-time visibility into earned points and rewards.

For Program Managers

  • Centralized control over users, invoices, reseller data, and redemption activity.

For the Business

  • Stronger repeat purchase behavior supported by structured loyalty engagement data.

Why This Matters for Trade Loyalty Programs

As loyalty programs scale across multiple reseller networks, managing user activity, invoice data, and reward fulfillment through manual processes becomes unworkable. A structured digital system like this delivers:

Centralized Purchase Tracking: All invoices are captured, validated, and stored within a single platform.

Actionable Engagement Data: Program teams gain clear visibility into user behavior and reward performance.

Consistent User Experience: Trade users interact with the same loyalty features across web and mobile.

Long-Term Program Control: The system supports ongoing growth without operational complexity.

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What Dunes Aviation Says About Elsner

Our clients value discretion, speed, and service excellence. With Elsner’s Zoho CRM solution, we now deliver on all three seamlessly. The system not only made our operations faster but also gave us the insights we needed to scale confidently.

- Dunes Aviation Management

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