Card-based loyalty programs
Card-based loyalty programs allow customers to collect and spend loyalty points on a loyalty card. Users can share their cards with their friends and family and use them directly in POS systems. This helps increase customer engagement by gamifying your loyalty programs.
Loyalty cards can be used with or without customer profiles linked to them. Linking a customer profile to a loyalty card affects the way the card can be used.
A card-based loyalty program can have multiple loyalty cards, but you can only import a given loyalty card into one program.
Loyalty cards share certain features with gift cards. See the comparison below to determine what you should use in your case:
Choosing between gift cards and loyalty cards
The asterisk means the feature is possible with workarounds.
| Feature | Loyalty cards | Gift cards |
|---|---|---|
| Enable/Disable | Yes | No |
| PIN code on card | Yes* | Yes |
| Attributes | No | Yes |
| Top-up | Yes | Yes* |
| Point/value addition history | Yes | No |
| Tied to a customer | Yes | Yes |
| Transaction cancellation | Yes | Yes* |
| Refund | Yes | Yes* |
| Card code generation | No | Yes* |
| Notification on added balance | Yes* | Yes |
| Transfer data to a new card | Yes | No |
| Block card (when lost/stolen) | Yes | No |
Listing loyalty cards
On the left-side menu of a card-based loyalty program, click Loyalty Cards to display all the cards in the loyalty program.
You can see the following information for each of them:
| Column | Description |
|---|---|
| Card identifier | Loyalty card identification number. |
| Status | Indicates whether the card is active, inactive, or blocked. |
| Imported | Date and time when the card was imported into the loyalty program. The timestamp values are in the time zone selected when creating the loyalty program. |
| allows you to export the transaction logs of the loyalty card, delete the card, or change its status. |
If you do not see any cards, start by importing some.
Loyalty card page
To access all the information for the corresponding loyalty card and import and export loyalty card data, click a card identifier on the Loyalty Cards page
The loyalty card page displays the following information:
- Card identifier: Loyalty card identification number.
- Status: Indicates whether the card is active, inactive, or blocked.
note
You can change the card status from active to inactive and the other way round. Blocked cards cannot be reactivated.
- Imported: Date and time when the card was imported into the loyalty program.
- Last update: Date and time when the card was last used in a session or when points were manually added or removed from it.
- Tabs with additional information related to the loyalty cards:
Linked customers
This tab displays all the customer profiles that are linked to the card:
| Column | Description |
|---|---|
| Customer integration ID | Identifier of the customer profile that is linked to the card. |
| Linked Applications | Applications in which the customer profile that is linked to the card exists. One customer profile can exist in multiple Applications. |
| Registered | Date and time when the customer profile was linked to the card. The timestamp values are in the time zone selected when creating the loyalty program. |
Logs
This tab displays the points balance and the points transactions of the card.
- Pending points: Number of loyalty points on the card that have been awarded but are not available until their start date.
- Active points: Number of loyalty points on the card that are currently active.
- Spent points: Number of loyalty points on the card that have already been used.
The following information is displayed for each loyalty points transaction:
| Column | Description |
|---|---|
| Created on | Date and time when a loyalty point transaction involving the card was made. |
| Points | Number of loyalty points added to or deducted from the card in the session where the transaction was made. |
| Reason | Reason why the loyalty points were added or deducted. |
| Active on | Date and time when any added points become active. |
| Expires on | Date and time when any added points expire. |
| Session ID | Identifier of the customer session where the transaction was made. |
Use the dropdown at the top left of the Logs tab to filter transactions by subledger.