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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.

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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.

FeatureLoyalty cardsGift cards
Enable/DisableYesNo
PIN code on cardYes*Yes
AttributesNoYes
Top-upYesYes*
Point/value addition historyYesNo
Tied to a customerYesYes
Transaction cancellationYesYes*
RefundYesYes*
Card code generationNoYes*
Notification on added balanceYes*Yes
Transfer data to a new cardYesNo
Block card (when lost/stolen)YesNo

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:

ColumnDescription
Card identifierLoyalty card identification number.
StatusIndicates whether the card is active, inactive, or blocked. You can add points to or redeem them from active cards only.
ImportedDate 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:

ColumnDescription
Customer integration IDIdentifier of the customer profile that is linked to the card.
Linked ApplicationsApplications in which the customer profile that is linked to the card exists. One customer profile can exist in multiple Applications.
RegisteredDate 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:

ColumnDescription
Created onDate and time when a loyalty point transaction involving the card was made.
PointsNumber of loyalty points added to or deducted from the card in the session where the transaction was made.
ReasonReason why the loyalty points were added or deducted.
Active onDate and time when any added points become active.
Expires onDate and time when any added points expire.
Session IDIdentifier 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.