Creating card-based loyalty programs

Reward customers with loyalty points linked to cards that they can use to collect and spend points.

important

Before you create a loyalty program, enable the loyalty feature.

1. On the leftmost menu, click Loyalty to access the Loyalty page.

2. Click Create Loyalty Program > Card-Based.

3. In Basic info, enter the program's basic information:

   • In Loyalty program name, type the name you use to find the loyalty program.

   • In API name, type an identifier for your loyalty program. It can be used for integration purposes.

     note

     You cannot change this after you create the loyalty program.

   • (Optional) In Description, type a description to help you identify the program.

4. In Time zone, select the reference time zone.

   note

   The time zone setting is used for:

   • Displaying analytics for card-based loyalty programs.

   • Start and expiration dates for rewards added manually or via the Rule Builder.

   You cannot change this after you create the loyalty program.

5. In Reward schedule, define when your rewards become active and when they expire:

   • In Reward start date, select whether your rewards become active immediately or on a date relative to the customer session.

     Examples: Relative reward start date

     For all the examples mentioned in this table, we assume that the customer session closes on 12 October 2024, 07:20:50.

     Relative reward start date	Points become active on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

   • In Reward expiration, select whether your rewards have an unlimited validity or expire on a date relative to the session.

     Examples: Relative reward expiration

     For all the examples mentioned in this table, we assume:

     • The customer session closes on 12 October 2024, 07:20:50.
     • The rewarded loyalty points are active immediately.

     Reward expiration	Points expire on
     10 minute(s) after the session	12 October 2024, 07:30:50
     1 hour(s) after the session	12 October 2024, 08:20:50
     5 day(s) after the session	17 October 2023, 07:20:50
     5 day(s) after the session, start of the day	17 October 2024, 00:00:00
     5 day(s) after the session, end of the day	17 October 2024, 23:59:59
     1 week(s) after the session	19 October 2024, 07:20:50
     1 week(s) after the session, on the last Sunday	20 October 2024, 23:59:59
     1 month(s) after the session	12 November 2024, 07:20:50
     1 month(s) after the session, on the last day of the month	30 November 2024, 23:59:59

6. In Subledgers, click Enable Subledgers to be able to create subledgers in your loyalty program, or click Disable Subledgers to disable this option.

   note

   Subledgers inherit all the tiers and their point thresholds from the main ledger.

   You cannot change this after you create the loyalty program.

7. In Card user limit, set how many customers can be linked to a given loyalty card.

   note

   The maximum limit is 100 customers.

8. In Environment, select the environment for your loyalty program and the Applications you want to connect to the program:

   • In Loyalty program environment, choose between the live or sandbox environment.

     note

     You cannot change this after you create the loyalty program.

   • (Optional) In Connected Applications, select which Applications you want to connect to the loyalty program.

     note

     To use a loyalty program, you have to connect it to one or more Applications. After creating the program, you can edit it to connect it to new Applications and remove former ones as many times as you wish.

9. Click Create Program.

You can find the created program on the Loyalty page, and you can import loyalty cards.

tip

To reward customers with loyalty points linked to their customer profiles, see creating profile-based loyalty programs.

Related pages

• Awarding loyalty points for sharing a post
• Linking customer profiles to a loyalty card