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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 Name, type the name you use to find the loyalty program.

  4. In API name, type an identifier for your loyalty program. This name is used for integration purposes.

    note

    You cannot change this after you create the loyalty program.

  5. (Optional) In Description, type a description for the program.

  6. In Card user limit, set the maximum number of customers that can be linked to a loyalty card.
    To link an unlimited number of customers, enable Unlimited Users.

  7. Enable Subledgers to create subledgers in your loyalty program.

    note

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

    You cannot change this after you create the loyalty program.

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

    The time zone setting is used for the following reasons:


    note

    You cannot change this after you create the loyalty program.

  9. In Environment, select the environment for your loyalty program.

    note

    You cannot change this after you create the loyalty program.

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

  11. 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.