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.

On the leftmost menu, click Loyalty to access the Loyalty page.
Click Create Loyalty Program > Card-Based.
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.
(Optional) In Card code format, set the default format for creating loyalty card codes in your loyalty program:
- In Code length, choose the length of your codes.
- In Character set, choose if you want your codes to contain only letters, numbers, or both.
- (Optional) In Disallowed characters, enter any characters you do not want to appear in your codes.
- (Optional) In Prefix, set a prefix for your codes.
- (Optional) In Suffix, set a suffix for your codes.
- (Optional) In Segmentation, define how you want to separate longer card codes:
  - Select the Code checkbox to split the generated codes using a segmentation character.
  - Select the Prefix and suffix checkbox to separate the prefix and suffix from the generated code using a segmentation character.
- If you opted to separate longer card codes, in Segmentation character, select your preferred character:
  - Hyphen: -
  - Underscore: _
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.

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

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`

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

note
The maximum limit is 100 customers.
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.
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​

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