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Creating loyalty programs

You can create the following types of loyalty programs:

Creating profile-based loyalty programs

Reward customers with loyalty points linked to their customer profiles.

tip

To reward customers with loyalty points linked to cards that they can use to collect and spend points, see the section below.

  1. Click Loyalty on the left-most menu to access the Loyalty page.

  2. Click Create Loyalty Program, then click Profile-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 used for analytics.

    note

    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 if your rewards become active immediately or on a relative date.
    • In Reward expiration, select if your rewards have an unlimited validity or they expire on a relative date.
  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

    You cannot change this after you create the loyalty program.

  7. (Optional) In Tiers, click Create Tier to create a tier to use within your program:

    • In Tier name, type the name of the tier.
    • In Point threshold, define the number of points needed to enter the tier.

    Once you set these parameters, click Create Tier to create the tier.

    note

    You can create up to 20 tiers in one loyalty program.

  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 a 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.

note

You can create a program only after entering all the required information. Incomplete sections are marked with .

You can find the created program on the Loyalty page, and you can use it directly in your campaigns.

Creating card-based loyalty programs

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

tip

To reward customers with loyalty points linked to their customer profiles, see the section above.

  1. Click Loyalty on the left-most menu to access the Loyalty page.

  2. Click Create Loyalty Program, then click 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 used for analytics.

    note

    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 if your rewards become active immediately or on a relative date.
    • In Reward expiration, select if your rewards have an unlimited validity or they expire on a relative date.
  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

    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.

  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 a 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.

note

You can create a program only after entering all the required information. Incomplete sections are marked with .

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