Managing loyalty programs
You can edit a loyalty program at any time. For example, you can modify its name or description.
Time zone, Subledgers, and Environment settings cannot be changed after you create a loyalty program.
Editing a loyalty program
- On the left-most menu, click Loyalty.
- Click the name of the program you want to edit.
- In Settings > Basic Info, edit Loyalty program name and Description.note
API name cannot be changed after you create a loyalty program.
- In Reward Schedule, edit when rewards become active and when they expire.
- In Reward start date, specify when rewards become active: immediately or on a relative date.
- In Reward expiration, specify if your rewards have an unlimited validity or they expire on a relative date.
- For profile-based loyalty programs,
you can edit, delete, or
create new tiers:
- To create a tier, click Create Tier.
- To edit the Tier Name and the Point Threshold, click .note
The updated point threshold is only applicable to new tier members. Current members enter a new tier based on their active points.
- To delete a tier, click .note
When you save your changes, customers from deleted tiers enter a new tier based on their current active points.
- For card-based loyalty programs, edit how many customers can be linked to a card. It applies to new cards and those already in the program.
- In Connected Applications, add or remove Applications from the loyalty program.note
Removing an Application from the list of connected Applications is only possible if it does not contain a campaign with rules referencing this loyalty program.
Deleting a loyalty program
You can delete loyalty programs from your account when they are not used in any Application.
After you delete a loyalty program, your customers cannot use the loyalty points they obtained through it anymore. Subledgers and point transactions are also deleted.
Only users with Admin permissions can delete loyalty programs.
- On the left-most menu, click Loyalty.
- Click the name of the program you want to delete.
- On the left-side menu of the program, click Delete > Delete Program.
- Click Delete Program on the pop-up confirmation window that appears.