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Managing loyalty programs

You can edit a loyalty program at any time. For example, you can modify its name or description.

important

Time zone, Subledgers, and Environment settings cannot be changed after you create a loyalty program.

Editing a loyalty program​

  1. On the left-most menu, click Loyalty.
  2. Click the name of the program you want to edit.
  3. In Settings > Basic Info, edit Loyalty program name and Description.
    note

    API name cannot be changed after you create a loyalty program.

  4. 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.
  5. 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.

  6. 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.
  7. 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.

info

Only users with Admin permissions can delete loyalty programs.

  1. On the left-most menu, click Loyalty.
  2. Click the name of the program you want to delete.
  3. On the left-side menu of the program, click Delete > Delete Program.
  4. Click Delete Program on the pop-up confirmation window that appears.