Skip to main content

Loyalty programs

Loyalty programs allow you to reward customers for their purchases or other actions by adding points to wallets linked to their user profiles. They can be used in different campaigns across all Applications, as long as the loyalty feature is active for a specific campaign.

note

Loyalty points are granted once the customer session is closed.

You can set rules to choose which customer actions are rewarded with points and how you allow customers to spend these points. For example, customers might exchange points for discounts, free items, or store credit.

Once you enable this feature, you have different loyalty effects available in the Rule Builder.

Your loyalty program can be as granular as you wish by enabling the optional subledger feature during the program creation. If you do this, each customer can have multiple balances within the same program, each tied to different entities.

The Loyalty page of your account allows you to view, create and edit your loyalty programs. You can define user access to this page and to each loyalty program in your account.

Loyalty tiers

Tiers allow you to create different tiered loyalty campaigns for customers based on point thresholds they reach. You can set them within any loyalty program, even after you created it.

For example, you can define 3 tiers (bronze, silver and gold) and the amount of points required to join each of them. The maximum point value for a tier is the minimum point value of the next one, and customers automatically pass from one tier to the next as soon as they reach the corresponding threshold. The highest tier has an open-ended maximum point threshold.

info

Subledgers inherit all the tier levels and their points thresholds from the main ledger.

Listing loyalty programs

To list your loyalty programs, click Loyalty in the left-most menu.

This page displays the available loyalty programs. It contains the following information for each of them:

ColumnDescription
IDUnique number identifying the loyalty program. It can be used for integration purposes.
ProgramIt displays the title of the program and the Application(s) where it is active.
Point validityIt displays the number of days until a reward expires, as set when you created the loyalty program.
Activation delayIt displays the number of days until a reward can be used, as set when you created the loyalty program.
SubledgersIt indicates whether the subledger feature has been activated in the loyalty program (green) or not (red).