Creating profile-based loyalty programs

Reward customers with loyalty points linked to their customer profiles.

important

Before you create a loyalty program, enable the loyalty feature.

1. Click Loyalty on the leftmost menu.

2. Click Create Loyalty Program, then click Profile-Based.

3. In Name, type the name you use to find the loyalty program.

4. In API name, type an identifier for your loyalty program. This name is used for integration purposes.

   note

   You cannot change this after you create the loyalty program.

5. (Optional) In Description, type a description for the program.

6. Enable Subledgers to create subledgers in your loyalty program.

   note

   Subledgers inherit all the tiers and their point thresholds from the main ledger.

   You cannot change this after you create the loyalty program.

7. In Time zone, select the reference time zone.

   The time zone setting is used for the following reasons:

   • Displaying analytics in the loyalty dashboard.
   • Start and expiration dates for rewards added manually or through the Rule Builder.
   • Sending loyalty program notifications requests.
   
   
   note

   You cannot change this after you create the loyalty program.

8. In Environment, select the environment for your loyalty program.

   note

   You cannot change this after you create the loyalty program.

9. (Optional) In Connected Applications, select which Applications you want to connect to the loyalty program.

10. Click Create Program.

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

tip

To reward customers with loyalty points linked to cards that they can use to collect and spend points, see creating card-based loyalty programs.

Related pages

• Managing loyalty programs
• Managing loyalty tiers