# Profile-based loyalty programs

> Profile-based loyalty programs allow your customers to collect and spend loyalty points.

> For the complete documentation index, see [llms.txt](https://docs.talon.one/llms.txt).

The rewarded loyalty points are linked to [customer profiles](/docs/product/applications/display-customer-profiles.md).
Profile-based loyalty programs also have [tiers](/docs/product/loyalty-programs/profile-based/use-loyalty-tiers.md)
which can help boost customer engagement.

<Button variant="primary" size="l" href="https://www.talon.one/loyalty" target="_blank">
  Discover loyalty programs <ExtLinkIcon style={{ marginLeft: '2px', verticalAlign: 'middle', width: '15px', marginBottom: '3px' }} />
</Button>

:::important
A single profile-based loyalty program can be connected to multiple Applications
from the same environment.
:::

## List loyalty programs

To list your loyalty programs, on the leftmost menu, click <Loyalty className="icon" /> **Loyalty**.

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

| Column           | Description                                                                                                |
| ---------------- | ---------------------------------------------------------------------------------------------------------- |
| ID               | Unique number identifying the loyalty program. It can be used for integration purposes.                    |
| Program          | It displays the loyalty program's name and description, and the Applications where it is available.      |
| Point validity   | It displays the number of days until a reward expires, as set when you created the loyalty program.        |
| Activation delay | It displays the number of days until a reward can be used, as set when you created the loyalty program.    |
| Subledgers       | It indicates whether the subledger feature has been activated in the loyalty program (green) or not (red). |
| Loyalty card     | It indicates whether the loyalty program is card-based (green) or profile-based (red).                     |

## The loyalty dashboard

The loyalty dashboard allows you to measure and obtain a detailed description
of the performance of a loyalty program or a specific [subledger][subledgers] of a loyalty program.
The dashboard data can help you identify trends in the use of your loyalty programs.

To view the <Dashboard className="icon" /> **Dashboard** section of a loyalty program:

1. On the leftmost menu, click <Loyalty className="icon" /> **Loyalty**.
1. Click the name of the program whose performance you wish to view.

:::important
The dashboard data does not include data from the current day.

All statistics are computed every day at 11:59 PM in the loyalty program time zone. You can
see the time zone set for your loyalty program in its **Settings** section.
:::

### Highlights

The top section of the dashboard displays the highlights of the loyalty program including:

- **Active points**: Number of [active points](#points-overview) that can be spent.
- **Spent points**: Number of points awarded and already spent.
- **Total members**: Number of members with [active or pending points](#points-overview).

:::note
These highlights display statistics for the entire loyalty program.
If [subledgers][subledgers] are present in the loyalty program,
they display statistics only for the main ledger.
:::

The remaining sections of the dashboard are:

- [**Members overview**](#members-overview)
- [**Points overview**](#points-overview)

### Subledger and time frame filters

In the [**Members overview**](#members-overview) and [**Points overview**](#points-overview)
sections, you can apply the following filtering options:

- Filter data by subledger.
  - From the **Subledger** dropdown, select a subledger name.

    :::note
    If [subledgers][subledgers] are present in the loyalty program,
    **Main Ledger** is selected by default.
    :::
- Filter data for a time frame. This allows you to visualize data only for that selected period.
  - Click **Custom** and set custom start and end dates or select a predefined time frame:
  - **Yesterday**: The previous day.
  - **7D**: The previous 7 days.
  - **30D**: The previous 30 days.
  - **3M**: The previous 3 months.
  - **6M**: The previous 6 months.
  - **YTD**: Year to date.
  - **Max**: The maximum time period for which data is available.

  :::note
  The predefined time frames do not include the current day. For example, if the current date
  is October 8 and you selected **7D** as your preferred time frame, you'll see data for
  October 1-7, including the first day and the last day.
  :::

### Members overview

:::note
See [Loyalty member](/docs/product/loyalty-programs/loyalty-member.md) for the full definition, including how members are counted.
:::

The following tabs are available:

- **New per day**: Customers who have become members of the loyalty program on a given calendar
  day.

  It displays the increase or decrease in the number of new members during the [selected time
  frame](#subledger-and-time-frame-filters). For example, if your time frame is
  _Last 7 days_, you see the difference in the number of new members between the first and
  last day of that period.

- **Total members**: The total number of members of the loyalty program over time.

  It displays the total number of members in the program and the increase or decrease in the
  number of members during the [selected time frame](#subledger-and-time-frame-filters).
  For example, if your time frame is _Last 7 days_, you see the total number of members
  since the start of the program and the difference in the number of members between the
  first and last day of that period.

### Points overview

It consists of two parts:

- Cards displaying the following loyalty points balances:

  - **Active points**: Points awarded to customers and available to spend.
  - **Pending points**: Points awarded to customers but not available until their start date.
  - **Expired points**: Points awarded but never redeemed. They cannot be used anymore.

  The cards display the increase or decrease in the number of points whose status is _active_,
  _pending_ and _expired_ during the [selected time frame](#subledger-and-time-frame-filters).
  For example, if your time frame is _Last 7 days_, you see the difference in the number of
  _active_, _pending_ and _expired_ points between the first and last day of that period.

- The number of **Earned points** and **Redeemed points** over time. The following tabs are
  available:
  - **Total points**: The total number of earned and redeemed points, including points managed
    manually and by the Rule Builder.
  - **By Rule Builder**: The number of points managed [by the Rule Builder](/docs/product/rules/effects/available-effects.md#incentives).
  - **Manually**: The number of points manually added and deducted.

  Each tab displays the increase or decrease in the number of points earned and redeemed during
  the [selected time frame](#subledger-and-time-frame-filters). For example, if your time
  frame is _Last 7 days_, you see the difference in the number of earned and redeemed
  points between the first and last day of that period.

[subledgers]: /docs/product/loyalty-programs/use-subledgers.md