Guides
Builder API
Processor API
Getting Started
Overview
Account Setup
Creating your first discount
API Intro
Overview
Coupon Codes
Loyalty Schemes
Discount Types
Discount Interaction
Publishing Model
Tiered Actions
Currencies
Properties
Example Loyalty Scheme
Management Tooling
Discounts
Discount Conditions
Discount Actions
Discount Priorities
Expressions
Coupon Codes
Loyalty Schemes
Files
Properties
Currencies
Audit
Builder API
Discount Types
Coupon Code Generation
Loyalty Schemes
Loyalty Discount Types
File Uploads
Expressions
Dates and Times
Discount Priorities
Discount Examples
Processor API
Request
Response
Commits
Dates and Times
Loyalty APIs
Line Item Apportioning

Loyalty Schemes

Loyalty Schemes allow customers to earn loyalty points and then spend those points.

Points can be earned in a number of ways:

  • Give a customer a fixed number of points for a specific action. E.g. give 10 points for signing up to a newsletter.
  • A ratio of amount spent to points. E.g. give a point for every £100 spent.

Points can be spent in a number of ways:

  • Exchange points for a discount. E.g. 100 points = £1 off.
  • Spend points for a specific action.

You can create multiple loyalty schemes to meet your specific business requirements.

Scheme Types

A flexible system is used for the entry in the loyalty scheme. When you create a loyalty scheme you specify what property is the unique identifier in the scheme. For example it could be:

  • Unique customer identifier for customer specific loyalty schemes
  • Card number for card based loyalty schemes

Or it could be any other unique identifier you have. We don't recommend using email addresses as these can change.

Customers can be automatically enrolled in a loyalty scheme when accruing points or they can be assigned to a scheme outside of the evaluation process. This is achieved using conditions on the discounts. i.e. if you don't want to automatically enrol users, you would add a condition that checks a user is active in the scheme before awarding any points.

Tiers

Point tiers can be set on a loyalty scheme (e.g. Gold tier is greater than 1000 points). These tiers can then be used on discounts to give different awards for each tier.

Point Start/Expiry Dates

Points can have start dates as well as expiry dates. These can be specific dates or relative to when the points are earned. Below are a couple of examples:

  • You could setup points to only be valid on Black Friday 2023
  • You could set points to expire one year from when they were earned

Statistics

The following statistics are available for a loyalty scheme:

  • Number of entries
  • Total number of points that are currently available to be used
  • Total number of points that haven't started yet (i.e. they start at a future date)

These are calculated every 12 hours.

See Management Tooling - Loyalty Schemes for how to manage loyalty schemes using the tooling.