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MarketingJuly 18, 20262 min read
Loyalty Program Configuration
Step-by-step guide to setting up and managing customer loyalty programs.
Getting Started
- Go to Dashboard > Loyalty
- Click Configure Program
- Choose your program type
Program Types
Points-Based
- Earn 1 point for every $1 spent
- 100 points = $5 discount
- Points expire after 12 months
- Bonus points for specific products or categories
Tiered Program
- Bronze: 1x points (entry level)
- Silver: 1.5x points ($500+ spend)
- Gold: 2x points ($2,000+ spend)
- Each tier unlocks additional benefits
VIP Program
- Invitation-only for top customers
- Exclusive discounts and early access
- Dedicated support channel
Earning Rules
Set rules for how customers earn points:
- Base earning rate per currency spent
- Category multipliers (e.g., 2x on apparel)
- Birthday bonus points
- Social media check-in bonus
Redemption Rules
Configure how points are redeemed:
- Minimum points threshold for redemption
- Discount value per points tier
- Product exclusions (e.g., gift cards)
- Stacking rules (can they combine with other offers?)
Promotion
- Display loyalty balance on receipts
- Send SMS/email when points are earned
- Promote the program with in-store signage
- Train staff to mention the program at checkout