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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

  1. Go to Dashboard > Loyalty
  2. Click Configure Program
  3. 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