This topic explains how loyalty programs are created by defining points collection and points redemption schedules, and enabling or disabling customer opt in.
Loyalty Manager allows retailers to create one or more loyalty programs. There may be multiple loyalty programs active at the same time and applying to different item categories, customers, etc. A customer may be collecting and redeeming the loyalty value on multiple programs simultaneously. For example, in a pet supply store the customer is participating in three separate loyalty programs: collecting quantity points for two separate buy 10 get 1 free loyalty programs, and a price points loyalty for accessories.
A loyalty program always consists of a mandatory collection schedule and redemption schedule, which define how to collect and redeem the loyalty value. It also has two optional rules, effective date and require confirmation.
Mandatory parameters:
One or more collection schedules: A set of collection rules that determines how the loyalty values are collected.
A redemption schedule: A set of rules determining how the collected loyalty value may be redeemed.
Optional parameters:
Effective date: Determines a time period during which the loyalty program is in effect. If not provided, the loyalty program is always in effect.
Require confirmation: A flag that prompts the cashier to request explicit consent from the customer for participating in the loyalty program. Appears only once when a customer is first eligible for a loyalty value collection.
Loyalty programs use a concept of the loyalty batch. Loyalty batch is associated with a customer. The customer always has one open batch per loyalty program the participate in. The batch opens every time a new loyalty program starts for a customer. When the customer receives a redemption, the current loyalty batch is closed and a new batch is opened with transfer of the remaining points balance.
Last updated