Skip to navigation

Loyalty

View as Markdown

Menu: Customers → Loyalty

Programs

Programs list

New Loyalty Program

GroupFields
BasicsProgram Code *, Program Name *, Description, Status (Draft), Start Date *, End Date
EarningEarn Basis (Taxable Amount), Points Rounding (Floor), Exclude Exchange Amount, Exclude Redeemed Portion
RedemptionRedemption Value / Point * (₹1.00), Min Points To Redeem, Max Redeem % / Bill, Max Redeem Points / Bill, Min Bill Amount To Redeem
Expiry and tier policyPoints Validity (months), Expiry Notify (days before), Tier Basis (Amount Spent), Tier Window (12 months), Tier Downgrade Policy, Auto Enroll On First Sale

Tiers

Click Add Tier for levels like Silver, Gold and Platinum. Each has Level, Code, Name, Qualify Threshold, Earn Multiplier, Redemption Value/Pt, Max Redeem %, and Birthday, Anniversary and Referral points.

Earn rules

Click Add Rule to say how points are earned: Rule Name, Source, Apply On, Scope, Purity, Earn Mode, Value, Min Line Amt, Max Pts/Bill, Start and End.

Example: With redemption value ₹1 per point, a customer with 500 points can take ₹500 off a bill.

Click Save.

Members

Search loyalty members to see their points.

Members