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How to Configure Loyalty Point Earning Rules?

Questions:

  • How do I set up point earning rates?
  • What is the difference between percentage and staggered modes?
  • How do I change how customers earn points?
  • Can I set different rules for different stores?

Tags: Earning-Rules, Point-Setup, Percentage-Mode, Staggered-Mode, Platform-Configuration, how-to-change-reward-rates

Description:

Platform administrators can customize how customers earn loyalty points for each merchant. You can choose between a flat percentage reward on the transaction total or a tiered system that grants fixed points based on specific spending thresholds.

Solution:

Steps to configure Loyalty Point Earning Rules

  1. Access the Company Settings

    Navigate to the specific merchant profile within the platform administrator dashboard.

  2. Select the Earning Mode

    Locate the loyalty configuration section and choose either Percentage Mode or Staggered Mode.

  3. Configure Percentage Mode

    If you selected Percentage Mode, enter a flat percentage rate. The system will convert this percentage of the total transaction amount into points.

  4. Configure Staggered Mode

    If you selected Staggered Mode, define your spending tiers. Enter the minimum spend required for each tier and the exact number of fixed points the customer will receive for reaching it.

  5. Save your changes to apply the new earning rules immediately.

Tips and Tricks:

Pro-Tips:

  • Use staggered mode to encourage customers to reach higher specific spending goals.

  • In a multi merchant setup, every individual store can have its own completely unique earning rules.

Warnings:

  • Ensure your staggered earning tiers do not overlap to prevent calculation errors at the register.

  • Changing the earning rate will only affect future transactions and will not retroactively adjust past purchases.

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