Loyalty

Introduction

Use loyalty programs to boost your customers’ activity, provide powerful incentive and reward their loyalty. See what types of loyalty programs we offer, how you can create and manage them.

Loyalty types

You can create 5 diverse types of loyalty programs:

  • Gift loyalty
  • Points loyalty
  • Stamps loyalty
  • Gamification loyalty
  • Advanced loyalty

This section will describe those programs.

Gift loyalty

Use this type of loyalty to rewards users with coupons.

You can give coupons to the end users manually when they visit your store, or you can set to reward users on certain events such as following your channel, opening an engagement, opening an app, etc.

Points loyalty

Points loyalty allows you to create earning and spending the type of loyalty. You can set multiple actions that provide the end users with points (you can name your points however you like).

End users can check their point balance and decide to spend points on different benefits by activating coupons that are part of that loyalty program.

See below how will end-users see Points loyalty.

Stamps loyalty

Stamps loyalty is a simple reward program for users, where users need to do several repeating actions to get a reward.

Stamp loyalty allows you to create loyalties such as every 5th coffee is free, or every 10th paid bill gives you a 20% discount.

You can give stamp (although you can name them however you want) to the end users using your QR code scanner or by allowing users to scan the QR code that you get with the loyalty program.

To earn a coupon, end users must accumulate enough stamps (defined by you).

See below how will end-users see Stamps loyalty.

Advanced loyalty

Combination of Points and Gamification loyalty.

Your end users can earn and spend points, while at the same time progressing through a level-based system created by you.

End users will always have their point balance that can be spent on coupons, while at the same time total accumulated number of points can increase and thus get the end users to new levels.

See below how will end-users see Advanced loyalty.

Create Gift Loyalty

Step 1 – Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Use this field to explain to the end user rules of your loyalty. A description can be maximum 2000 characters.

Step 2 – Timeframe

Use this step to configure the start and end date of your loyalty campaign.


Step 2 – Timeframe

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date you will be able to change entered values only while loyalty is in Draft mode. Once loyalty is published you will not be able to edit entered values again.

Set end date

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.


Step 3 – Users

Here you can segment your loyalty program to be available only to a specific end user group.

Set segmentation

By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.

Example: use segmentation to create chatbot for prepaid users.

Target group

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.


Step 4 – Coupon details

Coupon name

Enter a name of your coupon (max 80 characters), coupon image (check guidelines in section X.X.) and coupon description (max 2000 characters).

Coupon type

Choose one of the coupon types explained in coupon section 4.5.2. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires.

Example: end user receives a coupon on a specific location and can use it redeem it during the next 24 hours.

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations.

Example: end user can activate coupon only once every 24 hours.

Event name

Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end user opens the app) or for performing specific system actions such as an open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.

You can skip this step if you want to manually give this coupon to the end users.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon, end users receive 10 points inside My Loyalty program that can be exchanged for free gifts.

Notice: you cannot remove and in parallel add points to the same loyalty with one coupon.

Hide if not available

By default, end users can see/access coupons even if they do not have enough points to redeem them. Use this field to hide coupon and show it to the end users once it can be redeemed.

Hide in partner app

This option allows you to hide this coupon from partner admin applications if you do not want to allow your employees to provide coupons using partner mobile admin application. If enabled, you can give end users coupons through a web admin interface.

Example: give coupons only on birthdays. Do not allow employees to give coupon on other occasions manually.

Coupon available notification

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user received additional points by logging in the Loving My Customers today. End-user now has enough points to activate your coupon. A notification appears – it is a chat message from your channel saying they can activate your coupon.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before coupon offer expires.


Navigation buttons

During the entire process of creating loyalty, you have multiple options displayed on the bottom of the wizard that help you navigate and change the status of your loyalty:

  • Back – move to the previous step in the loyalty creation wizard
  • Save & continue – move to the next step in loyalty creation wizard and save your work (loyalty status changes to draft)
  • Save – save loyalty as a draft and exit chatbot creation wizard
  • Delete – this option completely removes loyalty from the system. Available only while loyalty is a draft.

Notice 1: loyalty can be deleted only in the draft stage. Once deleted, loyalty disappears from your list of loyalties.

When you reach the last step Create option appears. Create option makes your loyalty active or scheduled depending on the start date and time you chose.

Once loyalty becomes active, option Disable appears. Disable allows you to temporarily disable your loyalty (with it its coupons and point collection) and make it unavailable for the end users. Once disabled, loyalty can be re-enabled by pressing an Enable button.

Archive button allows you to move loyalty to status finished, thus making it unavailable for the end users, without the possibility to enable loyalty again. Use this option cautiously.

Create Advanced Loyalty

 

Step 1 – Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Use this field to explain to the end user rules of your loyalty. A description can be maximum 2000 characters.

Welcome message text

Enter a welcome message for users who become part of your loyalty program by following your channel.

Document / License

Enter URL towards legal documents such as terms and conditions or rules of your loyalty program.


Step 2 – Timeframe

Use this step to configure the start and end date of your loyalty campaign.

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date you will be able to change entered values only while loyalty is in Draft mode. Once loyalty is published, you will not be able to edit entered values again.

Set end date

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.

No new users from

Specify the date and time from which end users will not be able to gain more points or stamps and participate in a loyalty program.

End users will have the possibility to spend earned points and redeemed rewards, but only until End date (explained above).

By default, this date is the same as the End date. You can choose any date that is before the End date.


Step 3 – Users

Here you can segment your loyalty program to be available only to a specific end user group.

Set segmentation

By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.

Example: use segmentation to create chatbot for prepaid users.

Target group

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.


Step 4 – Point collection

On this step, you can create your “loyalty currency” and define actions that lead to end users earning points in your loyalty program. You can have multiple actions that provide end users with points.

This section allows you to create your own currency for this loyalty program.

Name your points

Enter a name for your points. Use a singular name, example: point, banana, coffee, coin, etc.

Use the catchy name to further your brand or different point names if you run more than one loyalty.

You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.

Example 1: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.

Tip: To avoid this, we recommend you create new point name as described here.

Example 2: select Loving My Customers points from the existing point names if you want to create loyalty that utilizes points that your partners can buy from you.

Point expiration

Set the validity of your points. From the moment end user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced for expired points.

Point expiry notification

Enter a message that will be sent to the end user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.

Example: Your points are about to expire in 3 days.

Point expiry reminder

Enter how many days before expiration will the Points expiry message from above be sent.

Second part – define how end users earn points – Actions

Action name

Enter the name of the action. This is the name of the action that gives the end user points.

Example: you can name your action “Pay monthly bill”.

Action reward value

Enter how many points (“Name your points”) will end user receive upon successfully performing an action.

Example: enter value 10 to give the end user 10 points for every paid bill.

Points earned notification

Enter a message that will be sent to the end users chat thread once points are received.

Event name

Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end user opens the app) or for performing specific system actions such as an open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.

You can skip this step if you want to manually give points or call points using the API method explained below.

Maximum number of actions

Enter if you want to limit the number of times all your end users can earn points by performing this action. By default, your users can earn points by accomplishing this action unlimited number of times.

Maximum actions per user

Set if you want to limit the number of uses per end user. By default, one distinct end user can perform action unlimited number of times.

Generate API URL

Available once you enable your action. Use this API to give points though external actions.

Example: call this API URL every time end users pay your monthly bill. Check external APIs section at X.X. for details on how to call this API URL.

Set the validity of your points. From the moment end user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced for expired points.

Do not show in partner app

This option allows you to hide this action from partner admin applications if you do not want this action to be available for your employees at your point of sales. If enabled, action will be still visible on the web admin interface.


Step 5 – Levels

 

On this step, you can create a level system for your advanced loyalty.

A level can be presented in 5 different ways:

  • Name – plain text level such as “Level 1”
  • Badge – use one of the existing system icons to represent your level
  • Image – upload your own icon to represent your level
  • Name & Badge – a combination of name (e.g. name “Baby steps”) and the system icon
  • Name & Image – a combination of name (e.g. name “Baby steps”) and your custom uploaded icon

As a start, name your first level. This is the level in which all the end users of your loyalty will start.

Enter a level name, choose a type and enter the level achieved message that will be sent to the end users once they reach this level.

Notice: For the first level, you might want to skip level achieved message as you will already be sending a welcome to loyalty message.

By clicking save, the new form for the next level will be opened.

Enter same as above with one new addition – field Level range (from).

Level range (from)

Enter the number of points required to reach the next level.

Example: to reach level 2, end-user needs 50 points.

Continue doing the same process until you have created all the levels. At any time, you can delete level and create new.

Click Save & Continue to proceed to make coupons.


Step 6 – Coupon details

Name

Provide the name of your coupons (max 80 characters), coupon image and coupon description (max 2000 characters). You can have multiple coupons for your points loyalty

Example: you can name coupon “1GB mobile data” if you want to provide 1GB of mobile data for the value of X points.

Coupon type

Choose one of the coupon types explained in the Coupon section. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Points required to redeem

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires.

Example: once the end users reach the level that allows coupon redemption, an end user will have 30 days to activate 1GB.

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, the coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations.

Example: end user can activate coupon only once every 30 days.

Points required to redeem

Advanced loyalty is a type of loyalty that allows you to earn points and spend them on a coupon and other benefits. In parallel, while earning/spending points, end users are progressing to different levels.

This field represents the cost of your coupon. By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.

Example: coupon value is 100 points (enter 100 in the value field). Now, to be able to redeem this coupon, an end user must have 100 points on current point balance. Once the end user redeems this coupon, 100 points will be removed from its balance.

From level

From what level will this coupon be available to the end users of your loyalty.

To level

Until what level will this coupon be available for the end users.

Example: use these two dropdowns to set coupon that is available from second until the fifth level.

Notice: spending points on coupons (Value field) does not affect how much points the end user needs for the next level (total accumulated points are being used to calculate levels.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon end users receive 1 stamp inside My Stamp Loyalty program that can be exchanged for free coffee.

Notice: you cannot send and receive the same points with one coupon.

Hide if not available

By default, end users can see/access coupons even if they do not have enough stamps to redeem them. Use this field to hide coupon and show it to the end users once they collect enough points to redeem it.

Coupon available notification

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user has collected 100 points. A notification appears – it is a chat message from your channel saying they can activate your coupon for 1GB of mobile data.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Example: Enjoy your 1GB of mobile data!

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send the reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.


Step 7 – Display

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own color for your loyalty card.

Collection card logo image

Upload image that will appear at the center of your loyalty card. You can use your logo as an example.

Collection card font theme

Choose the font color. You can use dark font theme to make your font colored or white theme to make font white.

Create Gamification Loyalty

Step 1 – Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Use this field to explain to the end user rules of your loyalty. A description can be maximum 2000 characters.

Welcome message text

Enter a welcome message for users who become part of your loyalty program by following your channel.

Document / License

Enter URL towards legal documents such as terms and conditions or rules of your loyalty program.


Step 2 – Timeframe

Use this step to configure the start and end date of your loyalty campaign.

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date you will be able to change entered values only while loyalty is in Draft mode. Once loyalty is published, you will not be able to edit entered values again.

Set end date

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.

No new users from

Specify the date and time from which end users will not be able to gain more points and participate in the loyalty program.

End users will have the possibility to spend earned points and redeemed rewards, but only until End date (explained above).

By default, this date is the same as the End date. You can choose any date that is before the End date.


Step 3 – Users

Here you can segment your loyalty program to be available only to a specific end user group.

Set segmentation

By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.

Example: use segmentation to create loyalty available only to the users between 18 and 35 years old.

Target group

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.


Step 4 – Point collection

On this step, you can create your “loyalty currency” and define actions that lead to end users earning points in your loyalty program. You can have multiple actions that provide end users with points.

This section allows you to create your own currency for this loyalty program.

Point name

Enter the name for your points. Use a singular name, example: point, banana, coffee, coin, etc.

Use the catchy name to further your brand or different point names if you run more than one loyalty.

You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.

Example 1: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.

Tip: To avoid this, we recommend you create new point name as described here.

Example 2: select Loving My Customers points from the existing point names if you want to create loyalty that utilizes points that your partners can buy from you.

Point expiration

Set the validity of your points. From the moment end user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced for expired points.

Point expiry notification

Enter a message that will be sent to the end user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.

Example: Your points are about to expire in 3 days.

Point expiry reminder

Enter how many days before expiration will the Points expiry message from above be sent.

Second part – define how end users earn points – Actions

Action name

Enter the name of the action. This is the name of the action that gives points to the end users.

Example: you can name your action “Pay monthly bill”.

Description

Use this field to explain the action in more details, and what the execution of that action brings to the end users.

Event

Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end user opens the app) or for performing specific system actions such as an open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.

Action reward value

Enter how many points (“Name your points”) will end user receive upon successfully performing an action.

Example: enter value 10 to give the end user 10 points for every paid bill.

You can skip this step if you want to manually give points or call points using the API method explained below.

Maximum number of actions

By default, your users can earn points by accomplishing this action unlimited number of times. If you want to limit that number, use this field and enter the desired number.

Maximum actions per user

Set if you want to limit the number of uses per end user. By default, one distinct end user can perform action unlimited number of times.

Points earned notification

Enter a message that will be sent to the end users chat thread once points are earned.

Do not show in partner app

This option allows you to hide this action from partner admin applications if you do not want this action to be available for your employees at your point of sales. If enabled, action will be still visible on the web admin interface.

Generate API URL

Available once you enable your action. Use this API to give points though external actions.

Example: call this API URL every time end users pay your monthly bill. Check external APIs section at X.X. for details on how to call this API URL.


Step 5 – Levels

On this step, you can create a level system for your gamification loyalty.

A level can be presented in 5 different ways:

  • Name – plain text level such as “Level 1”
  • Badge – choose one of the existing system icons to represent your level
  • Image – upload your own icon to represent your level
  • Name & Badge – a combination of name (e.g. name “Baby steps”) and the system icon
  • Name & Image – a combination of name (e.g. name “Baby steps”) and your custom uploaded icon

As a start, name your first level. This is the level in which all the end users of your loyalty will start.

Enter the level name, choose a type and enter the level achieved message that will be sent to the end users once they reach this level.

Notice: For the first level, you might want to skip level achieved message as you will already be sending a welcome to loyalty message.

By clicking save, a new form for the next level will be opened.

Enter same as above with one new addition field- Level range (from).

Level range (from)

Enter the number of points required to reach the next level.

Example: to reach level 2, end-user needs 50 points.

Continue doing the same process until you have created all the levels you want. At any time, you can delete level and create new.

Click Save & Continue to proceed to make coupons.


Step 6 – Coupon details

Coupon name

Provide the name of your coupons (max 80 characters), coupon image and coupon description (max 2000 characters). You can have multiple coupons for your points loyalty.

Example: you can name coupon “1GB mobile data” if you want to provide 1GB of mobile data for the value of X points.

Coupon image

Upload image that describes your coupon the best.

Description

Describe to the end-users what kind of benefits does this coupon gives to them. Use up to 2000 characters.

Coupon type

Choose one of the coupon types explained in the Coupon section. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains the list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires.

Example: once the end users reach the level that allows coupon redemption, an end user will have 30 days to activate 1GB.

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations of the same coupon.

Example: end user can activate coupon only once every 30 days.

From level

From what level will this coupon be available to the end users of your loyalty.

To level

Until what level will this coupon be available for the end users.

Example: use these two dropdowns to set coupon that is available from second until the fifth level.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon end users receive 1 stamp inside My Stamp Loyalty program that can be exchanged for free coffee.

Notice: you cannot send and receive the same points with one coupon.

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user has collected 100 points. A notification appears – it is a chat message from your channel saying they can activate your coupon for 1GB of mobile data.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Example: Enjoy your 1GB of mobile data!

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.


Step 7 – Card Design 

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own color for your loyalty card.

Collection card logo image

Upload image that will appear at the center of your loyalty card. You can use your logo as an example.

Collection card font theme

Choose the font color. You can use dark font theme to make your font colored or white theme to make font white.

Create Points Loyalty

Step 1 – Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Use this field to explain to the end user rules of your loyalty. A description can be maximum 2000 characters.

Welcome message text

Enter a welcome message for users who become part of your loyalty program by following your channel.

Document / License

Enter URL towards legal documents such as terms and conditions or rules of your loyalty program.


Step 2 – Timeframe

Use this step to configure the start and end date of your loyalty campaign.

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date, you will be able to change entered values only when loyalty is in Draft mode. Once loyalty is published you will not be able to edit entered values again.

Set end date

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.

No new users from

Specify the date and time from which end users will not be able to gain more points and participate in the loyalty program.

End users will have the possibility to spend earned points and redeemed rewards, but only until the End date (explained above).

By default, this date is the same as the End date. You can choose any date that is before the End date.


Step 3 – Users

Here you can segment your loyalty program to be available only to a specific end user group.

Set segmentation

By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.

Example: use segmentation to create chatbot for prepaid users.

Target group

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.


Step 4 – Point collection

 

On this step, you can create your “loyalty currency” and define actions that lead to end users earning points in your loyalty program. You can have multiple actions that will provide end users with points.

This section allows you to create your own currency for this loyalty program.

Name your points

Enter a name for your points. Use a singular name, example: point, banana, coffee, coin, etc.

Use the catchy name to further your brand or different point names if you run more than one loyalty.

You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.

Example 1: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.

Tip: To avoid this, we recommend you create new point name as described here.

Example 2: select Loving My Costumers points from the existing point names if you want to create loyalty that utilizes points that your partners can buy from you.

Point expiration

Set the validity of your points. From the moment end user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced by expired points.

Point expiry notification

Enter a message that will be sent to the end user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.

Example: Your points are about to expire in 3 days.

Point expiry reminder

Enter how many days before expiration will the Points expiry message from above be sent. These fields are optional.

Second part – define how end users earn points – Actions

Action name

Enter the name of the action. This is the name of the action that gives the end user points.

Example: you can name your action “Pay monthly bill”.

Action reward value

Enter how many points (“Name your points”) will end user receive upon successfully performing an action.

Example: enter value 10 to give the end user 10 points for every paid bill.

Points earned notification

Enter a message that will be sent to the end users chat thread once points are received.

Event

Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end user opens the app) or for performing specific system actions such as the open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.

This step is optional, meaning you can skip this step if you want to manually give points or call points using the API method explained below.

Maximum number of actions

Enter if you want to limit the number of times all your end users can earn points by performing this action. By default, your users can earn points by accomplishing this action unlimited number of times.

Maximum actions per user

Set if you want to limit the number of uses per end user. By default, one distinct end user can perform action unlimited number of times.

Points earned notification

Send users a message when they earn points from your loyalty. This field is optional.

Do not show in partner app

This option allows you to hide this action from partner admin applications if you do not want this action to be available for your employees at your point of sales. If enabled, action will be still visible on the web admin interface.

Checkpoint management section 13.1. for more details on how to give or remove points to end users.

Generate API URL

Available once you enable your action. Use this API to give points though external actions.

Example: call this API URL every time end users pay your monthly bill. Check external APIs section at X.X. for details on how to call this API URL.


Step 5 – Coupon details

Name

Provide the name of your coupons (max 80 characters), coupon image (check guidelines in section X.X.) and coupon description (max 2000 characters). See below how it looks on the end user apps. You can have multiple coupons for your points loyalty.

Example: you can name coupon “1GB mobile data” if you want to provide 1GB of mobile data for the value of X points.

Coupon type

Choose one of the coupon types explained in Coupon section 4.5.2. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires.

Example: once end users get enough points to redeem this offer, an end user can activate 1GB during the next 30 days.

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, the coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations.

Example: end user can activate coupon only once every 30 days.

Points required to redeem

Represents the cost of your coupon. By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.

Example: coupon value is 100 points (enter 100 in the value field). Now, to be able to redeem this coupon, an end user must acquire 100 points using the actions explained in the previous chapter. Once the end user redeems this coupon, 100 points will be removed from its balance.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon end users receive 1 stamp inside My Stamp Loyalty program that can be exchanged for free coffee.

Notice: you cannot send and receive the same points with one coupon.

Hide if not available

By default, end users can see/access coupons even if they do not have enough stamps to redeem them. Use this field to hide coupon and show it to the end users once they collect enough points to redeem it.

Coupon available notification

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user has collected 100 points. The notification appears – it is a chat message from your channel saying they can activate your coupon for 1GB of mobile data.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Example: Enjoy your 1GB of mobile data!

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.


Step 6 – Display

 

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own colour for your loyalty card.

Collection card logo image

Upload image that will appear at the centre of your loyalty card. You can use your logo as an example.

Collection card font theme

Choose font colour. You can use dark font theme to make your font coloured or white theme to make font white.

Create Stamps Loyalty

Step 1- Loyalty details

Select channel

Select one of your channels in which this loyalty will exist.

Title

Enter the title of your loyalty program.

Description

Welcome message text

Enter a welcome message for users who become part of your loyalty program by following your channel. This field is optional.

Document / License

Enter URL towards legal documents such as terms and conditions or rules of your loyalty program. This field is optional.


Step 2 – Timeframe 

Use this step to configure the start and end date of your loyalty campaign.

Set start date

Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.

Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.

Notice: Once you set start date, you will be able to change entered values only when Loyalty is in Draft mode. Once loyalty is published, you will not be able to edit entered values again.

Set end date

Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.

No new users from

Specify the date and time from which end users will not be able to gain more points or stamps and participate in a loyalty program.

End users will have the possibility to spend earned points and redeemed rewards, but only until End date (explained above).

By default, this date is the same as the End date. You can choose any date that is before the End date.


Step 3 – Users

Here you can segment your loyalty program to be available only to a specific end user group.

Set segmentation

By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.

Example: use segmentation to create chatbot for prepaid users.

Target group

Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes to be calculated.


Step 4 – Point collection

On this step, you can create your “loyalty currency” and define an action that leads to end users earning points or stamps in your loyalty program. You can have only one action for stamp loyalty. Actions are performed by scanning codes (you scan user once they visit your POS or end users scan you).

This section allows you to create your own currency for this loyalty program.

Point name

Enter the name for your points. Use a singular name, example: point, banana, coffee, coin, etc.

Use the catchy name to further your brand or different point names if you run more than one loyalty.

Example 1: you can name your points “stamp(s)” to allow end users to collect stamps.

Tip: Consider adding (s) at the end of the point name so you cover plural (e.g. token(s))

You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.

Example 2: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.

Tip: To avoid this, we recommend you create new point name as described here.

Point expiration

Set the validity of your points. From the moment end user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced for expired points.

Point expiry notification

Enter a message that will be sent to the end user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.

Example: Your points are about to expire in 3 days.

Point expiry reminder

Enter how many days before expiration will the Points expiry message from above be sent.

Next section covers how end users earn points you create above.

Action name

Enter the name of the action. This is the name of the action that gives the end user points.

Example: you can name your action “Buy any coffee”.

Action reward value

Enter how many points/stamps (“Name your points”) will end user receive upon successfully performing an action.

Example: enter value 1 to give the end user 1 stamp for every drank coffee

Points earned notification

Enter a message that will be sent to the end users chat thread once points are collected.


Step 5 – Coupon details

Name

Provide the name of your coupon (max 80 characters), coupon image and coupon description (max 2000 characters).

Example: you can name coupon “Free coffee” if you want to provide free coffee to the end users once enough stamps are collected.

We will follow the process of defining a coupon as explained in the Coupon section.

Coupon type

Choose one of the coupon types explained in Coupon section 4.5.2. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires (thus making loyalty unavailable for the end user).

Example: free 5th coffee can be used in the next 24 hours.

Max number of redemptions

This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations.

Example: end user can activate coupon only once every 24 hours.

Points required to redeem

Represents the cost of your coupon. How many points are needed for coupon redemption? By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.

Example: coupon value is 5 stamps (enter 5 in the value field). Now, to be able to redeem this coupon, an end user must acquire 5 stamps using the actions explained in the previous chapter. Stamps are reduced once end users successfully redeem this coupon.

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon, end users receive 10 points inside My Loyalty program that can be exchanged for free gifts.

Notice: you cannot give users stamps when you are spending them.

Hide if not available

By default, end users can see/access coupons even if they do not have enough stamps to redeem them. Use this field to hide coupon and show it to the end users once it can be redeemed.

Coupon available notification

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user has collected 5th stamp. A notification appears – it is a chat message from your channel saying they can activate your coupon and get Free coffee.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.

Example: Enjoy your free 5th coffee!

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.


Step 6 – Display

On the last step of loyalty setup, you can design your loyalty/collection card.

Choose from existing or add your own color for your loyalty card.

Collection card logo image

Upload image that will appear at the center of your loyalty card. You can use your logo as an example.

Stamp icon

Choose your stamp icon. You can use one of the many icons available in the system.

Collection card font theme

Choose the font color. You can use dark font theme to make your font colored or white theme to make font white.

Manage Loyalties

On this page, you can access all your loyalty campaigns, see when loyalty has been made available, loyalty status and basic analytics. Basic analytics show how many people had interacted with your loyalty. To access detailed analytics, please visit tab Analytics, section Loyalty.

On this page, you can search loyalties by their title or filter them by their status or by the date they were created.

You can edit loyalties from this page simply by pressing edit icon on the right. Use navigation buttons to submit or dismiss changes as well as to enable or disable chatbot (described in the chapter above).

Notice: Make sure that you choose the right channel in which your loyalty will exist. Once you select a channel in which your loyalty will be visible, you cannot change it again.