Step 1- Loyalty details
Select one of your channels in which this loyalty will exist.
Enter the title of your loyalty program.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.