Create a basic loyalty program

Create a loyalty program with a point wallet and an earning rule in the Loyalty Designer.

Create a loyalty program that awards points to customers after paid orders.

Go to the Loyalty Designer

In the sidebar on the left, go to Loyalty hub > Designer.

Create the loyalty program

Create a loyalty program draft, add a wallet, configure an earning rule, and activate the program.

1. Create the loyalty program draft

   Start by creating a new loyalty program draft.

   1. In the top-right corner, select + Create program.
   2. Enter a name in Program name.
   3. Select Create draft.

   The loyalty program draft opens in the builder view.

2. Create wallet

   Create a wallet to store earned loyalty points.

   1. In the Wallets section, use +.
   2. Enter a name in Name wallet.
   3. Review the remaining wallet settings and keep the default configuration.
   4. In Summary, select Save.
   5. In the Building blocks panel on the right, find the created wallet.
   6. Hover over the wallet and assign it to the Wallets section.

   The wallet appears in the Wallets section of the loyalty program.

   A basic loyalty setup does not require additional configuration such as Points expiration, Pending points, Earning limits, or Spending limits.

3. Create earning rule

   Create an earning rule that awards points after paid orders.

   1. In the Earning rules section, use +.
   2. Enter a name in Name earning rule.
   3. In Trigger, select Order paid in Trigger event.
   4. Continue with Next.
   5. In Earnings, open Earning #1.
   6. Enter a name in Earning name.
   7. In Card definition, select the created wallet.
   8. Set Points to 10.
   9. Review the remaining settings and select Save.
   10. In the Building blocks panel on the right, find the created earning rule.
   11. Hover over the earning rule and assign it to the Earning rules section.

   The earning rule appears in the Earning rules section of the loyalty program.

4. Activate the loyalty program

   Activate the loyalty program to start awarding points to customers.

   1. Open the Draft status menu at the top of the page.
   2. Review the activation recommendations.
   3. Select Activate.

   The loyalty program status changes from Draft to Active.

   The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all recommendations are required to activate the program.

Result

After completing the setup:

• customers earn points after paid orders
• earned points are stored in the assigned wallet
• the loyalty program status changes to Active
• the loyalty program appears in the Loyalty designer

Related features

Learn more about additional loyalty program features and concepts.

Key concepts

Read Key concepts to learn how wallets, earning rules, rewards, and tiers work together in loyalty programs.