Dashboard - Loyalty Settings

To find your loyalty settings, navigate to Settings in the left hand side, then select "Loyalty"

Points Award Ratio

The points award ratio determines how many points a customer is awarded per dollar spent. For example, if a client wants to award 1 point per dollar spent, this should be set to "1." If they want to award 10 points per dollar spent, it should be set to "10."

For clients using punch-based loyalty, this should still be set to "1"; however, it is crucial to inform engineering that they will not be using subtotal-based loyalty and will use punch-based loyalty to prevent subtotal loyalty from being awarded.

For clients using tiered loyalty, this should be set to the number of points awarded in the lowest tier. For example, if the tiers are:

• Silver: 4 points per $1 spent
• Gold: 5 points per $1 spent
• Platinum: 6 points per $1 spent

then this field should be set to "4".

Points Expiration Type

Points expiration controls whether points remain in customer accounts indefinitely or expire after a fixed number of days.

To set points to never expire, set this field to Never Expire. To set up a point expiration date, set this field to Days Since Earned and set the Expiry Period to the number of days points will remain in the customer account.

For example, if the customer wants points to expire after one year, set this field to "365".

Please note: If a client decides to change from Never Expire to Days Since Earned, it will only impact points earned after the change. It will not retroactively set an expiration date on previously earned points. Submit a story to engineering to set an expiration date on previously earned points.

Award Points as Pending

For most clients, points are awarded overnight during nightly imports (within 24 hours after the initial transaction). In this case, they are awarded with the status "Confirmed."

However, some clients may want to set a delay, of sorts, in which case points can be awarded with the status "Pending."

Award Points for Gift Card Purchases and Reloads

By default, customers do not earn points for purchasing or reloading a gift card. However, if a client uses subtotal-based loyalty, we can enable this feature to award points for gift card purchases and reloads. Please note, this is for In-Store gift card purchases only

This effectively awards double points on gift card transactions—for example, 1 point per $1 loaded to a gift card and 1 point per $1 spent when the gift card is redeemed.

Dynamic Points Award Ratio

Dynamic points award ratio allows clients to award a different number of points per dollar spent during set times.

The point award ratio set here will replace the standard amount for clients using standard subtotal-based loyalty. For example, if a client usually awards 2 points/dollar and wants to award double points on Tuesdays, this field should be set to "4":

For clients using tiered loyalty, the point award ratio set here will act as a multiplier. For example, if a client has the following tiers set up and wants to award double points, this field should be set to "2":

• Silver: 4 points per $1 spent (8 points per $1 spent)
• Gold: 5 points per $1 spent (10 points per $1 spent)
• Platinum: 6 points per $1 spent (12 points per $1 spent)

Excluded Products

Clients may wish to exclude certain items, such as alcohol or merchandise, from awarding subtotal-based loyalty. In this case, we can exclude selected products.

To exclude items from subtotal-based loyalty:

1. In the Incentivio Dashboard, navigate to Settings > Loyalty Settings.
2. Click on Select Products and use the search bar to find either the Groups or Items that should be excluded.
   
3. Click Update Products, then save the changes.

Please note: This will not retroactively remove points previously awarded for now-excluded categories or items.