Skip to content

Setting up the loyalty program ​

For
Administrator
Where
Back office
Permission
Configure the loyalty program
Checked on

The loyalty program says how many points a sale earns for its customer, and what a point is worth as a discount. Set it once for the business: it applies to every store. Before you set it, read Understanding the loyalty program.

Before you start ​

  • Decide two numbers: the points earned per dollar spent, and the value of a point in cents. For example, 1 point per dollar and 1¢ per point: 100 points are worth a $1 discount.
  • Until the program has been set for the first time, no sale earns points.

Set the rates ​

To change the program's rates:

  1. Open Settings > Loyalty program.

    The Settings menu with the Loyalty program entry circled, and the card of the program in effect: 0.01 points per dollar, 1¢ per point

    The Program in effect card shows the state (Active or Inactive), the Earn rate, the Value of a point, the Version and the date it took effect. A sentence at the bottom gives the example of a $50.00 purchase.

  2. Click Edit.

    The Edit the loyalty program window: Program active checked, the Earn rate field circled

  3. Type the Earn rate: the points earned per dollar spent, for example 1 or 0.5.

  4. Type the Value of a point: its discount value, in cents, for example 1 or 0.5.

  5. Read the Example: it works out, with your numbers, what the Example purchase earns ($50.00 to start with). Changing that amount does not change the program.

  6. Read the Summary: the old rate, an arrow, the new one.

  7. Click Save.

    The filled window: 1 for the earn rate and for the value of a point, the example of 50 points for $50.00, the version summary, and the Save button circled

The message Program saved: version 2. appears, and the card shows the new rates.

The Program saved: version 2 message, and the card with 1 point per dollar and 1¢ per point

The rates allowed: from more than 0 up to 100 points per dollar (six decimals at most), and from 0.001 to 100 cents per point ($1 at most).

What a change affects ​

Each setting adds a version; it never rewrites the previous one. Points already earned do not change in number. A sale keeps the earn rate of the version in effect on its date.

The value of a point, however, applies when the customer redeems their points: if you change it, points already earned are worth the new value at the next redemption.

If you save the same rates, no version is created: the screen shows No change: these rates are already in effect.

Read the versions ​

Under the card, Program versions lists every version, newest first, with the date it took effect and its two rates.

The Program versions table: version 2 at 1 point per dollar, version 1 at 0.01 points per dollar

Stop earning points ​

To stop sales from earning points, without removing the points customers already have:

  1. Click Edit.

  2. Clear Program active. The Earn rate field disappears.

    The window with Program active cleared and circled: the summary says No points earned

  3. Click Save.

The card shows Inactive. Points already earned stay redeemable at the Value of a point. To earn points again, check Program active again and type a rate.

Troubleshooting ​

"Rate too high: 100 points per dollar at most." ​

The Earn rate is over the limit. Type a number of 100 or less; the messages of the other fields state their limit the same way.

The Earn rate field at 150, in red, with the message Rate too high: 100 points per dollar at most.

"An active program earns more than 0 points per dollar" ​

A rate of 0 is not allowed while Program active is checked. To stop earning, clear the box.

"Program changed elsewhere" ​

Someone saved the program while you were typing. Nothing is overwritten and what you typed stays. Click Reload the program, read the rates again, then click Save again if your change is still wanted.

See also ​