Loyalty programs: Basics
The purpose of this guide is to pilot you through creating a simple loyalty program and to show you how to perform basic program-related tasks.
Table of Contents
- Creation of a simple program
- Create your loyalty program screen
- See also
Creation of a simple program
To create a loyalty program, use the "New" menu in the top bar:
If you have not yet created a loyalty program in your universe, you may be greeted by a welcome screen:
Click "Start" when ready.
Select simple or tiered program
Choose if you wish to create a simple program, or a more complex program using tiers. Tiers are explained in the Loyalty programs advanced guide.
Now, name your program. As soon as you enter the name, the "Create" button becomes active.
You will proceed to the "Create your loyalty program" screen.
Create your loyalty program screen
With this screen, you can define all the fundamental parameters of a loyalty program.
The default values have been pre-filled, meaning that you can create a program immediately by clicking the "Create" button in the lower right of the screen.
If you chose a tiered program, you will need to fill a slightly more complex form. See here to learn more .
The "Program name*" field shows the name you entered. You can change it if you need to. Splio will warn you if you enter a name of an existing program.
The "Card code auto-generation" option tells Splio if it should generate card codes, unique to each progam member ("auto-generate") or if you are going to import them ("manual").
"Use all events" allows Splio to process this program when its members are activated by other programs.
Non-qualifying point management
Simple programs use only non-qualifying (NQ) points, which serve as a currency within each program. (Without tiers, there is no need to qualify members, so qualifying points are not used.) Learn more about Q and NQ points here.
The "conversion rate" tells Splio how much of the default currency a program member needs to spend to be awarded 1 NQ point. The default is one, but you can enter even a decimal number like in the image above.
The "rounding option" determines what to do with non-integer values:
- Round - rounds each fraction to the closest whole number;
- Round up - rounds all fractions up, i.e., both 2.2 and 2.95 round up to 3;
- Round down - rounds all fractions down by cutting the decimal part, that is, both 2.2 and 2.95 round down to 2.
The "Holding period" is the time between earning points and when they become available. Learn more about holding points. You can enter a whole number of days, weeks, months, or years. The default value is 1 day.
Non-qualifying points restrictions
"Maximum" limits the number of NQ points a member can hold (0 is unlimited). Points beyond the limit will not be credited.
Once points are earned, they can be spent during their validity period, then they expire.
With cascading enabled, the validity is reset every time the member earns new NQ points. Learn more about validity and cascading.
The final section defines the start and end dates for the program. The default start date is the time of creation.
Use dates in the YYYY-MM-DD format and time in the HH:mm format. If you do not set an end date, the program will run until stopped manually.
Confirm and submit
Click the "Create" button in the bottom right corner to submit the program.
The creation of simple program ends here.
See Loyalty programs advanced to learn about defining and using tiers, and how to modify existing programs.
You can also automate some of the program behavior with loyalty rules.