This article describes how Loyalty data is managed within Splio, how it is deeply tied to the contacts data, and where you can preview and edit loyalty data for each contact.
Loyalty data model
The diagram below illustrates the positioning of loyalty data within the Splio data model.
Loyalty tables contain data for all program members, represented by loyalty card numbers, which are also the deduplication key for this table. Each time you create a new loyalty program, Splio creates a new table for it. You can have as many programs (and loyalty tables) as you need, there is no fixed limit.
Loyalty cards can be tied to contacts, which connects them to the central table of a Splio universe and allows targeting program members with messages, and with rewards that can be assigned to members and used (burned) by them.
The Rewards table for the universe plays a similar role to the Products table. It is a repository of rewards which can be used by all loyalty programs by relating rewards to loyalty cards.
In a simple or tiered program, you can grant rewards to your members in real time on special occasions. The reward system in Splio is composed by a Master reward, which can be created in Loyalty - Rewards, with API or Datahub. It generates unique attributions IDs, which are given to customers when you grant them a reward, and then can be used in store or online to redeem the reward and grant it to the customer.
Contact's Loyalty memberships
In Splio you can view loyalty data directly within contacts: DATA > Contacts > Opt-in lists > Manage loyalty memberships.
1.- You can subscribe a contact to a Loyalty program:
Select the program from the list. If the card numbers for this program are not automatically generated, you will have to enter a card number.
2.- You can remove a subscription to a Loyalty program:
Select "Remove": Splio will display a list containing all cards for all programs linked to the contact. You will then be able to select the relevant card to remove.
Contact's Loyalty history
You can access loyalty and rewards history for each contact: DATA > Contacts > Loyalty > Loyalty point history/Rewards.
1.- Loyalty Points History
In this list, you can filter points by program name (option one) or, by using the advanced filter (option two). The list provides you with the date, type of points, amount, and the reason for the action. You can also credit or debit points manually.
2.- Rewards History
This list provides information on the program linked to a reward associated with a contact, when it was earned or burnt (used).
You can also manually assign a reward using the "Grant reward" button. Please note that to be able to grant a reward, the member will need to have a balance of non-qualifying points at least equal to the cost of the reward.