This document 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 position of Loyalty data within the Splio data model.
DATA - Loyalty data - Splio data model
Loyalty tables contain data for all program members, represented by loyalty card numbers, which 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.
Contact's Loyalty memberships
Within Splio, you can access loyalty data from within contacts. To do so, go to DATA > Contacts, find and open a contact you want to see, and go to the "Memberships" tab.
DATA - Loyalty data - Memberships tab
Click on the "Manage Loyalty memberships" button. You will be offered the options to subscribe the contact to a Loyalty program or remove a subscription.
To subscribe, select the program from the list. If the card numbers for this program are not generated automatically, you will have to supply a card number. Click the "Subscribe" button at the bottom of the screen to confirm.
If you select "Remove", Splio will display a list containing all cards for all programs belonging to the open contact. You will be able to select a card from the list to remove. Click the "Remove" button at the bottom of the screen to confirm.
Contact's Loyalty history
You can access loyalty history and rewards history for each contact.
Loyalty Points History
You can access the Loyalty Points History via the "Loyalty" tab, as shown in the image below.
The table shows all Loyalty points-related events for the current contact. These events can be filtered in two ways: with the list of loyalty programs in which the contact is a member and with the context search.
The list is comprehensive and provides you a date, type of points, amount, and what happened to them.
You also have the option to credit or debit (add or remove) Loyalty points belonging to a contact's card manually.
The Rewards history is accessed by selecting the "Rewards" option in the "Loyalty" tab.
The history displays all reward associated with the contact, providing information on the program where the reward was earned, and when it was earned or burned (used).
You can also manually assign a reward using the "Grant reward" button. To grant a reward, the member needs to have a balance of non-qualifying points at least equal to the cost of the reward.