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 when it comes to the initial setup.
To create a loyalty program, use the "New" menu in the top bar:
Choose your loyalty program settings
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 out a slightly more complex form (see our dedicated section on tiered programs for more info).
General settings
The "Card code auto-generation" option tells Splio if it should generate card codes, unique to each program member ("auto-generate") or if you are going to import them ("manual").
Please note that the card code auto-generation does not work if you are importing your contacts in Data > Uploads. It works only if you import the contacts via the Datahub or our APIs.
"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.)
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 granting points and when they become available. 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 granted.
Once points are granted, they can be spent during their validity period, then they expire.
With cascading enabled, the validity is reset every time the member is granted new NQ points.
Scheduling
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.