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Loyalty Program

Loyalty Program Management designs points-based rewards across two tabs — Manage Programs and Create Program — with an auto-calculated reward rate.

Loyalty Program Management

Overview​

Set how much spend earns how many points, what a point is worth, and when points expire, then activate and track membership.

Tabs in detail​

Manage Programs​

  • Program cards: name, status (Active/Inactive), description, reward rate %, member count, points expiration.
  • Actions: Edit (modal with live reward-rate calc), Activate/Deactivate (controls enrollment), Delete (confirm with member count), View Members.
  • Edit validates that spend, points, and point value are all greater than zero.

Create Program​

  • Fields: Program Name (required), Description, Spend ($), Points Earned, Value ($) per point, Expiration (6 months / 1 year / 2 years / Never).
  • Live reward rate display = (points × point value) ÷ spend × 100.
  • Create Program (blocked if name empty or any numeric ≤ 0); Reset.

Step by step: create a loyalty program​

  1. Open Create Program; enter a name and description.
  2. Set Spend, Points Earned, and Value.
  3. Choose an Expiration, then Create Program (watch the reward rate).

Tips & best practices​

  • A 5–10% reward rate is typical and profitable; 15%+ is generous.
  • Set a 1-year expiration to encourage redemption and limit liability.
  • Deactivate old programs instead of deleting to preserve member history.

Troubleshooting​

IssueFix
"Invalid values" on saveSpend, Points Earned, and Point Value must all be greater than zero
Can't edit a programRefresh so program data loads, then retry
Member count is 0Correct until customers enroll — enroll them in Growth → Customers

What's next​