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The loyalty campaign builder guides you through the following steps to launch your program. Go to Campaign hub > Campaigns to Create campaign and select Loyalty program.
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Campaign details

Start by defining the core identity of your campaign:
  1. Enter unique Campaign name.
  2. Optionally, select a Category to group this campaign.
  1. Optionally, provide a Description for internal reference.
  2. Optionally, set New customers will auto-join campaign once any earning rule is fulfilled for allowing customers to join the loyalty program when they meet the condition of an earning rule.
You can add the following optional time limitations:
  • Starts on and Expires dates
  • Duration and interval time frame (for example, every 2 days for 3 hours)
  • Valid days of the week (for example, only Wednesdays)
  • Valid hours per day (for example, happy hours between 16:00 and 22:00 every Friday and Saturday)
  • Set Keep valid for a specific amount of time after publishing to ensure that vouchers expire in a defined time after they were assigned to a customer.
  • Set Loyalty card count to generate a given number of loyalty cards when the campaign is created.
  • Configure advanced code generation settings to define the pattern, format, charset, and other details for your codes.
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Point expiration and earning rules

Set expiration rules for points to determine if customers have a limited time to use their points. Also, set earning rules to define when and under what conditions customers get loyalty points.

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Point expiration rules

Point expiration can be set globally at the campaign level – all points earned through earning rules will follow the same expiration rule.You can set the following point expiration rules:
  • No expiration: Points never expire. Customers have unlimited time to redeem points for rewards.
  • Months after earning activity: Points expire after a defined number of months. You can further round up the expiration to a selected period.
  • Expiration day and month: Points expire at a specific day of a selected month.

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Earning rules

Read Earning rules to learn how specific earning rules work.
Create earning rule to define how customers receive loyalty points.
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Details

Start by defining overall earning rule settings:
  1. Select earning rule type:
    • Order has been paid
    • Custom event
    • Entered segment
    • Tier events
  2. Name your earning rule.
  3. Set up start and expiration date (when customers will be able to earn points and until what date) and other time limitations. These settings work the same as for campaign Time frame.
  4. Define settings specific for the earning rule type:
    • Custom event: Select or create Custom event.
    • Entered segment: Select or create Customer segment.
    • Tier events: Select loyalty tier event and define if these events should trigger for any tier or a specific tier. The loyalty tier can belong to another loyalty program.
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Points

Define how many points are earned for a given earning rule type.
Set the following:
  1. Select:
    • Fixed: Defines a specific number of points customers will earn for a completed order.
    • Proportional: Defines the rules that will scale the number of earned points with a given condition.
  2. Enable pending points: Defines the number of days after the completed order when the customers will receive their points.
Additionally, you can set up:
  • Dynamic formula to assign a dynamic point value that’s calculated with mathematical and logical operators.
  • Expiration rules for individual earning rules. These rule-level settings override the campaign-level expiration.
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Validation rule (optional)

Optionally, select a validation rule to define additional limits for your customers that will be checked before triggering points.You can:
  • Select an existing rule.
  • Edit an existing rule.
  • Clone and edit an existing rule.
  • Create a new rule.
Read Create validation rules to learn how to set the rules.Read Validation rules for a detailed description of all validation rules and other settings.
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Metadata

Optionally, add metadata to the earning rule.You can:
  • Add value to a key from an existing metadata schema.
  • Add unknown property: Add a custom attribute that’s not defined in the metadata schema.
  • Add to schema: Define a new custom attribute and add it to the metadata schema. You can then add value to that metadata.
For each metadata, you can set Value type as:
  • Undefined: No value is set and the metadata isn’t added to the earning rule.
  • Null: The value is set to null, for example "test_metadata": null.
  • Value: Add value according to the metadata type (string, date, boolean, and so on).
Read Metadata to learn more about custom attributes.
You can set up many earning rules for one campaign.
A project can have up to 100 loyalty earning rules. This limit can be increased for users with a single-tenant setup. Contact your technical account manager or Voucherify support.
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Reward catalog

Users can spend their loyalty points to earn rewards. In this step, you can add to or create rewards in the Reward catalog.Add reward to the catalog and:
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Select or create reward

You can an existing reward from the Reward list. Alternatively, you can Create new reward.
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Create new reward

You can choose from the following reward types:
Digital rewardCustomers can spend their points to receive a discount coupon.Create Discount coupon reward as follows:
  1. Name reward.
  2. Select Campaign which will be the source of coupons.
  3. Alternatively, Create new to select a specific discount type and open the discount campaign builder. This builder has fewer steps than the builder in the campaign manager. If you want to configure more details, edit that campaign afterwards.
  4. Optionally, add Metadata.
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Auto-redeem

This step is available only for the Digital and Material rewards.
With Auto-redeem, you can set one reward in the loyalty program to be automatically redeemed once customers reach or exceed the required points threshold.
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Price in points

This step is available only for the Digital and Material rewards.
Define cost of the reward in points.
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Validation rule

This step is available only for the Pay with points reward.
Optionally, select a validation rule to define additional limits for your customers that will be checked before paying with points.You can:
  • Select an existing rule.
  • Edit an existing rule.
  • Clone and edit an existing rule.
  • Create a new rule.
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Add reward

Check the configuration of your reward.When everything is correct, Add reward.
You can add many rewards to Reward catalog.
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Tiers (optional)

Read Loyalty tiers to learn more about how tiers work.
Tiers are optional membership levels of your loyalty campaign. Define loyalty tiers as follows.
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Tier qualification

There are two ways for customers to qualify to a tier.
Customers qualify for the tier immediately if their point balance is in the point range of the tier. This means that they enter the tier if they reach the lower value or drop out of a higher tier and have a value lower than the upper limit. Customers drop out of a tier if their point balance is outside of the range, either if their point balance is lower or higher than the defined limits.Customers can drop out of a tier as follows:
  • Immediately: Set this to move customers to a lower tier when their point balance is below the lower limit.
  • Custom: Set Value in months to allow customers to have grace period when they’re still in the higher tier. Additionally, you can round up the expiration date.
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Add tiers

Create tier to define a loyalty tier:
  1. Enter Tier name.
  2. Set Min. points to define the lower threshold.
  3. Optionally, set Max. points to define the upper threshold for multi-tier loyalty programs.
  4. Optionally, add Metadata.
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Map earning rules

Optionally, you can change the way points are assigned in a specific tier in relation to an earning rule. The point assignments defined with mapping will be made only for members in the particular tierAdd mapping and:
  1. Select Tier.
  2. Set Multiply and define the Multiplier.
  3. Alternatively, set Custom to replace the default point value set by the earning rule.
  4. Save to add mapping.
You can map many tiers to an earning rule.
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Map rewards

Optionally, you can change the price in points for a reward when customers belong to a specific tier.Add mapping and:
  1. Select Tier.
  2. Set Multiply and define the Multiplier.
  3. Alternatively, set Custom to replace the default point value set for the reward.
  4. Alternatively, set Not available to turn off a reward for a particular tier
  5. Save to add mapping.
You can map many tiers to a reward.
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Distributions (optional)

Set up automatic messages that are sent when certain loyalty events happen. These messages can go to customers or external systems using channels like text messages, emails, webhooks, or one of the built-in integrations.
The distribution builder in this step is preconfigured for the selected event. The only step to configure is Channels.Read Getting started with distributions to learn more.
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Add distribution and select the event that will send the messages:
  • Reward redeemed: The message is sent when a customer redeems a reward.
  • Successfully published: The message is sent when a voucher is successfully published (assigned) to a customer.
  • Customer rewarded loyalty points: The message is sent when a customer earns points in the loyalty program.
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In the distribution builder, Name the distribution.
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Go to Channels and Add channel that will distribute the messages.The available channels differ depending on the selected distribution event.You can set up many channels for one distribution.
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In Summary, check if the distribution configuration is correct.Save to add the distribution to the loyalty campaign.
You can add many distributions to a loyalty program.
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Metadata (optional)

Add custom attributes to your campaign for tracking or integrations.You can either:
  • Use an existing metadata schema.
  • Add unknown property: metadata that isn’t defined and won’t be added to the schema.
  • Add to schema: define new metadata schema. Once saved, reload the schema to use the new metadata.
Read Metadata to learn more about custom attributes.
By default, the campaign uses Voucher metadata schema. This will set metadata for the campaign and its vouchers. If you’re editing the campaign, changes made to the metadata will apply only to the vouchers that haven’t been redeemed yet and haven’t been published to any customers.Uncheck Use the voucher’s metadata schema to use campaign metadata schemas. The metadata will apply only to the campaign and not to its vouchers.
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Access settings

Check areas, stores, and all stores to limit the access to the campaign by restricted users and API keys.
Enterprise featureThis step is available for Enterprise clients who have the Areas and stores feature enabled.Contact your technical account manager or Voucherify support.Read Areas and stores to learn more about access settings.
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Summary

Review your configuration if everything’s correct. If you see something that needs editing, go back to a given step.If the setup is correct, click Save to launch your campaign.
Campaign calendarOnce you save your campaign or save it as a draft, you can see when it will be active in Campaign Calendar in the Marketer Hub sidebar section. Campaign Calendar shows an overview of all campaigns and their time frames and additional information when you click on a given bar.
Experiment with other features to improve your campaign results.
Once your campaign is live, you can track its progress in the dashboard. This way you can quickly react when it underperforms and tweak its settings or experiment with your setup.
Dev toolsDevs can use the following tools for campaign tracking:
Even best campaigns can be a target of fraud or exploited by customers who spot weak spots in the promotion setup.You can stop that from happing by using fraud prevention and tracking tools built in Voucherify.Learn more about stopping incentive fraud in: