In this article you will learn how to create a Loyalty Program in Talon.One. Before you start, your system must be integrated with Talon.One and have at least one active Application

Loyalty Programs

Loyalty programs in Talon.One give you a reward points "wallet" for each customer and new options to govern these wallets in the rule builder.
Using loyalty rules, you can choose which customer actions are rewarded with points and how you allow customers to spend these points; as currency, in exchange for discounts or even let customers exchange them for items.
Your Loyalty Program can be as general or as granular as you wish by enabling the optional Sub-ledger feature during program creation.
With Sub-Ledgers enabled, each customer can have multiple balances within the same program, each tied to different entities.
This is useful if you want to separate loyalty balance across multiple outlets, brands or products without having to create a new Loyalty Program for each.

Step 1. Create a Loyalty Program

In the first step we'll need to make is creating the Loyalty Program itself.
  • From your Talon.One dashboard, select "Manage Loyalty Programs".
  • On the Management page click "Create Loyalty Program".
Here you should enter the Name; the permanent internal name for this program, and the Title; the name shown in the rule builder, which can be safely changed later. You can also give your program a short description to help you identify it in the manager.

The "Reward Expiration" section lets you set how long these collected points are valid before expiring. You can choose to keep them valid indefinitely or set an expiration time in days.

The "Enable Subledgers" section lets you turn on sub-ledgers if you want to run a loyalty program which gives customers multiple loyalty balances.
If you are governing multiple outlets, Subledgers would allow you to specify that points earned at one outlet can only be redeemed at that outlet, allowing customers to have multiple separate balances concurrently without the need to create a separate Loyalty Program for each outlet.
Note: This cannot be changed later.

Finally, choose the application(s) where you'd like this program to be active, then click Create to complete this step.

Step 2. Create Campaign(s) Where Points are Added

If you don't already have a Campaign set up, create a New Campaign now in the application you connected your Loyalty Program to in step 1. Give your campaign a name and select "Loyalty Program" as a feature you'd like to activate for this campaign.

If you would like to add the Loyalty Program to an existing campaign, open that campaign's "Settings" page, click on "Features", check the box marked "Enable Loyalty" and then save.

When you go to the rule builder for this campaign, you'll have access to 3 new features:
  • Condition: "Loyalty Points Can Be Redeemed", allowing you to check this customer has redeemable points.
  • Effect: "Add Loyalty Points", allowing you to add points to the customer wallet when the transaction takes place.
  • Attribute: In the attribute palette, you can now access the loyalty balance of the customer.

Example 1:
On orders over $100, 10% of the order total will be credited as points to the customer's point wallet.
Condition: Session Total is greater than 100
Effect: Add Loyalty Points: Session Total * 10%

Now that we have a campaign set up where customers can collect points, let's set up one focused on redeeming those points.

Step 3. Create Campaign Where Points are Redeemed

While it's possible to run multiple campaigns where customers can earn points, we recommend only having one campaign for spending them, to ensure your customers have a clear idea of the points' value.

Since spending requires us to check internally if the customer has sufficient balance in the program, this is implemented as a condition in the rule builder: "Loyalty Points Can Be Redeemed".

If you use this condition in a campaign, the points will automatically be deducted when the customer has sufficient balance, so you don't need to deduct points as an effect.

Example 2:
In this example, we'll use a custom session attribute, which we'll call "pay with points". This will indicate that the current session should be paid for with point balance.

A customer has 1,000 points in their wallet and has added an item to the checkout you've marked as costing 700 points.

Condition: Attribute "PayWithPoints" = true
Condition: Loyalty points can be redeemed: Session Total
Effect: Set Discount: Session Total

The customer pays for their order in points. The number of points used being deducted from the session total, leaving the customer 300.

Now you know how to create and get started with your first Loyalty Program in Talon.One. These are just basic examples of what is possible with your Talon.One integration. Depending on what data points you send, you can build rules to meet your promotion requirements.

Next you might want to check out: