Tutorial: Creating point-based loyalty campaigns

Once you have created a loyalty program, you can define rules to determine how your customers earn points and how they can spend them. 

Let’s set up a simple reward Campaign. The objective is to give points to customers based on how much they spend in one order and allow them to use those points as currency on future orders.

We recommend that you read the generic explanation about how the Rule Builder works before reading this tutorial. 

Creating a rule for rewarding points

Let’s create a Campaign that supports loyalty programs and let’s create a rule for the customers to receive points corresponding to 10% of the total value of their session if they spend $1000 or more:

1. Create a Campaign with the Loyalty feature enabled. 
2. Click Rule Builder in the left-side menu of the Campaign.
3. Click Add Rule. 
4. Type a name for your rule, such as Reward 10% loyalty points.  
5. In Conditions, click Add condition.
6. Click Validate attribute value.
7. In the left-side menu of the palette, click Current session.
8. Select Cart items total (current session).
9. In the drop-down menu, choose Is greater than or equal to.
10. In the field to the right, set the value to 1000.
11. Click the check mark to the right of the condition to save it.
12. Click Add condition to add a second one.
13. Click Check for event types and validate custom event values.
14. Select Customer session closing in the drop-down list.
15. Click the check mark to the right of the condition to save it.
16. In Effects, click Add effect. 
17. Click Add loyalty points. 
18. In the Select loyalty program drop-down menu, choose your loyalty program. 
19. In Recipient, check that Current customer is selected. 
20. In Reason, type the reward description. In our case, we can write 10% of current total. 
21. In Amount of points, choose [Session.Total]*10%.
22. Click the check mark to the right of the effect to save it. 
23. Click Save at the top-right of the page. 

Now, if a customer has items in their cart whose total value is equal to or greater than $1000, they automatically receive a reward in points worth 10% of the session total once the session is closed. For example, if the session total value is $5000, the customer receives 500 points. 

Creating a rule for spending points

We want to set a second rule for customers to spend their loyalty points on new orders, using them directly as currency:

1. Click Add Rule. 
2. Type a name for your rule, such as Spend loyalty points.
3. In Conditions, click Add condition. 
4. Click Validate attribute value.
5. In the left-side menu of the palette, click Loyalty program.
6. Select Current balance (<Loyalty program name>).
7. In the drop-down menu, choose Is greater than or equal to. 
8. Click the + symbol to the right and select Session total (current session) in the palette.
9. Click the check mark to the right of the condition to save it. 
10. In Effects, click Add effect.
11. Click Discount session total. 
12. In Discount name, type a suitable name. For example, Pay with points. 
13. Set Discount value to [Session.Total]. 
14. Click the check mark to the right of the effect to save it. 
15. Click Save at the top-right of the page. 

As soon as your customers have enough loyalty points to cover the value of their order, the points will be deducted to pay for it. 

Learning more about creating loyalty Campaigns 

Now you know how to create and get started with your first loyalty Campaign. This is just an example of how loyalty points work, but there are many other ways to use them within your Campaigns.