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How to configure loyalty rules
How to configure loyalty rules
Updated over a week ago

To configure loyalty rules, go to ‘Loyalty’ and select ‘Rules’ from the dropdown menu.

Select ‘New rule’. You can either select a preset here if you’d like. Choose from happy hour, rewarding big spenders, multiplying points for loyal guests, rounding up transactions, or just create your own rule from scratch.

To create your own rule, select ‘Start from scratch’ and press ‘Continue’.

To start creating your own rule, click ‘Filter group’ and select the criteria on which you’d like to base the rule, such as contact attribute like a tier. You can create filters on a shop, date, contact, or day & time basis.

Once you’ve selected your criteria, click on ‘Continue’.

The placeholder value is to add 0 credits to the loyalty transaction. To edit this, click on the purple plus sign.

You can then select a fixed number, an addition, a rounding, or multiplication, along with your value.

Once you’ve configured it, click ‘Activate rule and exit’. Your loyalty rule is now active! To add another, simply click ‘New rule’ and repeat the process.

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