diff --git a/documentation/build/create-loyalty-campaign-v2.mdx b/documentation/build/create-loyalty-campaign-v2.mdx new file mode 100644 index 000000000..a3fa3783a --- /dev/null +++ b/documentation/build/create-loyalty-campaign-v2.mdx @@ -0,0 +1,117 @@ +--- +title: Create a basic loyalty program +description: Create a loyalty program with a point wallet and an earning rule in the Loyalty Designer. +keywords: ['loyalty program', 'loyalty points', 'point wallet', 'earning rule', 'loyalty designer'] +--- + +Create a loyalty program that awards points to customers after paid orders. + +## Go to the Loyalty Designer + +In the sidebar on the left, go to **Loyalty hub** > **Designer**. + +## Create the loyalty program + +Create a loyalty program draft, add a wallet, configure an earning rule, and activate the program. + + + + + +## Create the loyalty program draft + +Start by creating a new loyalty program draft. + +1. In the top-right corner, select **+ Create program**. +2. Enter a name in **Program name**. +3. Select **Create draft**. + +The loyalty program draft opens in the builder view. + + + + + +## Create wallet + +Create a wallet to store earned loyalty points. + +1. In the **Wallets** section, use **+**. +2. Enter a name in **Name wallet**. +3. Review the remaining wallet settings and keep the default configuration. +4. In **Summary**, select **Save**. +5. In the **Building blocks** panel on the right, find the created wallet. +6. Hover over the wallet and assign it to the **Wallets** section. + +The wallet appears in the **Wallets** section of the loyalty program. + + +A basic loyalty setup does not require additional configuration such as **Points expiration**, **Pending points**, **Earning limits**, or **Spending limits**. + + + + + + +## Create earning rule + +Create an earning rule that awards points after paid orders. + +1. In the **Earning rules** section, use **+**. +2. Enter a name in **Name earning rule**. +3. In **Trigger**, select **Order paid** in **Trigger event**. +4. Continue with **Next**. +5. In **Earnings**, open **Earning #1**. +6. Enter a name in **Earning name**. +7. In **Card definition**, select the created wallet. +8. Set **Points** to **10**. +9. Review the remaining settings and select **Save**. +10. In the **Building blocks** panel on the right, find the created earning rule. +11. Hover over the earning rule and assign it to the **Earning rules** section. + +The earning rule appears in the **Earning rules** section of the loyalty program. + + + + + +## Activate the loyalty program + +Activate the loyalty program to start awarding points to customers. + +1. Open the **Draft** status menu at the top of the page. +2. Review the activation recommendations. +3. Select **Activate**. + +The loyalty program status changes from **Draft** to **Active**. + + +The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all recommendations are required to activate the program. + + + + + + +## Result + +After completing the setup: + +- customers earn points after paid orders +- earned points are stored in the assigned wallet +- the loyalty program status changes to **Active** +- the loyalty program appears in the Loyalty designer + +## Related features + +Learn more about additional loyalty program features and concepts. + + + + + +Read [Key concepts](/docs/loyalty/key-concepts) to learn how wallets, earning rules, rewards, and tiers work together in loyalty programs. + + + + \ No newline at end of file diff --git a/documentation/docs.json b/documentation/docs.json index 297bb9205..9cf028aeb 100644 --- a/documentation/docs.json +++ b/documentation/docs.json @@ -245,7 +245,8 @@ "build/earning-rules", "build/loyalty-points", "build/loyalty-tiers", - "build/loyalty-card-import" + "build/loyalty-card-import", + "build/create-loyalty-campaign-v2" ] }, {