From 2cb1340f441e7bce81af06c5f1bda555d50f8eb6 Mon Sep 17 00:00:00 2001 From: MaciekVoucherify <130568368+MaciekVoucherify@users.noreply.github.com> Date: Mon, 13 Apr 2026 15:11:34 +0200 Subject: [PATCH 1/3] Create Loyalty V2 --- .../build/create-loyalty-campaign-v2.mdx | 84 +++++++++++++++++++ documentation/docs.json | 3 +- 2 files changed, 86 insertions(+), 1 deletion(-) create mode 100644 documentation/build/create-loyalty-campaign-v2.mdx diff --git a/documentation/build/create-loyalty-campaign-v2.mdx b/documentation/build/create-loyalty-campaign-v2.mdx new file mode 100644 index 000000000..d1f557898 --- /dev/null +++ b/documentation/build/create-loyalty-campaign-v2.mdx @@ -0,0 +1,84 @@ +--- +title: Create a basic loyalty program +description: Learn how to create a simple loyalty program using the Designer +keywords: ['loyalty program', 'loyalty tiers', 'earn points', 'loyalty card', 'earning rule', 'pending points', 'distribution'] +--- + +Create a basic loyalty program with a point wallet and a single earning rule. + +## Go to the Loyalty designer + +In the sidebar on the left, click **Loyalty hub**, then open **Designer**. + +## Create a new loyalty program + +In the top-right corner, click **+ Create program**. + +In the **Create loyalty program** modal, enter a name in **Program name**, then click **Create**. + +## Create a point wallet + +In the **Structure** panel on the right, click **+** next to **Wallets**. + +Enter a name in **Name wallet**, then click through the steps using **Next**. + +In **Summary**, click **Save**. + + +Options like **Points expiration**, **Pending points**, **Earning limits**, and **Spending limits** are not required for a basic setup. + + +## Create an earning rule + +In the **Points flow** section, click **+** next to **Earning rules**. + +Enter a name in **Name earning rule**. + +In **Trigger**, select **Order paid** in **Trigger event**, then click **Next**. + +In **Earnings**, open **Earning #1**, enter a name in **Earning name**, select the wallet in **Card definition**, set **Points**, then click **Next**. + +Click through the remaining steps using **Next**, then click **Save**. + +## Assign components to the program + +In the **Building blocks** panel on the right, find the created **Wallet** and **Earning rule**. + +For each component, click the **Assign** icon (link icon), then confirm by clicking **Assign**. + +Confirm that both components show **Assigned**. + + +Components must be assigned to be used in the program. + + +## Review and launch the program + +Verify that: +- a point wallet is assigned +- an earning rule is assigned + +Click **Draft** at the top of the page, then select **Activate**. + +The program status changes to **Active**. + +## Result + +- customers can earn points +- points are stored in the point wallet +- the program status is **Active** +- the dashboard shows program metrics + +## Related features + +Learn more about the core concepts behind loyalty programs. + + + + + + See the [Key concepts](/docs/loyalty/key-concepts) article to understand how point wallets, earning rules, and other components work together. + + + + \ 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" ] }, { From 15d5b5469a7c394efcf5170f28875e001bcce0fb Mon Sep 17 00:00:00 2001 From: MaciekVoucherify <130568368+MaciekVoucherify@users.noreply.github.com> Date: Mon, 13 Apr 2026 17:35:51 +0200 Subject: [PATCH 2/3] Update create-loyalty-campaign-v2.mdx --- .../build/create-loyalty-campaign-v2.mdx | 95 +++++++++++++------ 1 file changed, 65 insertions(+), 30 deletions(-) diff --git a/documentation/build/create-loyalty-campaign-v2.mdx b/documentation/build/create-loyalty-campaign-v2.mdx index d1f557898..90d24b3b5 100644 --- a/documentation/build/create-loyalty-campaign-v2.mdx +++ b/documentation/build/create-loyalty-campaign-v2.mdx @@ -8,21 +8,36 @@ Create a basic loyalty program with a point wallet and a single earning rule. ## Go to the Loyalty designer -In the sidebar on the left, click **Loyalty hub**, then open **Designer**. + + + In the sidebar on the left, click **Loyalty hub**, then open **Designer**. + + ## Create a new loyalty program -In the top-right corner, click **+ Create program**. - -In the **Create loyalty program** modal, enter a name in **Program name**, then click **Create**. + + + In the top-right corner, click **+ Create program**. + + + In the **Create loyalty program** modal, enter a name in **Program name**, then click **Create**. + + ## Create a point wallet -In the **Structure** panel on the right, click **+** next to **Wallets**. - -Enter a name in **Name wallet**, then click through the steps using **Next**. - -In **Summary**, click **Save**. + + + In the **Structure** panel on the right, click **+** next to **Wallets**. + + + Enter a name in **Name wallet**, then click through the steps using **Next**. + + + In **Summary**, click **Save**. + + Options like **Points expiration**, **Pending points**, **Earning limits**, and **Spending limits** are not required for a basic setup. @@ -30,23 +45,37 @@ Options like **Points expiration**, **Pending points**, **Earning limits**, and ## Create an earning rule -In the **Points flow** section, click **+** next to **Earning rules**. - -Enter a name in **Name earning rule**. - -In **Trigger**, select **Order paid** in **Trigger event**, then click **Next**. - -In **Earnings**, open **Earning #1**, enter a name in **Earning name**, select the wallet in **Card definition**, set **Points**, then click **Next**. - -Click through the remaining steps using **Next**, then click **Save**. + + + In the **Points flow** section, click **+** next to **Earning rules**. + + + Enter a name in **Name earning rule**. + + + In **Trigger**, select **Order paid** in **Trigger event**, then click **Next**. + + + In **Earnings**, open **Earning #1**, enter a name in **Earning name**, select the wallet in **Card definition**, set **Points**, then click **Next**. + + + Click through the remaining steps using **Next**, then click **Save**. + + ## Assign components to the program -In the **Building blocks** panel on the right, find the created **Wallet** and **Earning rule**. - -For each component, click the **Assign** icon (link icon), then confirm by clicking **Assign**. - -Confirm that both components show **Assigned**. + + + In the **Building blocks** panel on the right, find the created **Wallet** and **Earning rule**. + + + For each component, click the **Assign** icon (link icon), then confirm by clicking **Assign**. + + + Confirm that both components show **Assigned**. + + Components must be assigned to be used in the program. @@ -54,13 +83,19 @@ Components must be assigned to be used in the program. ## Review and launch the program -Verify that: -- a point wallet is assigned -- an earning rule is assigned - -Click **Draft** at the top of the page, then select **Activate**. - -The program status changes to **Active**. + + + Verify that: + - a point wallet is assigned + - an earning rule is assigned + + + Click **Draft** at the top of the page, then select **Activate**. + + + The program status changes to **Active**. + + ## Result From 47cbc6f6cfe6f6f5e98fadf289157692e9f4ac68 Mon Sep 17 00:00:00 2001 From: MaciekVoucherify <130568368+MaciekVoucherify@users.noreply.github.com> Date: Mon, 25 May 2026 17:24:16 +0200 Subject: [PATCH 3/3] Update create-loyalty-campaign-v2.mdx --- .../build/create-loyalty-campaign-v2.mdx | 162 +++++++++--------- 1 file changed, 80 insertions(+), 82 deletions(-) diff --git a/documentation/build/create-loyalty-campaign-v2.mdx b/documentation/build/create-loyalty-campaign-v2.mdx index 90d24b3b5..a3fa3783a 100644 --- a/documentation/build/create-loyalty-campaign-v2.mdx +++ b/documentation/build/create-loyalty-campaign-v2.mdx @@ -1,119 +1,117 @@ --- title: Create a basic loyalty program -description: Learn how to create a simple loyalty program using the Designer -keywords: ['loyalty program', 'loyalty tiers', 'earn points', 'loyalty card', 'earning rule', 'pending points', 'distribution'] +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 basic loyalty program with a point wallet and a single earning rule. +Create a loyalty program that awards points to customers after paid orders. -## Go to the Loyalty designer +## Go to the Loyalty Designer - - - In the sidebar on the left, click **Loyalty hub**, then open **Designer**. - - +In the sidebar on the left, go to **Loyalty hub** > **Designer**. -## Create a new loyalty program +## Create the loyalty program + +Create a loyalty program draft, add a wallet, configure an earning rule, and activate the program. - - In the top-right corner, click **+ Create program**. - - - In the **Create loyalty program** modal, enter a name in **Program name**, then click **Create**. - - -## Create a point wallet + - - - In the **Structure** panel on the right, click **+** next to **Wallets**. - - - Enter a name in **Name wallet**, then click through the steps using **Next**. - - - In **Summary**, click **Save**. - - +## 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. -Options like **Points expiration**, **Pending points**, **Earning limits**, and **Spending limits** are not required for a basic setup. +A basic loyalty setup does not require additional configuration such as **Points expiration**, **Pending points**, **Earning limits**, or **Spending limits**. -## Create an earning rule + - - - In the **Points flow** section, click **+** next to **Earning rules**. - - - Enter a name in **Name earning rule**. - - - In **Trigger**, select **Order paid** in **Trigger event**, then click **Next**. - - - In **Earnings**, open **Earning #1**, enter a name in **Earning name**, select the wallet in **Card definition**, set **Points**, then click **Next**. - - - Click through the remaining steps using **Next**, then click **Save**. - - + -## Assign components to the program +## Create earning rule - - - In the **Building blocks** panel on the right, find the created **Wallet** and **Earning rule**. - - - For each component, click the **Assign** icon (link icon), then confirm by clicking **Assign**. - - - Confirm that both components show **Assigned**. - - +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**. -Components must be assigned to be used in the program. +The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all recommendations are required to activate the program. -## Review and launch the program + - - - Verify that: - - a point wallet is assigned - - an earning rule is assigned - - - Click **Draft** at the top of the page, then select **Activate**. - - - The program status changes to **Active**. - ## Result -- customers can earn points -- points are stored in the point wallet -- the program status is **Active** -- the dashboard shows program metrics +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 the core concepts behind loyalty programs. +Learn more about additional loyalty program features and concepts. - + - See the [Key concepts](/docs/loyalty/key-concepts) article to understand how point wallets, earning rules, and other components work together. +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