Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
117 changes: 117 additions & 0 deletions documentation/build/create-loyalty-campaign-v2.mdx
Original file line number Diff line number Diff line change
@@ -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.

<Steps>

<Step>

## 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.

</Step>

<Step>

## 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.

<Warning>
A basic loyalty setup does not require additional configuration such as **Points expiration**, **Pending points**, **Earning limits**, or **Spending limits**.
</Warning>

</Step>

<Step>

## 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.

</Step>

<Step>

## 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**.

<Info>
The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all recommendations are required to activate the program.
</Info>

</Step>

</Steps>

## 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.

<AccordionGroup>

<Accordion title="Key concepts">

Read [Key concepts](/docs/loyalty/key-concepts) to learn how wallets, earning rules, rewards, and tiers work together in loyalty programs.

</Accordion>

</AccordionGroup>
3 changes: 2 additions & 1 deletion documentation/docs.json
Original file line number Diff line number Diff line change
Expand Up @@ -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"
]
},
{
Expand Down