Set how loyalty members earn and spend points

Click on Points in the left column of Member to manage the points associated with your LMS. The Points section allows you to designate the level of your program that the points apply to and set the duration of points before they expire.

Points - homepage
Points - homepage

Select Points Management under Points in the left column. The main page features an Add points button at the top of the page and a table that shows a list of all existing types of points that you have set up previously.

There are two types of points:

  • Base points - points that are earned on regular transactions

  • Bonus points - points that are earned on events defined by the promotion builder

 

Adding points

To create a new type of points, select Base points expiry or Bonus points expiry and then click the Add points button. Under Expiry details, fill out the following information:

  • Number - the number of points

  • Duration - length of time before the points expire, whether year, month, or day

  • Entity level - the entity levels you have set up under Hierarchy (e.g. tier, store, etc.)

  • Entity - the specific entity you have set up within the entity level you selected above

When you’re finished, click the Submit button in the top right.

Points - adding points
Points - adding points

 

Editing Points

To edit existing points, find the Points you want to edit in Points Management and click the pencil icon at the right and make your changes. Click Update to save.

 

Deleting Points

To delete points, find the Points you want to edit in Points Management and click the garbage can icon at the right.

To move points between Member accounts, click on Transfer Points under Member in the left column.

The first row of fields on the Point Transfer Details screen is for the member you would like to transfer points from, and the second row of fields is for the member you would like to transfer points to. Use the Point Type drop-down menu to select whether you are transferring Base Points or Bonus Points, select a Reason Code, and click Submit to save your changes.

Points transferred between members retain their original expiration date.

Points - transfer points
Points - transfer points

Last update: Nov 08, 2022

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