How to create a loyalty program step by step

In this tutorial, you'll see how to create a loyalty program in Voucherify dashboard. With many earning rules and custom rewards, you can launch a well-tailored loyalty campaign in no time.

Loyalty program step-by-step:

  1. How to start with loyalty campaigns:
    1. Create earning rules with customer segments
    2. Create earning rules with custom events
  2. Run the campaign manager and create a loyalty program
  3. Maintenance and distribution:

How to start

Before you open a campaign manager and start a loyalty campaign, you need to create earning rules. Each earning rule defines an action/actions that assigns a particular amount of points to a customer's account. 

For example, 

  • 1st earning rule - if a customer spent $50, assign 100 points to their account, 
  • 2nd earning rule - if a customer made 3rd order or spent more than $300, assign 200 points to their account.
  • 3rd earning rule - if a customer signed up, assign 80 points

Create earning rules with customer segments

To add the first two earning rules to Voucherify, you need to build customer segments in the Customers section. Each earning rule is represented by a separate customer segment.

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Voucherify Loyalty Programs: Earning Rules with Customer Segments
Voucherify Loyalty Programs: Earning Rules with Customer Segments

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Create earning rules with custom events

To add earning rules based on custom events performed by your customers on your website/app, like 

  • a customer signed up, 
  • a customer completed the ride, 
  • a customer updated subscription, 
  • etc.,

you need to use custom events preconfigured by your tech team in your Voucherify account. 

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Voucherify Loyalty Campaign - Earning Rules with Custom Events
Voucherify Loyalty Campaign - Earning Rules with Custom Events

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When you have all earning rules wrapped into segments and events, open a campaign manager and create a new loyalty program.


Run the campaign manager and create a loyalty program

Creating a loyalty campaign is always a five-step process:

1. Program details

In the first step, provide program details:

  • Name of your loyalty campaign
  • Program timeframe and other time limits (optional) described precisely here.

  • Number of loyalty cards
  • Auto-update program mode, marked by default (recommended)
  • Advanced settings of loyalty cards (code pattern)

When ready, go to the NEXT STEP - Earning rules


2. Earning rules

In this tutorial, we're going to use example earning rules created at the very beginning of this tutorial. There are 4 earning rules represented by 4 segments:

Earning rule Amount of earned points Customer segment name
1. Spend more than £50 
50 Loyalty Program: Spend more than 50
2. Spend more than £100 
100 Loyalty Program: Spend more than 100
3. Make 3rd order or spend £300
150 Loyalty Program: 3rd order or spend more than 300
4. Refer a friend
200 Loyalty Program: Refer a friend

Let's add them to the campaign manager using previously created segments

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Voucherify Loyalty Program: Earning Rules in the Campaign Manager
Voucherify Loyalty Program: Earning Rules in the Campaign Manager

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If you need more limits in your earning rules which are not supported by default in the customer segments, you can use validation rules and assign them to a particular earning rule.

Validation rules enable you to combine custom events with segments. Look at the picture below

In the picture, you can see that a customer needs to subscribe (custom event) and also belong to the existing customer segment called New Customers to match criteria and get 50 points.

When earning rules are ready, you can click on the NEXT STEP and go to the 3rd section - Rewards catalog


3. Rewards catalog

In the 3rd step, add rewards that your customers can exchange for the already earned points. Choose ADD NEW REWARD and define the first reward, you can use one the existing campaigns or create a new one from scratch.

Confirm with ADD REWARD and define how many points a customer needs to spend to get this reward. 

When ready, go to the 4th section - metadata.


4. Metadata

This section is optional. You can add custom fields to help with integration and reporting. Read more here.

Now, you can go to the last section and see the program summary


5. Summary

In the last step, you can see the program summary and go back to each section to make edits. When everything is set properly, click SAVE to confirm loyalty campaign.

After saving the campaign, Voucherify shows what metrics and stats you can track. During the program, the app automatically updates reports to show the on-going program performance.

That's it! The loyalty campaign is ready. Now, we're going to look at loyalty programs from the perspective of your customers. Let's start with sending loyalty cards and reviewing a customer cockpit


Distribution and maintenance


How to send loyalty cards and invite customers to your loyalty program

You can send loyalty cards to your customers straight from the dashboard using Voucherify distributions. We strongly recommend using emails as Voucherify enables you to put a link to individual customer cockpits automatically into a message template. 

Voucherify distribution manager has its own email engine that you can sync with your domain. You can also use one of the built-in email integrations (MailChimp, Braze, Intercom or ActiveCampaign) to send customized invitations to your loyalty program.

Distribution manager

If you haven't done any distribution yet, start with this short tutorial and familiarize yourself with the distribution manager.

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Email Distribution of Loyalty Cards and Cockpit Links
Email Distribution of Loyalty Cards and Cockpit Links

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Customer cockpits overview

Each customer with loyalty card has also an individual cockpit with the amount of earned points and available rewards. Dependently on balance changes, Voucherify will dynamically activate/deactivate particular rewards for a customer. As a result, a customer can exchange earned points for particular rewards.


How to use (redeem) loyalty rewards 

When a customer gains the required amount of points, the reward is automatically published in their cockpit (it's active). Then, they can decide if they want the reward or not by clicking on the respective button. 

If a customer chooses to transfer points for a reward, Voucherify updates their points balance. A customer can use the chosen reward during the purchase what invokes validation and redemption process noted in Voucherify dashboard.