Multi-tier loyalty program

1. Create custom events that will be rewarded with points.
2. Add material rewards. 
3. Set up a multi-tier loyalty program with double points assignment for the premium loyalty tier. 

Add custom events

To create a new custom event:

1. In Project Settings, go to Event Schema.
2. Click Add Event Definition.
3. Create three events that will be the basis for points allocation:
   • sign_up,
   • leave_a_review, 
   • share_social.

Add loyalty rewards 

This scenario is based on material rewards, but Voucherify also supports other types of rewards, e.g., gift cards, or loyalty points as rewards in your loyalty program.

To add a new reward:

1. In Campaign Hub, go to Products.
2. Provide the name of the reward, its source_id used for tracking, and price. Skip the optional steps (SKUs and Metadata) and save the product.

In the next steps, you can add SKUs and metadata. These fields are optional but crucial if you want to create different variants of the same product, e.g., a t-shirt in various sizes. This way, you can differentiate between your products and launch SKU-specific or metadata-based campaign.

In this example, create only one general version of the product, so no product attributes or metadata are necessary. After saving the product, come back to edit it if you'd like to add an image or SKUs.

3. Repeat these steps for a glass water bottle and limited edition company t-shirt.

Launch a loyalty campaign

To create a new loyalty campaign:

1. In Campaign Hub, go to Campaigns
2. Click Create campaign.
3. Name your campaign and, optionally:
   1. optional time limits and validity timeframes
   2. configure the loyalty card pattern name.
4. In Points expiration & earning rules, set up earning rules on how many points a customer should receive for performing specific actions (e.g., custom event, entering a new segment, order paid). In this scenario, customers are rewarded for performing specific actions (e.g., custom events). 

Keep in mind that you can base earning rules on the following events:

• a customer pays for an order,
• a customer performs a custom event, 
• a customer enters a new segment,
• a customer performed a tier event
5. Add three earning rules in total by clicking Add Rule:
   • Sign up – 25 points.
   • Leaving a review – 50 points.
   • Sharing on social media – 100 points.

You can also make your loyalty program even more customer-specific by introducing validation rules. For example, only customers from Canada who sign up will receive 25 points.

6. In Rewards catalog, create rewards for the loyalty program. Use the products (badge, water bottle, t-shirt) you have added to Voucherify earlier. With the auto-redeem feature, you can set one reward (digital or material) to be automatically redeemed once customers reach the required points threshold.
7. Define how many points a customer should pay to redeem the reward.
8. Create three rewards in total for respectively a badge (worth 25 points), a water bottle (worth 150 points), and a t-shirt (worth 400 points).
9. In Tiers, select Enable tiers.
10. Create two loyalty tiers – for New and Premium customers:
    1. New customers (0-150 points) – standard points assignment. 
    2. Premium customers (151 and up) – double points assignment.

You can reward selected customer tiers with a custom or multiplied number of points. Visit Getting started with loyalty programs article to learn more about loyalty tiers.

11. In Notifications, you can optionally launch a distribution to inform your customers about, respectively, three events:
    • to send a loyalty program sign up code,
    • to let them know about points they have earned,
    • to let them know about the rewards they have received.

    You can set up different distribution channels for each of these messages or combine several. You can choose between several communication channels, such as SMS, email, webhooks, or integrations: Braze, Mailchimp, etc.

12. After choosing the channel, design your message. You can also skip this step and launch distribution separately. 
13. In Metadata, you may provide metadata – custom attributes to help with integration and reporting.
14. In Summary, you can view the configuration of the loyalty campaign. At this point, you can still freely edit the settings. Once the campaign is saved, some settings will not be editable.

After you notify your customers about the program, either via notifications or launching new distribution, they will be able to visit their individual customer cockpits to see what rewards are part of it and to measure their progress.