Create Your Loyalty Program

A New Loyalty Program

Mary and Jose are ready to get the ball rolling. They’re ready to create a loyalty program for En Mode, which they’ve decided to call LevelUp. Let’s see how Jose goes about creating the loyalty program. 

  1. Click App Launcher, and select Loyalty Management.
  2. In the Loyalty Programs tab, click New and specify the following details.
    • Program Name: LevelUp
    • Description: Loyalty program for engaging En Mode’s customers.
    • Status: Active
  3. Click Save.

The New Loyalty Program window where you can create a new program.

And just like that, the loyalty program is created. It’s that simple. Jose must now add various components to it, such as tiers, points, and rewards. Let’s follow along to see how he brings this program to life. 

Set Up Tier Groups

A loyalty program enables members to progress to higher tiers based on their engagement with the brand and the program. The engagement can be through activities such as purchases, social media mentions, product reviews, referrals, and so on. Through each such engagement activity, members earn points. Points that make members eligible for higher tiers are qualifying points. Points that members can redeem to buy more products or services are non-qualifying points. The points earned during a qualifying period are evaluated to upgrade the tier of the member, and the tier upgrade gives them access to more benefits.

Tier groups are required to help define the hierarchy of tiers. Mary reviews the data she collected from her research to finalize the following details of the tier group.

  • Tier period: This determines the duration of the tier. It is set to 1 year. Once a member moves to a new tier, the tier is retained for at least 1 year and expires on the enrollment anniversary of the member.
  • Qualifying period: After each year, the member’s qualifying points are reset.
  • Tier model: A member is qualified to be part of a tier for a year, starting from the date of their enrollment in the program. The tier period expires on the enrollment anniversary of the member.

Here’s how Jose creates the tier group in the Loyalty Management app. 

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Tier Groups related list, click New.
  3. Specify the following details.
    • Tier Group Name: LevelUp Tier Group
    • Description: Tier group based on annual spend
    • Select Active.
    • Tier Model: Anniversary
    • Period Quantity: 1
    • Period Duration Type: Years
    • Extend Expiration: Member Enrollment Anniversary
    • Qualifying Points Reset Frequency: 1
    • Qualifying Points Reset Period: Years
  4. Click Save.

The New Loyalty Tier Group window where you can enter details of the tier group.

Add Tiers to Tier Groups

Jose must now add tiers to the tier group he just created. Mary and Jose decide on the following three tiers.

  • Silver tier: The base tier or the default tier a member is associated with.
  • Gold tier: The middle tier. A Silver-tiered member is promoted to this tier when they earn more points.
  • Platinum tier: The top tier, where members enjoy exclusive benefits.

Here’s how Jose adds the tiers.

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Tier Groups related list, click LevelUp Tier Group.
  3. In the Loyalty Tiers related list, click New.
  4. Specify the following details.
    • Tier Name: Silver Tier
    • Description: Base tier of LevelUp Tier Group.
    • Sequence Number: 1
    • The sequence number indicates the tier's ranking. The tier with the highest sequence number indicates the highest tier.
  5. Click Save.
  6. Jose repeats steps 3 to 5 to add the Gold Tier with sequence number 2 and Platinum Tier with sequence number 3.

The New Loyalty Tier window where you can enter details of the tier.

Create Program Currency

If you recall the program requirements Mary outlined, members earn points when they engage with the brand and the program. When members purchase any En Mode product or service, they get 1 qualifying and non-qualifying point each on every dollar spent. Points are also known as currency in Loyalty Management.

Jose first sets up a non-qualifying currency called Member Points. It will have an expiration period of 3 years from the date of accrual. Take a look at how Jose sets it up in Loyalty Management. 

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Program Currencies related list, click New.
  3. Specify the following details.
    • Currency Name: Member Points
    • Currency Type: Non-Qualifying
    • Select Active.
    • Expiration Model: Fixed
    • Extend Expiration: No Extension
    • Expiration Interval: 3
    • Expiration Interval Unit: Years
    • Cost per Unit: 1
  4. Click Save.

The New Loyalty Program Currency window showing details of currency type Member Points.

He then sets up a qualifying currency called Tier Points.

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Program Currencies related list, click New.
  3. Specify the following details.
    • Currency Name: Tier Points
    • Currency Type: Qualifying
    • Select Active.
    • Loyalty Tier Group: LevelUp Tier Group
  4. Click Save.

The New Loyalty Program Currency window showing details of currency type Tier Points.

Add Program Partners and Products

One of the requirements was to promote the LevelX range of shoes. LevelX is an exclusive line created in collaboration with leading designers. As it’s a new product category for En Mode, it must be added to the program so that members can earn points. And because the program is for En Mode, Jose must add En Mode as a partner.

Here’s how Jose adds En Mode as a program partner. 

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Program Partners related list, click New.
  3. Provide the following details.
    • Name: En Mode
    • Program Partner: En Mode
    • Type: Both
      The Type picklist has three options: Accrual, Redemption, and Both. With the Both option, members who purchase products get points that they can redeem in future purchases.
    • Program Partnership Start Date: Current Date
    • Industry: Retail
    • Status: Active
  4. Click Save.

The New Loyalty Program Partner window where you can add a partner to the loyalty program.

Next, Jose adds the product category, LevelX shoes.

  1. In the LevelUp program record, click the Setup tab.
  2. In the Loyalty Program Partners related list, click En Mode.
  3. In the Loyalty Partner Products related list, click Add Products.
  4. Select Add Product Categories.
  5. Click Next.
  6. Select LevelX Shoes.
  7. Click Done.

The Add products window where you can search for and add product categories to the loyalty program.

Now that the LevelX product line has been added, it can be promoted within the loyalty program. 

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