Guides

Loyalty — Complete User Guide

Getting Started with Loyalty

Path: Frontline → Loyalty

The Loyalty module is where you build and manage customer reward programs. It includes Vouchers, Lotteries, Spins, Donates, Scores, Assignments, Agents, and Coupons.

Most loyalty items follow the same workflow:

1. Open the loyalty subsection.
2. Click Go to settings to configure the campaign rules.
3. Create the campaign with restrictions, dates, and rewards.
4. Return to the subsection and click Add to issue the reward to a customer.

How to Create and Issue Vouchers

Step 1 — Open Voucher settings

From the Vouchers page, click Go to settings in the top-right corner.

You land on Settings → Loyalty config → Voucher. If no campaigns exist, click Add voucher campaign.

Step 2 — Configure the voucher campaign

On the Campaign tab, enter:

• Title — campaign name.
• Buy Score — score cost to redeem.
• Type — reward type, such as Product Bonus.
• Kind — value type, such as Amount.
• Count — number of vouchers available.
• Start Date / End Date — active period.

• 

On the Restriction tab, set eligibility rules:

• Minimum Spend / Maximum Spend.
• Allowed or excluded Product Category, Product, and Tag.

• 

On the Product Bonus tab, choose the bonus item:

• Bonus Product — product given when redeemed.
• Bonus Count — quantity.

• 

Save the campaign. It appears in the voucher campaign list, where you can toggle its status.

Step 3 — Generate or issue a voucher

To create a voucher code for a specific customer, click Generate voucher.

• Select the Voucher Campaign.
• Choose Owner Type and enter the Owner ID.
• Set Status to Active.
• Click Generate.

• 

To issue a voucher from the main Vouchers list, click Add Voucher.

Select the campaign, owner type, and customer, then save.

The voucher now appears in the Vouchers list.