Introduction

1. Loyalty levels (e.g. Bronze, Silver, Gold).
   
2. Loyalty card/stamp card (e.g. a free product after 10 orders).
   

Preparation

1. What do you want to offer? Loyalty levels, a loyalty card/stamp card, or both?
   
2. Loyalty levels:
1. How many levels do you want to offer? (e.g. Bronze, Silver, Gold)
   
2. How should levels be reached? (by points, orders, or revenue/money)
   
3. What rewards should customers receive per level? (e.g. 10% discount, free item, etc.)
   
3. Loyalty card/stamp card:
1. After how many orders/stamps should a reward be given?
   
2. What reward should customers receive? (e.g. 10% discount, free item, etc.)

Display of the loyalty system campaign

1. Loyalty levels: The current level and its associated rewards are displayed (e.g. Bronze, Silver, Gold)
   
2. Loyalty card/stamp card: Progress towards the next reward is displayed (e.g. free item)

Summary

1. First, create all required vouchers.
   
2. Create a campaign of type "Levels".
   
3. Define the loyalty levels (e.g. Bronze, Silver, Gold) and link them to the corresponding vouchers.
   
4. Set up a loyalty card/stamp card with the desired conditions.
   

1. Create a voucher for the loyalty level

1. Navigate to Admin: Marketing campaigns > Voucher list.
   
2. Click "Add voucher". 
   
   
   
   
   
3. Enter a "Name" e.g. "Loyalty Level - Bronze". This name is visible to the customer.
   
4. Under "Type of coupon/voucher", select the desired voucher type, e.g. "Rebate for entire receipt".
   
5. Under "Percent", set the value, e.g. "10%".
   
6. Enable the "Loyalty-Campaigns" option so the voucher is available for the loyalty campaign. 
   Note: The validity of the voucher is automatically taken from the loyalty level once the voucher has been assigned. 
   
   
   
   
   
7. In the "Stores voucher" section, define the stores in which the voucher is valid.
   
8. Click "Save". 
   
   
   
   

2. Create a voucher for the loyalty card/stamp card

1. Navigate to Admin: Marketing campaigns > Voucher list.
   
2. Click "Add voucher".
   
3. Enter a "Name", e.g. "Stamp card - free drink".
   
4. Under "Type of coupon/voucher", select the desired voucher type, e.g. "Free item".
   
5. Under "Item", select the desired item.
   
6. Enable the "Loyalty-Campaigns" option. 
   Note: The validity of the voucher is automatically taken from the loyalty card once the voucher has been assigned. 
   
   
   
   
   
7. In the "Stores voucher" section, define the stores in which the voucher is valid.
   
8. Click "Save". 
   
   
   

3. Campaign: create loyalty level

1. Navigate to Admin: Loyalty progam > Loyalty-Campaigns.
   
2. Under "Add level", click "Add". 
   
   
   
   
   
3. Enter a "Campaign name", e.g. "Regular customers". This name is visible to the customer.
   
4. Set the campaign validity period ("valid from"/"valid until").
   
5. Under "Store selection", select the participating stores. 
   
   
   
   
   
6. Define the "Measured value" section. 
   Note: In edit mode, the fields in the "Measured value" section are grayed out and cannot be edited. To make changes, deactivate the campaign first. The fields can then be edited.
   
   
1. Immediate redemption: 
   
1. Enabled: The reward is automatically added to the cart when the level is reached. No manual action is required from the customer and no redemption buttons are available in the overview.
   
2. Disabled: The reward can be redeemed manually by the customer via the redemption button.
   
   
2. Rolling (measurement period): 
   Define how many days of customer activity should be taken into account. Only points, orders, or revenue within this period count, older values automatically drop out. If a customer accumulates enough points within the time window, they are upgraded and the rolling window moves forward. If the score falls below the required threshold within the configured time window, they are downgraded accordingly.
   
   
3. Measurement type: Select the desired reward logic:
   
1. Additive: The customer receives the rewards of the current level as well as all levels below it (e.g. Bronze 10% + Silver 20% + Gold 30% = 60% discount).
   
2. Isolated (recommended): The customer receives only the reward of the current level (e.g. Gold = 30% discount). The rewards of previous levels remain locked. 
   
   
   
   
   
7. Under "Notifications", define when the customer should be informed about changes in the loyalty system. Notifications can be sent for:
   
1. Level upgrade or downgrade
   
2. Expiry of a level status
   
3. Progress towards the next reward
   
4. Inactivity
   
   Note: Notification settings can be adjusted afterwards. Keep in mind that customers can unsubscribe from these. 
   
   
8. Click "Create". 
   
   
   

4. Define conditions for the loyalty level

Example configuration:

1. Bronze: 1,000 points
   
2. Silver: 1,500 points
   
3. Gold: 2,000 points
   

Setup procedure:

1. Navigate to Admin: Loyalty program > Loyalty-Campaigns.
   
2. In the campaign overview under "Levels", click "Add level". 
   
   
   
   
   
3. Enter a "Name", e.g. "Bronze Level". This name is visible to the customer.
   
4. Under "Condition type", select the desired level condition:
   
   
1. Points: The customer collects points to reach a level, e.g. 1,000 points to advance to the Bronze level.
   
   
2. Orders: The number of orders placed determines advancement to a higher level, e.g. from the 5th order onwards, the next level is reached.
   
   
3. Money: The customer's total revenue is taken into account to reach a level, e.g. from €200 in revenue, the next level is reached.
   
   Note: All levels must use the same condition type (points, orders, or revenue). The condition type cannot be changed afterwards and applies to all conditions and levels of the campaign. Adjustments are only possible by deleting all existing conditions and creating them again.
   
   
5. In the "Condition value" field, enter the required value for the respective level, e.g. "1000" for the Bronze level.
   
6. Under "Voucher", select the previously created voucher, e.g. "Loyalty Level - Bronze".
   
7. You will then see the voucher type and value, and can review this information once more.
   
8. Click "Create". 
   
   
   

Note: Repeat these steps for each additional level. Make sure that each higher level has a correspondingly higher condition value (e.g. Bronze: 1,000 points, Silver: 1,500 points, Gold: 2,000 points). 

Within a level, only conditions of the same type are permitted (points, orders, or revenue). Combinations are not possible. The condition value must not match any existing level. Notes will be displayed. Each voucher must also be unique and cannot be used on multiple levels or loyalty card/stamp cards.

The order of the levels is automatically displayed based on the condition value, e.g. Bronze: 1,000 points, Silver: 1,500 points, Gold: 2,000 points:

5. Campaign: create loyalty card/stamp card 

A digital loyalty card/stamp card works just like a classic paper stamp card, only fully digital and automated.

It tracks the number of a customer's orders and automatically unlocks a reward once a predefined number of completed orders has been reached.

Example configuration:

1. Required orders: 10 
   
2. Reward triggered from: 11th order 
   
3. Possible rewards: Discounts, free items, etc., depending on what you defined in the loyalty card voucher.
   

Note: If the reward is not redeemed immediately, the progress remains at e.g. 10/10. The counter is only reset after redemption. Any further orders in the meantime are recorded and taken into account in the progress after redemption. In the event of a cancellation, the counter is reduced accordingly.

Setup procedure:

1. Navigate to Admin: Loyalty program > Loyalty-Campaigns.
   
2. In the campaign area under "Loyalty card", click "Add". 
   
   
   
   
   
3. Enter a "Name", e.g. "Stamp card". This name is visible to the customer.
   
4. Set the "Validity" ("valid from"/"valid until").
   
5. Under "Store selection", select the participating stores. 
   
   
   
   
   
6. Optionally configure under "Notifications" when customers should be informed, e.g. in case of inactivity or progress towards the next reward. These settings can be adjusted afterwards.
7. Click "Create". 
   
   
   
   
   

Note: Only one loyalty card with a single condition can be created.

6. Define conditions for the loyalty card/stamp card

Finally, you define after how many orders the customer receives a reward for the loyalty card and what that reward should be.

Note: Only one condition can be created for the loyalty card.

Setup procedure:

1. Navigate to Admin: Loyalty program > Loyalty-Campaigns.
   
2. In the campaign area under "Loyalty card", click "Add condition". 
   Note: If the "Add condition" field is not visible, click on the stamp card to expand the area. 
   
   
   
   
   
3. Under "Required orders", enter the number of orders needed to activate the reward, e.g. "10".
   
4. Select the previously created stamp card voucher.
   
5. You will then see the voucher type and can review the information once more.
6. Click "Save". 
   
   
   

Example: After 10 orders, the customer receives a free item on their 11th purchase and can redeem it: