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. 

In this scenario, we are going to create a simple loyalty program with two different loyalty tiers and material rewards. Customers will be able to earn points by performing specific activities based on custom events.

1. Add custom events

To create a new event, go to the Project Settings → Event Schema → Add Event Definition.

Create three events that are going to be the basis for points allocation – sign_up, leave_a_review, and share_social. 

2. Add loyalty rewards 

This scenario is based on material rewards, but Voucherify also supports offering discounts, gift cards, or loyalty points as rewards in your loyalty program. To add a new reward, go to the Products section → Create a New Product.

In the first stage of the new product creation, provide the name of the reward, its source_id used for tracking, and its price.

Next, type in the product attribute and metadata. These fields are optional but crucial if you'd like to create different variants of the same product, e.g., a t-shirt that comes in different sizes. These variants are called SKUs and allow you not only to differentiate between your products but also to launch SKU-specific or metadata-based promotions.

We will only create one general version of a product therefore, no product attributes, nor metadata is necessary. After saving the product, come back to edit it if you'd like to add an image or SKUs. 

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

3. Launch a loyalty campaign

To create a campaign, go to the Campaigns tab → Create a New Campaign (plus) → Loyalty Program.

In the first step of the creator, you will be asked to name your campaign, and define optional time limits and validity timeframes. It is also here where you can play around with the loyalty card pattern.

In the second step, you will be asked to set up earning rules – how many points should a customer receive for performing specific actions (custom event, entering a new segment, order paid). In our scenario, customers are rewarded for performing specific actions (custom events). 

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

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.

In the third step, you will be asked to create rewards for your loyalty program – now it's the time to use the products (badge, water bottle, t-shirt) that we've uploaded to Voucherify in the previous step.

After adding the rewards, you will be asked to state how many points a customer should receive in order to be eligible for a reward.

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).

In the 4th step, enable tiers. Create two loyalty tiers – for New and Premium customers. 

• New customers (0-150 points) – standard points assignment. 
• Premium customers (151 and up) – double points assignment.

You can reward selected customer tiers with a custom or multiplied number of points. 

In the 5th step, you may optionally launch a distribution (notifications) to inform your customer about respectively three events: to send a loyalty program sign up code, to let them know about points they've got, and about rewards they've received. You can set up different distribution channels for each of these messages. 

You can choose between a number of communication channels, such as SMS, email, webhooks, or integrations: Braze, MailChimp, etc. 

After choosing the channel, you will be able to design your message right on the spot. For instance, take a look at email distribution designer:

You can skip this step and launch distribution separately. 

In the 5th step, you may provide metadata – custom fields to help with integration and reporting.

The 6th step is the summary of your campaign. At this point, you can still freely edit the rules governing your program. After its creation, modification possibilities will be significantly limited.

After notifying 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 a part of your program and to measure their progress.