Step 1 – Loyalty details
Select one of your channels in which this loyalty will exist.
Enter the title of your loyalty program.
Use this field to explain to the end-user rules of your loyalty. A description can be a maximum of 2000 characters.
Welcome message text
Enter a welcome message for users who become part of your loyalty program by following your channel.
Document / License
Enter URL towards legal documents such as terms and conditions or rules of your loyalty program.
Step 2 – Time-frame
Use this step to configure the start and end date of your loyalty campaign.
Set start date
Here you specify when your loyalty will become available to the end-users. If you choose to skip this step, your loyalty will become available as soon as you publish it.
Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.
Notice: Once you set start date, you will be able to change entered values only when loyalty is in Draft mode. Once loyalty is published you will not be able to edit entered values again.
Set end date
Specify the date and time from which your loyalty will not be accessible to the end-users. Once end date and time has been reached, loyalty will change the status to Finished and will be archived in the system.
No new users from
Specify the date and time from which end users will not be able to gain more points and participate in the loyalty program.
End users will have the possibility to spend earned points and redeemed rewards, but only until the end date (explained above).
By default, this date is the same as the end date. You can choose any date that is before the end date.
Step 3 – Users
Here you can segment your loyalty program to be available only to a specific end-user group.
By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.
Example: use segmentation to create a chatbot for prepaid users.
Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.
Step 4 – Point collection
On this step, you can create your “loyalty currency” and define actions that lead to end-users earning points in your loyalty program. You can have multiple actions that will provide end-users with points.
This section allows you to create your currency for this loyalty program.
Name your points
Enter a name for your points. Use a singular name, example: point, banana, coffee, coin, etc.
Use the catchy name to further your brand or different point names if you run more than one loyalty.
You can also select one of the existing point names. Have in mind that if two loyalties use the same point name, points will be shared between them.
Example 1: end users can earn points in Loyalty X and spend them on coupons in Loyalty Y.
Tip: To avoid this, we recommend you create a new point name as described here.
Example 2: select Octopus points from the existing point names if you want to create loyalty that utilizes points that your partners can buy from you.
Set the validity of your points. From the moment end-user earns a point(s), how long will those point(s) be available for the user. After expiration, point balance will be reduced by expired points.
Point expiry notification
Enter a message that will be sent to the end-user (as an in-app notification and within your channel chat thread) once the points obtained by that end users are about to expire.
Example: Your points are about to expire in 3 days.
Point expiry reminder
Enter how many days before expiration will the Points expiry message from above be sent. These fields are optional.
Second part – define how end users earn points – Actions
Enter the name of the action. This is the name of the action that gives the end-user points.
Example: You can name your action “Pay monthly bill”.
Action reward value
Enter how many points (“Name your points”) will end-user receive upon successfully performing an action.
Example: enter value 10 to give the end-user 10 points for every paid bill.
Points earned notification
Enter a message that will be sent to the end-users chat thread once points are received.
Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end-user opens the app) or for performing specific system actions such as the open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.
This step is optional, meaning you can skip this step if you want to manually give points or call points using the API method explained below.
Maximum number of actions
Enter if you want to limit the number of times all your end users can earn points by performing this action. By default, your users can earn points by accomplishing this action unlimited number of times.
Maximum actions per user
Set if you want to limit the number of uses per end user. By default, one distinct end-user can perform action unlimited number of times.
Points earned notification
Send users a message when they earn points from your loyalty. This field is optional.
Do not show in the partner app
This option allows you to hide this action from partner admin applications if you do not want this action to be available for your employees at your point of sales. If enabled, action will be still visible on the web admin interface.
Checkpoint management section 13.1. for more details on how to give or remove points to end-users.
Generate API URL
Available once you enable your action. Use this API to give points through external actions.
Example: call this API URL every time end users pay your monthly bill. Check the external APIs section at X.X. for details on how to call this API URL.
Step 5 – Coupon details
Provide the name of your coupons (max 80 characters), coupon image (check guidelines in section X.X.) and coupon description (max 2000 characters). See below how it looks on the end-user apps. You can have multiple coupons for your points loyalty.
Example: You can name coupon “1GB mobile data” if you want to provide 1GB of mobile data for the value of X points.
Choose one of the coupon types explained in Coupon section 4.5.2. Your selection decides how end users will redeem your coupon.
Link a redemption trigger
Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.
Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end-user.
Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end-users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.
Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for the end-user. An end-user cannot get coupon again once validity expires.
Example: once end-users get enough points to redeem this offer, an end-user can activate 1GB during the next 30 days.
Max number of redemptions
This attribute allows you to choose how many coupons will be issued to the end-users. By default, every coupon can be redeemed an unlimited number of times.
Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end-users.
Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.
Max number of redemptions per user
This attribute allows you to choose how many times can one end user redeem this coupon. By default, the coupon can be redeemed an unlimited number of times.
Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end-user.
Time limit between two redemptions
Use this field to set how many minutes/hours/days will end users have to wait between two activations.
Example: end-user can activate coupon only once every 30 days.
Points required to redeem
Represents the cost of your coupon. By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.
Example: coupon value is 100 points (enter 100 in the Value field). Now, to be able to redeem this coupon, an end-user must acquire 100 points using the actions explained in the previous chapter. Once the end-user redeems this coupon, 100 points will be removed from its balance.
Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.
Example: by redeeming this coupon end-users receive 1 stamp inside My Stamp Loyalty program that can be exchanged for free coffee.
Notice: you cannot send and receive the same points with one coupon.
Hide if not available
By default, end-users can see/access coupons even if they do not have enough stamps to redeem them. Use this field to hide coupon and show it to the end-users once they collect enough points to redeem it.
Coupon available notification
Enter the message the end-user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.
Example: end-user has collected 100 points. The notification appears – it is a chat message from your channel saying they can activate your coupon for 1GB of mobile data.
Coupon redeemed notification
Enter a message that the end-users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.
Example: Enjoy your 1GB of mobile data!
Coupon expiry notification and reminder
Enter the message that end users will receive as a reminder, a few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.
Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before the coupon expires.
Step 6 – Display
On the last step of loyalty setup, you can design your loyalty/collection card.
Choose from existing or add your own colour for your loyalty card.
Collection card logo image
Upload image that will appear at the centre of your loyalty card. You can use your logo as an example.
Collection card font theme
Choose the font colour. You can use a dark font theme to make your font coloured or white theme to make font white.