Admin: Loyalty Point Rules

Admin: Loyalty Point Rules

In this article, you will learn how to create Loyalty Point Rules.
  1. Log in to the admin panel with your email and password. 
  2. At the top of the screen, navigate to System Settings ⇢ Loyalty Point Rules.
  1. If you have not yet created a loyalty rule, please click the "plus sign"  icon to add a new one.

General Settings

  1. Name: Enter a name for your loyalty program rules.
  2. Image File: [Optional] Upload an image to represent your loyalty program rules. This is only visible from the admin panel and will not be seen by customers.
  3. Description: Add a description for an easy overview of your loyalty rules.
  4. Loyalty Level Required: Select which customer level(s) your rules apply to. By default, they will apply to --ALL LEVELS--.
  5. Loyalty Points Awarded: Select how many points (1-10 pts) are awarded for every dollar spent. 
  6. Loyalty Max Points Awarded: Set a maximum amount of points that can be awarded. By default, it will be set to 10,000 pts.
  7. Loyalty Points Expiration: Select if, and when you would like awarded points to expire.
  8. Minimum Qualifying Purchase: Set the minimum purchase amount required to earn points. Leave this field set to 0.0 if you do not specify another amount.


Time Settings

  1. No Time Constraints: If you would like to award points during all days/hours, check the box 'No Time Constraints.
  2. Begin & End Date: Set a begin and end date for your loyalty program to run.
  3. Begin & End Time: Set a begin and end time for your loyalty program to run.
  4. Days of Week: Set which days of the week you want your loyalty program to run.

Other Settings

  1. Status: Mark your loyalty program rules as 'Active' or 'Inactive'. Inactive rules will not award any points.

  1. Hit 'SAVE' at the bottom of the page to save your loyalty rule.
  2. Now that you know how to create a loyalty rule,  be sure to set up your loyalty levels  ⇢ Loyalty Setup.
For more assistance, you can email us at support@precisionpos.com or call us at 855-673-3700.

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