Points Currency Configuration Guide

The PTS CCY (Points Currency) Module allows you to create and manage custom point currencies for your membership and loyalty programs.

Overview

Point currencies enable flexible loyalty programs where customers earn and redeem points based on various business rules. You can create multiple point currencies for different programs or tiers.

Creating Point Currency

Step 1: Access the Module

1. Navigate to Applets > PTS CCY Module
2. Click the "+" button to create a new membership point currency

Step 2: Fill Required Information

Complete the following mandatory fields:

Step 3: Create Currency

Click “Create” to add the new membership point currency to your system.

Managing Point Currencies

Viewing Currencies

After creation, all point currencies are listed in the main page showing:

• Currency code
• Currency name
• Status (Active/Inactive)
• Actions (Edit/Delete)

Editing Currency Details

To modify an existing point currency:

1. Click on the currency in the listing

2. Edit available fields:

   • Currency Name - Update the display name
   • Status - Activate or deactivate the currency

3. Click “Save” to apply changes

Deleting Currency

To remove a point currency:

1. Click on the currency in the listing
2. Click “Delete” button
3. Confirm the deletion

Use Cases

Multi-Tier Loyalty Programs

Create different point currencies for various membership tiers:

• Basic Points - Standard earning rate
• Silver Points - 1.5x earning rate
• Gold Points - 2x earning rate
• Platinum Points - 3x earning rate

Campaign-Specific Points

Set up temporary point currencies for promotions:

• Holiday Points - Double points during festive seasons
• Birthday Points - Special birthday month rewards
• Referral Points - Points earned from referrals

Partner Programs

Manage points from partner collaborations:

• Airline Miles - Convert to flight rewards
• Hotel Points - Redeem for accommodations
• Dining Points - Restaurant partnerships

Configuration Best Practices

Naming Conventions

• Use clear, descriptive names
• Include tier or program identifier
• Avoid special characters in codes

Point Values

Consider these factors when setting point values:

• Purchase frequency
• Average transaction value
• Redemption thresholds
• Competitor programs

Expiration Policies

Implement point expiration rules:

• Annual expiration
• Rolling expiration
• No expiration for premium tiers

Integration with Other Modules

Sales Module

• Automatic point earning on purchases
• Point redemption at checkout
• Point balance display

Member Management

• Track individual point balances
• Point transaction history
• Tier progression tracking

Reporting

• Point liability reports
• Redemption analytics
• Program performance metrics

Common Configurations

Standard Loyalty Program

Currency Code: LOYPTS
Currency Name: Loyalty Points
Earning Rate: $1 = 1 point
Redemption Rate: 100 points = $1

Premium Member Program

Currency Code: PREMPTS
Currency Name: Premium Points
Earning Rate: $1 = 2 points
Redemption Rate: 50 points = $1

Referral Rewards

Currency Code: REFPTS
Currency Name: Referral Points
Earning: 500 points per referral
Redemption: Special rewards catalog

Troubleshooting

Points Not Accumulating

• Verify currency status is Active
• Check member enrollment status
• Review earning rules configuration

Cannot Delete Currency

• Ensure no active point balances
• Check for pending transactions
• Remove from active promotions

Currency Not Appearing

• Confirm creation was successful
• Check user permissions
• Refresh the module page

Related Documentation

• Membership Admin Console
• Membership Program Setup
• Member Class Configuration
• Points Redemption Rules