Configuration
This section is for whoever sets up the loyalty programme for a company: what must exist, in which applet, and in what order. If the till shows points on a new setup and the member’s record shows nothing, nothing failed and nothing complained, and the cause is nearly always outside Membership Admin: the company setting that decides which document awards points, or a scheduled job never given a clock.
Start with Setting up the programme: who decides what, the nine steps in order, the per-company member-point setting, and a first bill you can check in a few minutes. Then the part you are on:
Once it is set up, the day-to-day jobs have task guides, starting with Registering a Loyalty Member. If a member’s points are already wrong, start from the symptom on Membership points and vouchers — troubleshooting.
What success looks like
A member, a +100 point adjustment, a bill that writes a REWARD line, a redemption that writes a
REDEEM line, a void that does not return the points, and an ACTIVE expiry clock: the six steps are
on Setting up the programme.
Read next
- Rewards Setup: what a member gets back, and the test bill per class.
- Points Setup: the currency and the rate; the three moments the till’s balance disagrees with the lots are on Membership in Depth.
- Member Setup: classes, labels, the card-number rule and the two CSVs.
- Program Design: the decisions to make before any of this.