This section describes Loyalty features. Users will be guided on:
- Creating Welcome Gifts
- Broadcasting Vouchers
- Configuring Climb The Rank
- Configuring Referral Program
Steps
- Navigate to the Membership module under Customers, Click on Loyalty > Welcome Gifts
- Select the relevant Member Tier that the welcome gift rule should apply to.
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- For example, if the rule is set to Bronze, only new members who are assigned to the Bronze tier will be eligible to receive the configured welcome gift. This welcome gift will be auto-claimed upon sign up. Member does not need to click “Claim” to use the voucher, the voucher will automatically be shown under “Claimed” in “My Rewards”
- The Start Time and End Time determine the period where new users are eligible to receive the welcome gift.
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- Only customers who sign up within this configured period will receive the welcome gift.
- Example: Start Time: 29/06/2026 11:20, End Time: 14/11/2026 00:00. This means that only members who sign up between this date and time range will be eligible for the configured welcome gift.
- Reward Type
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- The Reward Type section allows merchants to configure what type of welcome reward the new member should receive.
- There are 3 possible reward components:
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- Points
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- Input the number of bonus signup points that the new member should receive.
- Example: If 100 points is entered, the new member will receive 100 points upon successful signup, provided they are in the selected membership tier in step 2.
- Leave this field blank if no bonus points should be issued.
- Input the number of bonus signup points that the new member should receive.
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- Credit
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- Input the amount of signup credit that the new member should receive, if applicable.
- Example: If $5 is entered, the new member will receive $5 credit upon successful signup, provided they are in the selected membership tier in step 2.
- Leave this field blank if no signup credit should be issued.
- Input the amount of signup credit that the new member should receive, if applicable.
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- Vouchers
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- The Vouchers section allows merchants to issue a voucher as part of the welcome gift.
- Before selecting a voucher in the Welcome Gift Rules module, the voucher must first be created in the Voucher module.
- Once the voucher has been created, click +Voucher and select the relevant voucher name from the dropdown list.
- Voucher Validity from Date Received: Enable this setting if the voucher expiry should be calculated based on when the member signed up.
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- This means the voucher validity will start counting from the date the member signs up and receives the welcome voucher. (e.g. If 10 Days is entered, the voucher will be valid for 10 days from the member’s signup date)
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Steps
- Navigate to Customers > Membership > Loyalty
- Click Broadcast Voucher.
- Select the voucher you would like to broadcast.
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- Please type the voucher name in the search field
- For instructions on creating vouchers, please refer to: [Voucher Creation Guide].
- Set the Broadcast Date & Time.
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- This determines when the voucher becomes visible in the Member’s Portal.
- This is different from the voucher validity period.
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- Once the broadcast time is reached, customers can view and claim the voucher, but whether they can redeem it depends on the validity settings configured for the voucher.
- Tip: Consider setting the broadcast end time to coincide with, or slightly before, your store’s closing time. This gives customers sufficient time to redeem the voucher on the final day after claiming it.
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- Select the Claim Type:
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- Free – Customers can claim the voucher at no cost.
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- Purchased by Points – Customers must have the required number of points to claim the voucher.
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- Enter the number of points required for redemption.
- Set a claim limit to 1
- Unlimited Claim – Do not use this option yet, as the feature is currently under revision and not fully supported.
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Important Notes
- Broadcast Date & Time controls voucher visibility in the Member’s Portal.
- Voucher Validity controls when the voucher can actually be redeemed.
- Customers may be able to view and claim a voucher before it becomes valid for redemption, depending on your voucher settings.
Steps
Before configuring the Climb the Rank feature, ensure that your membership tiers have been created.
Step 1: Create Membership Tiers
- Create your membership tiers first (e.g. Bronze, Silver, Gold).
- Refer to this guide for detailed instructions: LINK
Step 2: Navigate to Climb the Rank
- Go to Customers > Membership > Loyalty > Climb the Rank.
- Under Earning Type, select one of the following options.
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- Option 1: Lifetime Spending
- Option 2: Period Spending
Option 1: Lifetime Spending
Select Lifetime Spending if you want members to be upgraded based on their total accumulated spending over their entire membership period.
How it works:
- Spending is accumulated for the member’s lifetime.
- Members are upgraded automatically once they reach the required spending threshold.
- There is no spending period.
- Members will not be downgraded.
Setup steps:
- Select the Base Rank (e.g. Bronze).
- Add the remaining membership tiers (up to a total of 5 tiers) and specify the minimum lifetime spending required for each tier.
Example:
|
Rank |
Membership Tier |
Minimum Lifetime Spending |
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1 |
Silver |
$1,000 |
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2 |
Gold |
$2,000 |
Option 2: Period Spending
Select Period Spending if you want members to qualify based on spending within a specified time period.
How it works:
- Spending is accumulated only within the selected period (e.g. every 12 months).
- Members are upgraded when they meet the required spending within that period.
- At the end of each period, members who no longer meet the spending requirement will be downgraded according to the configured downgrade rule.
Setup steps:
- Select the Base Rank (e.g. Bronze).
- Set the spending period (e.g. every 12 months).
- Add the remaining membership tiers (up to a total of 5 tiers), specify the minimum spending required within the period, and select the tier to downgrade to if the spending requirement is not met.
Example:
|
Rank |
Membership Tier |
Minimum Spending in a Period |
Tier to Downgrade to |
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1 |
Silver |
$1,000 |
Bronze |
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2 |
Gold |
$2,000 |
Silver |
Note: The selected spending period applies to both tier upgrades and tier downgrades. Member eligibility is reassessed at the end of each period based on spending within that timeframe.
Steps
- Navigate to Customers > Membership > Loyalty > Referral Programmes
- Under Rewards Config, configure the referral programme settings.
Configuration Steps
- Set the Referral Campaign Period
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- Select the Start Date & Time and End Date & Time for the referral programme.
- Configure the Referrer’s Reward
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- Enter the number of reward points the referrer will receive.
- Configure the Referee’s Reward
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- Enter the number of reward points the referee will receive.
Note: Currently, only points can be configured as referral rewards. Other reward types are not supported.
How the Referral Programme Works
- The Referrer is the existing member who shares their referral link.
- The Referee is the new member who signs up using the referral link.
Example:
Member A refers Member B.
- Member B (Referee) receives the configured reward points upon successful member sign-up.
- Member A (Referrer) receives the configured reward points after Member B completes a purchase.
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