Loyalty Settings

if you're just getting started with building your loyalty program and need some tips, visit our blog about how to build a loyalty program or check out aiq academy for detailed training and step by step guides! sharing loyalty app use the url provided or qr code to share your loyalty app link with your customers you can download the qr code for use by clicking on it we recommend sharing via link via your website “loyalty member login” button display the qr code on digital screens display the qr code within printed menu books showcase your qr code at the front door or register disable loyalty points enable to set all points to zero and hide points from all loyalty/club members wallets and apps general accrual set your global points accrual settings customers can earn points starting on date you can override this setting per data source integration, however, this is your default start time if none is set, we will assume all transactions are valid since beginning of time any changes to points accrual dates for an existing loyalty program will affect the entirety of your customer base's loyalty balances points earned per $100 spent how many points should loyalty customers receive per $100 they spend? points earned per order how many points (if any) should loyalty customers receive per order/in store visit? max visits per day how many times per day can a customer receive points from an order/in store visit? don't accrue tax dollars toggle this on to exclude tax dollars from contributing to points accrual after a certain date if you enabled this setting + set a date of jan 30th, 2025, for example any sales made before jan 30th would still accrue points for taxes any sales made after jan 30th would not accrue points for taxes note this does not remove points retroactively round points round points accrued from sales up, down, or to the nearest whole number disabled will result in exact/ fractional points collectible codes docid\ cdznx8ijbsgo3wb7t1qoc in addition to the traditional loyalty programs, aiq offers the option to set up a subscription based loyalty program, see subscription based loyalty program docid\ upeaaxvu0e0m 9ktr md2 for more points expiration fifo points expiration logic is in beta testing and is not yet be available for all acounts select which style of loyalty points expiration logic to use first in, first out (fifo) expiration logic docid 9wdcfwi1mbpbt4essjpr9 points accrued from transactions will expire in the order they were received modern points expiration logic docid\ s54g1ql2hnvlwlq1ytbuz earned points will expire if no purchase has been made within the number of days set in the 'days until points expire' field event types if a points event type is enabled, points earned from event type will expire on a first in, first out (fifo) basis if event type is disabled, points earned from event type will never expire sales points earned through purchases only applicable if loyalty program is set up to use points earned per $100 spent if enabled, points earned through sales will respect the days until points expire field if disabled, these points will never expire boosts points gifted via campaign, or alternatively if a customer falls into an audience with a boost attached if enabled, points earned through boosts will respect the days until points expire field if disabled, these points will never expire adjustments points can adjust on persona merge, or if loyalty settings are adjusted if enabled, points earned through adjustments will respect the days until points expire field if disabled, these points will never expire legacy points that have been awarded through csv upload these points are not the same as rollover points these points are not the same as rollover points if enabled, legacy points earned through csv uploads will respect the days until points expire field if disabled, these points will never expire multiplier points earned through multiplier set at the audience level if enabled, points earned through multipliers will respect the days until points expire field if disabled, these points will never expire rollover when carrying over pre fifo loyalty points for your customers, these points are renamed as 'rollover' points once fifo is turned on if enabled, rollover points will respect the days until points expire field if disabled, these points will never expire referral customers can earn points when referred friends purchase if enabled, points earned through referrals will respect the days until points expire field if no date is set, it would apply for all time and historical purchases if disabled, these points will never expire visit points earned through purchases only applicable if loyalty program is set up to use points earned per order if enabled, points earned through visits will respect the days until points expire field if disabled, these points will never expire days until points expire the number of days required to pass before loyalty points will expire setting applies to both fifo or modern points expiration logic points expiration start date the points expiration start date setting allows you to define when points begin to expire in your loyalty program how it works this setting applies whether you’re using fifo (first in, first out) or modern points expiration logic if you do not set an expiration start date, expiration will default to applying to all loyalty sales that occur after your loyalty accrual start date rollover points when this setting is enabled, existing loyalty points will roll over into fifo logic instead of all customers starting at 0 points disable this setting if you want to have your loyalty program start fresh at 0 points when enabling fifo accrual by customer type rec accessory accrual only when enabled, after the selected date, points will only accrue for accessory sales for recreational customers limits point accrual for recreational customers to accessories only useful in regions where cannabis product discounts for recreational customers are restricted medical customers are not impacted by this setting rec hide all points when enabled, recreational customers will not see any loyalty points in their wallet points may still accrue (depending on your configuration), but they will be hidden from the customer’s view useful in jurisdictions where showing points for recreational cannabis customers is restricted med hide all points when enabled, medical customers will not see any loyalty points in their wallet functions the same way as rec hide all points, but applies to medical customers points may still accrue in the background text hide if opted out when enabled, contacts who are not opted in to receive sms communication will have their points hidden in their wallet customers still accrue points , but cannot view them useful for complying with marketing opt in regulations while still tracking loyalty balances internally email hide if opted out when enabled, contacts who are not opted in to receive email communication will have their points hidden customers continue to accrue points restricts visibility based on email opt in status push hide if opted out when enabled, contacts who are not opted in to receive push notifications will have their points hidden customers still accrue points applies visibility restrictions based on push opt in status accrual by opt in status delay enforcement until after (date) after your selected date points will only be accrued for accessory sales (for non med customers) require all selected channels if set to true, all selected channels are required to be opted in to accrue points if set to false, at least one of the selected channels are required to be opted in to accrue points zero points balance if opted out if set to true, zero out points balance if customer opts out of required messaging channel(s) if set to false, do not zero out points balance if customer opts out of required messaging channel(s) text require optin when enabled, contacts tagged not opted in to receiving text communication will have their points depleted to zero and they will not accrue points either we also have this same setting for other channels email require optin native push require optin browser push require optin voice require optin accrual for referrals set accrual rules based on if a customer referred has signed up or signed up and opted into sms messaging for more information on aiq's refer a friend program, see our refer a friend campaigns docid\ v 8i0p2sldjqpkprowexg guide expiration set rolling expiration dates (e g points should expire after 30 days ) and set a date for when rolling expiration dates should take effect redemption overrides set pin code verifications and redemption rules staff app overrides set access rules for staff using the "staff app" staff can modify points when enabled, staff can modify points for customers all points modifications are logged by the email of the staff who performed the action staff can see waiting room queue when enabled, staff can see the waiting room queue and use enhanced signup and customer tagging staff can access wallets when enabled, staff can view and redeem discounts on behalf of the customer generally, this is used when a customer comes in to the store without their phone and wishes to redeem a discount advanced advanced please reach out to your csm if you want to use any of the advanced features personas without pii aren’t counted as loyal when enabled, this setting disables anonymous loyalty members for a persona to be considered a loyalty member, they must have personally identifiable information (pii), such as name, email, or phone number applies retroactively to all existing personas ensures only identifiable members contribute to your loyalty program metrics new personas must also have pii to be counted as loyal name/dob merging when enabled, aiq automatically merges personas if both the name and date of birth (dob) fields match prevents duplicate personas when users enter slightly different information in other fields useful when pii like phone or email is missing, but name + dob alignment strongly indicates the same person disable block adjustments block adjustments are automated processes that stabilize points in edge cases (e g , merges or deleted uploads) if you enable this toggle, block adjustments will be disabled typical use cases for block adjustments include account merges → ensuring points aren’t duplicated or lost points uploads being deleted → automatically removing associated balances disabling this feature means all adjustments must be handled manually loyalty points reset (date) this setting allows you to define a reset date any events that occurred before this date will not contribute to a persona’s points balance helpful for relaunching loyalty programs or correcting legacy data after setting a reset date, only transactions or activities after the date will count towards point accrual