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    "post": {
      "postuid": "4409a32b-7ae0-402f-a7a7-f50123dcfa29",
      "tenantuid": "d8b744fc-2e70-4089-bb80-dd1d08f6c7b2",
      "projectuid": "239698c5-f7eb-4574-8cc8-c6568f08b3a0",
      "title": "Loyalty and Rewards Guide",
      "slug": "article/loyalty-and-rewards-guide",
      "html": "\u003Cp\u003EThe Loyalty and Rewards feature enables you to create and manage and end-to-end loyalty and rewards program for your contacts. The Loyalty and Rewards program is accessible from \u003Ccode class=\u0022inline-code\u0022\u003EContacts \u0026gt; Loyalty and Rewards\u003C/code\u003E.\u003C/p\u003E\u003Cp\u003EThis includes:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EBasic reward store with inventory management\u003C/li\u003E\u003Cli\u003EReward tiers that can be achieved based on points\u003C/li\u003E\u003Cli\u003EPre-built loyalty point rewards integrated with DailyStory features\u003C/li\u003E\u003Cli\u003EPre-built loyalty point rewards integrated with DailyStory integrations\u003C/li\u003E\u003Cli\u003ECustom loyalty rewards that you can create yourself\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EThe Loyalty and Reward system is fully integrated with DailyStory automations so that flows can easily add or deduct points, assign loyalty rewards. Reward tiers, which contacts can achieve based on point totals, are also fully integrated with DailyStory\u0027s segmentation.\u003C/p\u003E\u003Ch2 id=\u0022earn_loyalty_points\u0022\u003EEarn Loyalty Points\u003C/h2\u003E\u003Cp\u003ELoyalty points are earned either performing an action, such as clicking a link in an email, or assigned through an automation.\u003C/p\u003E\u003Ch3 id=\u0022prebuilt_ways_to_earn_loyalty_points\u0022\u003EPre-Built Ways to Earn Loyalty points\u003C/h3\u003E\u003Cp\u003EThere are several pre-built ways to earn loyalty points. By default, all of the ways to earn loyalty points are disabled.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EWhen Contact is Created\u003C/b\u003E - when a new contact is created, points can be assigned.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EClick a Link in an Email\u003C/b\u003E - when a link is clicked in an email.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EClick a Link in a Text Message\u003C/b\u003E - when a link is clicked in a text message.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EReply to a Text Message\u003C/b\u003E - when a contact replies to a text message.\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EEach of these pre-built options can be clicked and configured to be enabled and to set the number of points granted when achieved:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022810\u0022 data-height=\u0022367\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6a64f00e-a998-4465-9b56-4f9727fcb87b.png?v=-433917096\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EHowever, for these pre-built ways to earn points they are limited in their options.\u003C/p\u003E\u003Ch3 id=\u0022ways_to_earn_loyalty_points_through_integrations\u0022\u003EWays to Earn Loyalty Points through Integrations\u003C/h3\u003E\u003Cp\u003EMany of DailyStory\u0027s native integrations, such as \u003Ca href=\u0022/article/obw4omogkg-integrations-shopify\u0022\u003EShopify\u003C/a\u003E, \u003Ca href=\u0022/article/8jpx3fj1r4-integrations-woocommerce\u0022\u003EWooCommerce\u003C/a\u003E, have pre-built ways to earn loyalty points that only become available when the integration is enabled.\u003C/p\u003E\u003Ch3 id=\u0022custom_ways_to_earn_points\u0022\u003ECustom Ways to Earn Points\u003C/h3\u003E\u003Cp\u003ECreate a custom way to earn points is where DailyStory\u0027s loyalty program stands-out. Start by clicking \u003Cb\u003E\u002B Create new\u003C/b\u003E and then edit the details about how the points are earned.\u003C/p\u003E\u003Ch4 id=\u0022basic_settings\u0022\u003EBasic Settings\u003C/h4\u003E\u003Cp\u003EWhether creating or editing a custom way to earn points, the settings are the same.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022812\u0022 data-height=\u0022496\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/70a5ee79-e371-46dd-825e-2b3f1b361ff0.png?v=-1380267188\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EName\u003C/b\u003E -\u0026nbsp; the name of the way points are earned.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EIs enabled\u003C/b\u003E - points can only be earned when the way to earn points is enabled.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EIs only earned once\u003C/b\u003E - a contact can only earn these points one time.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EEarning value\u003C/b\u003E - the number of points earned.  \u003C/li\u003E\u003C/ul\u003E\u003Ch4 id=\u0022reward_icon\u0022\u003EReward Icon\u003C/h4\u003E\u003Cp\u003EOptionally set a unique reward icon that is shown on the contact\u0027s profile.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022812\u0022 data-height=\u0022223\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/fef1713e-1be8-40f0-9c98-fdf26b4b1858.png?v=-46207730\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022earn_through_apis\u0022\u003EEarn through APIs\u003C/h4\u003E\u003Cp\u003EFor scenarios where the points should be earned through activities on your website, your mobile app, or elsewhere, you can use the APIs to assign points.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ENon-authenticated JavaScript API\u003C/b\u003E - use this API in your website (it requires that the \u003Ca href=\u0022/article/ppg0z9xv1v-installing-the-daily-story-tracking-tag\u0022\u003EDailyStory Beacon\u003C/a\u003E is also installed) to safely assign points for activities on your website.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EAuthenticated REST API\u003C/b\u003E - use this API along which required an API token to set points for a contact\u0027s activities. This requires the contact\u0027s dsid, a unique identifier for each contact.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022redeem_loyalty_points\u0022\u003ERedeem Loyalty Points\u003C/h2\u003E\u003Cp\u003ERedemption of loyalty points can be done manually or using the API. To redeem points manually use the \u003Cb\u003EManually Redeem\u003C/b\u003E option.\u003C/p\u003E\u003Ch3 id=\u0022manually_redeem_points\u0022\u003EManually Redeem Points\u003C/h3\u003E\u003Cp\u003EThe manual redemption of points is made possible with a simple tool. This can be found be navigating to Redeem Loyalty Points on the left-side menu when viewing Loyalty and Rewards.\u003C/p\u003E\u003Col\u003E\u003Cli\u003ESearch for a contact to redeem points for\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EFirst, search for a contact to redeem points for.\u003C/p\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003EVerify the selected contact is correct\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EYou are shown details about the contact such as name, email, mobile phone, birth date and address.\u003C/p\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003ESelect the number of points to redeem\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EEnter a number greater than 0. You will be shown a confirmation that you are redeeming points for a contact and an email will be sent to the contact letting them know points have been redeemed.\u003C/p\u003E\u003Ch2 id=\u0022manage_program\u0022\u003EManage Program\u003C/h2\u003E\u003Cp\u003EAccess to Managing the loyalty program requires \u003Ccode class=\u0022inline-code\u0022\u003EAdministrative\u003C/code\u003E or LoyaltyCanManage permissions.\u003C/p\u003E\u003Ch3 id=\u0022point_expiration\u0022\u003EPoint Expiration\u003C/h3\u003E\u003Cp\u003EWhen managing loyalty and rewards DailyStory provides the ability to set rules around point expiration:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EAutomatically Expire Points\u003C/b\u003E - a time window whereby points unused expire and are removed from the point holders account.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EAutomatically Reset all Points\u003C/b\u003E - automatically reset all points to 0 on a predetermined schedule.\u003C/li\u003E\u003C/ul\u003E\u003Ch3 id=\u0022point_limits\u0022\u003EPoint Limits\u003C/h3\u003E\u003Cp\u003EConfigure the maximum number of points a recipient can earn.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EMaximum Points\u003C/b\u003E - set an upper limit on the maximum number of points.\u003C/li\u003E\u003C/ul\u003E\u003Ch3 id=\u0022advanced_settings\u0022\u003EAdvanced Settings\u003C/h3\u003E\u003Cp\u003EOther advanced settings for loyalty and rewards.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ETransferrable\u003C/b\u003E - allow points to be either transferred to other individuals or back to the granting organization.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022permissions_and_claims\u0022\u003EPermissions and Claims\u003C/h2\u003E\u003Cp\u003EBelow are the permissions and claims associated with Loyalty and Rewards.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EAbility\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003EDescription\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode class=\u0022inline-code\u0022\u003ELoyaltyCanView\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EGrants the ability to view loyalty and rewards.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode class=\u0022inline-code\u0022\u003ELoyaltyCanRedeem\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EGrants the ability to redeem rewards for a contact.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode class=\u0022inline-code\u0022\u003ELoyaltyCanManage\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EGrants the ability to view, redeem, and manage (create, edit and delete) loyalty and rewards.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cp\u003E\u003C/p\u003E",
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      "meta_description": "Create and manage end-to-end loyalty and rewards programs with DailyStory, including reward tiers, store, automations, integrations, and custom rewards.",
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      "total_views": 248,
      "date_published": "2025-12-02T23:21:24.103",
      "date_updated": "2025-12-03T22:20:34.907",
      "date_created": "2025-12-02T22:25:10.79"
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