Loyalty and Rewards Guide

The 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 Contacts > Loyalty and Rewards.

This includes:

• Basic reward store with inventory management
• Reward tiers that can be achieved based on points
• Pre-built loyalty point rewards integrated with DailyStory features
• Pre-built loyalty point rewards integrated with DailyStory integrations
• Custom loyalty rewards that you can create yourself

The 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's segmentation.

Earn Loyalty Points

Loyalty points are earned either performing an action, such as clicking a link in an email, or assigned through an automation.

Pre-Built Ways to Earn Loyalty points

There are several pre-built ways to earn loyalty points. By default, all of the ways to earn loyalty points are disabled.

• When Contact is Created - when a new contact is created, points can be assigned.
• Click a Link in an Email - when a link is clicked in an email.
• Click a Link in a Text Message - when a link is clicked in a text message.
• Reply to a Text Message - when a contact replies to a text message.

Each of these pre-built options can be clicked and configured to be enabled and to set the number of points granted when achieved:

However, for these pre-built ways to earn points they are limited in their options.

Ways to Earn Loyalty Points through Integrations

Many of DailyStory's native integrations, such as Shopify, WooCommerce, have pre-built ways to earn loyalty points that only become available when the integration is enabled.

Custom Ways to Earn Points

Create a custom way to earn points is where DailyStory's loyalty program stands-out. Start by clicking + Create new and then edit the details about how the points are earned.

Basic Settings

Whether creating or editing a custom way to earn points, the settings are the same.

• Name -  the name of the way points are earned.
• Is enabled - points can only be earned when the way to earn points is enabled.
• Is only earned once - a contact can only earn these points one time.
• Earning value - the number of points earned.

Reward Icon

Optionally set a unique reward icon that is shown on the contact's profile.

Earn through APIs

For 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.

• Non-authenticated JavaScript API - use this API in your website (it requires that the DailyStory Beacon is also installed) to safely assign points for activities on your website.
• Authenticated REST API - use this API along which required an API token to set points for a contact's activities. This requires the contact's dsid, a unique identifier for each contact.

Redeem Loyalty Points

Redemption of loyalty points can be done manually or using the API. To redeem points manually use the Manually Redeem option.

Manually Redeem Points

The 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.

1. Search for a contact to redeem points for

First, search for a contact to redeem points for.

2. Verify the selected contact is correct

You are shown details about the contact such as name, email, mobile phone, birth date and address.

3. Select the number of points to redeem

Enter 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.

Manage Program

Access to Managing the loyalty program requires Administrative or LoyaltyCanManage permissions.

Point Expiration

When managing loyalty and rewards DailyStory provides the ability to set rules around point expiration:

• Automatically Expire Points - a time window whereby points unused expire and are removed from the point holders account.
• Automatically Reset all Points - automatically reset all points to 0 on a predetermined schedule.

Point Limits

Configure the maximum number of points a recipient can earn.

• Maximum Points - set an upper limit on the maximum number of points.

Advanced Settings

Other advanced settings for loyalty and rewards.

• Transferrable - allow points to be either transferred to other individuals or back to the granting organization.

Permissions and Claims

Below are the permissions and claims associated with Loyalty and Rewards.