Settings
The Settings page allows administrators to configure global settings for the loyalty program, including program details, notification preferences, and point expiration rules.
Opening Settings
To configure loyalty program settings:
- Open Loyalty from the sidebar.
- Click Settings.
The page contains two main tabs:
- General
- Notifications
General Settings
The General tab contains core configuration options for the loyalty program.
Basic Settings
Program Name
Defines the name of the loyalty program.
Example:
- Hotel Loyalty
- Restaurant Rewards
Points Currency
Defines the name used for loyalty points.
Example:
- Points
- Stars
- Credits
Money Currency
Specifies the currency used for rewards and transactions.
Example:
- INR – Indian Rupee
- USD – US Dollar
Default Country
Defines the default country for loyalty customers.
WhatsApp Account
Select the WhatsApp account used to send loyalty notifications.
Notification Controls
This section controls how notifications are delivered.
- Program Active – Enables or disables the loyalty program.
- Customer Notifications – Sends alerts for point activity.
- Auto-approve Adjustments – Skips manual approval for point changes.
- Email Notifications – Enables email alerts.
- WhatsApp Notifications – Enables WhatsApp alerts.
Points Expiration
Controls whether loyalty points expire after a certain time period.
Enable Expiration
When enabled, points expire after the configured period.
Expiration Period
Example:
- 12 months
- 24 months
Danger Zone
Contains critical administrative actions.
Reset Points
Resets all customer points to zero.
Delete Program
Deletes the entire loyalty program and its data.
Notification Templates
The Notifications tab allows administrators to configure automated WhatsApp notifications.
Transaction Notifications
These notifications are triggered when loyalty transactions occur.
Examples include:
- Points Earned
- Points Adjusted
- Reward Assigned
- Reward Redeemed
Each notification can be enabled and linked to a WhatsApp template.
Tier Updates
This notification is sent when a customer reaches a new loyalty tier.
Example:
- Bronze → Silver
- Silver → Gold
Points Reminder
Reminds customers when they have unused loyalty points.
Days of Inactivity
Defines how long a customer must be inactive before receiving a reminder.
Example:
- 30 days
Birthday Reminders
Automatically sends birthday messages and rewards.
Birthday Gift
Select the reward given to customers on their birthday.
Example:
- Free Birthday Cake
- Complimentary Dessert
Preview Message
Displays a preview of the WhatsApp message sent to customers.