RateUp Documentation
Loyalty

Loyalty Overview

A points-and-rewards programme run over WhatsApp — earning rules, tiers, rewards, referrals and a cashier portal.

Loyalty runs a points programme for your customers. They earn points, climb tiers, redeem rewards and refer friends — all through WhatsApp, with no app to install.

The Loyalty dashboard

How It Works

Customer registers          →  Registration page or WhatsApp command
Customer spends             →  Points earned, per your earning rules
Points accumulate           →  Tier upgrades as thresholds are crossed
Customer redeems            →  Points, coupons or free gifts
Customer refers a friend    →  Referral rewards for both

Everything the customer does happens in WhatsApp. Everything you configure happens here.


What's in This Section


Before You Launch

Get the earning rate right before customers join. Changing it later devalues points people have already earned, and that is the fastest way to lose trust in a loyalty programme.

Set up in this order:

  1. Settings — program name, points currency, money currency
  2. Earning rules and tiers — how points accrue
  3. Rewards — what points are worth
  4. Notifications — what customers hear from you
  5. Cashier portal — train your staff before going live

On this page