RateUp Documentation
Loyalty

Notifications

The WhatsApp messages the loyalty programme sends automatically, and when.

Notifications are what keeps a loyalty programme alive. A customer who never hears about their points forgets they have any.

Loyalty notifications

Point Activity

NotificationSent when
Points IssuedPoints are awarded
Points AdjustedStaff manually change a balance
Points EarnedA purchase earns points

Toggle these individually:

  • Notify on purchase points
  • Notify on manual adjustments
  • Notify on manual reward grant

The points-earned message is the one that matters most. It closes the loop at the moment of purchase, while the customer still remembers why.


Rewards

NotificationSent when
Reward IssuedA reward is granted
Reward RedeemedA reward is claimed
Reward AssignedA reward is assigned to them
Tier UpgradedThey reach a new tier

Tier upgrades are worth celebrating properly — it is the moment a member feels the programme noticed them.


Expiry

NotificationSent when
Points ReminderPoints are approaching expiry
Points Expiry AlertExpiry is imminent
Points ExpiredPoints have gone

Controlled by Enable Points Reminder, Enable Expiry Alert and Enable Points Expired Notification.

If you expire points, warn people first. Silently deleting a balance a customer was saving is the single most reliable way to turn a member into a detractor.


Re-engagement

NotificationSent when
Inactivity ReminderAfter a set number of days of inactivity
Birthday ReminderOn the member's birthday

Birthday messages are enabled with Enable Birthday Reminders, and pair naturally with a Birthday Gift reward. They need the member's date of birth — collect it at registration or you have nothing to trigger on.


Channels

ChannelNotes
Customer NotificationsWhatsApp messages to members
Email NotificationsWhere an email address is on file

WhatsApp notifications use approved templates — set one per notification type. A notification with no template selected will not send.


How Much Is Too Much

Every one of these can be turned off, and some should be.

SendDo not send
Points earned — at the moment of purchaseA message for every trivial adjustment
Tier upgradesRepeated expiry warnings in one week
Expiry warnings — once, with time to actBirthday messages with no gift attached
Birthday giftsInactivity reminders more than occasionally

Notification fatigue ends in blocks, and a blocked customer is lost across every channel — not just loyalty.


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