Loyalty programme

Tiers, points and rewards for customers who have joined the programme. Every change to a balance is a ledger line; a correction is a new line, never an edit.

Customer rating Customer analytics Coupons and vouchers

Members

Select a row to use that customer in the redemption panel

Customer	Tier	Qualifying points, 12 months	Balance	Expired	Last entry

Reward vouchers issued

Voucher	Customer	Reward	Issued	Status

Redeem a reward

Acceptance check

Customer Reward

Eligibility check

Simulated: the balance, ledger and voucher list on this page update.

Try the three cases

Permitted offers

Date	Customer	Type	Description	Record	Points	Balance after

Adjustments and reversals are proposals first. An approved adjustment or reversal is posted as a new ledger line that names the line it corrects. The original line stays.

Propose an adjustment

Customer Points to add or take off

Use a minus sign to take points off.

Reason

To reverse an existing line, use “Reverse” on that line under Transactions.

Proposals and their outcome

Date	Customer	Kind	Reason	Points	Status

Approve and reject are simulated on this page. Until a proposal is approved the balance does not change.

Illustrative rules, not approved. Tier thresholds, earning rates, reward costs and the expiry period are settings waiting for a decision. You can change a threshold or a cost below to see the effect on this page; nothing is saved.

Tiers and benefits

Earning rules

Qualifying event	Points

Expiry

Joining

Rewards and redemption

Reward	Lowest tier	Cost in points

Eligibility conditions for a redemption

Role	Loyalty	Reliability rating	Configure rules

Hiding by role is static in this prototype and is not enforced authorization. The customer sees their own tier, balance and benefits in the corporate portal. The reliability rating is never shown there.