Loyalty rules define how points are earned, which welcome benefits are issued, and how customers move through VIP tiers. The loyalty ledger records earns, redemptions, bonuses, and manual corrections. Configure rules first, then verify behavior with an authorized test customer.
Configure point earning and welcome benefits
Open Admin → Customers & CRM → Loyalty. Under Core earn rules, configure Earn basis (cents) and Points per basis. Review the displayed Current earn preview, then configure signup, birthday, anniversary, or referral bonuses as required.
Campaign bonus settings caps automated campaign multipliers. Segment multiplier values are stored for later automated loyalty and campaign execution; saving them alone does not prove that an active automation consumed them. Select Save loyalty rules after reviewing the complete rule set.
Under Welcome benefits for new customers, configure signup bonus points and optionally choose a welcome reward template. The configured benefit applies to supported new registration flows such as POS inline registration, kiosk phone entry, and public signup. Select Save welcome benefits, then create one approved test registration and verify the ledger and issued reward.
Create and recalculate VIP tiers
Use Create VIP tier to define the tier name and its qualifying threshold. Review existing tier ordering and thresholds before saving. Creating, updating, or removing a tier triggers customer threshold recalculation; use Recalculate all VIP tiers when you need an explicit tenant-wide refresh.
After recalculation, open several customer profiles around each threshold and confirm the displayed VIP tier. Do not assume that a tier definition changed historical transactions—the tier is derived from the supported customer loyalty totals.
Post a manual loyalty correction
Under Manual adjustments, search by customer name, email, or phone and select the correct record. Enter a positive or negative points delta, choose a Reason preset or enter an Audit reason, then select Post manual adjustment.
Use manual earn and redeem actions only for the corresponding real-world event. A correction must have an operational reason; do not use it to conceal an order, payment, or campaign error. Negative adjustments and redemptions must not exceed the permitted balance behavior enforced by the service.
Verify the loyalty ledger
Use Recent loyalty transactions to filter by customer, identity, order, payment, operator, event type, adjustment reason, date, and point range. Confirm the event type, signed point amount, balance effect, operator, reason, and source reference.
For a missing reward or balance dispute, compare the customer profile, transaction feed, originating order or registration, reward template, and campaign state. Loyalty points, a reward coupon, a gift card, and prepaid value are separate instruments and should not be adjusted interchangeably.
Safe operating checks
Test rule changes with an authorized test customer before broad use. Record the previous and new rule values, save timestamp, test identity, and resulting ledger event. Never include customer passwords, full payment card data, or provider secrets in a support request.