Recommended readingSee an interactive demo of the loyalty program designer.Read Key concepts first to learn more about loyalty program components and how they work together.
Create the loyalty program
A basic loyalty program requires at least one point wallet and one earning rule. Once they’re added, the program is ready to be activated.1
Create loyalty program draft
Once you’ve clicked + Create program, name your program and save the program draft.You’ll be taken to the designer view where you can add your first building block.
2
Create point wallet
Create a point wallet that sets rules for how points will behave on loyalty cards assigned to program members.Create a point wallet as follows:
- In the Point wallets section, click the + button to create a new point wallet or add an existing one to the program. Optionally, click the + button in the Building blocks panel on the right.
- Click Create new.
- Enter a name in Point wallet name.
- Click Save draft to create the point wallet in a draft state.
3
Create earning rule
Create an earning rule that awards points for paid orders.Create an earning rule as follows:
- In the Earning rules section, click the + button to create a new earning rule or add an existing one to the program. Optionally, click the + button in the Building blocks panel on the right.
- Click Create new.
- Enter a name in Earning rule name.
- Select Order paid in Trigger event.
- In Effect #1, leave Fixed points and the pre-selected point wallet you’ve created in the earlier step.
- Set Points to a desired number of points to award for each paid order. Default is 1 point.
- Click Save draft to create the earning rule in a draft state.
4
Activate the loyalty program
Activate the loyalty program to enroll program members who can start earning points:
- Click Review and launch at the top of the screen.
- Review the activation recommendations. You will see 1 point wallet and 1 earning rule to activate.
- Select Activate next to the point wallet and earning rule.
- Click Launch to activate the program.
The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all components are required to activate the program.
Enroll program members
Once the program is active, go to Details at the top of the screen to Create member. The create member window opens:- Select an existing Voucherify customer to be enrolled as a program member. You can also create a new customer by clicking the + button.
- Click Save to add the customer to the program.
- Become a program member with a unique loyalty member ID.
- Receive a loyalty card with a unique loyalty card ID.
- Can start earning points by making paid orders.
Award points to program members
To simulate how points are earned through paid orders, you can create a new order and assign it to the customer who is a program member. In the left sidebar, go to Campaign hub > Orders to Create order. The create order builder opens.1
Configure order status
In the Details step, set the Status to Paid.
2
Set order amount
In the Items step, enter any number in the Total order amount field.Since the program awards points for each paid order, the specific order amount does not affect the points earned.
3
Select customer
In the Customer step, select a customer who is an active program member.
4
Save order
Skip the Referrer (optional) and Metadata (optional) steps and go to the Summary step.Save the order.
5
View points earned
Go to Loyalty hub > Programs and click your program. Go to Details, click the member ID and you will see the points earned.Click the loyalty card ID to view the loyalty card details. In the Card transactions tab, you can see the details of the particular transaction.
Optional: Create rewards
You can also create rewards that customers can redeem with their earned points. Rewards cover digital rewards (like discount coupons, gift cards, or points on a loyalty card) and material rewards (products). In this tutorial, you will create a physical reward. Create a reward as follows:- In the Rewards section, click the + button to create a new reward or add an existing one to the program. Optionally, click the + button in the Building blocks panel on the right.
- Click Create new.
- Enter a name in Reward name.
- Select Material reward.
- Select a product or SKU from the list. If your Voucherify account doesn’t have products, click the + button to create a new product or SKU.
- In Spending, set the number of points required to redeem the reward in the Point cost field.
- Leave other fields as is and click Save draft to create the reward in a draft state.

