> ## Documentation Index
> Fetch the complete documentation index at: https://voucherify-rc-lv2-guides.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorial – Create a basic loyalty program

> Learn how to create a loyalty program with a point wallet and an earning rule

<Info>
  <Badge color="gray">Recommended reading</Badge>

  See [an interactive demo](https://app.demoboost.com/playback/bFOPIzGc?step=2 "Voucherify loyalty program designer demo") of the loyalty program designer.

  Read [Key concepts](/build/loyalty-key-concepts) first to learn more about loyalty program components and how they work together.
</Info>

Create a basic loyalty program that awards points to customers after they pay for their orders. The program includes a point wallet, which defines how points behave, and an earning rule, which sets the conditions for awarding points. Once the program is ready, you can activate it and start enrolling customers as program members. Optionally, you can create a reward that customers can redeem for their earned points.

To create your first loyalty program, go to **Loyalty hub** on the left sidebar and click **Programs**. This opens the **Programs** page which lists all your programs and where you can create a new program by clicking **+ Create program**.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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:

    1. 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.
    2. Click **Create new**.
    3. Enter a name in **Point wallet name**.
    4. Click **Save draft** to create the point wallet in a draft state.

    The point wallet is added to the program, but it's not active yet.

    In this scenario, it's not necessary to configure any additional settings, such as **Points expiration**, **Pending points**, **Earning limits**, or **Spending limits**.

    <Tip>
      <Badge color="green">Learn more about point wallets</Badge>

      Learn what point wallets are and how they work in the [Key concepts](/build/loyalty-key-concepts#point-wallet) page.

      Go to the [Point wallet builder](/build/point-wallet-builder) page to learn more about how to configure point wallets and the advanced settings available.
    </Tip>
  </Step>

  <Step title="Create earning rule">
    Create an earning rule that awards points for paid orders.

    Create an earning rule as follows:

    1. 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.
    2. Click **Create new**.
    3. Enter a name in **Earning rule name**.
    4. Select **Order paid** in **Trigger event**.
    5. In **Effect #1**, leave **Fixed points** and the pre-selected point wallet you've created in the earlier step.
    6. Set **Points** to a desired number of points to award for each paid order. Default is **1** point.
    7. Click **Save draft** to create the earning rule in a draft state.

    The earning rule is added to the program, but it's not active yet.

    In this scenario, it's not necessary to configure any additional settings, such as secondary earnings, **Trigger limits**, or **Time frames**.

    <Tip>
      <Badge color="green">Learn more about earning rules</Badge>

      Learn what earning rules are and how they work in the [Key concepts](/build/loyalty-key-concepts#earning-rule) page.

      Go to the [Earning rule builder](/build/loyalty-earning-rule) page to learn more about how to configure earning rules and the advanced settings available.
    </Tip>
  </Step>

  <Step title="Activate the loyalty program">
    Activate the loyalty program to enroll program members who can start earning points:

    1. Click **Review and launch** at the top of the screen.
    2. Review the activation recommendations. You will see 1 point wallet and 1 earning rule to activate.
    3. Select **Activate** next to the point wallet and earning rule.
    4. Click **Launch** to activate the program.

    <Warning>
      Once activated, you won't be able to add more point wallets or assign tier structures. However, you can still add new earning rules or rewards.
    </Warning>

    <Info>
      The activation checklist shows recommended loyalty program components, such as wallets, earning rules, and rewards. Not all components are required to activate the program.
    </Info>
  </Step>
</Steps>

Your loyalty program is now active. You can start enrolling program members and they can earn points through paid orders.

## 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:

1. Select an existing Voucherify customer to be enrolled as a program member. You can also [create a new customer](/prepare/customers#create-a-customer-profile) by clicking the **+** button.
2. Click **Save** to add the customer to the program.

You can add new members only from existing Voucherify customers.

Repeat the process to enroll more program members.

Once a customer is enrolled, they:

* 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.

Click the member ID to view the member details. The member details page shows the member's loyalty card, point balance, and other relevant information.

Click the loyalty card ID to view the loyalty card details. The loyalty card details page shows the loyalty card's status, lifetime point breakdown, and other relevant information.

You can also view all **Loyalty memberships** of the customer in the customer details page.

<Tip>
  <Badge color="green">Learn more about program members</Badge>

  Learn what program members are and how they work in the [Key concepts](/build/loyalty-key-concepts#loyalty-member) page.
</Tip>

## 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.

<Steps>
  <Step title="Configure order status">
    In the **Details** step, set the **Status** to **Paid**.

    <Warning>
      If you select any other status or leave it blank, the customer will not earn points.
    </Warning>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Select customer">
    In the **Customer** step, select a customer who is an active program member.
  </Step>

  <Step title="Save order">
    Skip the **Referrer (optional)** and **Metadata (optional)** steps and go to the **Summary** step.

    Save the order.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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:

1. 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.
2. Click **Create new**.
3. Enter a name in **Reward name**.
4. Select **Material reward**.
5. 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.
6. In **Spending**, set the number of points required to redeem the reward in the **Point cost** field.
7. Leave other fields as is and click **Save draft** to create the reward in a draft state.

The reward is added to the program, but it's not active yet. You can activate the reward by clicking the **▶** button next to the reward name. You won't be able to edit its details like type, but you can still change its cost.

In this scenario, it's not necessary to configure any additional settings, such as tier and other conditions, or time frames.

<Tip>
  <Badge color="green">Learn more about rewards</Badge>

  Learn what rewards are and how they work in the [Key concepts](/build/loyalty-key-concepts#rewards) page.

  Go to the [Reward builder](/build/loyalty-reward-builder) page to learn more about how to configure rewards and the advanced settings available.
</Tip>