Registration Action

Loyalty customers can be rewarded the moment they register or sign up, turning new account creation and loyalty programme enrolment into an exciting first step in their journey.

Configurations Fields

Loyalty customers can be encouraged to register their card by creating a registration action. When a loyalty card is registered for the first time, a set amount of Currency or Points can be instantly credited to the loyalty account, making the first step feel rewarding.

• Valid From 00:00 (12am) On and Valid To 00:00 (12am) On show the only date range that this Action can be active. If these fields are left blank, then the action will come into effect as soon as it is enabled (and will run indefinitely). Valid To 00:00 (12am) On is not inclusive. For example, if 02-Dec-2025 is entered, the Action is only valid up until that date; it does not include the 2nd

• Credit and Amount fields require the credit value type (points or currency) to be chosen and the amount of points / currency that will be gained for the registration action

• The Available to Account Tiers section allows you to make this action only available to specific account tiers. By selecting the Available To Account Tiers check box, you can select one or more tiers from the list of tiers displayed in the drop-down list. Click to highlight a single tier or Ctrl+Click to multi-select tiers. Leave this check-box unselected for this action to apply to all accounts, regardless of their tier

• The Available at Sites section allows you to apply the action to certain sites only. In the adjacent example, this action is only available in the Coffee & Cake outlet. To apply to specific sites, click the Only Available at Specific Sites check-box and then select the site(s) from the estate structure. To ensure the action is applicable to all sites, leave the check box unchecked

• The Expiry section allows you to set an expiry on the use of any reward or benefit credited by this Action. For example, you can set a benefit credited (such as currency for spend) to be available to redeem for up to 3 months from when it was added to the account. Note that this is separate to the From / To Dates above in that even if the To Date has passed and the Action no longer credits currency for spend, currency benefits previously awarded can still be redeemed for up to 3 months after they were added to the account. If used, Expiry Interval Type can be set to Day, Week or Month and Expiration Intervals requires the entry of a number to define the length of the expiry period

  Setting an expiry interval will expire any credits for this action from the date of credit plus the expiration interval

  If you set an expiry for this action, it will overwrite any default expiry intervals you may already have set up for the value type it is crediting. Value type expiry intervals are configured in the value type menu

  If you leave expiry blank for the action, the expiry intervals will follow the default, if one is set on the value type

• The Limit Action to section (if used) provides the ability to specify exact days or times on which the action is only available. Click Add Schedule to choose a specific day, date, or month or time (24 hours). You can add more than one day by repeating this action. If not used `All’ is displayed and the action is always available

  When a new Action has been created or an existing Action has been changed and saved, it is marked as 'Pending' on the system until validated (the final step in the process). This is done by selecting the Action (to edit it) and changing the status to 'enabled'

Example Setup

To tempt potential loyalty customers into taking out a loyalty card, you can offer a reward that is provided immediately on registering their new card for the first time.

1. Click + Create New

2. Select Registration Action

3. Select Credit Type Points and enter the Points Amount, for example 1000

4. Set the Valid From and Valid To date range

   

   Leaving the valid to blank if you do not want it to end on any specific date

   Ignore the Available To Account Tiers check box if you want this action to be available to all accounts, regardless of tier

   Ignore the Available at Sites check box if you want this action to be available to all outlets

   Ignore the Expiry section and the Limit Action To section - we do not want to define expiration or limits for the action, therefore we recommend you leave these fields blank

5. Click Save

   A confirmation message is displayed by the system. You are returned to the main screen for the loyalty program where you can make other adjustments if necessary