Partner programs are loyalty programs of the Org that are created outside Capillary. Loyalty+ supports syncing tiers of partner programs and adding customers to the program.


Supplementary programs are small loyalty programs that run along with loyalty programs but for a shorter span. An org can create any number of supplementary programs.

Add partner program

To add a partner or supplementary program, follow these steps.

  1. In Partner program name, enter the name of the program without blank spaces.
  2. In Partner program description, enter a brief description of the program.
  3. In Partner program type, select External for a third party program,  Supplementary for a supplementary program.
  4. To configure a third party or partner program, follow these steps.
  1. In Partner Program Points Exchange Rate, enter the value of each point of the current program.
  2. Enable Is tier based, if the current program has loyalty tiers, leave it to disabled if the program has no tiers.
  3. In Number of tiers, enter the number of tiers of the program.
  4. Enter the name of each tier in sequence in the new fields that appear. (For example, 1*, 2* ...).
  5. Click Create.
  6. For tier based program you need to sync tiers as mentioned in the following.
  1. On the Partner Program page, navigate to the program and click Edit.
  2. Associate each tier with partner tiers and click Save.
  1. To configure a supplementary program, follow these steps.
  1. In Supplementary membership period, set the validity of the program in days or months.
  2.  Click Create.
  3. On the Partner Program page, navigate to the program and click Edit.
  4. To downgrade to a specifc tier on downgrade, enable Sync with loyalty tier on downgrade
  5. Click Save.

Set up expiry reminder for a supplementary program

To set up expiry reminders for a supplementary program, follow these steps.

  1. To set up expiry reminders for a supplementary program, follow these steps.
  2. On the Partner programs tab, click Add expiry reminders.
  3. In Supplementary membership, choose the program to configure reminders.
  4. In Days before expiry for reminder, set when to send the reminder n the number of days before the expiry.
     
  5. Click Create.