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