To award points to the referee, you need to have a points earn condition, points expiry condition (if required) and channels through which you want to communicate or notify the customers when points are awarded.

The following are the options available for the Award points to referee action. 

  • Earn condition: You can choose the points earning condition for the referee. For example, you can offer 50 welcome points or 500 bonus points. 

In the drop-down box, choose the earning condition (if created already).

To create a new earning condition and add it, follow these steps.

  1. Click + Add condition

b. In Name, enter a relevant condition name. 

c. In Description, enter a short description about the condition.

d. In Module using this condition, choose the module where you want to use the condition. In this case, it is Loyalty+.

e. In Allocate based on, choose on what basis points need to be allocated. The three options available are Tiers, Loyalty Registration and Loyalty Transaction.

  • Loyalty Registration: To issue points when the referee registers. This should be based on the configuration set for the referral program.
  • Loyalty Transaction: To issue points when the referee makes a transaction.

f. In Allocation type, choose how you want to issue points. 

  • Fixed: A fixed number of points will be allocated irrespective of the transaction amount.
  • Prorated: Points are issued as a percentage of the transaction amount or custom field value.

For more information, see Create points allocation strategies.

g. To have a common allocation to all tiers, check Same for all Tiers.

To allocate points differently for each tier, uncheck Same for all tiers. You will see an option to configure for each tier. Set your preferred values for each tier based on the Allocation type chosen.

h. Enable Enable delayed accrual to credit the points to the main account after a certain period. You can use this especially in cases where transaction return is allowed. 

In Delayed accrual, points for a transaction are added as promised points immediately. When the specified period (usually the allowed return period) is completed, these points will be credited to the customer account as current points.


When Enable delayed accrual is enabled, you can set the number of days after which points are accrued in Accrue points after. An example is shown in the following screenshot.

i. Click Done to save the condition.

  • Expiry condition: You can choose the time duration after which the points earned should lapse.

In the drop-down box, choose the expiry condition (if created already).

To create a new expiry condition and add it, follow these steps.

a. Click + Add condition

b. In Name, enter a relevant condition name. 

c. In Description, enter a short description about the condition.

d. In Module using this condition, choose the module where you want to use the condition. In this case, it is Loyalty+.

e. In Expire points based on, choose the criteria for point expiry. You have three options, Event date, Rolling expiry from event date, and Membership event date. For more information, see here.

  • Event date: Points expire on the configured date based on the last activity (transaction/registration) done by the customer. 
  • Rolling expiry from event date: The current date of points expiry is reset to a new date based on the recent transaction date.
  • Membership event date: Points expire automatically when the membership expires.

f. Enable Same for all Tiers and the condition becomes relevant for all tiers. If disabled, you have to configure conditions for each tier. For more information, see here.

g. Click Done to save the condition.

  • Mandatory channels: Channels that are mandatory for sending the notifications.
  • Priority channels: Channels that need to be triggered based on priority and availability. 

For more information on communication channels, see here.