Set up a points-based loyalty programme

Step by step to launch a classic points-accumulation programme with tiers and a redemption catalogue.

Case: a coffee shop wants customers to accumulate points per coffee, progress through tiers (Bronze → Silver → Gold), and redeem rewards.

Time: ~20 min · Level: beginner.

1. Create the programme

1. Admin → Loyalty → Programmes → Create new.
2. Fill in:
   • Name: Coffee Club
   • Points currency: stars (symbol ★)
   • Description: one line for members.
3. Activate the programme.

2. Configure tiers

Inside the programme → Tiers tab → Create:

Tier	Threshold (accumulated points)	Multiplier	Benefits
Bronze	0	1×	Programme access
Silver	500	1.25×	+25% points
Gold	2000	1.5×	+50% points, free birthday coffee

The multiplier applies to every earning rule the member triggers.

The calculation window (default 12 months) determines whether points count for tier promotion. Accumulate 2000 in the last 12 months → Gold; don't renew, drop down.

3. Create earning rules

Earning rules tab → New rule.

Rule 1 — Per purchase:

• Type: OnPurchase
• Formula: 1 point per euro
• Applies to: all programme members.

Rule 2 — Welcome:

• Type: OnRegister
• Fixed points: 100
• Once per member.

Rule 3 — Birthday:

• Type: OnBirthday
• Fixed points: 50
• Auto-trigger yearly.

4. Create rewards (burning rules)

Admin → Rewards → New.

Reward	Cost	Stock	Minimum tier
Free coffee	100 ★	unlimited	Bronze
Coffee + pastry	200 ★	unlimited	Silver
Branded mug	500 ★	50/mo	Silver
Tasting experience	2000 ★	10/mo	Gold

Each reward can have image, long description, redemption window, and stock rules.

5. Invite the first members

Option A — Self-service:

• Share the sign-up link (Admin → Members → Registration link).
• Members enter, put email or phone, receive OTP, done.

Option B — CSV import:

• Template: Email,Phone,FirstName,LastName,BirthDate
• Admin → Members → Import → upload the CSV.

Option C — Webhook from your POS / CRM.

6. Register a purchase (to award points)

Three paths:

a) POS via API: your POS calls POST /api/v1/transactions with { memberEmail, amount }. IncentIA runs the earning rules.

b) Member uploads receipt: the member PWA has "Upload receipt"; OCR extracts amount and assigns points.

c) Admin manual: Admin → Transactions → New → pick member + amount.

7. Redeem a reward

From the member PWA:

1. Open "Rewards".
2. Pick "Free coffee" (100 ★).
3. Confirm the redemption.
4. A coupon with QR or redemption PIN is generated.
5. The barista scans the QR at the till → validates and marks redeemed.

Member balance drops 100 ★.

8. Configure communications (optional)

Admin → Communications → Flows → New flow.

• Trigger: on tier upgrade.
• Action: send email + push with message "You're now Gold!".
• Publish the flow.

See communications guide for channels and templates.

9. View metrics

Admin → Dashboard filtered by programme:

• Active members.
• Points accumulated vs redeemed.
• Tier distribution.
• Generated revenue (if POS-connected).

What you built

• A permanent programme with 3 tiers.
• 3 earning rules.
• 4 rewards in the catalogue.
• Self-service registration flow.
• QR/PIN redemption.

Next steps

• Layer a campaign on top for a punctual activation → games tutorial.
• Add cashback via receipts → cashback tutorial.
• Integrate with Shopify to auto-credit orders → Shopify tutorial.