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Marketing

Loyalty & Rewards

Define reward programs, tiers, point rules, member balances, and credit value so repeat-customer benefits stay easy to explain.

At a glance

The numbers on your screen, explained

What each Loyalty & Rewards number means and where it comes from — so you know where to act.

Programs1
reward setup

Total loyalty programs saved in the workspace.

Members12
enrolled clients

Client loyalty records currently tracked as members.

Points redeemed8,420
this month

Reward points customers redeemed during the current month.

Repeat visits38
member orders

Repeat customer visits or orders tied to loyalty members this month.

Sample numbers from a demo workspace.

Design

Create point rules and tier multipliers

Programs define points per currency unit, redemption rate, and tier thresholds so staff can explain how customers earn and redeem rewards.

  • Set bronze, silver, gold, and platinum tiers
  • Configure tier multipliers and minimum points
  • Add perks that describe each tier

Track

Review member points, tiers, and credit balance

The Members tab shows each client, current tier, current points, lifetime points, and credit balance for customer-service and retention work.

  • Search members by customer name
  • Compare current and lifetime points
  • View customer credit balance

Maintain

Manage programs without losing visibility

The program list shows active status, tier count, earning rate, and tier chips so program setup can be reviewed quickly.

  • Create, edit, or delete loyalty programs
  • See active status at a glance
  • Open program detail from the list

Everything included

Everything in Loyalty & Rewards

Use it for points, member tiers, purchase rewards and retention.

Reward programs

Create programs with earning rates, redemption value, and active status.

Membership tiers

Define bronze, silver, gold, and platinum tiers with thresholds and multipliers.

Member list

Track enrolled customers with their current tier and balances.

Points balances

Show current and lifetime points for each member.

Credit balance

Review the credit value tied to each loyalty member.

Search

Search programs or members from the loyalty page.

Redemption rate

Set how points translate into redeemable value.

How it works

Loyalty & Rewards, step by step

  1. 01

    Create the program

    Name the program and set whether it should be active.

  2. 02

    Configure earning and redemption

    Set points per currency unit, redemption rate, tiers, multipliers, and perks.

  3. 03

    Track members

    Review each member’s tier, current points, lifetime points, and credit balance.

  4. 04

    Adjust the program over time

    Edit tier thresholds or perks as the retention program changes.

FAQ

Loyalty & Rewards questions

Can’t find what you need? Our team is happy to help.

Yes. The page supports bronze, silver, gold, and platinum tiers with minimum points, multipliers, and perks.

Yes. The Members tab shows current points, lifetime points, tier, and credit balance by client.

Yes. The KPI card sums current member point balances from client loyalty records.

Try Loyalty & Rewards with the rest of Fratelli

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