How to Create a Points Promotion

Create a promotion that uses points as the measure of customer progress.

Step-by-step instructions

  1. Check that Points is enabled under Settings → Loyalty.
  2. Open Promotions and create a new points-based offer.
  3. Enter a customer-friendly title and describe how points can be earned.
  4. Set the points threshold and reward conditions supported by the form.
  5. Choose activation, dates and location rules, if applicable.
  6. Select Save and test the offer by recording eligible activity for a test member.
Good to know

The points threshold and earning rules should be understandable to your staff before you launch.