Programmes
A programme groups your members, their points and the rules that apply to them. Menu: Members & Programmes › Programmes.
Availability
Loyalty Programmes permission · All editions. The number of programmes depends on your edition (see States and limits).
Before creating one, read Loyalty. For the full walkthrough with examples, follow Set up a points programme.
List
| Column | What it is |
|---|---|
| Name | Name of the programme. |
| Program Type | Type the programme was created with. |
| Status | Draft, Active, Paused or Archived. |
| Points Currency | Name of the points, for example "Points" or "Stars". |
Type in the Search... box and click Refresh to filter. The Actions menu on each row offers Edit and Delete.
Create / edit
Click Create New.
| Field | What it is | Notes |
|---|---|---|
| Name | Name of the programme. | Required, up to 256 characters. |
| Description | Internal or public text for the programme. | |
| Status | Status of the programme. | New programme: Draft. |
| Features | Tick boxes: Points, Cashback, Stamps, Evidence / OCR, Games, Gift Cards, Courses, Challenges. | Tick what this programme will use. |
| Points Currency | Name of the points. | Required, up to 50 characters. |
| Points to Money Rate | Money that one point is worth. | With 0.01, 100 points are worth €1. |
| Expiration Days | Days after which points expire. | Empty: they do not expire. If filled in, it must be greater than 0. |
| Pending Period (days) | Days that earned points stay locked before becoming available. | Empty or 0: available immediately. Requires the "Points Pending/Locked" feature (Enterprise). |
| Cashback percentage | Percentage of each purchase returned as balance. | Only appears with Cashback ticked. |
Below there are three collapsible blocks:
- Landing Page: Landing Title, Landing Description, CTA Text and Hero Image URL replace the texts of the programme's landing page. When editing, View Landing opens
/landing. - External Integration: snippets and a template to host the landing page on your own website, and the External Landing URL field. This field requires the external landing pages feature (Enterprise).
- Evidence Validation Rules (only when editing): click Add rule to add rules applied to each receipt before it is approved automatically. If one fails, the evidence is rejected.
| Rule | What it requires |
|---|---|
Min Amount / Max Amount | Minimum or maximum receipt amount. |
Max Age (days) | Maximum age of the receipt. |
Min Products | Minimum number of products. |
Max Claims/Day / Max Claims/Month | Maximum receipts per member per day or month. |
Required Products / Required Store | Mandatory products or store, separated by commas. |
States and limits
- A new programme starts as
Draft. Switch it toActivewhen you want members to use it. - Each edition limits how many programmes you can create:
| Edition | Programmes |
|---|---|
| Free | 1 |
| Starter | 1 |
| Pro | 2 |
| Growth | 3 |
| Enterprise | Unlimited |
- If you exceed the limit, IncentIA shows: "Your current plan allows a maximum of N loyalty programmes".
- Delete asks for confirmation.
What to combine
A points programme can also carry Cashback and Stamps. For stamps, set up the cards in Stamp cards.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View the screen | Loyalty Programmes | Pages.Loyalty.Programs |
| Create | Creating Loyalty Programme | Pages.Loyalty.Programs.Create |
| Edit | Editing Loyalty Programme | Pages.Loyalty.Programs.Edit |
| Delete | Deleting Loyalty Programme | Pages.Loyalty.Programs.Delete |