Before you start with Loyalty, you must set up your account. This involves creating your initial account settings including language & currency definition and plan settings.
Before setting up a Loyalty plan, it is highly recommended to read Emarsys Loyalty Structure to get an overview of add-on.
Emarsys Loyalty requires a working Smart Insight integration, and an additional three mandatory fields in your sales data file.
You will also need to confirm that your sales data is loaded daily and that your returns and cancellations are processed accurately (so that any points earned from then can be removed).
To access Account Setting, go to Loyalty Management > Account Settings.
Emarsys Loyalty allows you to manage multiple loyalty plans simultaneously in the same account (multiplan). Parallel plans can be for example B2C/B2B, Amateurs/Professionals, etc.
In the first step of onboarding in Account settings, you are required to define a plan name and plan identifier of your first plan, which is also your default plan. Additionally, you need to select the plan type.
Once you activated your Loyalty account, you can add more plans via Loyalty Management > Account settings. To enable this option in your account, please contact Emarsys support.
This is the official name of your plan as it will be communicated to the customers. A branded name will help you to market your plan. Customers also will see the name of your plan in the Loyalty Wallet before joining.
This is a permanent ID that will be used to identify the plan internally. The ID cannot be changed after the plan is launched. The Wallet and API both need the plan identifier to work. The parameter is called
planId; this is required to join the contacts to the right plan.
Here, you are required to select the type of Loyalty plan you want to manage.
The setup of different plans may differ in some aspects. Loyalty offers the following plans currently:
- Points & Redemption - Your members will accumulate status and balance points. Then, the balance points can be redeemed for vouchers and exclusive access.
- Points & Benefits - With this plan type, your members will accumulate balance points behind the scene (In case you want in the future to switch to a redemption plan) but will not be able to redeem those points.
- Spend & Benefits - Your member will be able to collect benefits and rewards only based on their spending level without using points as an intermediary. Your members will be presented with their spent sum instead, to signify their level in the loyalty program.
For more information on the different plan types and when to use them, see Loyalty plan types.
After the first launch, you can only switch between the Points-based plans. It is not possible to switch between Points-based and spend-based plans. If you want to run a Subscription or Hybrid plan, you have to manage it by using the Invitation only tier and Loyalty API.