Configuring Loyalty Settings
G
Written by Glenn Lee
Updated over a week ago

Okendo Loyalty offers a range of configuration options to tailor your loyalty program to meet your specific goals and needs. In this guide, we will walk you through the options in the General Settings section.

In this article, you’ll learn about:

  • Accessing General Settings for Okendo Loyalty

  • Configurable Options Definitions

  • VIP Program

  • Launching Loyalty Program

Accessing General Settings

To access the General Settings for Okendo Loyalty, follow these steps:

  1. Navigate to Loyalty in the Okendo account.

  2. Select Settings > General.

Configurable General Settings

Configurable General Settings

Configurable Options

Description

Customization Tip

Reward Program Name

The name of the Loyalty program, visible to customers.

Merchants can opt to create a unique brand name for their Loyalty program to enhance memorability and align with their brand identity.

Reward Currency Name

The name of the currency earned by customers and used to redeem rewards, when participating in the Loyalty program.

Typically, most merchants will select ‘points’ as the reward currency name, but we encourage merchants to brainstorm other options that might resonate better with their brand.

Reward Currency Name (Plural)

The pluralized form of the currency name.

Consistency with the singular form and simplicity is key.

Points Expire

Merchants can decide when customer points will expire.

There are two options:

  • “Never”: Under this setting, customers will accumulate points indefinitely; and

  • “After 1 Year of Inactivity”: Points will expire 1 year after being awarded to customers., unless the customer places an order or performs another earn or redemption action within the loyalty program.

Merchants should choose an expiration option aligned with their program's goals and customer behavior.

Spend

Order Spend

Merchants determine how order spending is calculated for awarding points and VIP Tier eligibility. Specifically, if subtotal, taxes or shipping will be included.

For example, for an order that contains $150 of goods, $15 in taxes and $20 in shipping costs:

  • With all three options selected, “spend” will be calculated as $185.

  • If only subtotal and taxes are selected, then “spend” will be calculated as $165

Merchants should carefully consider which parts of an order's total cost contribute to points and VIP Tier eligibility.

Backdate Program

Backdate Program Start

This setting allows prior customer purchases, to contribute to a customer’s points balance and VIP tier spend, when the program is launched.

NOTE: This setting cannot be changed once the loyalty program is launched.

Incentivize customers to become loyalty members, by giving them a points ‘boost’, from the start.

NOTE: If you intend to import customer and points data from your previous loyalty provider, we do not recommend you backdate program start, as this could result in customers being awarded double points for certain purchases.

Program Start Date

Enter a program start date to determine which existing customer purchases contribute to points and VIP Tiers.

Okendo includes any purchases with an order date on or after the program start date.

NOTE: This setting cannot be changed once the loyalty program is launched.

Merchants can specify a program start date up to 6 months prior to loyalty program launch.

NOTE: If you intend to import customer and points data from your previous loyalty provider, we do not recommend you backdate program start, as this could result in customers being awarded double points for certain purchases.

VIP Program settings

VIP tiers can be enabled in a merchant’s loyalty program. This allows members to be separated into tiers, based on their spend. The more a member spends, the higher tier they achieve and the more favorable the earn rules, rewards and perks they receive.

Configurable VIP Tier Settings

Configurable Options

Description

Customization Tip

Tier delay eligibility

When a member becomes eligible for a higher tier, the Tier Eligibility Delay is added (in days) so as to delay the member’s promotion to that tier.

This is a safeguard to ensure customers don’t spend to get to a higher tier, reap the benefits of that tier, only to return purchases later on

Similar to adding a points delay, adding a tier delay that aligns with the store’s return policy, can reduce the risk of customers abusing the loyalty program.

Launch VIP Program

This setting will launch VIP Tiers to a merchants store and assign merchants to their appropriate tiers based on their historical spend (since the program back date or when the program was launched).

This setting will only appear, if a merchant launched their loyalty program, before their VIP Tiers

Advanced settings

Configurable Advanced Settings

Configurable Options

Description

Customization Tip

Shopify Customer Metafields

Push Okendo Loyalty data to Shopify customer metafields and make this data available to a store theme.

This setting grants Shopify permission to update customers.

If you have any specific questions or need further assistance, feel free to reach out to our support team.

Did this answer your question?