Create Loyalty Program

  • Updated

Customers can participate in loyalty programs where, for example, if they purchase a certain number of a sales item, they receive a specified sales item free of charge.

Learn how to create a sales item-based loyalty program in this how-to.


  • You have already created sales items
  1. From the POS menu, select Sales > Promotions.
  2. Open the Loyalty Programs overview and tap on Plus.svg.Bildschirmfoto_2022-09-23_um_08.41.49.png The window for creating a loyalty program opens.
  3. In the Target step, select how the loyalty program should be triggered.

    Sales Item: purchase of a certain number of a sales item

    Sales Category: purchase of a certain number of sales items or a certain value of goods of a sales category

    Basket: number of sales items in the basket or its total amount

    In this example, we decide to use Sales Item.

    Bildschirmfoto_2022-09-23_um_08.42.49.png⮕ The Create Loyalty Reward step opens.
  4. Choose the reward for the loyalty program.

    Product Voucher: can be used for a specific sales item.

    Category Voucher : can be used for any sales item in a specific sales category.

    Cash Voucher: will be added to the price of the basket. 

    Special Coupon: applies without restrictions and is not linked to other specifications.

    In this example, we decide to use Product Voucher.

    Bildschirmfoto_2022-09-23_um_08.43.51.png⮕ The Type step opens.
  5. Choose how customers can earn the selected reward.

    In our example, customers collect points every time they purchase a certain sales item and receive a bonus once they have purchased a certain number of this item.

    Bildschirmfoto_2022-09-23_um_08.44.47.png ⮕ The Configuration step opens.
  6. Enter the required information in the appropriate fields.

    Name: give a name to the loyalty program.

    Loyalty Target

    Sales Item: specify which sales item the customer must purchase to receive the reward.

    Reward Conditions

    Required units: set how much sales item must be purchased in order to receive the reward.

    Product reward

    Free product: choose which sales item the customer will receive as a reward.

    Free units: set how many units of the free sales item the customer will receive as a reward.

    Expires: specify how long the customer can redeem the reward.


    Active from: set when the loyalty program starts.

    Expires: set when the loyalty program expires.

  7. Tap on [+ Limitation] if you want to limit the loyalty program to specific sales channels or tags.Bildschirmfoto_2022-09-23_um_08.46.15.png
  8. Select the desired limitations. 
  9. Tap on [Confirm].Bildschirmfoto_2022-09-23_um_08.47.04.png ⮕ The Coupon limitations area and the corresponding fields have been added.
  10. Tap on the field Sales Channels or the field Tags.
    ⮕ The respective selection menu opens.
  11. Select the sales channels or tags to which you want the loyalty program to apply.
  12. Tap on [Next].Bildschirmfoto_2022-09-23_um_08.48.34.png ⮕ The Media step opens.
  13. Optionally add pictures and a description.

    To add images, tap on Edit.svg.

  14. Tap on [Complete].Bildschirmfoto_2022-09-23_um_08.49.45.png⮕ The window Edit Loyalty Program opens.
  15. Check if you have entered all the information correctly.
  16. Tap [Activate] (or [Schedule] if the action period is in the future).
    Alternatively, you can save the loyalty program as a draft.Bildschirmfoto_2022-09-23_um_08.51.29.png ⮕ The loyalty program is saved and activated.

Create a copy of a loyalty program

Loyalty programs that have been created can be used as a template for other loyalty programs. To create a new loyalty program by copying an existing loyalty program, proceed as follows:

  1. Tap on the loyalty program you want to copy.Bildschirmfoto_2022-09-23_um_08.53.34.png ⮕ The Edit loyalty program window opens.
  2. Tap on Create copy.Bildschirmfoto_2022-09-23_um_08.54.22.png ⮕ A copy of the loyalty program has been created.
  3. Now you can edit the details to fit your new loyalty program. To do this, tap on the corresponding fields.
  4. Tap on Activate to activate your new loyalty program.Bildschirmfoto_2022-09-23_um_08.54.57.pngThe loyalty program has been activated.

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