Advanced Settings

Suggest Edits

You can go and click on the Advanced Settings button on the top right in the edit mode for the program to configure the advanced settings pertaining to tiers, points, communication and payment methods.

You can read about the Advanced Settings for tiers, points, and communication channels in the respective articles. For the advanced settings regarding payment methods and friends & family programs, read below.

Payment Mode Settings

To incentivize based on the payment mode combination, you need to configure these steps.

  1. Add supported payment modes for the org
  2. Create required payment modes.
  3. Configure Rulesets for a customer activity (on the Workflow) to define what action to perform for a tender combination.

Create a payment method

A payment method combination will have a mode of payment, an attribute, and the corresponding attribute value.
Example:

  • Card, Bank Name: ICICI, Card tier: Gold (Mode: Card, Attribute: Bank name, Value: Card type)
  • DiscountCoupon, CouponType: Ticket (Mode: Discount Coupon, Attribute: Sodexo)
    The Payment methods tab lets you create different payment mode combinations and incentivize customers with points or coupons based on payment mode combinations. You need to configure actions to perform for each payment mode strategy on the Workflow page.

📘

In the case of MLP, tender combinations created in a loyalty program cannot be used in any other programs of the org, not even in the org default program.

To allocate points based on the payment method, follow these steps.

📘

Before proceeding with payment method configuration, ensure that your org has payment modes added as explained here.

  1. Log in to Intouch, navigate to Menu > Loyalty+ > Programs.
  2. In Programs, select the program for which you want to set the payment method setting and click Edit Program > Advanced settings.
  3. Navigate to the Payment methods page.
  4. Enable the toggle button to restrict points allocation based on payment methods.

  1. In Name, specify a name for the payment method.
  2. In Payment mode, choose the type of payment mode.
  3. Click Add attribute, you will see the list of attributes of the payment mode.
  4. In Attribute, choose the desired attribute from the drop-down list.
969
  1. In Value, choose the desired attribute value (Values option appears only for supported attributes).
  2. Enable point maximization using the toggle button to make the payment method is eligible for points maximization (in Workflows).
  3. Click Done.

Group Loyalty Settings (Friends & Family)

You can enable transferring points for a customer activity using a group loyalty setting.

📘

This feature is not present by default in loyalty programs. You need to request Capillary to incorporate it into your org.

To enable tier sync and transferring points for a customer activity, follow these steps.

  1. Log in on Intouch, navigate to Menu > Loyalty+ > Programs.
  2. In Programs, select the program for which you want to set the group loyalty setting and click Edit Program > Advanced settings.

  1. In the Friends & family program, enable the Tier sync toggle button to set all members in the family group to have the same tier similar to the primary member.

  1. Enable the Enable points contribution by a secondary member toggle button. You will see the list of customer activities.
  2. Enable the toggle button for each customer activity for which you want to activate points transfer. All the option names are self-explanatory.

  1. Click Done.

Setting delay accural based on bill date or processing date

We all know, delayed accrual feature allows issuing points to customers for an activity at a later date. Now the calculation of this delayed accrual is an interesting one. This is because, even though a transaction happened on X date, it will be processed on a Y date in our capillary system.

Let’s understand this with an example:
Brand configured the delayed accrual as : 10 days
Case 1: Customer made transaction on 10th May 2023
Case 2: Capillary system processed the transaction on 12th May 2023

Now, if the delayed accrual is calculated based on case 1, points will be issued on 20th May 2023
If the delayed accrual is calculated based on case 2, points will be issued on 22nd May 2023.

Brands have the ability to configure the delayed accrual strategy as per their policies (Bill date or Event processing date). This option will be available in the advanced loyalty setting of the Loyalty+.

Updated 5 months ago