Creating and managing a loyalty promotion is a structured process that moves from initial configuration to final retirement. The following steps outline the complete journey, starting with how to create a new promotion by defining its details, audience, and earning rules. You can then approve or reject the loyalty promotion. Finally, you can pause or permanently end the loyalty promotion.

1. Create a loyalty promotion

i. Define the promotion details

Establish the promotion's core identity by defining its name, duration, and the loyalty program it belongs to.

ii. Define who is eligible

Specify which customers are eligible to join the promotion, either by enroling all program members or targeting a specific segment.

iii. Define how members join (optional)

Configure an optional opt-in step that requires customers to perform an explicit action to actively join the promotion.

iv. Define the earning activities

Configure the core logic of the promotion by defining the specific actions a customer must complete to earn a reward.

v. Configuring the promotion limits (optional)

Apply limits to control the promotion's budget and scale by setting boundaries on participation and rewards.

vi. Configuring the additional settings (optional)

Configure optional settings for internal reporting, financial tracking, and other operational needs.

2. Approve or reject the loyalty promotion

Perform the final quality review and either approve the promotion to make it live or reject it to return it to the maker for revisions.

3. End the loyalty promotion

Manage the promotion's final state by either temporarily pausing it or permanently stopping it to archive the record.