Introduction

The Loyalty Promotion are of three types:

  • Available without issue - Accessible to all customers and automatically triggered based on predefined rules, behavioural events, or milestone completions. Benefits such as points, tier upgrades, coupons, or badges are directly provided when customers meet the defined criteria.
  • Direct issue - A specific promotion is issued to customers based on their behaviour or transactions. Customers must meet the criteria during a future transaction to receive the benefits. This process is initiated through workflows like TransactionAdd or Behavioral events.
  • Enroll & Issue - Requires customers to opt in or enrol before receiving a promotion. Involves three steps: enrollment, completing specific actions, and receiving benefits. These promotions engage customers through an interactive approach, targeting specific audiences.
Type of PromotionAPI for Single Issuance and EnrolmentAPI for Bulk Issuance and Enrolment (Can be also used for Single Issual and Enrolment)API for Revoking Promotion
Available without issue---
Direct issuev2/promotion/issue - Promotion type should be LOYALTYv2/promotion/bulk/directEarn- Promotion type should be LOYALTYv2/promotion/bulk/revokeDirectEarn
Enroll & Issuev2/promotion/issue - Promotion type should be LOYALTY_EARNINGv2/promotion/bulk/enrolAndEarn- Promotion type should be LOYALTY_EARNINGv2/promotion/bulk/revokeEnrolAndEarn

Terminologies

The table below highlights backend terminologies and their corresponding terms used in the UI/frontend:

UI/Frontend terminologyBackend terminologyDescription
EnrolIssueThe customer is enrolled into a promotion.
IssueEarnThe customer completes the required activity to earn the promotion. Once the promotion is earned, the customer can fulfil the criteria to receive the associated benefits.

For more information and use cases, refer to the user documentation on Loyalty Promotions.