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Turning Points & Rewards on or off and choosing which actions earn points

How to turn the Points & Rewards loyalty program on or off in Community › Settings › Points, choose which of the six earning actions count towards points, and when Save, Next, Back and Finish save your changes.

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Written by Aubrey Stuart

Use this article to turn the Points & Rewards loyalty program on or off and to choose which customer actions earn points, in Community › Settings › Points.

Where do I find the Points & Rewards settings?

The Points & Rewards settings are on the Points tab of Community Settings.

  1. In the left sidebar, click Community.

  2. In the Community menu, click Settings.

  3. At the top of the Community Settings page, click the Points tab. The tabs are General, Badges, Points, LeaderBoard and Chat.

The Points & Rewards card opens on its Setup step.

Community Settings with the Community sidebar item marked 1, the Settings menu item marked 2 and the Points tab marked 3

  1. Community – the Community item in the left sidebar.

  2. Settings – the Settings item in the Community menu.

  3. Points – the Points tab of Community Settings.

What are the four steps of Points & Rewards?

Points & Rewards in Community Settings is set up in four steps, shown as a row of buttons near the top of the Points & Rewards card.

  • Setup – turns the loyalty program on or off and holds the point value, Share Across Locations and How Customers Earn settings.

  • Earning – chooses which customer actions earn points.

  • Display – holds the Program Name, Points Name and Show On Receipts settings, with a preview.

  • Rewards v2 – holds the Rewards v2 features, such as status tiers and gift card reload bonuses.

Click any step button to go straight to that step.

The Setup step of Points & Rewards with the step buttons marked 1, the Enable Loyalty Program switch marked 2 and the Active badge marked 3

  1. Step buttons – Setup, Earning, Display and Rewards v2.

  2. Enable Loyalty Program – the switch that turns the program on or off.

  3. Active – the status badge for the program.

How do I turn the loyalty program on or off?

The loyalty program is turned on or off with the Enable Loyalty Program switch on the Setup step of Points & Rewards.

  1. Go to Community › Settings › Points. The Setup step opens.

  2. Click the Enable Loyalty Program switch. The switch is blue when the program is on and grey when it is off.

  3. Check the badge in the top-right corner of the Points & Rewards card. It reads Active when the switch is on and Inactive when the switch is off.

  4. Click Save.

The message Success: Saved successfully! appears. The next time you open the Points tab, the Enable Loyalty Program switch and the Active or Inactive badge show the setting you saved.

The Enable Loyalty Program switch turned off, marked 1, and the Inactive badge marked 2

  1. Enable Loyalty Program switch, turned off (grey).

  2. Inactive – the badge shown while the switch is off.

Note: The badge changes as soon as you click the switch. The change is only kept once you click Save.

How do I choose which actions earn points?

Earning actions are the customer activities your Points & Rewards program counts towards points. You choose them on the Earning step, where each action has its own switch.

  1. Go to Community › Settings › Points and click the Earning step button. You can also click Next on the Setup step.

  2. Under Enable Earning Actions, click the switch next to each action you want to turn on. Click a blue switch again to turn that action off.

  3. Check the line under the list. It counts the actions that are switched on, for example 2 actions enabled.

  4. Click Save.

The message Success: Saved successfully! appears, and the earning action switches stay as you set them the next time you open the Earning step.

The Earning step lists six earning actions:

  • POS Checkout

  • Online Purchase

  • Membership

  • Community Post

  • Comment

  • Referral

The Earning step with the earning action switches marked 1, the actions enabled count marked 2, Back marked 3, Save marked 4 and Next marked 5

  1. Enable Earning Actions – the earning actions, each with its own switch.

  2. Actions enabled – the count of earning actions that are switched on.

  3. Back – goes to the Setup step.

  4. Save – saves your Points & Rewards changes.

  5. Next – goes to the Display step.

In this example, turning on Online Purchase as well as POS Checkout changes the count to 2 actions enabled.

Online Purchase switched on, marked 1, and the count reading 2 actions enabled, marked 2

  1. Online Purchase switch, turned on (blue).

  2. 2 actions enabled – the count after Online Purchase is turned on.

Tip: The small label in the top-right corner of the Enable Earning Actions card sums up the earning method chosen on the Setup step, for example 4 tiers when four reward tiers are set up.

What is the difference between Save, Next, Back and Finish in Points & Rewards?

Save and Finish save your Points & Rewards settings. Next and Back only move between steps.

  • Save – saves the changes on every step and keeps you on the step you are on. The message Success: Saved successfully! appears.

  • Next – moves to the next step without saving.

  • Back – moves to the previous step without saving.

  • Finish – shown on the Rewards v2 step in place of Next. It saves the changes on every step, shows Success: Saved successfully! and keeps the Points & Rewards card open.

Changes you make on one step are kept while you move between steps with Next, Back or the step buttons, so you can make all your changes and save once.

The Rewards v2 step of Points & Rewards with the Finish button marked 1

  1. Finish – the button on the Rewards v2 step that saves your Points & Rewards settings.

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