Loyalty Card Creation
1. Completion Expectation:
- Once created, Loyalty Cards are expected to remain active until their Valid Thru dates.
- Exceptions to this rule include rare circumstances such as business closures or early cancellations.
2. Card Expiration and Rewards:
- When a Loyalty Card expires naturally, the Claimed Rewards will remain valid only until the Valid Thru date.
- If a new Loyalty Card is created after the previous one expires, all previous Claimed Rewards expire with the old card’s end date unless otherwise specified.
3. Early Cancellation by Business:
- If a business cancels a Loyalty Card early to create a new one, the existing Claimed Rewards will:
- Remain in the Rewards Wallet.
- Be visible in the Loyalty Card Rewards History.
- No Claimed Rewards will be erased due to the creation of a new card.
4. Reward Retention:
- Rewards will only be removed when the Valid Thru dates are reached or when they are redeemed.
- A new Loyalty Card will not erase Claimed Rewards, provided they are still within their validity period.
Subscription Plans
5. Subscription Length:
- Each Loyalty Card subscription is valid for 12 months.
- A maximum of 4 Loyalty Cards can be created within one subscription period.
- Only 1 Loyalty Card can be active at any given time.
6. Card Validity:
- The maximum Valid Thru date for any Loyalty Card cannot extend beyond the subscription end date.
- Multiple Loyalty Cards within a subscription can have shorter Valid Thru dates.
7. Card Transition:
- To ensure seamless transitions, businesses are encouraged to:
- End one Loyalty Card as another begins.
- Maintain alignment of rewards and card timelines.
- If a second card is created while the first is active, the system will prompt the business to schedule the new card to start no earlier than the current card’s end date.
Managing Rewards
8. Reward Expiry:
- Rewards can be set to remain valid for up to 1 month past the Loyalty Card subscription renewal date.
- This ensures that stamps collected near the end of a subscription can still be redeemed.
9 . Card Removal Options:
- Businesses can remove a Loyalty Card in two ways:
- Retain Rewards: Rewards remain intact in the customer’s account and Rewards Wallet.
- Erase Rewards: All associated rewards and data are permanently removed (used in cases such as business closures).
10. Promo Loyalty Cards:
- Admins can create promotional Loyalty Cards with custom reward allocations and specified end dates.
Example Scenarios
11. Single Card Management:
- A business subscribes for 12 months and creates one Loyalty Card with a Valid Thru date aligning with the subscription end date.
- Rewards expire at the same time as the card.
12. Multiple Card Management:
- A business creates a second card within the subscription period. The second card starts after the first card’s Valid Thru date, ensuring no overlap.
13. Reward Extensions:
- A subscription ends, but the business allows rewards to remain valid for up to one additional month to accommodate late redemptions.
Important Notes
- Live and Inactive Cards:
- Only 1 Live Loyalty Card and 1 Inactive Loyalty Card are allowed at any given time.
- Encouraged Practice:
- Businesses are encouraged to maintain one card per subscription year for clarity and consistency.
- Admin Features:
- Admins have the flexibility to allocate rewards and customise Promo Loyalty Card durations.