How do I create a loyalty program in the SessionM platform?

The workflow for creating tiered loyalty programs varies depending on whether you use the Loyalty Programs module or the Economy Rules module:

  • The Loyalty Programs module (and its associated Rules Management module) are SessionM’s tool set for building new loyalty program implementations.

  • The Economy Rules module is SessionM’s legacy tool for creating loyalty programs. Existing clients should contact their SessionM Customer Success representative to develop a plan for migrating to the Loyalty Programs module.

Each workflow is described below. For simplicity, steps are shown in a linear sequence. Some steps are repeated throughout the life cycle of a loyalty program. For example, you create new offers and the campaigns to promote those offers multiple time throughout the loyalty program life cycle.

Loyalty Programs module

The following image shows the workflow for building loyalty programs using the Loyalty Programs module.

Loyalty Programs module workflow

When using the Loyalty Programs module, you first define the tiers and assign rules to each tier. You can define rules in directly in the Loyalty Programs module on in the Rules Management module.

See Build loyalty program for detailed instructions.

Economy Rules module

The following image shows the workflow for building loyalty programs using the Economy Rules module.

Economy Rules module workflow

When using the Economy Rules module, both the tiers and the rules are defined in the Economy Rules module.

See Set up point economy for detailed instructions.