3.5 Loyalty Programs
On the Sidebar Menu go to Deals > Loyalty Programs
The Loyalty Program is a system designed to reward affiliates/IBs for their engagement or performance.
The Loyalty Program functions as a deal selector. The deal applied to an affiliate is determined by the level assigned within the loyalty plan.
Once a Program is assigned, the affiliate automatically receives the deal linked to their current loyalty level.
These programs typically offer tiered rewards based on specific actions or settled criteria, such as generating a certain amount of revenue, reaching performance goals or maintaining a certain level of activity.
The Loyalty Programs module allows administrators to manage loyalty plans, create new loyalty plans, and set specific tiers within each plan
Loyalty Programs Management
A list of all available loyalty plans will display. This list will show each plan and the affiliate assigned to it, by row:
Plan ID: Unique ID given to each Loyalty Program
Name: Name assigned to the Loyalty Program
Description: Contains a brief description of the Loyalty Program
Levels: The number of tiers or levels integrated in the Loyalty Program
Created By: Specifies the ID of the creator
Created On: Specifies the date the Loyalty Program was created on
Modified By: Showcases the ID of who last modified the program
Actions: Options to manage Loyalty Programs
Manage Tiers icon will redirect you to a page where you can manage the tiers , and here you can modify the tiers of chosen Loyalty Program
Edit Plan icon allows you to modify the name and description of the Loyalty Program
Delete Plan icon will remove the Loyalty Program
Add a New Loyalty Plan
Click the Add New Plan button on the top right of the screen. A popup window will appear
Enter the new plan details
Plan Name for the desired Loyalty Program
Plan Description
Active Toggle on/off for the plan´s status
Then, click on Create to save and create new Loyalty Plan
Locate on the list the Loyalty Plan desired
Click the row or the Edit Plan icon into the right of the row
A new window showing the plan details. Click at top right Add New Tier button. A popup window will open.
Tier Name: Dedicated name of the tier based on your preference. (e.g., Platinum , Silver.)
Tier Description: Brief description containing information about the tier regarding its requirements.
Requirements to achieve this Tier: List the requirements to achieve this specific tier. To do so. Click “Add”, and you will be shown a pop-up “Condition Dialog”
Condition Name, insert the name of your desired condition (e.g., Signups)
Condition Value, insert the target value of the condition (e.g., 100)
Period Interval, select the timeframe you want the condition to consist of (e.g., Month , Week)
Time Period, select the number you want the period to extend on (e.g., 2 Weeks)
Include SubAffiliates Performance, check the box if you want to include your sub-affiliates performance
Once you finish setting up all parameters, click Add to save the condition
Requirements to Maintain this Tier, list the requirements to maintain this specific tier, if they don't achieve the maintaining conditions they will go to the prior tier. To do so: click Add, and you will be shown a pop-up Condition Dialog
Format as same as above (see Requirements to achieve this Tier)
Tier Rewards offer different types of rewards. Click “Add”, and you will be shown a pop-up “Reward Dialog”. Reward type could be:
Deals: needs to select the Deal to be based on (choose between the list of deals created by you in the deals section); and Deal Description gives a description of the specific deal (e.g., Geo Based)
Commission Bonuses: needs to select the Commission Currency and the Currency amount of bonuses you give out (e.g., 300 USD)
Gift: contains real gifts like phones , tickets , promo codes. Select the Gift Name (e.g., Flight Tickets) and the Gift Description (e.g., 2 flight tickets to London)
Performance Formula: same as how you specify the criteria described above or how you put up formulas in deals; you select the condition name and then define the value. Set up the Condition name (the performance criteria e.g., signups, CPAs); and Value associated with the condition; also check the Subtract Subaffiliate Commissions to indicate that sub-affiliate commissions should be excluded. This is if you want his subaffiliates commission deducted from this award
Commission Factor: to set the Type and the Value of the factor; also check the Subtract Subaffiliate Commissions to indicate that sub-affiliate commissions should be excluded. This is if you want his subaffiliates commission deducted from this award
After adding all the tiers, the Loyalty Program will have an overview table of all tiers and all details. On the side of each Tier/Level, you will find:
Edit icon (pencil) is used to modify. Will open the Condition Dialogue or Reward Dialogue, where you can change the settings, values, or type of the current condition or reward.
Delete Icon (trashcan) is used to remove the current condition, reward, or specified criteria. It completely removes the selected item from the tier settings
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