Loyalty

Create and manage engagement-first loyalty programs with automated workflows to reward, tier, and engage your contacts directly within Komo.

Contents:

• What is it?
• How do I do it?
• FAQ

What is it?

Using Komo Loyalty, you can build complete loyalty programs with points, tiers, and campaigns, then automate how users earn, redeem, and progress based on their engagement. Read on to learn how to set yours up.

How do I do it?

• Step 1: Create your loyalty program
• Step 2: Set up your campaigns (optional)
• Step 3: Set up your loyalty tiers (optonal)
• Step 4: Create your tier automations
• Step 5: Publish your loyalty program
• Step 6: Enable loyalty in contact profiles
• Step 7: Awarding loyalty points
• Step 8: Redeeming loyalty points through data capture
• Step 9: Redeeming loyalty points through workflows

Step 1: Create your loyalty program

• Navigate to your Workspace and click Loyalty in the left-hand menu.
• Click the + Create Loyalty Program button.
• Give your loyalty program an appropriate name and description (the name will be visible to end users within their profile, however, the description is internal only).
• If you would like your Loyalty program to have points, ensure you tick the Has points checkbox.

• Click Create.
• Your loyalty program has now been created!

Step 2: Set up your campaigns (optional)

• (1) If you would like to set up an additional campaign, click + Create campaign.
• (2) Give your campaign an appropriate name (this name is internal only).
• (3) Here you can set how points expire after they are rewarded. The three options are:
  • No expiry - Points awarded to users will not expire.
  • Relative Date - Here you can set the points awarded to expire within a set timeframe relative to the awarded date.
  • Fixed Date - Here you can set the points awarded to expire at a fixed date, regardless of when they were awarded.
• (4) Once you're happy with your settings, click Create.
• You'll now see that your campaign has been created.

Step 3: Set up your loyalty tiers (optional)

• You have the ability to add as many tiers as required to your loyalty programs.
• (1) Click + Create tier.
• (2) Give your tier an appropriate name (this name will be visible to users in their profile).
• (3) Give your tier an appropriate description (this is internal only).
• (4) Give your tier a rank relative to it's position in your desired loyalty tiers.

• (5) Here you can give your tier an appropriate color. This will be visible both internally and publicly when viewing the various tiers.
• (6) Click Create.

• Your tier has now been created! Repeat (1)-(6) for each tier you need to create.

 

Step 4: Create your tier automations

• Now that your loyalty tiers have been created, you will need to set up the workflows which will ensure users are added to the correct tier when they reach the designated points threshold.
• (1) Click Workflows under the Automations dropdown in the left-hand menu.
• (2) Click + Create workflow.

• (3) Give the workflow an appropriate internal name. We suggest something clear like 'Loyalty Tiers'.
• (4) Click Create.

 

 

Step 5: Publish your loyalty program

• Once you have created and run your Loyalty Tiers workflow, navigate back to your Loyalty Program by click Loyalty in the left-hand menu and selecting your loyalty program.
• Click the three dots next to each of your campaigns and click Publish, followed by Yes, Publish.
• Click the three dots next to each of your tiers and click Publish, followed by Yes, Publish.
• Click Loyalty in the left-hand menu.
• Click the three dots next to your loyalty program and select Publish, followed by Yes, Publish.
• Your loyalty program is now live! You'll now need to enable Loyalty in the contacts' profile to make the program visible to them.
  
  

Step 6: Enable loyalty in contact profiles

• Navigate to your desired hub by selecting Hubs in the left-hand menu and then choosing the relevant Hub you would like to enable loyalty for.
• Once inside the hub, click Contacts in the left-hand menu.
• Toggle on the Loyalty toggle.
• Click Select a program and choose the appropriate program from the Loyalty program dropdown.
• If you click on the Profile Drawer tab in the left-hand menu you will now see that Loyalty has been enabled for contact profiles and are presented with a preview of what users will see.
• Exit the modal.

Step 7: Awarding loyalty points

• To award points within your loyalty program, you will need to set up workflows. Points can be awarded based on a number of triggers, but for simplicity, this example will walk you through how to award loyalty points when a user has completed a data capture form.

• Navigate to Workflows which can be found under Automations in the left-hand menu.
• Click + Create workflow.
• Within the Card dropdown, set the card you would like your workflow to award points off the back of.
• Give your workflow an appropriate internal name and click Create.
• Click the pencil icon to edit the trigger module.
• Under Execute flow on, select the trigger that will initiate the points awarding. In this instance we have chosen data captured on the Secret Code card.
• Click Save and exit the modal.
• Drag and drop the Award Points module below the trigger module.
• Connect the Output node of the Trigger module to the Input node of the Award Points module.
• Click the pencil icon to edit the Award Points module.
• From the dropdown select the appropriate Loyalty program the points should be awarded towards.
• Input the number of points you would like to be awarded.

• Click Save and exit the modal. 
• Click Save the top right-hand corner and exit the workflow editor.
• Click the three dots next to the workflow you just set up and select Run, followed by Yes, start it.
• You can now test the workflow by accessing the hub and card you set the workflow on, clicking Visit single card and proceeding to play through the game.
• Once finished, access your profile by clicking your initial or avatar in the top right-hand corner and you should see the loyalty points have been awarded and the appropriate tier displayed.

 

Step 8: Redeeming loyalty points through data capture

• You have the ability to allow users to redeem points in order to access cards and games. This can be set on any card where you have a data capture form set up. 
• (1) Within the card you would like to add points redemption to, click on the Form tab under the Data Capture dropdown.
• (2) Toggle on the Redeem points on submission toggle.
• (3) Here you can change the loyalty program (if desired) by clicking on the pencil icon.
• (4) Here you can type in how many points should be redeemed and deducted from the contact's points balance.
• You have now set up point redemption via data capture! In this instance, the redeem points will act as a gate for card access and the points will automatically be deducted from the contact's loyalty points balance. If they don't have enough points, they will not be able to submit the form.

 

Step 9: Redeeming loyalty points through workflows

 
• In the event that you require more flexibility around points redemption and have specific criteria or advanced logic that can't be covered by the form level points redemption, you are able to create a dedicated workflow. This can be set at the workspace or hub level depending on your use case. For the purpose of this example, we will set the workflow at the hub level.
• Start by navigating to Workflows under the Automations tab.
• Click + Create workflow.
• Within the Card dropdown, set the card you would like your workflow to redeem points off the back of.
• Give your workflow an appropriate internal name and click Create.
• Click the pencil icon to edit the trigger module.
• Under Execute flow on, select the trigger that will initiate the points redemption. In this instance we have chosen data captured.
• Click Save and exit the modal.
• Drag and drop the Redeem Points module below the trigger module.
• Connect the Output node of the Trigger module to the Input node of the Redeem Points module.
• Click the pencil icon to edit the Redeem Points module.
• From the dropdown select the appropriate Loyalty program the points should be redeemed from.
• Input the number of points you would like to redeem.
• Click Save and exit the modal.
• Click Save the top right-hand corner and exit the workflow editor.
• Click the three dots next to the workflow you just set up and select Run, followed by Yes, start it.
• Your points redemption workflow is now running!

FAQ

Why would I use a campaign within my loyalty program?

Within your overall loyalty program, setting up a campaign can be an effective way to run shorter loyalty offerings or experiences. You may use campaigns to set up seasonal loyalty programs under the banner of your master loyalty program or even offer 'double points' periods. This is entirely up to you and dependant on your use case!

The points awarding and redemption examples shared in this article are basic in nature. I have more complex requirements. Can Loyalty Builder support this?

Komo Loyalty has been built around Komo's robust workflow engine to ensure that you have the greatest flexibility when building out your Loyalty programs. If you have advanced logic or complex workflows, these can absolutely be set up via the workflows tool.

How can contacts make use of their points?

This is entirely up to you. Whether you want to use points as a mechanism to gate content, offer sweepstakes or redeem prizes, this is entirely possible with Loyalty Builder.