Loyalty programs
Active Reach includes a built-in loyalty engine. Create a points program, define tiers, set earning rules, and let contacts redeem rewards — all without a third-party loyalty platform. Optionally layer a paid membership on top for VIPs.
Go to Create → Loyalty to manage your program.
Naming convention
loyalty is the backend system — tables (loyalty_customers, loyalty_transactions, loyalty_tiers), services (LoyaltyService), and API routes (/api/v1/loyalty/...). rewards and members are the customer-facing artifacts shown on the storefront. Same product, different labels for different audiences.
| Concept | Backend / admin label | Customer label |
|---|---|---|
| The program | Loyalty | – |
| Redeemable points + catalog | Loyalty rewards (admin nav: /dashboard/{ws}/loyalty/rewards) | Rewards (<slug>.actii.me/rewards) |
| Subscription perk tier | Paid memberships | Members (<slug>.actii.me/members) |
Mixed paths like /dashboard/{ws}/loyalty/rewards/ are correct — admin nav for the rewards catalog inside the loyalty admin section.
For the operator-refers-Aegis platform partner program, see Refer & Earn — that’s a separate concept from the customer-to-customer referrals that live under Loyalty.
Scopes: brand-tier vs outlet-tier
The loyalty admin pages — overview, customers, tiers, paid memberships, earning rules, rewards, settings — all respect the workspace chip strip. With “All outlets” selected, lists and metrics show the brand-wide picture and writes land at the brand tier. Narrow to a specific outlet and the same pages re-scope: metrics filter to that outlet, transactions filter to that outlet, and the persistent scope indicator at the top of the page names the outlet so you never lose track of which scope you are in.
Earning rules are Shape B (per-row scoped) — every rule carries its own scope badge and you can mix brand-tier and outlet-tier rules on the same workspace. See earning rules for the per-row pattern.
Program components
| Component | What it does |
|---|---|
| Earning rules | How contacts earn points (purchases, events, referrals) |
| Tiers | Escalating free benefit levels — based on points or spend |
| Paid memberships | Recurring subscription that unlocks bonus perks instantly |
| Rewards | What contacts can redeem points for (discounts, free items, experiences) |
| Fraud detection | Flag suspicious point accumulation or redemption |
| Communications | Tier-specific messaging — upgrade notifications, points reminders |
Setting up a program
Configure program basics
Go to Loyalty → Settings:
- Program name — what contacts see (e.g. “Sweet Rewards”)
- Points currency — the label for your points (e.g. “Stars”, “Coins”, “Points”)
- Points expiry — how long points remain valid (optional)
Create earning rules
Define how contacts accumulate points:
- Purchase-based — earn N points per unit of currency spent
- Event-based — earn points when a specific event fires (e.g. “leave a review” = 50 points)
- Referral-based — earn points when a referred contact makes their first purchase
- Manual — award points via the API or admin UI
Set up free tiers
Create escalating levels:
- Entry tier — everyone starts here (e.g. Bronze, 0 points)
- Mid tier — unlocked at a points threshold (e.g. Silver, 500 points)
- Top tier — highest level (e.g. Gold, 2000 points)
Each tier can have different earning multipliers and exclusive rewards.
Add rewards
Create redeemable rewards:
- Discount — percentage or fixed amount off next purchase
- Free item — a specific product at zero cost
- Experience — priority support, early access, exclusive events
- Points cost — how many points each reward requires
Configure enrollment
Choose how contacts join the free program:
- Auto-enroll — every contact is automatically a member
- Opt-in — contacts join via a signup flow or referral code
- Manual — admins approve membership requests
(Optional) Launch a paid membership
If you want a VIP layer that customers pay for, configure it at Loyalty → Memberships → Paid memberships. See paid memberships for the full setup.
Dashboard metrics
The loyalty overview shows:
- Total members and growth trend
- Points issued vs redeemed — circulation health
- Active tier distribution — how many members at each level
- Paid membership MRR / ARR — recurring revenue from VIPs
- Top earners — most engaged members