Benefit builder

Configure a reusable benefit for loyalty earning rules

Benefits define rewards that can be awarded through loyalty earning rules.

Go to Loyalty hub > Benefits.

From the Benefits view, you can:

• view all existing benefits and their status
• open benefits to review their configuration
• search benefits using the search bar
• filter benefits using Add filter
• reload the benefits list using Reload
• create benefits using + Create benefit
• edit or delete benefits using the contextual actions menu (⋮)

Before you start

Before creating a benefit, prepare the resources required for the selected benefit type.

Depending on the benefit type, you may need:

• a card definition for points-based benefits
• products or SKUs for material benefits
• gift voucher or discount coupon campaigns for digital benefits
• metadata schemas for metadata-based proportional points

Some resources can be created directly from the builder using the + icon. SKUs, gift voucher campaigns, and discount coupon campaigns cannot be created from the benefit builder.

Create a benefit

Benefits are configured in a multi-step builder.

You can use Save draft and complete the configuration later.

Go to Loyalty hub > Benefits and use + Create benefit.

1. General settings

   Configure the benefit name and stock.

   Enter the benefit name in Name benefit.

   In Stock quantity, enter how many times the benefit can be issued.

   The maximum supported value for Stock quantity is 100000000.

2. Configuration

   Select the benefit type and configure its details.

   Supported benefit types:

   • Points
   • Material
   • Digital

   Points

   Use Points to create a points-based benefit.

   In Points configuration, select how points are awarded.

   Fixed points

   Use Fixed to award the same number of points each time the benefit is applied.

   You can create a new wallet directly from the builder using the + icon.

   Configure the following fields:

   • Card definition: selects the wallet that receives the points
   • Points value: number of points awarded

   The maximum supported value for Points value is 100000000.

   Proportional points

   Use Proportional to calculate points from order values, item quantities, or metadata values.

   Configure the following fields:

   • Calculation type: defines the value used to calculate points
   • Card definition: selects the wallet that receives the points
   • Points: number of points awarded for the selected value

   Calculation methods are grouped by type.

   Order amount calculations

   Use order amount calculations to award points based on total order values.

   • Pre-discount order amount: uses the total order amount before discounts are applied. Configure Amount.
   • Post-discount order amount: uses the total order amount after discounts are applied. Configure Amount.

   Order item calculations

   Use order item calculations to award points based on selected order items.

   Use Applicable to to select products or product collections included in the calculation. You can create a new product or product collection directly from the builder using the + icon.

   • Pre-discount order items amount: uses selected order item values before discounts are applied. Configure Amount and Applicable to.
   • Post-discount order items amount: uses selected order item values after discounts are applied. Configure Amount and Applicable to.
   • Order items quantity: uses the quantity of selected order items. Configure Quantity and Applicable to.

   Metadata calculations

   Use metadata calculations to award points based on metadata values.

   You can create a new metadata property directly from the builder using the + icon.

   • Customer metadata value: uses a selected customer metadata property. Configure Value and Metadata property.
   • Order metadata value: uses a selected order metadata property. Configure Value and Metadata property.
   • Custom event metadata value: uses a selected custom event metadata property. Configure Value and Metadata property.

   Material

   Use Material to create a benefit based on a product or SKU.

   In Material configuration, select the source item.

   Product

   Use Product to select one product as the benefit.

   You can create a new product directly from the builder using the + icon.

   SKU

   Use SKU to select a specific product variant as the benefit.

   SKUs cannot be created from the benefit builder.

   Digital

   Use Digital to create a benefit based on an existing voucher campaign.

   In Digital configuration, select the voucher type.

   Gift vouchers

   Use Gift vouchers to select a gift voucher campaign.

   In Balance, enter the balance added to the gift voucher.

   The maximum supported value for Balance is 100000000.

   Discount coupons

   Use Discount coupons to select a discount coupon campaign.

3. Summary

   Review the benefit configuration before saving.

   The summary page displays all configured sections:

   • General settings
   • Configuration

   Use Go to step to return to a selected section and make changes before saving the benefit.

   After reviewing the configuration:

   • use Save draft to save the benefit without activating it
   • use Save to create and activate the benefit

After creating a benefit, you can select it in the Incentive effect when configuring an earning rule.