Default Settings

Use this section to configure Loyalty Default Settings, including setting default, expiry period, and redemption defaults for your loyalty programs.

Table of Contents

1. Introduction

2. Settings

   1. General Settings

   2. Coins & Rewards

   3. Loyalty Tier Settings

   4. Redemption Rules

   5. Tax Details

   6. Hierarchy Values

3. Tips

Introduction

In this section we will see how to manage the default settings for your loyalty programs. Basic elements of a loyalty program such as tier settings, redemption rules, hierarchy values and so on can easily be managed here, and edited as & when required.

Settings

To make any changes to the Loyalty Settings, click the Edit button on the top right. After making the desired changes, click on the Update button. To exit the Manage Loyalty Default Settings pop up window without making any changes, click on Close.

1. General Settings

   1. Auto Enroll in Loyalty: Toggle On or Off

   2. Send Reward Notifications: Toggle On or Off

   3. Default Timezone: Select from dropdown list

   4. Default Language: Select from dropdown list

2. Coins & Rewards

   1. Default Expiry Days: Enter the number of days you wish to set, for default expiry of coins or rewards

   2. Default Expiry Month-Day: Set the default day & month for expiry

   3. Default Currency: Pick the default currency from the available list

   4. Default Coins for 1 INR (or selected currency): Set the value of 1 INR (or selected currency) in terms of number of coins, for example, 10 coins = 1 INR

   5. Default Earning on Purchase Percentage: Enter the desired value

   6. Default Earning Price Base: Choose from the dropdown list, Cost Price or Selling Price

   7. Default Earning Limit Per Day: Enter the maximum earning limit for a day

   8. Default Earning Limit Per Month: Enter the maximum earning limit for a month

   9. Loyalty Earning Approval Required: Toggle the button to activate (or deactivate) this option to manually review & approve each loyalty request

3. Loyalty Tier Settings

   1. Default Tier on Signup: Set what tier will be assigned upon signing up

   2. Tier Validity: Tier validity in terms of months

   3. Tier Evaluation Frequency: Select monthly, quarterly or yearly from the available list

4. Redemption Rules

   1. Default Redemption Days of Week: Select the applicable days of the week

   2. Default Redemption Days of Month: Select the applicable days (dates) of the month

   3. Default Redemption Months of Year: Select the applicable months of the year

   4. Minimum Redemption Threshold: Enter the minimum threshold

   5. Redemption Unit Multiple: Points to be redeemed will be in multiple of this value you set

   6. Max Redemption Per Transaction: Set the maximum value per transaction

   7. Max Redemption Per Day: Set the maximum value per day

   8. Default Coins Per 1 INR: Set the default coins for 1 INR (or selected currency)

   9. Redemption Approval Required: Enable this option to manually review and approve each redemption request before granting access to your platform's services or benefits.

5. Tax Details

   1. TDS Applicable on Redemption: Enable this option to apply TDS on redemption transactions

   2. TDS Threshold Coins: Enter the threshold for application of TDS

   3. TDS Percentage: Set the TDS percentage value

6. Hierarchy Values:

   1. Fixed Values: For each of your tiers & employees, set the default fixed number of coins

   2. Percentage Values: Where a percentage is applicable, for each of your tiers & employees, set the default percentage

Tips

• Clicking the Edit button opens the Manage Loyalty Default Settings pop up window, where all the settings will appear. You may make few changes at a time, click the Update button to save your changes and come back later any time to continue making changes.