Foundation guideVersion: 2026.0712 min read
Loyalty and campaigns
Design measurable points, rewards, and campaigns while respecting consent and budget.
Who is this for?Marketing, customer service, and finance manager
Applies toLoyalty-enabled businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Define a clear loyalty rule
- ✓Choose audience and channel
- ✓Measure redemption and impact
02
Operating workflow
- 01
Set objective and budget
- 02
Define eligibility, earning, and expiry
- 03
Build a consented audience
- 04
Test message and redemption
- 05
Launch, monitor, and close the campaign
03
Operating and safety controls
Do not message without valid consent
Do not change balances without an audit trail
Cap campaign budget and use
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.