Channels participate in the loyalty programs that are assigned to the loyalty schemes. You assign loyalty cards to your loyalty programs, and loyalty cards can be assigned to a customer. You create loyalty schemes for your loyalty programs. Discounts and price groups are assigned to the loyalty programs at either the program level or the tier level. Each loyalty program can also have loyalty tiers assigned to it. Loyalty programs are the core loyalty entity that you offer. In redemption rules, you specify the reward that the customer can redeem. In earning rules, you specify the rewards that a customer can earn for a specific activity. Reward points are also referenced in loyalty schemes in earning and redemption rules. Reward points are referenced in tier rules and are used to qualify a customer for a specific tier. Non-redeemable reward points are used for tracking purposes or to advance a customer to the next tier in a loyalty program. Redeemable reward points can be exchanged for products. Rewards points can be redeemable or non-redeemable. Reward points are the types of reward that you offer to your customers. You select the date interval that applies to program tiers, and also the date intervals that apply to program tier rules. Use date intervals to specify how long a customer can stay in a tier or how much time a customer has to complete an activity to qualify for a tier.ĭate intervals apply only if you use tiers in your loyalty programs. Set up a loyalty type payment method, and then assign the loyalty payment method to the channels that are participating in the loyalty program.ĭate intervals provide a flexible way to set the time span that applies to loyalty tiers. To ensure the loyalty points can be redeemed in any channel, such as brick and mortar stores, online stores, or call centers, you must set up the bin range for the loyalty cards on the Card numbers page. Set up the loyalty payment method (prerequisite) You assign channels to a loyalty program if the channel is participating in the loyalty program. You must set up your channels before you can assign loyalty programs to them. Price groups are assigned to loyalty programs and loyalty program tiers.Ĭommerce channels are the stores that participate in your loyalty programs, such as a brick-and-mortar store, an online store, or a call center. Set up the price groups that include the discounts that apply to your loyalty programs. Price groups are used to create and manage prices and discounts for products. Price groups are assigned to loyalty programs and loyalty tiers. For example, you can offer 5 percent off all apparel products.ĭiscounts must be added to price groups before they can be included in a loyalty program. Set up the discounts that you offer to your loyalty customers. The following table describes each component and where it's used in the loyalty setup. The following diagram illustrates the loyalty components and how they relate to each other. You must set up several components to enable the loyalty feature in Commerce. The following video provides an overview and demo of loyalty capabilities in Dynamics 365 Commerce. Manually adjust loyalty cards, or transfer the loyalty rewards balance from one card to another to accommodate or reward a customer.You can also link a customer record to a loyalty card, so that the customer can pool loyalty points from multiple cards and redeem them. Issue loyalty cards from any channel that participates in your loyalty programs, and link loyalty cards to one or more loyalty programs that the customer can participate in.You can also define redemption rules to identify when and how a customer can redeem rewards. Define earning rules to identify the activities that a customer must complete to earn rewards.You can include loyalty program tiers to offer greater incentives and rewards to customers who shop more frequently or spend more money in your stores. Set up loyalty programs that represent the different reward incentives that you offer.Set up multiple types of rewards that you offer in your loyalty programs, and track participation in your loyalty programs.You can set up your loyalty program so that they include the following options. This article describes the loyalty capabilities within Commerce and the corresponding setup steps to help the retailer easily get started with their loyalty programs. In Dynamics 365 Commerce, you can set up simple or complex loyalty programs that apply across your legal entities in any commerce channel. Loyalty programs can help increase customer loyalty by rewarding customers for their interactions with the retailer's brand.
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