Setting Up a Loyalty Program
You can set up a loyalty program in just a few minutes. This guide walks you through enabling the feature, setting your earning and redemption rates, and defining tiers.
Before You Start
Make sure you have the Loyalty Program add-on enabled on your subscription. You also need Owner or Admin access to your store.
Step 1: Enable the Loyalty Program
- Open the sidebar menu and go to Configurations → Loyalty.
- Open the loyalty program settings.
- Toggle the Enable Loyalty Program switch to on.
- Press Save to confirm.
Your store now supports loyalty points. Next, you need to define your tiers and rules.
Step 2: Set Your Point Rules
Point rules determine how customers collect points and how much those points are worth.
- In the Loyalty Program settings, set the earning rate — how many points a customer earns per ₱1 spent.
- Set the redemption rate — how much store credit each point is worth when redeemed.
- Set the minimum redemption points — the fewest points a customer must have before they can redeem.
- Optionally set Points Expiry (Days) and the tier evaluation window (that one is in months).
- Press Save.
| Setting | Description | Example |
|---|---|---|
| Program Name | Required — what customers see | Kape Rewards |
| Earning Rate | Points earned per ₱1 spent | 1 point per ₱1 |
| Redemption Rate | Store credit value of each point | ₱0.50 per point |
| Minimum Redemption Points | Fewest points needed to redeem | 100 |
| Points Expiry (Days) | Days of inactivity before a customer's points expire (optional, no default) | 365 |
Points expiry is in DAYS, and it clears the whole balance
Enter days, not months — 365, not 12. Expiry is triggered by inactivity: if a customer earns or redeems nothing for that many days, their entire point balance is zeroed at once. Points do not age off individually.
Step 3: Define Your Tiers
Tiers give structure to your loyalty program. Each tier has a name, a point threshold, and a points multiplier.
- Go to the Tiers section in Loyalty Program settings.
- Press Add Tier.
- Enter the tier Name (for example, "Bronze").
- Set the Point Threshold (the minimum points needed to reach this tier).
- Set the Multiplier (how fast customers in this tier earn points — for example, 1.5x).
- Press Save.
Repeat this process for each tier you want to create. Start with the lowest tier and work up.
Step 4: Review and Activate
After you finish setting up tiers and rules, review your configuration:
- Check that tiers are in the correct order by point threshold.
- Confirm each tier's multiplier matches how much you want to reward it.
- Make sure the earning and redemption rates are reasonable for your price range.
Your loyalty program is now live. Customers start earning points on their next purchase.
Tips
- Start simple. Two or three tiers work well for most businesses.
- Communicate clearly. Let customers know about the program at the register.
- Review regularly. Adjust point rules and tier multipliers based on customer activity.