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Setting up the loyalty

Launch your loyalty program!

Written by Farah Bahoui

Introduction

Loyalty allows you to reward your customers' purchases with points. By default, customers earn 5 points per euro spent.

📝 Note: As soon as loyalty is activated, a post-purchase email is sent to the user, informing them of the number of points earned and inviting them to join the program.


Averages by sector of activity

By default, customers earn 5 points per euro spent. If you then offer a reward of 5 euros for 500 points, this amounts to 5% cashback.

Depending on your sector, you can adjust this percentage.

Here are the averages according to sector:

  • Fashion and apparel: 5 to 10% cashback

  • Electronics: 3 to 8% cashback

  • Furniture and home furnishing: 7 to 12% cashback

  • Food and groceries: 2 to 5% cashback

  • Travel and accommodation: 3 to 10% cashback

  • Fitness and well-being: 5 to 15% cashback

  • Beauty and skincare: 6 to 12% cashback

  • Toys and children's items: 4 to 8% cashback


Setting Up the Mission

After clicking on Create, you can configure your mission.

During each step of the setup, a real-time preview is displayed on the right, exactly as your users will see it.
This allows you to review the final result instantly and make adjustments before publishing.

Configuration

  • Title
    You can customize the mission title and add a description.
    Then, set the number of points to be earned based on your industry.

Example: For a €100 (excl. VAT and shipping) order, the customer earns 500 points.

  • Point Attribution Delay

    You can define a delay before points are granted. This delay will be shown in the post-purchase email.

Two possible strategies:

  • Set the delay to 0 days to maximize performance

  • Add a delay based on your return policy (recommended if returns are frequent)

"Return Management" button
When enabled, Loyoly automatically removes points for fully or partially refunded orders.
This saves you from removing them manually.

Advanced Setting

  • Icon
    Upload a custom icon or image to illustrate your mission.
    This makes your program more visually appealing to users.

  • How Does It Work?

Explain the steps users need to follow to complete the mission.

💡 You can also adjust the number of points based on different currencies.
Here's a guide to help you set this up.

  • Order Total Calculation

Define the order amount taken into account when attributing points.

By default, points are calculated on the total amount paid, excluding taxes, shipping fees, and gift cards. This is the most common reason a customer may notice a gap between the amount they paid and the number of points credited.

If you want your customers to earn points on the full order amount, all fees included, activate one or more of these options by checking the corresponding boxes:

  • Include taxes — the total price includes taxes on the order.

  • Include shipping fees — the total price includes shipping fees.

  • Include gift cards — the total price includes gift cards purchased on the order.

💡 Tip — To award exactly the same number of points as the total amount paid by the customer (VAT + shipping + gift cards included), simply check all three boxes.

⚠️ Any change to these options applies only to future orders — orders already credited are not recalculated retroactively.

  • Exclude Certain Products from Earning Points

You can choose not to award points for specific products or collections.

You have two options:

  1. Search for a collection or product to exclude

  2. Exclude products based on their SKU

  • Exclude orders based on their tags

You can choose not to award points on certain orders.


Common questions

If I change the allocation period, will my customers get their points straight away?

No, the deadline is not retroactive.

Can I preview sent e-mails?

You can manage sent emails from the Communications - Emails tab. Read this guide to find out more: Emails management.

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