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Loyalty System

The Loyalty System helps you grow your email and SMS lists by creating referral programs that incentivize your subscribers to share through their network. Create loyalty programs with product rewards to encourage customer engagement and list growth.

Overview​

The Loyalty System enables you to:

  • Create multiple loyalty programs
  • Configure text and email share options
  • Set up product rewards with thresholds
  • Associate programs with interests
  • Track referral performance
  • Manage public share pages

Creating Loyalty Programs​

Accessing Loyalty Settings​

Navigate to Global Settings > Loyalty Settings to manage your loyalty programs.

New Loyalty Program​

  1. Click New Loyalty Program
  2. Configure the following settings:

Basic Information​

  • Name: Program name for internal reference
  • Description: Brief description of the program
  • Interest: Associate with a specific interest for targeting
  • Active: Toggle to enable/disable the program

Share Options​

Text Share

  • Enable text message sharing
  • Text Share Description: Brief description for SMS sharing
  • Text Share Invite: Message template for text invitations

Email Share

  • Enable email sharing functionality
  • Email Share Description: Brief description for email sharing
  • Email Share Invite: Message template for email invitations

Managing Programs​

The loyalty programs list displays:

  • Program name and description
  • Active/disabled status
  • Associated interest
  • Enabled share methods (Text/Email tags)
  • Number of associated products
  • Public share page link

Each program includes:

  • View Products: Manage reward products
  • Edit: Modify program settings
  • Public Share Page: Direct link to customer-facing referral page

Product Rewards​

Accessing Product Management​

From the loyalty programs list, click View Products to manage reward products for a specific program.

Adding Products​

  1. Click Add new Product
  2. Configure product details:

Product Information​

  • Product Name: Display name for the reward
  • Product Description: Brief description of the reward
  • Product Photo: Upload product image (drag-and-drop supported)
    • Supports GIF, JPEG, PNG formats
    • Maximum 5MB file size
    • Images are displayed at 600px width

Reward Configuration​

  • Threshold Amount: Number of successful referrals needed
  • Threshold Tag: Tag to apply when threshold is reached
  • Active: Enable/disable the product reward

Managing Products​

The products list shows:

  • Product image thumbnail
  • Name and description
  • Required referral count
  • Associated tag
  • Edit options

Products can be:

  • Edited to update details
  • Deleted when no longer needed
  • Activated/deactivated as needed

Public Share Pages​

Each loyalty program generates a unique public share page:

  • URL format: https://app-api.sendsquared.com/v1/pub/referral/[company-uuid]/[program-uuid]
  • Accessible without login
  • Displays program information
  • Provides sharing mechanisms
  • Tracks referral sources

How It Works​

Customer Flow​

  1. Customers access the public loyalty page
  2. They share via text or email using provided templates
  3. New contacts join through referral links
  4. System tracks successful referrals
  5. Customers earn rewards when thresholds are met
  6. Tags are automatically applied for reward fulfillment

Tracking and Attribution​

  • Referrals are tracked through unique links
  • Each program has its own tracking
  • Interest associations help with segmentation
  • Tags enable automated reward workflows

Best Practices​

Program Design​

  • Create clear, attractive reward tiers
  • Use compelling product images
  • Write engaging share messages
  • Set achievable thresholds
  • Associate with relevant interests

Share Messages​

  • Keep text messages concise
  • Make email invites personal
  • Include clear value proposition
  • Test different message variations
  • Update seasonally

Reward Management​

  • Offer desirable products
  • Use progressive thresholds
  • Apply meaningful tags
  • Monitor redemption rates
  • Refresh rewards periodically

Integration with Other Features​

Interest Management​

  • Programs can be tied to specific interests
  • Helps target relevant audiences
  • Enables interest-based campaigns

Tag System​

  • Product thresholds trigger tag application
  • Tags can initiate automation workflows
  • Enable segmentation for reward fulfillment

Contact Management​

  • New referrals become contacts
  • Referral source is tracked
  • Enables relationship mapping

Tips for Success​

Launch Strategy​

  1. Start with one focused program
  2. Choose high-value rewards
  3. Promote to engaged subscribers
  4. Monitor early performance
  5. Iterate based on results

Optimization​

  • Test different threshold amounts
  • Vary reward types
  • Update share messages
  • Track conversion rates
  • Gather customer feedback

Maintenance​

  • Review inactive programs
  • Update product availability
  • Refresh imagery seasonally
  • Archive completed programs
  • Monitor for abuse

Common Use Cases​

Email List Growth​

  • Reward subscribers for referrals
  • Offer exclusive content access
  • Provide account credits
  • Give early access privileges

Product Launches​

  • Create buzz through referrals
  • Offer new products as rewards
  • Build pre-launch lists
  • Generate social proof

Seasonal Campaigns​

  • Holiday referral programs
  • Summer growth initiatives
  • Back-to-school campaigns
  • Year-end pushes

VIP Programs​

  • Exclusive rewards for top referrers
  • Tiered benefits
  • Special recognition
  • Premium products