Core Model
| Concept | Meaning |
|---|---|
| Balance | The consumer’s current spendable or displayable points. |
| Lifetime points | Points accumulated over time, useful for status and long-term recognition. |
| History | A ledger of point changes, including earned points, deductions, expirations, and admin adjustments. |
| Event-based earning | Configured events award points when consumers take eligible actions. |
| Manual adjustments | Admins can add or deduct points for support, compensation, or correction workflows. |
| Loyalty audiences | Audience rules can use loyalty fields to group consumers for access, messaging, or reporting. |
How Earning Works
Fanfare maps earning rules to event categories instead of asking you to define every event from scratch. Each category has default point values that can be adjusted in the dashboard.| Category | Examples |
|---|---|
| Engagement | Page views, product views, product clicks, searches. |
| Conversion | Add to cart, view cart, begin checkout, purchase. |
| Social/message | QR scans, message opens, reads, and clicks. |
| Queue | Entering, being admitted, and completing queue-based access. |
| Draw | Entering, winning, and completing draw-based experiences. |
| Auction | Placing or winning bids. |
| Appointment | Booking, confirming, checking in, or completing appointments. |
| Waitlist | Entering a waitlist. |
0 do not increase the consumer’s balance. The dashboard focuses on customer-relevant earning events and hides system or negative events that are not useful for normal program configuration.
Expiration Policies
Loyalty settings control whether points expire and how expiration is presented to consumers.| Policy | Customer-visible behavior |
|---|---|
| None | Points do not expire. Consumers do not need an expiration reminder for their balance. |
| Fixed | Points expire based on the earning bucket after the configured number of months. When points are redeemed or deducted, older expiring points are consumed first at a conceptual level. |
| Inactivity | Points expire after the configured number of months without earning or redemption activity. Earning or redeeming points resets the customer’s activity window. |
Limits
Limits keep program behavior predictable. Each limit can be configured or left unset.| Limit | Behavior |
|---|---|
| Maximum balance | Caps the consumer’s current balance. Leave unset for no configured maximum. |
| Daily earn cap | Caps points a consumer can earn in a day. Leave unset for no configured daily cap. |
| Monthly earn cap | Caps points a consumer can earn in a month. Leave unset for no configured monthly cap. |
Audiences And Tiers
Loyalty fields can be used with audiences to create tiers and targeted access groups. For example, you might create Bronze, Silver, and Gold audiences from current balance or lifetime points, then attach those audiences to early-access sequences. Loyalty audiences are still audiences: they determine who qualifies for a segment, while the loyalty program determines how points are earned, deducted, expired, and displayed.Loyalty-Biased Experiences
For queue and draw experiences, you can choose whether loyalty should influence queue admission or draw selection opportunity. Use this when your promotion should recognize engagement without creating a guaranteed entitlement.| Experience | Customer-facing behavior |
|---|---|
| Queue | Loyal or highly engaged consumers may receive improved opportunity to be admitted, but admission is not guaranteed. |
| Draw | Loyal or highly engaged entrants may receive improved opportunity to be selected, but winning is not guaranteed. |