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Use Loyalty > Settings to define the program-level contract for your organization. These settings control whether customers can earn points, whether points expire, and how large balances or earning totals can become. Experience-level selection settings are configured separately. Queue and draw experiences can optionally enable loyalty bias, but that setting is off by default and is managed on the experience configuration screen.

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Program Status

SettingBehavior
EnabledEligible events and admin adjustments can affect loyalty balances. Customer-facing loyalty endpoints return loyalty data for authenticated consumers.
DisabledThe program is paused. Keep customer-facing UI prepared to handle unavailable loyalty data.
Use the status setting when you are launching, pausing, or changing a program. If your storefront displays loyalty, keep a fallback state for customers who do not have available loyalty data.

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Expiration Policy

The dashboard supports three policies.
PolicyConfigurationCustomer-visible behavior
NoneNo month value required.Points do not expire.
FixedSet the number of months after earning.Points expire based on the earning bucket after the configured number of months. Redemptions or deductions consume older expiring points first at a conceptual level.
InactivitySet the number of months without qualifying activity.Points expire when the customer has no earning or redemption activity for the configured period. Earning or redeeming points resets the customer activity window.
Choose copy in your customer experience that matches the policy. For fixed expiration, show upcoming expiration dates when relevant. For inactivity expiration, explain that account activity keeps points active without exposing implementation details.

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Limits

Each limit is optional. Leave the field empty when you do not want that configured limit.
LimitMeaning
Maximum balanceMaximum current balance a customer can hold.
Daily earn capMaximum points a customer can earn in a day.
Monthly earn capMaximum points a customer can earn in a month.
Point limits are program controls, not customer segmentation rules. Use audiences when you want to create customer groups from loyalty balance or lifetime points.

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Public Copy Guidelines

  • Say whether points expire and what the customer can do to keep or use them.
  • Show upcoming expirations when your UI needs to prompt action.
  • Avoid promising points for events you have set to 0.
  • If a queue uses loyalty-biased admission, avoid precise numeric queue positions and use qualitative progress language.
  • If a draw uses loyalty-biased selection, avoid promising a fixed chance or guaranteed outcome.
  • Keep reward terms aligned with your own legal and support policies.