What You Will Build
- A configured loyalty program with expiration and limits.
- Event-based earning values for key customer actions.
- Optional loyalty audiences for tiered access.
- Optional loyalty-biased admission for queue or draw experiences.
- A storefront or account-page loyalty module backed by Consumer API calls.
Prerequisites
- A Fanfare organization with dashboard access.
- Consumer authentication set up for your app.
- A server or client helper that can call the Consumer API with the current consumer session.
Step 1: Configure The Program
In Loyalty > Settings:- Enable the loyalty program.
- Choose an expiration policy: none, fixed, or inactivity.
- Set the required month value for fixed or inactivity expiration.
- Set optional maximum balance, daily earn cap, and monthly earn cap.
- Save the settings.
Step 2: Review Event Points
In Loyalty > Event points, review earning values by category:- Engagement for browsing and product discovery.
- Conversion for cart, checkout, and purchase actions.
- Social/message for QR and message engagement.
- Queue, draw, auction, appointment, and waitlist for experience participation.
0 when they should not award points. Keep high-value actions weighted above lightweight engagement so customers understand which actions matter most.
Step 3: Create Loyalty Audiences
Use audiences when loyalty should affect access or segmentation. Common patterns include:- Member audience for anyone with a positive balance.
- Tier audiences based on current balance or lifetime points.
- Early-access audiences for high-value customers.
Step 4: Configure Loyalty-Biased Experiences
For queues and draws, decide whether the experience should also recognize loyalty during admission or selection. This setting is optional, configured per experience, and off by default. Use it when loyal or highly engaged consumers should have improved opportunity without a guaranteed result. Keep customer messaging qualitative:- Queue copy should say the consumer is in line or progressing, not expose a precise numeric position.
- Draw copy should confirm entry and outcome timing, not promise a fixed chance of winning.
- Promotion terms should explain eligibility and any loyalty considerations in language reviewed by your legal or compliance team.
Step 5: Build App-Owned Display UI
Your storefront can read loyalty state from the Consumer API after the consumer is authenticated.- Current balance and lifetime points.
- A short upcoming-expiration notice when applicable.
- Recent history entries with customer-friendly labels.
Step 6: Support Adjustments
For support workflows, use the dashboard customer detail page or a server-side Admin API integration to add or deduct points. Keep adjustment reasons clear enough for support review and customer communication. Do not expose Admin API adjustment actions in browser code.Verification Checklist
- Loyalty settings match your published customer terms.
- Event points are configured for the categories you want to reward.
- Events that should not award points are set to
0. - Loyalty-biased admission is enabled only on intended queue or draw experiences.
- Queue and draw copy avoids guaranteed outcomes when loyalty bias is enabled.
- Customer UI handles unavailable loyalty data.
- Expiration notices match the configured policy.
- Loyalty audiences are attached only where intended.