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Set Up Loyalty Rules

Who is this article for?

Owners, managers, and admins responsible for program setup and retention strategy.

Set Up Loyalty Rules

Reviewed by: Selio Support Team

Last updated: January 1, 1980

Summary

Set the loyalty rules carefully so customers and frontline staff see predictable reward behavior later.

Before you begin

  • Decide the business goal behind the loyalty setup before changing rules
  • Confirm who is allowed to approve loyalty-rule changes
  • Make sure customer profiles are already part of the service flow

Steps

  1. Open the loyalty settings area.
  2. Create or edit the rule set you want the business to use.
  3. Review the earning or reward logic used by your current setup.
  4. Save the updated rules.
  5. Test the expected outcome with a sample customer or order flow if that is available.
  6. Brief the frontline team on what changed before expecting live-service consistency.

Troubleshooting

  • The rules feel vague or overlapping: Simplify them before rolling them out to staff.
  • Rewards are expected immediately without customer context: Recheck profile linkage and rule conditions.
  • The rules were updated but the team still works from old assumptions: Communicate the change explicitly.
  • Too many people edit the loyalty setup: Give one owner responsibility for rule changes.

Related articles

Understand How Loyalty WorksView Customer Loyalty StatusRedeem a Loyalty RewardTour of Customer DirectoryPublish Menu Changes