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Program Setup

Once your program type and structure have been defined during onboarding, the Program Setup section is where you configure the rules that govern how your loyalty program operates.

Access the settings at any time by tapping the gear icon in the top-right corner of your dashboard.

What you can configure

SectionDescription
Program Name & General SettingsName your program and set transfer and settlement options
Earning RulesDefine how members accumulate benefits
Burning RulesDefine how members redeem their benefits
CommissionsSet merchant commission rates and splitting (Coalition only)
RegulationUpload the official program regulation document
PosterGenerate the in-store sign-up poster

Before you begin

Your program type (cashback, points, or stamps) and structure (Single Brand or Coalition) were set during onboarding and cannot be changed after activation. All settings in this section operate within those constraints.

tip

Complete the configuration in the order shown above. Earning and burning rules depend on the program type you selected at onboarding.