> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/loyalty-overview/setup-loyalty-program.md). # How to Set Up a Loyalty Program A **loyalty program** rewards members with points for the activity you choose, scaled by a point **multiplier** tied to their membership. It is distinct from membership perks such as [stipends](/products/control-panel-overview/invoices-house-account-overview/configure-stipend-perk.md): a stipend issues a fixed credit, while a loyalty program rewards members with points they earn through activity. ### Before you begin (Prerequisites) * **Permissions**: Administrator or Supervisor. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Membership Program**: A loyalty program links to a membership (used to generate the Loyalty Membership Cards), so the membership program must already exist. See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md). ### Create a loyalty program 1. Navigate to [**MEMBERS > Manage Reward Programs**](https://control.peoplevine.com/loyalty/programs). > **Note (Pro Dash):** Navigate to **REWARD > Loyalty > Manage Loyalty Programs**. 2. On the **Loyalty Programs** page, click **NEW LOYALTY PROGRAM**. 3. On the **Create a Loyalty Program** page, complete **The Basics**: | Field | What to enter | | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------ | | **Link Loyalty Program to a Membership** | Select the membership program this tier applies to (it generates the Loyalty Membership Cards). | | **Rank Title** | A title for this ranking (e.g., Gold, Platinum). | | **Point Multiplier** | A multiplier in decimal format so members earn more points per activity (e.g., `1.5` for 150% of rewarded points). | | **Point to Dollar Conversion** | The dollar value of a single point (e.g., `0.01` makes 100 points equal $1). | | **Rewards Bonus** | A bonus awarded for achieving this level. | | **Points should expire if left unused** | Check this to set a **Points Expiration** (e.g., after *N* years). | 4. Under **Maintain This Level and What's Next**, set the requirements to reach and hold the tier: | Field | What to enter | | ----------------------------- | ------------------------------------------------------------------------------------------------------------- | | **Minimum Points Earned** | Points that must be earned to maintain this level. | | **Minimum Locations Visited** | Locations that must be visited to maintain this level. | | **Next Level** | The level a member progresses to next. You may need to create that level first, then come back and assign it. | 5. (Optional) Under **Notifications**, check **Notify Me** to be alerted when someone joins this loyalty program. 6. Click **PROCEED**. ### Manage a loyalty program Click a program's **Edit** (pencil) icon on the Loyalty Programs list, or open it via the **Menu** icon, to reach the program detail page. From there you can: * **EDIT** the program or **MANAGE ALERTS** for it. * Register members — **REGISTER A PERSON**, share the **Self Sign-Up Form**, or **EXPORT / VIEW ALL MEMBERS**. * Review **Statistics** — Program Members, Activities for This Level, and Points Rewarded. ### Define how members earn points Members earn points through **Loyalty Activities** — rules such as "10 points per dining visit" or "5 points per dollar spent." On the program detail page, under **LOYALTY ACTIVITIES**, click **ADD AN ACTIVITY** (or go to [**MEMBERS > Manage Activities**](https://control.peoplevine.com/loyalty/activities)). Each activity has a **Type** (single or multi), the **Total Points** it awards, and **Activated** / **Expires** dates. ### Point value and redemption Each point's cash value is set by the program's **Point to Dollar Conversion** (e.g., `0.01` makes 100 points equal $1). To redeem points automatically against rewards, enable **Automatically redeem points for rewards** in Platform Settings — see the **Loyalty** section of [How to Configure Company Settings](/products/control-panel-overview/admin-overview/configure-company-settings.md). The **Hide Loyalty Membership Cards** company option controls whether loyalty cards are shown. ### What Happens Next * Members of the linked membership begin earning points as they complete loyalty activities. * The **Loyalty Programs** list shows the running **Members** count and total **Points Rewarded** per program. *Last updated: 2026-06-12* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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