Set up loyalty programs
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
This topic describes how to set up the components for a loyalty program. Loyalty programs identify the various loyalty opportunities that you offer. You can set up very simple loyalty programs that all customers can participate in and that offer basic rewards. You can also set up more complex loyalty programs that have multiple levels that enable you to reward your customers based on their shopping habits.
Loyalty programs are at the heart of the loyalty feature. You use them to connect the various components that are required to set up a loyalty plan for your organization. Connect loyalty components to loyalty programs in the following ways:
Assign price groups to loyalty programs and program tiers to identify which discounts or special pricing your loyalty participants can qualify for.
Assign loyalty schemes to loyalty programs to identify the earning and redemption rules that apply to the program.
Assign the retail channels to the loyalty scheme to identify the retail stores that can participate in the loyalty programs.
Assign loyalty programs to loyalty cards to identify the loyalty programs that the loyalty card holder can participate in.
The following illustration shows the tasks that are included in setting up a loyalty program.
.gif "Set up loyalty programs")
This task is part of a bigger process
The following illustration shows how setting up loyalty programs relates to the overall setup process for the loyalty feature in Retail in AX 2012 R3. For an overview of the process, see About setting up loyalty programs in AX 2012 R3.
.gif "Loyalty setup process flow")
Prerequisites
The following table shows the prerequisites that must be in place before you start.
Category |
Prerequisite |
|---|---|
Discounts |
Set up the discounts that you offer to your loyalty customers. If you set up a loyalty program that enables customers to earn and spend points only, discounts are not required. For more information, see About price adjustments and discounts and Set up a simple discount. |
Retail channels |
Set up retail channels for your organization. Retail channels are the stores that participate in your loyalty programs, such as brick-and-mortar stores or online stores. For more information, see Set up a retail store and Set up an online store. |
Loyalty payment method |
Set up a payment method before a loyalty card can be used at a register and loyalty points can be redeemed as part of a loyalty program. For more information, see Set up loyalty payment methods and Set up store payment methods. |
Set up date intervals for loyalty tiers
If your loyalty program includes tiers, you must set up date intervals. Date intervals provide a flexible way to set the time span that applies to loyalty tiers. Date intervals enable you to track data over a period of time without having to set up a specific date range again and again. You can use date intervals to specify the length of time a customer can stay in a tier or to determine the time period in which the customer must complete an activity to qualify for a tier.
For example, if you have a loyalty program that allows a customer to qualify for a gold level tier if they purchase 30 products in a year, you can set up a date interval to capture the one year time span. You can then assign the date interval to the tier rule to track the customer’s purchase activity and evaluate their activities to qualify them for the next loyalty tier.
To set up date intervals, follow these steps:
Click Retail > Setup > Loyalty > Date intervals.
In the Date intervals form, click New to create a new date interval. Then, enter a name and description.
On the General FastTab, enter the date criteria to define the date interval. Use the information in the table below to determine which criteria to enter to create the date intervals that you need to support your loyalty tiers and loyalty tier rules.
Field
Purpose
Set start date and Set end date
Used these fields to set the start and end of the date range. To use the system date as the start and end date, leave these fields blank. Otherwise, you can set a static fixed date or a period as the start and end date.
Adjust start date and Adjust end date
Use these fields to adjust the date range based on the settings in the Set start date and Set end date fields.
For example, if you want to track the number of products that a customer has purchased in the prior year to qualify them for a loyalty tier, in the Units field, select Years. Then, in the Number of units field, enter -1 to adjust the start date to the previous year.
To set a one year date range to apply to the length of time that a customer can remain in a loyalty tier, in the Adjust end date section, in the Units field, select Years. Then, in the Number of units field, enter 1 to adjust the start date to the following year.
Secondary interval
Use these fields to set up a date interval within a date interval. For example if you want to track the number of items purchased at the start of every quarter, you could set up a date interval that started at the beginning of the fiscal year. In the Interval type field, select Quarter, and then, in the Start/end field, select Start.
Date calculation
These fields show the results of the date calculations, including any date adjustments that you entered.
Set up reward points
Set up reward points to define the types of reward that you offer to your customers. Rewards points can be redeemable or non-redeemable. Customers can exchange redeemable reward points for discounts or products. Non-redeemable reward points can be used for tracking purposes or to advance a customer to the next loyalty tier.
To set up reward points, follow these steps:
Click Retail > Setup > Loyalty > Loyalty reward points.
In the Loyalty reward points form, click New to create a new loyalty reward.
Enter a rewards point ID and description, and then, in the Reward point type field, select whether the reward point is based on an amount or a quantity.
Use an amount-based reward if you want the customer to earn reward points that can be redeemed for products or discounts. Amount-based rewards are rounded based on the reward currency.
Use a quantity-based reward if you want to reward the customer after they purchase a certain quantity of a product. For example, you can set the number of espresso drinks that a customer must purchase to earn a free espresso drink. Quantity-based rewards are rounded to an integer by truncating the decimals.
Click Translations to enter the description of the loyalty reward in other languages.
On the General FastTab, enter the information that is described in the following table.
Field
Description
Currency
Enter the currency that the amount-based reward is tracked in.
Redeemable
Select this check box if the reward is redeemable. For example, clear this check box for rewards that are set up for tracking purposes or to enable customers to advance to the next loyalty tier. If the check box is selected for these types of rewards, the customer can redeem the reward points, and might never reach the next tier level.
Redeem ranking
Enter the priority in which the rewards should be redeemed. This field applies only if the Redeemable check box is selected and if multiple types of reward points can be redeemed at one time.
Expiration time value
If the reward expires within a certain period of time, enter the number of days, months, or years in which the reward expires.
Expiration time unit
If the reward expires within a certain period of time, enter the time period in which the reward expires.
On the Summary FastTab, view the usage summary for the reward.
Set up loyalty price groups
Price groups are used to create and manage prices and discounts for all retail products. To apply discounts to your loyalty programs, you must define the discounts and then assign them to loyalty price groups. Loyalty price groups are assigned to the loyalty program, and you can assign a price group to the whole loyalty program or to a selected loyalty tier. Price groups that are assigned to the whole loyalty program are applicable to all participants in the loyalty program. Price groups that are assigned to a loyalty tier only apply to the participants who qualify for that loyalty tier. To assign different discounts to the loyalty program and the loyalty tiers, set up separate price groups.
For general information about how to set up price groups, see About setting prices by using price groups.
To set up loyalty price groups, follow these steps:
Click Retail > Setup > Pricing and discounts > Price groups.
In the Price groups form, click New to create a new price group.
In the Price groups field, enter a unique ID number for the price group, and then, in the Name field, enter a descriptive name for the price group. Set up a price group for each loyalty program or program tier in which you want to apply specific discounts.
Select the Retail check box.
After you set up your loyalty price groups, assign the appropriate loyalty discounts to them. For information about how to set up discounts, see About price adjustments and discounts.
Set up loyalty programs
Set up loyalty programs to identify the various loyalty opportunities that you offer. Each loyalty program can have multiple loyalty tiers or no loyalty tiers assigned to them. If you define loyalty tiers for the loyalty program, you also must set up the qualifying rules that apply to each loyalty tier. Use price groups to assign special discounts to the loyalty program and each loyalty tier.
To set up loyalty programs, follow these steps:
Click Retail > Setup > Loyalty > Loyalty programs.
In the Loyalty programs form, click New to create a new loyalty program. Then, enter a name and description.
Select the Combine related loyalty cards check box if you want to combine the rewards on all cards that are linked to the same customer when evaluating reward points to earn loyalty tiers. If rewards qualify the customer for a tier, all cards that are linked to the same customer are granted the tier.
Note
To redeem loyalty points across multiple loyalty cards, the loyalty cards must be assigned to the same customer. For more information about setting up loyalty cards, see Set up loyalty cards in AX 2012 R3.
On the Program tiers FastTab, click Add line to add a new program tier. Program tiers are optional, but if you set up program tiers, you must also set up program tier rules.
In the Level field, enter a numerical value for the level.
Enter a name and description for the level. Click Translations to enter the level description in other languages.
In the Date interval field, select the date interval that indicates the length of time that a customer can stay in a tier after they have qualified for the tier. For example, if the date interval that is selected for gold level tier is a one year period, any customer who qualifies for the gold level tier can receive the rewards that are assigned to the gold level tier for one year. If the customer requalifies for the gold level tier while they are in that tier, the date that their tier status expires is extended by another year, starting at the date when they requalify.
On the Tier rules FastTab, click New to add the reward points or qualifying rules that apply to each tier.
In the Reward point field, select the reward point that applies to the selected loyalty tier.
In the Minimum issued points field, enter the minimum number of loyalty points the customer must earn to qualify for the loyalty tier. If all customers can qualify for the loyalty tier simply by participating in the program, enter 0 (zero) in this field.
In the Evaluation date interval field, select the date interval that represents the time period in which the reward must be earned to qualify the customer for the tier.
Assign price groups to the loyalty program. To assign price groups and discounts that apply to the entire loyalty program, at the top of the form, click Price groups. To assign price groups to a specific loyalty tier, on the Program tiers FastTab, select a loyalty tier and then click Price groups.
To view all transactions for loyalty cards that are assigned to this loyalty program, at the top of the form, click Loyalty card transactions.
Next step
After you set up your loyalty programs, you must set up loyalty schemes and loyalty cards. For more information, see Set up loyalty schemes and Set up loyalty cards in AX 2012 R3.
Related tasks
Technical information for system administrators
If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.
Category |
Prerequisite |
|---|---|
Configuration keys |
Retail |
Security roles |
RetailOperationsManager RetailStoreManager (View loyalty transactions) |