Contents

Overview

The rewards program rules and configurations (e.g. expiration of loyalty points, points earned for every dollar spent) are set in a document called Earning Calculation in Sanity. To access this document navigate to: Order-Level Content > Loyalty&Offers > Loyalty Configuration > Earning Calculation in Sanity.

Core Metric

This is the basis for how loyalty points are earned in the rewards program. This needs to be set to Spend. This means guests earn loyalty points based on how much they spend.

Points per dollar

Configure how many loyalty points are earned for every dollar spent in the app.

Minimum Spend

The minimum transaction spend (in cents) that must be satisfied for a guest to earn loyalty points.

Cooldown Period

The minimum time (in seconds) between purchases with an offer that must be satisfied before a second offer can be redeemed.

Initial User Points Balance

The initial loyalty points balance that will be assigned to a guest when he first signs up to the app when the market has rewards program enabled.

Loyalty Points Earn Moment

This field configures allows you to configure when your users will earn loyalty points for Click & Collect and Delivery orders: this will be either when the order is paid for in the app or when the order is delivered / picked up.

Click and Collect

Defines when loyalty points will be earned for Click & Collect orders (Pickup, Eat In, Table Service, Drive-Thru, Curbside Pickup). This can be either:

1. After payment: loyalty points are assigned when guest completes the payment in the app OR

2. When order is ready: loyalty points are assigned only when guest picks up order at the restaurant.

Delivery

Defines when loyalty points will be earned for Delivery orders. This can be either:

1. After payment: loyalty points are assigned when guest completes the payment in the app OR

2. When order is delivered: loyalty points are assigned only when order is delivered to guest.

Exclude from Loyalty Point Calculation

• This is especially useful by markets that have plastic deposits set in place. When you ask for a bottle of water for example, you pay a 1€ deposit, which then you can get refunded when you return the bottle. If the 1€ is considered to earn loyalty points, you could repeat this process a bunch of times just to earn loyalty points, without actually spending any money.

• The number of modifier multipliers/items/combos to be added to the list is unlimited

• Items included in this list work for online and in-store transactions.

Loyalty Point Expiration

Point Expiration By Inactivity Days

• Point expiration by inactivity days means Loyalty Points expire X days after the last loyalty transaction of user

  • The number of days can be set in Sanity (see screenshot below)

  • In the below scenario, Loyalty Points would expire for the user after 365 days since the user has been active in the app and completed a loyalty transaction 

Point Expiration By Issue Date

• Loyalty Points expire X days after they were earned and at the end of a policy grouping which includes:

  • points expire at the end of the month

  • points expire at the end of the quarter

  • points expire at the end of the semester

• Days are set in Loyalty Point Duration (days) field in Sanity. In the screenshot above this is 365 days.

• Expiration Extenstion options are Monthly, Quarterly and Bi-Anually. In the screenshot above this is Quarterly.

• Some examples on this behavior:

  • Example 1:

    If today is Feb 14, for the following configuration:

    • Expiration Extenstion: "QUARTERLY"

    • Loyalty Points Duration (days): 120

    Steps of expected behavior:

    1. The end of the current quarter is March 31st.

    2. Add Loyalty Points Duration (days): July 29th.

    3. Points expire on July 29th

     

  • Example 2:

    If today is Feb 14, for the following configuration:

    • Expiration Extenstion: "QUARTERLY"

    • Loyalty Points Duration (days): 100

    Steps of expected behavior:

    1. The end of the current quarter is March 31st.

    2. Add Loyalty Points Duration (days): July 9th.

    3. Points expire on July 9th.

   

  • Example 3:

    • If today is Jan 10, 2023 for the following configuration:

      • Expiration Extenstion: "QUARTERLY"

      • Loyalty Points Duration (days): 365

    • Steps of expected behavior:

      • The end of the current quarter is March 31st, 2023.

      • Add Loyalty Points Duration (days): March 31, 2024.

      • Points expire on March 31, 2024.

How to Set Offer / Reward Stackability Limit

1. Navigate to the Earning Calculation Tab on Sanity
   Order-Level Content ➡️ Loyalty ➡️ Loyalty Configs ➡️ Earning Calculation

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2. Scroll Down to Offer Redemption Limits section

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3. This is where you will configure the number of Offers a user can add to their cart

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      1. For example:

         1. A value of 1 would mean a maximum of 1 Offer per Cart.

         2. A value of 4 would mean a maximum of 4 Offers per Cart.

4. Now that we’ve configured the Limit, we can hit Publish!

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Limit for adding the same offer

This represents the maximum number of times the same offer can be added in a single order.

How to set Maximum Transactions Limit in Sanity

1. Go to Order-Level Content > Loyalty > Loyalty Configs > Earning Calculations

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2. Under the Earning Calculations page, scroll down to the Transaction Earning Configuration section

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3. The Maximum Transactions Limit field is where you define what you want the Max number of transactions that would yield points to a given user.

   1. For example: if you input 10, then each unique guest will only be able to earn points for up to 10 transactions per day. After the 10th transaction, the guest will stop earning points for that day.

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4. Once you have set the Max Transaction Limit, hit Publish

   1. Once you hit Publish, the changes will be pushed to the selected environment and the new Maximum Transactions Limit will be set.

   2.