Your Programs
      Back to home
      1. Knowledge Base
      2. Customer Portal
      3. Your Programs

      Loyalty

      This section of the Customer Portal is where you can add and edit loyalty programs.

      In this Article

      1. Add a loyalty program
      2. Edit an existing loyalty program

      Add a loyalty program

      To add a loyalty program,

      1. Click Add Loyalty program in the top right-hand corner of the page
      2. Name your new loyalty program
      3. Click the Active checkbox to activate the program
      4. Click the Default checkbox if you want members to automatically be added to the program upon signup
      5. Click Create

      After creating your new loyalty program, you will be redirected to a new page where you can edit the program. 

      Edit a loyalty program

      1. Click on the loyalty program you’d like to edit
      2. From here, you can update the name of the program or its active and default status
      3. Click Save to save any changes

      You can also configure offers, members, and offer inclusion rules from here. 

      Offers

      Under the Offers tab, you can search for and add offers to your loyalty program. Use any of the search parameters to find a specific offer and click the checkbox next to the offer to add it. 

      Members

      Under the Members tab, you can manually add or remove individual members from a program. Use the checkbox next to the member ID to add or remove them from the loyalty program. You can also click the checkbox in the header row to add or remove all members from the program.

      Olive does not store member PII, so you will need to use member IDs or external IDs to search for specific members in this view.

      Offer Inclusion Rules

      Under the Offer Inclusion Rules tab, you can add or edit rules that will automatically add offers to your loyalty program based on criteria that you set.

      Create an inclusion rule

      1. Click the + Inclusion Rule button
      2. Name your inclusion rule
      3. Configure your inclusion rule criteria by selecting:
        1. An offer property (E.g., availability, brand, category, etc.)
        2. An operator (E.g., equal to, not equal to)
        3. A value (E.g., Client Only)
      4. (optional) Click Preview Offers to see the list of matching offers
      5. Click Create & Evaluate

      For example, an inclusion rule where “Availability = Client Only” will add all offers from your own merchant list.