A loyalty link is a sharable link that grants points or a reward item to a membership. A member opens the link (part of the portal), optionally verifies their membership, and the membership gets the points or the reward.
A super admin needs to enable the Loyalty and LoyaltyLinks feature flags for your organization in order for you to use loyalty links.
Link grant items
Type | What the member gets |
Points amount | An arbitrary number of points that you set on the link |
Points source | The points of a points source |
Reward item | One reward item, without redeeming points |
Points source and reward item restrictions
Points sources and reward items can have their own restrictions. Use the Enforce points source restrictions or Enforce reward item restrictions toggle to define whether or not the loyalty link is subject to these restrictions. Location restrictions do not apply to loyalty links due to browser limitations.
When the toggle is on, these restrictions apply:
Link gives | Restrictions that apply |
Points source | Availability dates, availability hours, days of the week, and frequency |
Reward item | Dates, total quantity, quantity per membership, and membership levels |
The restrictions of the points source or reward item do not replace the limits of the link. A claim must pass the restrictions of the link and the restrictions of the source or item. For example, a link set to “No limit” for a points source set to “Once per day” gives points only once per day. A link set to “Once” for the same points source gives points only one time.
Who can use a link
Audience | Meaning |
Anyone with the link | Any membership that has the link |
One membership only | Only the membership on the link |
Caution: Any loyalty link set to “Anyone with the link” is fully open. Any membership that has the link can use it.
For a “One membership only” link you can still turn on Require membership verification. The member must then give the membership ID and the validation field of the organization (email, phone number, or last name) before the claim is accepted.
Autofill fields
You can add the membership ID and the validation value to the end of a link, which will fill the fields for the member automatically.
Query value | Field |
| Membership ID |
| Validation field of the organization (email, phone, or last name) |
Example: https://portal.example.org/links/<link id>?i=MEMB-3029814&v=george.bluth%40example.com
Limits
Limit | What it does |
Limit the dates | The link works only between a start date and an end date. |
Limit the total claims | The link stops after a total number of claims, counted across all members. |
How often one membership can claim | Once, once per day, once per week, once per month, or no limit. These limits work the same as the frequency of a points source, in the time zone of the organization. |
Enabled | Turn off to stop the link. The link stays in the list. |
The status of a link
The list shows the status of each link.
Status | Meaning |
Active | Members can use the link now |
Disabled | An admin turned the link off |
Scheduled | The start date is in the future |
Ended | The end date is in the past |
Limit reached | The link has reached its maximum number of claims |
Used | The membership for a one-time targeted link used it |