> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pocketshop.at/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Digital Loyalty Programme for Your Customers

> Configure points earning ratios, daily limits, referral bonuses, and receipt validation to build a loyalty programme tailored to your business.

Your loyalty programme is the engine that keeps customers coming back. Pocketshop lets you reward every purchase, check-in, birthday, and referral with points — all configurable to match your margins and your brand. Customers earn points by scanning receipts in the app, checking in at your location, referring friends, celebrating birthdays, and entering promotion codes. Those points then unlock rewards, coupons, and exclusive perks that you define.

## Configuration Parameters

Use the settings below to tune the earning mechanics of your programme. Every parameter is accessible under **Loyalty → Programme Settings** in your Pocketshop dashboard.

| Parameter                                        | Description                                                                                            | Example          |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------ | ---------------- |
| **Amount per step** (*Betrag pro Schritt*)       | The spend amount (in your currency) required to earn one step of points                                | €1.00            |
| **Points per step** (*Punkte pro Schritt*)       | Number of points awarded per step                                                                      | 1 point          |
| **Daily points limit** (*Tägliches Punktelimit*) | Maximum points a customer can earn in a single day, preventing abuse                                   | 100 points       |
| **Daily scan limit** (*Tägliches Scan-Limit*)    | Maximum number of receipt scans accepted per customer per day                                          | 1–3 scans        |
| **Total points limit** (*Punktelimit*)           | Lifetime cap on points a customer account can hold at any time                                         | 5,000 points     |
| **Points for referral** (*Punkte für Einladung*) | Points awarded to the referrer and the referred friend when a new account is created via referral link | 100 pts / 50 pts |
| **Receipt validity** (*Beleg Gültigkeitsdauer*)  | How long after purchase a receipt can be submitted for points                                          | 3–7 days         |
| **Registration bonus**                           | One-time points bonus awarded when a customer creates their account                                    | 50 points        |
| **Birthday bonus**                               | Points (and optional coupon) awarded automatically on the customer's birthday                          | 100 pts + coupon |
| **Check-in points**                              | Points awarded each time a customer checks in at your location (once per day)                          | 10 points        |

<Note>
  Points limits protect your programme from fraud and budget overruns. Set a daily limit that reflects a realistic single-visit spend, and use the lifetime cap to encourage steady engagement rather than one-off stockpiling.
</Note>

## Example Configuration — Fashion & Cosmetics

The table below shows a balanced configuration for a mid-range fashion or cosmetics retailer. Adapt the values to fit your average transaction size and desired reward cadence.

| Setting             | Value               | Rationale                                                      |
| ------------------- | ------------------- | -------------------------------------------------------------- |
| Amount per step     | €1.00               | Simple, transparent earning rule                               |
| Points per step     | 1 point             | 1-to-1 ratio is easy for customers to understand               |
| Daily points limit  | 100 points          | Caps potential abuse while allowing a €100 single-day purchase |
| Daily scan limit    | 2 scans             | Allows a morning and afternoon visit                           |
| Registration bonus  | 50 points           | Low-effort win that drives sign-ups                            |
| Check-in points     | 10 points/day       | Rewards footfall and app opens                                 |
| Birthday bonus      | 100 points + coupon | High-value moment to deepen loyalty                            |
| Referral (referrer) | 100 points          | Strong incentive to spread the word                            |
| Referral (referred) | 50 points           | Welcome reward that reduces first-visit friction               |
| Receipt validity    | 5 days              | Generous enough for forgetful customers                        |

## Promotion Codes

Promotion codes let you award bonus points through offline or social channels — a QR code on a product insert, a caption on an Instagram post, or a poster in your window. When a customer enters a valid code in the app, they receive the associated bonus immediately.

**Creating a promotion code:**

1. Go to **Loyalty → Promotion Codes** and select **New Code**.
2. Enter a memorable, uppercase code (e.g. `SUMMER25` or `LAUNCH100`).
3. Set the bonus point value and an optional expiry date.
4. Restrict usage to one redemption per customer if needed.
5. Save and distribute the code across your chosen channel.

<Tip>
  Print QR codes that deep-link directly to the code entry screen. Customers scan once — no manual typing required.
</Tip>

## Setting Up Your Loyalty Programme from Scratch

<Steps>
  <Step title="Open Programme Settings">
    In the Pocketshop dashboard, navigate to **Loyalty → Programme Settings**. If this is your first setup, the form will be pre-filled with sensible defaults.
  </Step>

  <Step title="Define the Earning Ratio">
    Set **Amount per step** and **Points per step** to establish how many points a customer earns per currency unit spent. For example, €1 = 1 point gives you a clear, customer-friendly rule.
  </Step>

  <Step title="Set Limits">
    Enter your **Daily points limit**, **Daily scan limit**, and **Total points limit**. Start conservatively — you can always increase limits after reviewing your first month of data.
  </Step>

  <Step title="Configure Bonuses">
    Fill in your **Registration bonus**, **Check-in points**, **Birthday bonus**, and **Referral points** for both referrer and referred friend. These bonus categories drive the behaviours — sign-ups, footfall, word-of-mouth — that matter most for SMBs.
  </Step>

  <Step title="Set Receipt Validity">
    Choose how many days after purchase a receipt remains eligible for scanning. Three to seven days covers most customer habits while discouraging old receipt fraud.
  </Step>

  <Step title="Activate the Programme">
    Toggle the programme status to **Active** and publish. Your customers will see points displayed in the app immediately. Existing accounts receive their registration bonus retroactively only if you enable that option.
  </Step>

  <Step title="Create Promotion Codes (Optional)">
    If you have a launch campaign or seasonal promotion, create your first batch of promotion codes and schedule them alongside any push notifications or social posts.
  </Step>
</Steps>

<Tip>
  Connect your loyalty programme to automated campaigns. Set up a push notification that fires when a customer reaches 80 % of the points threshold for your top reward — that well-timed nudge significantly increases redemption rates and repeat visits.
</Tip>

<Note>
  Pair your loyalty programme with Pocketshop's segmentation tools to personalise the experience. Show different rewards to VIP customers versus newcomers, or run a double-points weekend exclusively for customers who haven't visited in 30 days.
</Note>
