How to Set Up a Promotion

Promotions in LoyaltyPal are designed primarily for customer communication and event marketing. They don’t affect the main loyalty logic or point accrual rules, they help inform customers about special events, campaigns, or offers.

For example, you can create a promotion to announce a new product, invite customers to a store anniversary celebration, or notify them about a limited-time special offer.

During the promotion, the card design can change, and customers will see the promotional details directly on their loyalty card, helping you increase visibility and engagement for specific events or campaigns.

Setting up a Promotion

Go to the "Promotions" section.
LoyaltyPal > Left-Hand Menu > Cards > Promotions

Once here click the create promotion button top right. This will initiate the promotion creation form.

Name: Enter the promotion name e.g. 20% off Drinks

Description: Enter the promotion e.g. 20% off Drinks all week!

Custom Fields: Here you can select the fields that will be displayed on client cards during the promotion.

Push Notifications: Set up push notifications notifying customers at the start and end of the promotion. You can select the date & time plus add a custom message.

Image: Add an image that will replace the card background during the promotion (The recommended file size is 960 × 252 pixels. Only PNG format. 3 megabytes). You can view a preview of the promotion in the adjacent tab at the top of the form.

Date from / Date to: Select the dates which the promotion will run.

Limit per member: This is how many times a single customer can use this promotion.

Max global usages: You can also set a global usage limit this is across all customers.

Both usage limit fields are optional.
If you leave these limits empty, the promotion will have no restrictions, customers will be able to use it an unlimited number of times.

Select the templates (cards) to which the promotion will apply. Each template can only have one promotion per period.

If everything is ready, set the status to active and click 'Submit'.

Redeeming a Promotion

The promotion can be redeemed in the customer account and in the scanner. In the scanner, the customer's usage and the total remaining usage for the promotion are indicated by a slash.

Customer Profile

Scanner App

Deleting a Promotion

To delete an existing promotion, open the Promotions tab in your dashboard.

LoyaltyPal > Left-Hand Menu > Cards > Promotions

In the list of active or scheduled promotions, locate the promotion you want to remove. On the far right side of the row, click the trash bin icon. After confirming the action, the promotion will be permanently deleted and will no longer be available to customers.

How Promotions Interact With Card Mechanics

Promotions do not change how a card works. A promotion cannot double cashback, cannot add extra stamps, and cannot increase a discount. Promotions also cannot automate extra points or extra rewards. They do not affect the earning rules of the card in any way.