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Knowledge base › Marketing › Getting Started with Loyalty and Referral Program

Loyalty & Referral Walkthrough Videos (For BETA Users Only)

These short videos show you how to set up and use Loyalty & Referral. Please note that the feature is enabled for beta users only. If it’s not showing up in your account yet, don’t worry, it will appear soon!


TABLE OF CONTENTS


How to Create and Manage a Loyalty & Referral Program:


How to Set Up Earning Rules:


How to Set Up Redemption Rewards:


How to Customize Your Signup Page:


How to Set Up Your Wallet Pass:


How to Share Your Program:


How to Manage Your Loyalty Programs:


How to Record an In-Store Visit (Scan Customer QR):


How to Adjust a Customer's Points:


How to Read the Points-Expiry Indicator:


How to Read the Activity Log:


How to Read the Statistics Tab:


How to Set Up Email Notifications:


How to Send Push Notifications:


How Customers Join a Program:


How Customers Redeem Points:


How Customers Track Their Activity:


How Referrals Work:


Last updated Fri, 9 Oct, 2026 at 3:23 AM