STEP 3 Scenarios

The previous chapters explained the fundamental elements of the points earning mechanism. In this section, we will demonstrate how to apply this knowledge in practice. The loyalty scenarios presented here are based on a scheme with promotional actions and incorporate elements such as location, user segments, user attributes, and product categories.

Selected use cases


Listed below are use cases with a brief introduction. Clicking on the link will take you to a detailed description, configuration, and preview of the scenario.

earn mechanism
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The pre-Christmas period is ideal for implementing temporary initiatives, that let customers earn double points for purchases in a selected product category during the weekend before Christmas. This use case demonstrates doubling points for all Christmas category products, accompanied by an email notification to customers regarding the points increase and their current balance.

Extra points for purchase from specific category during specific time | Arrow down icon |

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This use case showcases how integrating loyalty points into surveys can gather valuable insights, enhance customer loyalty, and stimulate business growth. By offering 500 loyalty points as an incentive for survey completion, businesses can attract new customers to their loyalty program and cultivate long-term loyalty among existing customers, resulting in increased customer satisfaction and higher spending.

Loyalty points for completing a survey | Arrow down icon |

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In this scenario, we will explore the effective strategy of incentivizing customers with exclusive rewards while providing comprehensive guidance on creating analyses for point balances. Discover how this approach can help your business thrive by fostering customer engagement and driving revenue growth.

Extra points for purchases from the specific locations during specific time | Arrow down icon |

Detailed information:

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This use case showcases a specific loyalty activity where customers earn 100 loyalty points for each purchase of a particular brand’s products within a defined timeframe. By implementing this strategy, businesses can not only boost sales but also cultivate customer loyalty by encouraging additional purchases and the accumulation of loyalty points.

Extra loyalty points for buying a product from a specific brand | Arrow down icon |

Detailed information:

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In this use case, we will guide you through the creation of a seamless workflow that grants 100 loyalty points to new program members for transactions equal to or higher than $10. Witness how this enticing offer ignites customer engagement, drives repeat purchases, and fosters a lasting bond with your brand.

Loyalty points for the first purchase after registration | Arrow down icon |


Explore other scenarios

If the scenarios above don’t meet your needs, expand the list of inspirations by clicking Earn & Burn - Examples of use

Earn & Burn - Examples of use

Earn base points with each paid transaction, excluding additional services or products, such as transport, packaging, or insurance

  1. Calculated 1:1 based on a product price.
    • Example: For the purchase of products worth 236 euros, add 236 points.
  2. Calculated for a product price by a static multiplier.
    • Example: For the purchase of products worth 124 EUR, add twice as much points (248 points).
  3. Fixed point value for making a transaction.
    • Example: Add 200 points for making a purchase.
  4. Fixed point value for each product purchased.
    • Example: For the purchase of 5 products, add 500 points, 100 points for each product.
  5. Fixed points for the value of products in a defined range.
    • Example: For the purchase of products worth 164 EUR, add 100 points.
  6. Mechanism of stamps.
    • Example: If you buy 10 coffees for 10 consecutive days, you get 1000 points.
  7. Round up or down based on a set condition.
    • Example: For the purchase of products worth 76.98 EUR, add 80 points.
  8. Excluding low-margin or legally forbidden categories/products from points calculations
    • Example: Exclude cigarettes from points calculation.

Earn promotional points with paid transactions, potentially limited by time for certain categories or products

  1. Calculated for product price by conversion rate.
    • Example: For the purchase of product X for 74 Euro, add twice as much, which is an additional 74 points.
  2. Calculated for the basket value by conversion rate.
    • Example: For the purchase of products worth 124 EUR, add twice as much, which is an additional 124 points.
  3. Fixed point value calculated for making a transaction.
    • Example: For making a purchase outside rush hours, add 100 points.
  4. Fixed point value calculated for each product purchased.
    • Example: For the purchase of 5 products, add 250 points, additional 50 points each.
  5. Fixed points for the value of products in a defined range.
    • Example: For the purchase of products worth 164 EUR, add an additional 200 points.
  6. Product promotion.
    • Example: Add 2 times more points for products from specific category or brand on Saturdays.

Earn promotional points for defined activities, potentially with a time limit

  1. Create an account.
    • Example: After submitting the data required to create an account, add 40 points.
  2. Granting marketing consents.
    • Example: Checking the status of consents, add 50 points for active marketing consent. Repeat the scenario every month since the day of creating account.
  3. Recommend to a friend.
    • Example: For each friend who registered from your referral (unique code) and made at least one transaction, you get 500 points. You can impose invitation limit – 2 friends.
  4. Anniversary.
    • Example: To celebrate customer’s birthday, add 200 points.
  5. Active member (provided that at least one transaction is made).
    • Example: 1000 days have passed since account creation, add 1000 points.
  6. Logging in to the website or opening the application.
    • Example: When a website is opened or an application is launched by a registered user, add 20 points.
  7. Use of a promoted method of payment, delivery, and so on.
    • Example: For choosing a delivery to a parcel locker and paying BNPL, add 75 points.
  8. Realization of a defined number of specific events in a specific time.
    • Example: After 10 clicks on the link in the newsletter within 20 days, add 100 points.
  9. Questionnaire.
    • Example: After completing a satisfaction survey, you get 100 points. Each answer may be scored differently.
  10. Quest/task.
    • Example: After purchasing 5 products from a given category, brand or manufacturer within 7 days, you get an additional 500 points.
  11. Successfully complete any scenario on the website or in the app.
    • Example: After purchasing a product and writing a review, add 60 points.

Earn promotional points for defined activities, potentially limited by segment or purchase location

  1. Purchase in e-commerce.
    • Example: Add 200 points for a user who purchased in e-commerce over the weekend.
  2. New B&M store.
    • Example: Add 100 points for a user who purchased in a newly opened brick-and-mortar store.
  3. Regional promotion.
    • Example: Calculate twice as many points for those who bought in one of the stores in city X.
  4. Quest/task 2
    • Example: Add 100 points for each product in category X for those who bought a product in that category last year.
  5. Special holidays or celebration days.
    • Example: Add twice as many points for each student on the occasion of the first day of school.
  6. No-churn campaign.
    • Example: Add three times as many points for each transaction through the mobile channel for the next 10 days, by the customer with a high probability of churn.

Burn points for limited-value transactions or redeem them for prizes and promotions, with quantity restrictions per user over time

  1. As a 1:1 points-to-price reduction in the basket value.
    • Example: Subtract 100 points and reduce the value of the basket by 100 EUR.
  2. As a direct 1:1 reduction of the product price.
    • Example: Subtract 56 points and reduce the value of product Y by 56 EUR.
  3. As a reduction of a specific product price calculated according to conversion rate.
    • Example: Subtract 128 points and reduce the value of the product in the cart by 64 EUR.
  4. As a reduction product price in the cart by a fixed value.
    • Example: After activating the promotion, subtract 100 points and reduce the price of product X by 20 EUR.
  5. As a price reduction of the product in the cart by a defined percentage.
    • Example: After activating the voucher, subtract 120 points and reduce the price of the product from Y category by 10 percent.
  6. Expiring points after their expiry date.
  7. Freezing points during a potential return.
    • Example: In a Burn scenario, do not use points gained in the last 30 days.
  8. Points cancellation after returning the product.
    • Example: After returning a product, deduct all accrued points directly related to this transaction. If points balance is negative, leave 0.
  9. Points cancellation on a fixed date, the same for all users.
    • Example: On 02 Jan, 2024, remove all points from all accounts added before 01 Jan 2024.

Other cases - Advanced scenarios

  1. Points transfer between users.
    • Example: When a user is identified with a phone number, top up their account with 100 points and deduct the same amount from the sender’s point balance.
  2. Accepting points from another system, application, or club.
    • Example: Using the distance run information from the fitness app, credit the equivalent points to the user’s account.
  3. Using points from the 3rd party services (API communication).
    • Example 1: Deduct 200 points from your user account after activating a VOD discount code at the provider of this service.
    • Example 2: Add 100 points for completing a challenge in a console game.



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If you are interested in any of the scenarios but don’t have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action!

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LESSON COMPLETED

You have just finished the first lesson - Congratulations!

Welcome to LESSON 2, where we will dive into the topic of point expiration processes.



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