STEP 1 Point transfer process

The transfer of points between users enhances the flexibility and appeal of loyalty programs, fostering a community of engaged and collaborative users. This, in turn, increases customer engagement dynamics and brand loyalty.

What is the point transfer process?

Technically, transferring points involves moving them from one user account to another. This is done by removing points from one account and adding them to another, as shown in the attached graphic.

Points transferring

Points transferring between users in Synerise refers to a feature within the Synerise platform that allows users to transfer their accumulated loyalty points to other users.

Stages of point transfer

An example of the process of transferring points between users follows several steps:

1. Configure Loyalty Points in Synerise - At this stage, we define the segments of eligible senders and receivers of points.

2. Transfer of loyalty points in the app - This point relates to setting up the points transfer method directly in any channel. Additional configuration details can be found at the following link.

3. Create a message template - This step involves creating a template message that contains details about the point transfer.This notification will be used in an automation and it will inform user that he has received points from another user.

4. Create a workflow - Prepare a workflow that will trigger the message when users receive points from another user.

The above steps provide a concise guide to using Synerise’s points transfer feature. If you are already in the process of implementing points transfer in your loyalty program, make sure you follow each step carefully and consider the specific needs and objectives of your loyalty program.

Next step

You already know what is point transfer, in the next article we will show you an example of point transfer.