Loyalty Integration

Integrate loyalty program features across your platforms and touchpoints.

Overview

Connect your loyalty program to POS, e-commerce, mobile apps, and other systems for a unified experience.

Integration Points

POS Systems

Award points for in-store purchases:

Setup:

1. Configure POS integration
2. Enable loyalty in POS
3. Map customer identification
4. Set point rules
5. Train staff

Customer Flow:

1. Customer makes purchase
2. Provides phone/email
3. POS looks up account
4. Points awarded automatically
5. Customer notified

E-Commerce

Points for online purchases:

• Automatic points calculation
• Display points earned
• Redeem rewards at checkout
• Show tier benefits

Mobile App

Full loyalty experience:

• View points balance
• See tier status
• Browse rewards
• Scan products
• Claim collectibles
• Track progress

Website

Embedded loyalty widgets:

• Points balance display
• Tier status badge
• Rewards catalog
• Progress tracking
• Redemption flow

API Integration

Endpoints

Key API endpoints for loyalty:

Customer:

• GET /customers/{id}/loyalty
• GET /customers/{id}/points
• POST /customers/{id}/points

Rewards:

• GET /rewards
• POST /rewards/{id}/redeem

Campaigns:

• GET /campaigns
• GET /campaigns/{id}/progress

Tiers:

• GET /tiers
• GET /customers/{id}/tier

View full API documentation →

Webhooks

Real-time notifications:

Events:

• Points earned
• Points redeemed
• Tier changed
• Reward unlocked
• Campaign step
• Points expiring

Use Cases:

• Update external systems
• Trigger notifications
• Sync to CRM
• Custom workflows

Platform Integrations

CRM Systems

Sync loyalty data:

Salesforce:

• Customer loyalty status
• Points balance
• Tier information
• Lifetime value

HubSpot:

• Loyalty segment lists
• Points as custom property
• Tier-based workflows
• Engagement scoring

Email Platforms

Mailchimp / Klaviyo:

• Segment by tier
• Points in emails
• Personalized rewards
• Automated campaigns

Marketing Tools

Integration Benefits:

• Loyalty-based segments
• Targeted campaigns
• Performance tracking
• Attribution

Custom Integrations

Point Accrual

Award points for custom actions:

Examples:

• Social media shares
• Product reviews
• Referrals
• Survey completions
• Event attendance

Implementation:

POST /api/customers/{customerId}/points
{
  "points": 50,
  "reason": "Product review",
  "reference": "review-12345"
}

Custom Rewards

Create unique rewards:

• Event tickets
• Exclusive products
• Experiences
• Donations
• Partner perks

Third-Party Rewards

Integrate partner rewards:

• Gift cards
• Other brands
• Travel rewards
• Charity donations

Widget Integration

Website Widget

Embed loyalty features:

<!-- Points Balance Widget -->
<div id="loyalty-widget"></div>
<script src="https://yourbrand.com/loyalty-widget.js"></script>
<script>
  LoyaltyWidget.init({
    customerId: 'customer-id',
    showPoints: true,
    showTier: true,
    showRewards: true
  });
</script>

Widget Types:

• Points balance
• Tier badge
• Rewards catalog
• Progress tracker
• Referral widget

Mobile SDK

Native app integration:

iOS:

BatchLoyalty.getPoints(customerId: id) { points in
  // Update UI
}

Android:

BatchLoyalty.getPoints(customerId) { points ->
  // Update UI
}

Single Sign-On (SSO)

Unified account access:

Benefits:

• One account across platforms
• Consistent experience
• Centralized data
• Easy authentication

Implementation:

• OAuth 2.0
• SAML
• JWT tokens

Data Synchronization

Real-Time Sync

Immediate updates:

• Points balance
• Tier status
• Reward availability

Batch Sync

Scheduled updates:

• Daily reconciliation
• Bulk updates
• Historical data
• Analytics refresh

Conflict Resolution

Handle discrepancies:

• Last write wins
• Timestamp-based
• Manual review
• Custom rules

Use Cases

Omnichannel Loyalty

Customer earns everywhere:

1. Scan product (mobile app) → Points
2. Purchase online (website) → Points
3. Buy in-store (POS) → Points
4. Write review (email link) → Bonus points
5. Refer friend (referral link) → Referral bonus

All tracked in unified account.

Partner Loyalty

Cross-brand programs:

• Multiple brands
• Shared points pool
• Partner rewards
• Coalition loyalty

B2B Loyalty

Wholesale/distributor programs:

• Volume-based tiers
• Trade rewards
• Account-level points
• Team management

Testing

Sandbox Environment

Test integrations:

• Test API keys
• Sample data
• No impact on production
• Full feature access

Test Scenarios

Common tests:

• Point accrual
• Point redemption
• Tier advancement
• Reward unlocking
• Campaign tracking
• Error handling

Monitoring

Integration Health

Track performance:

• API response times
• Success/error rates
• Sync status
• Webhook deliveries

Alerts

Get notified:

• Integration failures
• Sync errors
• API limits
• Unusual activity

Best Practices

Security

• Secure API keys
• Validate webhooks
• Encrypt sensitive data
• Rate limiting

Performance

• Cache when possible
• Batch operations
• Async processing
• Optimize queries

Data Quality

• Validate inputs
• Handle errors gracefully
• Log for debugging
• Monitor accuracy

Related Resources

• Creating Campaigns
• Webhooks