Manual

Glossary

A loyalty programme brings a language of its own. This page explains the words that always mean the same thing in the administration, in the shop and in this manual - briefly and without prerequisites.

Loyalty point

The unit of account of the programme. A point has no monetary value in itself - only the conversion on redemption turns it into an amount. What the unit is called in your shop is up to you; "loyalty points" is only the default.

Where it appears: product page, cart, customer account

Pending

The state of a booking that exists but does not yet count towards the redeemable balance. Points from an order are pending first.

Where it appears: customer account, point ledger, dashboard

Booked

The state of a booking that is valid and redeemable. Pending turns into booked once the order has reached the configured state and the minimum age has passed.

Where it appears: point ledger, customer account

Release

The process that turns pending points into booked ones. It runs hourly as a scheduled task and can also be triggered by hand from the dashboard.

Where it appears: dashboard, configuration, scheduled tasks

Lot

A package of points credited at the same time with an expiry date of its own. Validity counts per lot from the booking day; redemption always draws from the oldest lot first.

Where it appears: points expiry, calculation of a redemption

Booking

A single movement in the programme - earned, redeemed or corrected. Every booking carries date, customer, type, status, points, an order where there is one, and a reason in plain text.

Where it appears: Customers → Loyalty points → Bookings

Point ledger

The complete list of all bookings. A customer's balance is never stored but always recalculated from this list - which is why every figure in the programme can be derived.

Where it appears: Customers → Loyalty points → Bookings

Counter-booking

A booking that reverses an earlier one in whole or in part - after a cancellation, for instance. The original booking stays; nothing is deleted.

Where it appears: point ledger

Earn rate

How many points one euro of turnover brings. One, out of the box. Together with the conversion it gives the percentage the programme costs. In the configuration the setting is called "Points earned per 1.00 spent".

Where it appears: Configuration → Earning points

Conversion

How many points make one euro of discount. 100, out of the box. It defines the monetary value of a point. In the configuration the setting is called "Points per 1.00 discount".

Where it appears: Configuration → Redeeming points

Booster

A rule limited in time or scope that gives more points - for certain products, a period or a condition from the rule builder. It acts on the order, not on the customer.

Where it appears: Customers → Loyalty points → Boosters

Multiplier

A factor by which the points of an order are multiplied. It comes from the customer's loyalty tier or from a booster.

Where it appears: loyalty tiers, boosters, calculation

Fixed bonus

A fixed number of points added to an order regardless of its amount. The counterpart to a multiplier.

Where it appears: boosters

Loyalty tier

A lasting classification of a customer based on their point balance and their number of completed orders. Every tier carries a multiplier on everything the customer earns from then on.

Where it appears: Customers → Loyalty points → Loyalty tiers

Grace period

The time a customer keeps their loyalty tier after their balance has fallen below the threshold. If the balance recovers within it, the tier stays.

Where it appears: Configuration → Loyalty tiers

Goal

A milestone that triggers a bonus when a point threshold is crossed. A goal can be one-off or repeatable.

Where it appears: Customers → Loyalty points → Goals

Reward

A product from your catalogue with a price in points. When it is redeemed, the product lands as a line item in the cart.

Where it appears: Customers → Loyalty points → Rewards

Action bonus

A credit that hangs on an event rather than an order: registration, newsletter confirmation or a birthday. Such points are valid immediately.

Where it appears: Configuration → Default-flow point values, Flow Builder

Points outstanding

All valid points nobody has redeemed yet. Multiplied by the point value they give the open liability of your programme - the figure for a provision.

Where it appears: dashboard, statistics

Redemption rate

The share of issued points that has already been redeemed. It shows how much of the liability actually turns into cost.

Where it appears: dashboard, statistics

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Common questions

Common questions on this topic

What does "pending" mean?

A booking that exists but does not yet count towards the redeemable balance. Points from an order are pending first and turn valid once the order has reached the configured state and the minimum age has passed.

What is a lot?

A package of points credited at the same time with an expiry date of its own. Validity counts per lot from the booking day, and redemption always draws from the oldest lot first.

What is the difference between a booster and a loyalty tier?

Both raise the points of an order. The tier belongs to the customer and applies permanently; a booster belongs to the order - to products, a period or a rule - and applies temporarily.

What is the redemption rate?

The share of issued points that has already been redeemed. It says how much of the open liability actually turns into cost.

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