Altegio: Loyalty Management

Client retention is more cost-effective than acquisition. This module covers building a loyalty system in Altegio: from digital cards to automatic bonuses and viral growth via the referral program.

📚 TRAINING SYLLABUS

1. Loyalty Cards
- Creating Loyalty Card types.
- Setting up rules and terms of use.

2. Promotions & Cashback
- Configuring discounts and bonus programs.
- Setting up Cashback rules: earning and redeeming points.
- Defining expiration dates for promotions.

3. Automation
- Configuring Auto-apply rules for promotions.
- Conditions for automatic discounts during checkout.

4. Referral Program
- Setting up the Referral System (Invite a friend).
- Configuring rewards for referring new clients.

5. Issuing & Redeeming
- Issuing cards to new and existing clients.
- Linking cards to client profiles.
- Redeeming points and applying discounts during checkout.