What Is an Earning Rule in Okya?
Some fields will be required, while others will be optional, input the optional fields as needed. To fully understand Earning Rules, we need to define the elements for each section of the Earning Rules.
Section 1: Basic Info
Element | Description |
Name (required) | The title of the earning rule, is used to identify it within the system. |
Description (required) | A brief explanation of the earning rule, including how customers can earn points. |
Enabled | A tickbox to activate or deactivate the reward. |
Section 2: Details
Element | Description |
Type (required) | The detail Type defines the action that triggers point accumulation in Okya. The seven earning rule types, and their elements are defined below: 1. Custom Event: A user-defined action that grants points, such as completing a survey or interacting with a campaign. - Custom Event Key: A unique identifier assigned to a custom event that triggers point accumulation (e.g., "Completed Survey," "Subscribed to Newsletter"). 2. Customer Referral: Customers earn points when they refer new users who complete specific actions like signing up or making a purchase. - Referral Event Key: Determines the specific action a referred customer must complete for the referrer to earn points. There are three Referral Event Keys, and their elements are defined below: a.) Every Purchase: The referrer earns points each time the referred customer makes a purchase. b.) First Purchase: The referrer earns points only when the referred customer makes their first purchase. c.) Registration: The referrer earns points when the referred customer successfully registers an account. - Referral Target Type: Determines who receives points in a referral-based earning rule. There are three Referral Target Types, and their elements are defined below: a.) Referrer: Only the person who made the referral earns points. b.) Referred: Only the newly referred customer earns points. c.) Both: Both the referrer and the referred customer earn points. 3. Event: Points are awarded when customers participate in an event, such as attending a promotional activity or a limited-time offer. - Event Key: Defines the specific customer action that triggers point accumulation in an event-based earning rule. There are three Event Keys, and their elements are defined below: a.) Account Created: Points are awarded when a customer successfully registers an account. b.) Customer Login: Points are granted when a customer logs into their account (e.g., for daily engagement rewards). c.) First Purchase: Customers earn points upon completing their first purchase. 4. General Spending: Customers earn points based on their total spending, typically with a set points-to-currency ratio. The three General Spending rule elements are defined below: a.) Per Amount Spent: Defines how many points a customer earns per unit of currency spent (e.g., 1 point per $10 spent). b.) Spending Minimum Order Value: A minimum order amount required for the customer to earn points (e.g., points are only awarded for orders over $20). c.) Excluded Product SKUs: Specific product SKUs (Stock Keeping Units) that do not qualify for earning points, such as gift cards or discounted items. 5. Geolocation: Customers receive points for ordering from a specific location such as a store, delivery area, or promotional site. Input coordinates, then set the radius to define the desired earning area. The three Geolocation elements, and their elements are defined below: a.) Latitude: The geographical latitude of the store or designated location where customers can earn points. b.) Longitude: The geographical longitude of the store or designated location where customers can earn points. c.) Radius: The distance around the specified latitude and longitude in which customers are eligible to earn points. 6. QR Code: Points are granted when customers scan a QR code linked to a promotion, product, or event. - QR Code: Input the URL the QR code redirects to when scanned to track and validate the earning action. 7. Product Purchase: Customers earn points when they purchase specific products or product categories. - Included Product SKUs: Specifies which product SKUs qualify for earning points, allowing businesses to incentivize purchases of specific items or categories. |
Points (required) | Points are awarded to customers based on predefined earning rules. Customers accumulate points through actions like purchases, referrals, or events and redeem them for rewards such as discounts, free items, or cashback. |
Section 3: POS
Element | Description |
Store Devices | Store Devices link to specific store locations. They determine where earning rules apply, ensuring customers can accumulate points for in-store transactions. |
Section 4: Target
Element | Description |
Target Type | Defines who is eligible for the Earning Rule. Options include: Segment or Tier. |
Tier or Segment | 1. Segment: A specific group of customers based on behavior, purchase history, or demographics. 2. Tier: A loyalty program level (e.g., Bronze, Silver, Gold). Tiers/segments. |
Section 5: Activity
Element | Description |
Starts at | The date and time when the reward is no longer visible to eligible customers. |
Ends at | The date and time when the reward can start being redeemed. |
Examples of How Earning Rules Are Used in Okya
Earning Rules in Okya can be tailored for a wide range of use cases. Below are examples for each of the seven different Earning Rule Types, specifically designed for your pizza restaurant:
1. Customer Referral – Earn Points by Bringing a Friend
Name: "Refer & Earn – 150 Points for You and a Friend!"
Earning Rule Type: Customer Referral
Referral Event Key: First Purchase
Referral Target Type: Both (Referrer and Referred)
Points Awarded: 150 Points
Description: Existing customers earn 150 points when they refer a friend who makes their first purchase. The referred friend also earns 150 points to use on their next order.
Use Case: A customer refers their pizza-loving friend, and both earn points when the friend orders for the first time.
Customer Messaging:
"Share the love! Refer a friend and you both get 150 points when they make their first order. It’s a win-win!"User Experience:
A customer shares their unique referral link via SMS, email, or social media.
Their friend signs up and places their first order.
Both the referrer and referred friend receive 150 points upon order completion.
How to Setup Earning Rule:
2. Custom Event – Reward Customers for Leaving a Review
Name: "Review & Earn – 50 Bonus Points!"
Earning Rule Type: Custom Event
Custom Event Key: Review Submitted
Points Awarded: 50 Points
Description: Customers earn 50 points when they leave a review on your website or app after placing an order. This helps improve brand reputation and provides valuable customer feedback.
Use Case: A customer leaves a 5-star review for their pepperoni pizza and earns points, encouraging positive feedback.
Customer Messaging:
"Loved your pizza? Leave a review and earn 50 points! Share your experience on our website or app and get rewarded instantly!"User Experience:
Customers receive an email or in-app notification prompting them to leave a review.
They submit a review on your platform.
The system verifies the review submission.
50 points are automatically added to their rewards balance.
3. Event – Reward Customers for Joining a Special Promotion
Name: "Sign Up & Get 100 Points Instantly!"
Earning Rule Type: Event
Event Key: Account Created
Points Awarded: 100 Points
Description: Customers earn 100 points when they sign up for your loyalty program, encouraging more users to join.
Use Case: A new customer registers for your pizza rewards program and immediately earns points, motivating them to place their first order sooner.
Customer Messaging:
"New to our rewards program? Sign up today and get 100 points instantly – your first step toward free pizza!"User Experience:
A new customer registers an account on your website or app.
The system confirms the new account creation.
100 points are automatically added to their rewards balance.
4. General Spending – Earn More Points by Spending More
Name: "Spend & Earn – 1 Point for Every $5 Spent!"
Earning Rule Type: General Spending
Per Amount Spent: 1 point per $5 spent
Spending Minimum Order Value: $20
Excluded Product SKUs: Alcoholic beverages
Points Awarded: Variable based on spending
Description: Customers earn 1 point for every $5 spent on orders over $20. Alcoholic beverages are excluded from this promotion.
Use Case: A customer orders $50 worth of pizza and wings and earns 10 points, incentivizing larger purchases.
Customer Messaging:
"Earn 1 point for every $5 spent on orders over $20! The more you spend, the more you earn!"User Experience:
A customer places an eligible order over $20.
The system calculates the total spend and eligible SKUs.
Points are added based on the qualifying amount (e.g., a $50 order earns 10 points).
5. Geolocation – Earn Points for Attending a Special Event
Name: "Check In & Earn – 50 Points at Special Events!"
Earning Rule Type: Geolocation
Latitude & Longitude: Event location coordinates
Radius: 500 meters
Points Awarded: 50 Points
Description: Customers earn 50 points when they check in at your restaurant during special events like pizza tastings, live music nights, or grand openings.
Use Case: A customer attends your "Pizza & Live Music Night", checks in via the app, and earns points as a reward for participating in the event.
Customer Messaging:
"Join us for our special event and earn 50 bonus points! Check in via the app and enjoy exclusive perks!"User Experience:
Customers arrive at your event and open the restaurant’s app.
They use the check-in feature, which confirms their location within the 500-meter radius.
50 points are automatically added to their account.
6. QR Code – Scan to Earn a Surprise Bonus
Name: "Scan & Earn – 30 Bonus Points!"
Earning Rule Type: QR Code
QR Code: Links to a promotional page
Points Awarded: 30 Points
Description: Customers scan a QR code at the restaurant to earn 30 bonus points.
Use Case: A customer scans a tabletop QR code, which directs them to an exclusive loyalty reward, encouraging repeat visits.
Customer Messaging:
"Scan the QR code at your table and earn 30 bonus points instantly! Unlock special rewards and offers just for you!"User Experience:
Customers find and scan the QR code inside the restaurant.
They are redirected to a promo page or special offer.
30 points are instantly credited to their account.
7. Product Purchase – Bonus Points for Ordering a Combo Meal
Name: "Combo Bonus – 75 Extra Points!"
Earning Rule Type: Product Purchase
Included Product SKUs: Combo meal items
Points Awarded: 75 Points
Description: Customers earn 75 points when they purchase a combo meal, which includes a pizza, drink, and side. This encourages upselling and increases the average order value.
Use Case: A customer orders the "Family Feast Combo", earning bonus points while enjoying a complete meal, increasing the average order value.
Customer Messaging:
"Upgrade your meal! Order a combo and earn 75 bonus points toward your next reward!"User Experience:
A customer selects a combo meal from the menu.
The system recognizes the eligible SKU and applies the earning rule.
75 points are automatically credited after the order is completed.