Reward Settings

How Lead360 helps

Reward Settings defines how customers earn, hold, and redeem value in the Lead360 rewards experience. Clear rules help a business run a predictable program and give staff an evidence trail for points, eligibility, limits, expiry, and redemptions.

When to use this area

Use Reward Settings when creating or changing shared earning and redemption behavior for the customer loyalty program.

Before you begin

• Define the business objective and the exact earn and redeem rules.
• Review financial exposure, abuse limits, expiry, reversals, and customer terms.
• Identify active customers and campaigns affected by the change.

Welcome promo

Set whether it is enabled, its code, credit amount, minimum spend, and customer description. Saving creates or updates the checkout promo with a one-use-per-customer limit.

Check-in milestones

Add the exact visit count and reward for each milestone, then test with a controlled customer before relying on it.

Ask360 on this page

Ask360 can explain these fields, help calculate a proposed reward structure, and produce a checklist. Reward settings are protected in this help flow, so changes must be reviewed and saved manually on this page.

Confirm the result

A completed Reward Settings workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.

• Test earning and redemption with controlled transactions.
• Check balances, history, limits, expiry, and reversal behavior.
• Preview customer-facing explanations and confirm they match actual rules.

Troubleshooting

A balance did not update

Review the qualifying event, transaction state, reward rule dates, customer identity, and processing history.

A customer redeemed more than expected

Check limits, concurrent attempts, duplicate events, reversal handling, and whether multiple rules applied.