Overview

The loyalty wallet keeps track of all the reward points that can be used for discounts, offers, and in-app purchases. This document provides an overview of wallet creation and explains each configurable field with examples to help you set up your wallet accurately.

Create a Wallet

To create a wallet:

1. Go to Promotions from the CleverTap dashboard.
2. Click Rewards and select Loyalty Wallets from the list.
3. Click the Create Loyalty Wallet button and configure the following wallet settings:
   1. Loyalty wallet name: Enter a unique name of the loyalty wallet. Once created, the wallet name cannot be changed. For example, Festival Rewards.
   2. Loyalty points name: Choose the applicable currency or points system of the loyalty points associated with the wallet. For example, Supercoins.
   3. Points Expiry: Define expiration rules if applicable. The points expiry rule can only be set once and cannot be changed later.
      1. Never: Points will never expire.
      2. After: Points expire after a specific duration. You can specify the number of days after which points must expire.
   4. Rounding Rules: Determine how point values are rounded when calculated. You can calculate the point values up to three decimal places. The options include 0, 1, 2, or 3 and have the following rounding types:
      1. Round up: Rounds the points up to the nearest specified decimal. For example, if the calculation result is 12.34 and rounding is set to 1 decimal place with Round Up, the points credited will be 12.4.
      2. Round down: Rounds the points down to the nearest specified decimal. For example, if the calculation result is 12.78 and rounding is set to 1 decimal place with Round Down, the points credited will be 12.7.
4. Click Create.