Loyalty Program | Levels, Points, Holding, Unified Account for Online and Offline | Octopus CDP

What this solution does

Loyalty program module for online stores on the 1C-Bitrix platform. The functionality enables points accrual for purchases, creation of customer loyalty tiers, launch of promotions with increased rewards, and utilization of accumulated data for marketing automation.

Flexible accrual rules

Configuration of the base points accrual percentage, holding period, and expiration term. Options to disable bonus accrual on discounted items and launch temporary promotions with double or triple points.

Loyalty tiers

Creation of multiple tiers with individual accrual percentages. The system automatically tracks the total amount of paid orders for each customer and assigns the appropriate tier, improving conditions as purchase volume increases.

Payment with points

Customers can use accumulated points during checkout. Administrators independently define the allowable portion of the order value that can be covered by bonuses.

Automatic order processing

The module automatically tracks order payments, modifications, and cancellations. When an order is returned or cancelled, accrued points are revoked, and previously deducted points are returned to the customer. All calculations are performed automatically without manual intervention.

Balance and transaction history

The system displays the customer's current balance, points in hold, and a complete transaction history including accruals, deductions, returns, and cancellations. Loyalty program data is integrated into a unified customer profile alongside orders and other events.

Manual point management

Managers can manually accrue or deduct points for a customer when necessary. This is useful for issuing compensation, gifts, or bonuses for participation in promotions.

Scenario automation

Loyalty levels and points can be utilized in automated scenarios. The system supports accruing birthday bonuses, re-engaging customers who have not purchased for a long time, rewarding specific segments, or automatically changing a customer's level based on defined conditions. Segments are formed based on customer data and behavior.

The loyalty program is integrated into the Octopus CDP platform rather than operating in isolation. Purchase and bonus data are used for audience segmentation, personalized communications, and triggering automated customer interaction workflows.

General iT can install “Loyalty Program | Levels, Points, Holding, Unified Account for Online and Offline | Octopus CDP”, configure its settings and verify its operation in the existing project.