CAPABILITIES LOYALTY MANAGEMENT

Loyalty that runs on its own rules

Points earned across purchases, actions and referrals. Redeemed at checkout or from a catalog. Birthdays, anniversaries and tier upgrades handled automatically — every rule configured by your team.

EARNING SOURCES
Purchase · Action · Referral
REDEMPTION PATHS
Checkout · Catalog · Custom
MILESTONES
Birthday · Anniversary
REAL-TIME ACCRUAL
+360 pts
Maya R. · Gold member · order $120.00
Purchase accrual · 2 pts / $1240
Buy More Earn More bonus120
REDEMPTION AT CHECKOUT
$60.00 in points
600 pts applied · 10 pts = $1
$60.00 points
$60.00 card
Partial redemption Restores on return
MILESTONE ISSUED AUTOMATICALLY
500 pts
Birthday benefit · Gold tier
−7dBIRTHDAY+7d
Recurs every year from the stored profile date — no per-member setup.
THE PLATFORM AT A GLANCE

Four capabilities, one loyalty engine

Every rule below is configured by your team — earn rates, redemption paths, milestone gifts and tier thresholds all live in the same admin, and all write to the same member ledger.

EARN
Points Earning

Award points for what customers spend and for what they do — purchases, profile actions, referrals and reviews.

Fixed or tiered points per dollar
Buy More Earn More thresholds
Non-purchase actions & referrals
Expiry and earn-limit controls
SPEND
Redemption

Turn balances into value at the moment of purchase, or from a catalog of rewards you curate.

Points at checkout, full or partial
Reward Catalog with code control
Custom & partner rewards
Points restored on returns
RECOGNIZE
Milestone Benefits

Recurring recognition on the dates that matter, issued automatically from the member profile.

Birthday rewards by tier
Join-date anniversary rewards
Configurable issuance window
No per-member setup
PROGRESS
Tiers

Status levels that give your best customers a visible reason to keep spending and stay engaged.

Spend, points or visit qualification
Tier-specific earn multipliers
Automatic upgrades & downgrades
Tier-gated perks and early access
WAYS TO EARN
Purchases
Points per dollar, by tier
Account creation
One-time enrollment bonus
Profile completion
Data capture incentives
Referrals
Advocate and friend rewards
Reviews & UGC
Post-purchase engagement
Social & app actions
Follows, opt-ins, visits
WAYS TO SPEND
Checkout discount
Points applied to the order
Fixed-value rewards
$10 off, free shipping
Product rewards
Catalog items and samples
Experiences
Events and early access
Donations
Give points to a cause
Partner offers
Third-party fulfilment
EARN

Points Earning

The core points-accrual engine. It awards points for purchases, account actions like enrollment, and ongoing engagement such as reviews and referrals — with earn rates, limits and expiry all set per program.

KEY CAPABILITIES
Points per dollar, fixed or by tier
Buy More Earn More threshold bonuses
Non-purchase actions and referrals
Earn limits per period or per member
Rolling or fixed point expiry
Adjustments and reversals on returns
Program settings › Points Earning CONFIGURABLE
Earning source
Choose what earns points — every source runs on the same ledger.
PurchasePoints for every dollar spent, at the tier rate
ActionProfile completion, reviews, social and app activity
ReferralRewards for the advocate and the friend they bring
WHAT MEMBERS SEE
Members earn 2 points for every $1 they spend, at their tier rate.
SPEND

Points & Reward Redemption

Members convert accumulated points into value — as a checkout discount, a Reward Catalog item, or a custom reward you define — with points-to-value conversion and return handling built in.

Program settings › Points & Reward Redemption CONFIGURABLE
Redemption path
Choose where members turn their balance into value.
CheckoutPoints applied as a discount on the order
CatalogA curated set of rewards to spend points on
CustomBespoke rewards issued on your own rules
WHAT MEMBERS SEE
Members apply points at checkout at 100 points = $10, splitting points and card if they choose.
KEY CAPABILITIES
$
Points applied as a checkout discount
Reward Catalog you curate and publish
Partial redemption, points plus card
#
Code-required or code-free rewards
Points restored on returned orders
Custom and partner-fulfilled rewards
RECOGNIZE

Milestone Benefits

Two automated, recurring benefits on the same issuance mechanism: birthday rewards from the date on the member profile, and anniversary rewards from their enrollment date — able to escalate with tenure.

KEY CAPABILITIES
Birthday rewards from the profile date
Anniversary rewards from the join date
Configurable issuance and redemption window
Reward value can escalate with tenure
Tier-specific reward values
Recurs every year, no per-member setup
Program settings › Milestone Benefits CONFIGURABLE
Milestone reward
Choose what members receive on their birthday and anniversary.
Bonus pointsA points drop sized by tier and years enrolled
DiscountA fixed-value or percentage milestone offer
Free giftA product chosen for the occasion
WHAT MEMBERS SEE
Members receive 500 bonus points on their milestone date, issued automatically from their profile.
PROGRESS

Tiers

Status levels that give your best customers a reason to keep moving up. Members qualify on spend, points or visits over a period you define, and each tier carries its own earn rate, rewards and perks.

Program settings › Tiers CONFIGURABLE
Tier qualification
Choose what moves a member up to the next status level.
SpendQualifying spend across the tier period
PointsTotal points earned, however they earned them
VisitsOrder or visit count over the period
WHAT MEMBERS SEE
Members move up on qualifying spend, and the top tier earns at 2×. Upgrades and downgrades happen automatically.
KEY CAPABILITIES
Qualify on spend, points earned or visits
Rolling or calendar qualification periods
Automatic upgrade, downgrade and grace periods
×
Tier-specific earn multipliers
Tier-gated rewards, perks and early access
Status change and progress notifications
Silver
Entry level · from enrollment
Base earn rate
Birthday reward
Member-only pricing
Gold
$500 qualifying spend a year
Elevated earn rate
Free shipping
Early access to launches
Platinum
$1,500 qualifying spend a year
Highest earn rate
Dedicated support line
Invitations to member events
NEXT STEP

Configure these capabilities for your program

Earn rules, redemption conversion, milestone benefits and tier thresholds are all configured per program. Your CSM or Solutions Engineer can scope the setup with you.

Annex Cloud · Loyalty Management POINTS · REDEMPTION · MILESTONES · TIERS