Thrive’s loyalty solution is divided into three programs, points, rewards and VIP. The major differences between them are the type of tasks you would find, the reward generation process, and, of course, their use cases.

Points program  

Points programs are great when it comes to engaging and retaining your customers. You can add or create various engaging tasks for your customers and reward them with points on successful completion.

The following default tasks are available in Zoho Thrive:

To add any of the above tasks to your program:

1. Go to Program -> Loyalty -> Points.

2. Click Add Task.
   
   

   
   
   
   

3. Pick a task from the list.
   
   
   
   
   

4. Complete the below configurations:

1. Task Label: The name with which the task will be displayed on Thrive’s system and the widget. You can continue with the default label or change it according to your liking.

2. Unique ID (Only for Custom Task): An ID that will be used to identify the task and track its progress.

3. Points: Number of points the loyalty participant will receive, on successful completion of the task (or for every amount they spend/initiate).
   

4. Task Availability: To limit the task’s availability to a specific date frame. Choose the time frame for which the task will be available from the date picker.

1. Conditions:

• You can have two tasks of the same type in the program, at the same time, provided one task is limited to a specific date range and the other has no task availability set.

• If you want to have multiple tasks of the same type, you can add the task with a date availability that does not collide with the already set task’s date range.

Ex: Task A’s availability is from 4/13/2023 to 4/28/2023, then you can set Task B’s availability anytime before 4/13/2023 or after 4/28/2023.

If you already have the same task added to your program, the task with the highest priority will be displayed at the top of the widget. Taking the example above, Task A will be displayed at the top provided Task B is set after 4/28/2023. If it’s set before 4/13/2023, then Task B will be displayed at the top. If there’s a task of the same type without any date availability, that will be given low display priority due to its extensive time frame.

5. When you’re finished making the above configurations, click Add Task.

Social tasks (Facebook Share, Twitter Share, Follow us on LinkedIn, Follow us on Twitter, Follow us on Instagram, and Like us on Facebook, Subscribe to Us on YouTube) work based on the honor system. Loyalty participants receive the configured points instantly after clicking the respective action buttons, instead of upon completion of an action. This is because websites such as Facebook, Twitter, LinkedIn, YouTube and Instagram prohibit third-party programs from receiving information from their platforms. Therefore, kindly ensure the points you configure fit your company's standards.

Keep social tasks low on your priority list. Use them as booster tasks that encourage loyalty participants to perform additional tasks.

 The process of rewarding points in referral tasks (Referral Purchase and Refer a Friend) can be altered using attribution settings.

With the points accumulated from completing the above tasks, loyalty participants can redeem them in the form of:

Below are the types of coupons available to add to your program:

Product and Collection coupons are only available for Advanced and Professional plan users. If you're on a free-trial or Starter plan and plan to upgrade, you must manually sync the store details again with Thrive to make them available for use. To do so:

1. Go to General Settings.
   
2. Click Brands.
   
3. Pick the store you've upgraded.
   
4. Click the respective sync button.
   

1. Go to Program -> Loyalty -> Points.

2. Click Add Reward.
   
   
   
   

3. Pick a coupon from the list.
   
   
   
   

4. Complete the below configurations:

1. Reward Label: The name of the reward to be displayed on Thrive’s system and on the loyalty participant's widget. You can continue with the default label or change it to your liking.

2. Coupon Type: Coupons can be either a percentage or fixed amount coupon. Here, you can choose which type you want to use.

3. Coupon Value: This is the face value of the coupon. Enter in the value here.

4. Coupon Prefix: This is a code you can have at the beginning of every generated unique coupon code to use for your reference during performance analysis.

5. Points to Redeem - These are the points required to redeem that particular coupon.

5. Once done, click Add Task.
   
   
   
   
   

To cater to different reward requirements, you can customize the rewards you offer using webhooks by following the steps below.

1. Instead of the coupon configurations above, you’ll need to define a webhook for the custom reward you wish to provide and create an API URL for it.

2. Copy and paste it into the Webhook API URL field and test the API to ensure it is working.

3. Once done, provide the Points to Redeem.

4. Click Add Reward.
   
   
   

Reviews Program 

The reviews program includes tasks that focus more on customer experience discovery and using it to advocate, rather than engagement. The following review tasks are available in Zoho Thrive:

To add the above tasks to your program:

1. Go to Program -> Loyalty -> Reviews.

2. Click Add Task.
   
   
   
   

3. Pick a task from the list.
   
   
   
   

4. Complete the below configurations:

1. Task Label (only for Customer Testimonial): The subject that will be displayed on the widget when the participant clicks the task’s name.
   
   
   

2. Review URL Path (only for Review Tasks): The portion of the URL that identifies your business on the specified platform.
   
   
   

3. Admin Approval: This gives you control over the tasks.

As mentioned above, these tasks are reward-specific; you can choose between points and the custom reward option.

To reward points:

In the Reward Points field, enter the number of points the loyalty participant will receive upon successful completion of the task.

For custom rewards:

1. Define a webhook for the custom reward you wish to provide and create an API URL for it.

2. Paste it into the Webhook API URL field and test the API to ensure it is working.

1. Reward Label: The name of the reward to be displayed on Thrive’s system and the widget.

3. Once done, click Add Reward.
   
   

After successful completion, the testimonials and reviews will appear in the Details section of the respective loyalty participant.

VIP Program

VIP programs, most-commonly called tier-based programs, are the most efficient way to increase your customers’ engagement and make them stay with your brand. You can have multiple tiers in a program, with each tier having its own benefits. As tier levels rise, benefits and eligibility requirements must also increase, so that the customer works harder to reach the highest tier with the best benefits. Here, you will find all the details required to build and manage a VIP program in Zoho Thrive.

Steps to build a VIP Program:

Tier Configuration Settings

Before you create the tiers, you need to decide on the tier’s configuration. To do so,

1. Click Loyalty and select VIP.
   
2. You will find the default configuration under the Tier Configuration section. If you don’t want to modify it, you can proceed with the tier creation. Otherwise:
   
3. Click Edit and make the changes.
   
4. Click Save
   
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