Register loyalty members
In order for a customer to participate in your loyalty program, you must register the customer as a member. This is done from the checkout through the Membership Features button (to add it, go to My Store → Features), or through the Backstage under the Members tab.
The only thing you need from the customer is their mobile number, as it will be used to identify them. Once you save the member, they will receive a link via SMS. In the link, they can add their name and email address, and they will need to read and accept the terms and conditions of the program. In addition to this, they will be asked to indicate their marketing preferences. Here they can choose to tick SMS and E-mail, or leave this blank.
Customers can also register themselves as members. This is done through a URL or QR code that they scan and fill in their details. The QR code can be printed from Backstage and placed in the store. To find the URL and QR code, go to Backstage → Loyalty → Loyalty Program → QR code.
Once the customer has filled in their details, they can view their member profile. There, they can update their information and add their membership to Apple Wallet.
Manage membership
You don't have access to edit your members' information or communication preferences – you can only change the number of points.
If a member wishes to update their information or communication preferences, this is done through the member area. The member page is available to the member through the link they have previously received.
What happens if the member can't find the link?
If the member can't find the link, you can send a new one via the member page in Backstage or at checkout – just find the member and select "Send settings link".
Add a member to a sale
You can add a member before you add items to your cart, while the sale is in progress, or at checkout. To add a member, use the Add Member soft button.
If the customer has added their membership to Apple Wallet, you can scan the QR code that's on their membership card in Apple Wallet.
Earn points
Members earn points by spending money in your store. When you set up your loyalty program, you decide how many points a member will earn based on how much they spend.
For example, you can decide that $1 equals 1 point, or that $1 equals 10 points. Points are earned on all payment methods, including Yabie gift cards.
Members will not earn points on the purchase of Yabie gift cards, gratuities, or service charges.
Redeem rewards
Rewards are unlocked when members earn points and reach your set reward thresholds. For example, a reward of 500 points becomes available when a member's points balance reaches 500 points.
At checkout, the unlocked rewards are displayed to identified members at checkout. They can choose to redeem, save, or skip a reward. To use a reward, simply tap on it.
If a reward applies to certain products or categories, those items must be in the cart before the reward can be added. If no eligible items are in the cart, the reward will not be applied, and no points will be used.
When the purchase is completed with a reward applied, the point value of that reward will be deducted from the member's points balance.
Example: If a member has a points balance of 587 and redeems a reward of 500 points, their balance will be 87 points after purchase.
What happens if a reward is worth more than the value of the sale?
If a member redeems a reward of 100 SEK on a purchase of 90 SEK, they do not pay anything, but the entire reward will be used. Rewards cannot reduce a sub-zero purchase or be converted to cash, and unused value is lost.
This means that if the reward exceeds the purchase price, the difference will be lost, and the member's balance will not be adjusted for it.
Frequently asked questions
Can members unsubscribe from my loyalty program?
Yes, with your help. Find the member in the member database at the checkout and unregister them from there.
Can members request their details or request to be forgotten?
Yes, members can have their membership deleted or exercise their rights under the GDPR (e.g. access, correction, deletion).
There are two types of requests to consider. It's important that you ensure which of these your customer is requesting:
Deletion of membership: If a member requests to have their membership deleted, you can manage this via the loyalty settings in the checkout. This will remove them as a member of your loyalty program.
Data Deletion: If a member wishes to exercise their rights under the GDPR, they should send their request to DSR@yabie.com.
Important information about DSR@yabie.com
Please note that this email address is intended solely for Data Subject Rights Requests (DSRs). Please do not send any other requests to this address.
When do points expire?
When you create your loyalty program, you decide whether your points will expire, and if so, after how long. If you choose to let your points expire, they will do so on a monthly basis, at the end of the month.
Example:
Your points are valid for one year
Your member makes three purchases on August 3, 15, and 22, 2025
If these points have not been used by August 31, 2026, they will expire
What happens if a member makes a return on a sale that generated points?
Points generated by a sale will be deducted proportionally if the sale is fully or partially refunded.
However, a member's points balance can never go below zero,
Can I check the points balance of a member?
Yes, there are two ways to view a member's points balance:
Open member management at checkout and search for the member using their mobile number
Add the member to a purchase. The member's balance will be displayed along with any applicable rewards
Can I change the points balance of my members?
Yes, with the right permissions on the cashier, you can both add and deduct points from a member's account. For example, you might want to use points as a way to compensate a customer.
Can I create a campaign for only my members?
Absolute! Check out Kampanjer for more information.