Platform Configurations

Data Migration

Q: Can existing reward points data be migrated to the new loyalty management system? Xoxoday’s loyalty management system ensures a secure and seamless data migration process. The system enables the complete transfer of existing reward points, including customer loyalty records, transaction histories, and point balances, without data loss or inconsistencies. The migration process is fully managed by the implementation team, with automated validation checks in place to verify data accuracy and ensure real-time synchronization with backend systems. Minimal downtime ensures an uninterrupted experience for customers during the transition.

Point Definition

Q: What is the point management policy, including long-term and short-term points, accrual methods, redemption process, expiry, and benefits?

Xoxoday’s loyalty management system provides a comprehensive and configurable point management framework that empowers businesses to design flexible, transparent, and scalable reward programs.

Key Components:

• Point Types: Supports both long-term and short-term point structures to suit different campaign goals and customer engagement strategies.
• Point Accrual: Businesses can define how points are earned — through transactions, behaviors, referrals, milestones, or promotional activities.
• Point Redemption: Customers can redeem their points in real time through the storefront or mobile app, with options for full or partial redemption.
• Point Expiry: Expiry rules can be configured based on duration (e.g., 1 month or 2 years), customer activity, or tier level. All rules can be managed directly via the backend CMS without technical intervention.

🎁 Point Benefits: Each point type or activity can carry specific benefits, enabling personalized reward experiences and encouraging engagement.

✅ This holistic point management policy ensures transparency, improves customer trust, accelerates redemption cycles, and gives brands the agility to adapt their loyalty strategies with ease.

Q: Can the point expiration period be configured? Yes, the loyalty program software offers fully configurable point expiration settings. Administrators can set custom validity periods—such as two years from the accrual date—directly through the backend CMS. This allows businesses to balance customer engagement with liability management and compliance requirements.

Q: Does the platform follow FIFO for point expiration and redemption? Yes, the loyalty management platform uses the FIFO (First In, First Out) method for point redemption. This ensures that the oldest points are redeemed first, minimizing the chance of unused points expiring and creating a more transparent and customer-friendly redemption experience.

Q: Can short-term point expiration periods be configured? Yes, Xoxoday’s loyalty management system allows businesses to set short-term point expiration periods—such as 1 to 2 months from the accrual date. These settings can be easily configured through the admin dashboard or CMS. This flexibility helps drive quicker redemptions, prevents point hoarding, and creates faster, more engaging reward cycles for customers.

Q: How is the loyalty point accrual date determined? A: The loyalty points in Xoxoday’s customer loyalty program are awarded based on the transaction realized date, which ensures points are only credited once the payment is successfully processed and settled in the system.

Q: Can activation links be sent via multiple communication channels, and is there an expiry policy? Yes, the loyalty program solution supports automated activation link delivery across multiple communication channels, including email, SMS, and WhatsApp. The platform prioritizes the first channel accessed by the user for ongoing communication. For added security and data integrity, each activation link expires within 24 hours from the time of generation, helping prevent unauthorized usage. However, this can be changed if required.

Program Settings

Q: Can users be imported in bulk into the loyalty membership system via Excel for backend registration? Yes, the customer loyalty program includes bulk import functionality through Excel uploads. This backend registration capability allows administrators to efficiently onboard large user groups, ensuring a smooth and scalable enrollment experience using the platform’s admin interface.

Q: Is there a configurable minimum threshold for redemptions in the loyalty program? Yes. The loyalty management software allows program admins to set minimum redemption thresholds based on tier, customer profile, or product category. For example, Mass customers can have higher thresholds while Affluent users may redeem at lower point levels. These thresholds are completely configurable and can be updated without development effort

Integration

Q: Can the loyalty management system be accessed across mobile apps, web banking, and support channels, with push notifications and emails for reward updates? Yes, the omnichannel loyalty program software integrates seamlessly with mobile apps, web portals, and customer support platforms. It ensures a consistent user experience with personalized notifications and real-time updates.

Key features include:

• API-based integration with banking apps and web portals
• Support for push notifications and in-app banners
• Real-time alerts via email, SMS, and webhooks
• Compatibility with external SDKs for advanced UI/UX
• Multichannel communication workflows for engagement

Q: What are the payment integration capabilities offered by the loyalty management solution? Xoxoday’s customer loyalty platform offers secure and seamless payment integrations, including:

• Multichannel payment acceptance (web, mobile, in-store)
• QR code generation for quick and contactless payments
• Payment gateway API integration for flexibility
• Support for local (e.g., Mada) and international methods (Visa, Mastercard)
• Automated settlement schedules and reconciliation tools
• Customizable reports for payment tracking and auditing

These features ensure smooth financial operations within the rewards ecosystem.

Q: How does the loyalty management system provide a feed for loyalty balances to be consumed by the bank? The platform offers secure APIs and real-time data feeds for seamless integration with the bank’s internal systems. These feeds ensure updated customer loyalty balances are consistently reflected across digital channels such as mobile apps, online banking platforms, and internal dashboards, enhancing transparency and improving customer satisfaction.

Q: Can the backend system of the loyalty program platform integrate with websites, social media, or CRM tools to deliver personalized loyalty programs? Yes, the customer retention software provides a robust backend system that integrates seamlessly with various external applications, including websites, CRM tools, and social media platforms. This integration capability enables businesses to deliver a personalized loyalty program experience across multiple digital touchpoints, improving customer engagement, brand loyalty, and campaign relevance.

Q: Is integration with a Voucher Management System supported? Yes, Xoxoday’s loyalty management software integrates with Voucher Management Systems (VMS). Vouchers created in the VMS can be offered as redemption options in the loyalty platform, enabling enterprises to provide a diverse range of rewards, including discount vouchers or gift cards, directly through their loyalty ecosystem.

Salesforce Integration

Q: Do you have experience working within the Salesforce (SFDC) environment, including onboarding participants, managing account hierarchies, and ensuring CRM data synchronization? Additionally, how does your integration with Salesforce Marketing Cloud enhance loyalty program services? Xoxoday’s loyalty management system offers deep integration capabilities with Salesforce (SFDC), providing end-to-end support for seamless loyalty program execution.

Salesforce Integration Capabilities:

• Participant Onboarding & Account Hierarchies: Automates the enrollment process and structures multi-tier hierarchies for retailers, channel partners, and customers.
• CRM Synchronization: Real-time bi-directional data sync between Salesforce and our customer loyalty program software ensures updated customer profiles and insights.
• Salesforce Marketing Cloud Expertise:
• Xoxoday is a certified AppExchange ISV Partner with native integration capabilities.
• Integrated Reward Catalog: Syncs with Salesforce Loyalty Cloud to enable scalable, meaningful reward delivery.
• Marketing Automation: Our global reward marketplace integrates with Salesforce Marketing Cloud to automate and personalize loyalty campaigns.
• Personalized Gifting: Allows delivery of custom gifts using Salesforce Sales & Marketing Cloud workflows.
• Global Reward Access: Enables access to digital gift cards, merchandise, travel rewards, and more—all through seamless Salesforce connectivity.

This holistic integration enhances personalization, improves retention, and elevates loyalty program efficiency across global markets.