---
title: 3.5 Loyalty Programs
description: Add a New Loyalty Plan
---

[Skip to content](https://support.track360.io/knowledge-base/3.5-loyalty-programs#main-content)

<https://support.track360.io/knowledge-base/kb-tickets/new?hsLang=en> [Customer Portal](https://support.track360.io/customer-portal?hsLang=en)

![Track360 High-Res Logo (no backround)-1](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround)-1.png?width=200&height=35&name=Track360%20High-Res%20Logo%20(no%20backround)-1.png)

Open main navigation

Close main navigation

- <https://support.track360.io/knowledge-base/kb-tickets/new>
- [Customer Portal](https://support.track360.io/customer-portal)
- [Contact us](https://support.track360.io/customer-portal/new)

[Contact us](https://support.track360.io/customer-portal/new?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en)
2. [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en)
3. [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction)

# 3.5 Loyalty Programs

- On the Sidebar Menu go to **Deals \> Loyalty Programs**
- The **Loyalty Program** is a system designed to reward affiliates/IBs for their engagement or performance.
- The Loyalty Program functions as a **deal selector**. The deal applied to an affiliate is determined by the level assigned within the loyalty plan.

    - Once a Program is assigned, the affiliate automatically receives the deal linked to their current loyalty level.
    - These programs typically offer tiered rewards based on specific actions or settled criteria, such as generating a certain amount of revenue, reaching performance goals or maintaining a certain level of activity.
- The Loyalty Programs module allows administrators to manage loyalty plans, create new loyalty plans, and set specific tiers within each plan

#### Loyalty Programs Management

- A list of all available loyalty plans will display. This list will show each plan and the affiliate assigned to it, by row:

    - **Plan ID**: Unique ID given to each Loyalty Program
    - **Name**: Name assigned to the Loyalty Program
    - **Description**: Contains a brief description of the Loyalty Program
    - **Levels**: The number of tiers or levels integrated in the Loyalty Program
    - **Created By**: Specifies the ID of the creator
    - **Created On**: Specifies the date the Loyalty Program was created on
    - **Modified By**: Showcases the ID of who last modified the program
    - **Actions**: Options to manage Loyalty Programs

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcVk7tBOBNgCwOZqmbUqymJkhNTMC8VpMGa9QAjucCBMOeWry6qbaHOEMexX6xG8co6afnXugtxG4XGD0k9gSroFlj9_nYibwHwJ_D6lSGZ96J73NyeTaRZypkB0CBV4O1rsVGCWg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=55b26c19&sv=2)

- **Manage Tiers** icon will redirect you to a page where you can manage the tiers , and here you can modify the tiers of chosen Loyalty Program
- **Edit Plan** icon allows you to modify the name and description of the Loyalty Program
- **Delete Plan** icon will remove the Loyalty Program

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd05px7e9ooI-UxW3xc2wmgi6sMqdB5Wqa3fPrzpQEVKsyajWhnSpDpSbP6k4FCdsjNmwdg04Xur7YYiOpJL2D3LgbjwxUgnsdHFZ7-2ipx7hAOLuNOb0l_ZqFcHEQwmqROkPqOdQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=4738bb4c&sv=2)

 

 

<https://track360.gitbook.io/track360/section-3-setting-up-deals/editor/3.5-loyalty-programs#add-a-new-loyalty-plan>

To assign a loyalty plan to an Affiliate/IB, follow the step-by-step guide on [2.6 Open Affiliate Page, subsection Loyalty Program](https://track360.gitbook.io/track360/section-2-partner-management/editor/2.6-open-affiliate-page#loyalty-program-tab)

**Add a New Loyalty Plan**

- Click the **Add New Plan** button on the top right of the screen. A popup window will appear

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXc8SbrRRaGMzfwsix_jUEslK0Csj5ydODcbxdJ3663CKb2YW4F2X0v_uO1QwPEVN-Drqts9zbeN8GvuWxU1EMkUO-v5am8nlbJ3ltQz41Zm_hqAIBkmA0ttf0gff8nG7aOVE45N%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=5087639d&sv=2)

- Enter the new plan details

    - Plan Name for the desired Loyalty Program
    - Plan Description
    - Active Toggle on/off for the plan´s status
    - Then, click on Create to save and create new Loyalty Plan

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXev0UN-6IBNcVps5uPbhaerAvmVXwvj6t5KY68bGCUzFSRQmwHyJZNwutJcNK5vpmmqBEMIJpgPv8wd2s61gWNyIPzAWpupEm0c6NSc_kl1cC1lcVaYGd0yId1JabrtqOs7iqxLvw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=b9e4112a&sv=2)

- Locate on the list the Loyalty Plan desired
- Click the row or the Edit Plan icon into the right of the row

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcb0K1txBhAxgldmO1yheMdXk7D8YVZ8_QYhylJlc0ozkZ9kY-Hi49LmTcHYVKQP2o-UmdjQPu3TivYrpknRN9V46yHfVxYUQSnmnKCQ16xIXVBPx5CxlK1jl67DY497o61TkNivw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=89a52f2f&sv=2)

- A new window showing the plan details. Click at top right **Add New Tier** button. A popup window will open.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXezkatZ98j59SieIznGdQKKWyqCer4r0EoaYThfUV7pEn75T9JSGwz4G3d0BscJE9UX9yU3F43qJzhHPsqoNQ19QyMDqRVkVjaUlALsitVAACLLToDhAEyKLHTcKABJXA_Fa29smQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=4f1ba403&sv=2)

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXddM4fNH-TDF8xDdGCt9z8ra-O9U3GX5wWSy_nRVKWY53HnAyHW9d08ZbolX_JvmdomQu_ljV7F2Afn0zYYpeeS_4RUi8Tlj0-eKQWUDVFELihCC05KObcWew8mJP7kTgto_VOteg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=fc916815&sv=2)

- **Tier Name**: Dedicated name of the tier based on your preference. (e.g., Platinum , Silver.)
- **Tier Description**: Brief description containing information about the tier regarding its requirements.
- **Requirements to achieve this Tier**: List the requirements to achieve this specific tier. To do so. Click “Add”, and you will be shown a pop-up “Condition Dialog”

    - **Condition Name**, insert the name of your desired condition (e.g., Signups)
    - **Condition Value**, insert the target value of the condition (e.g., 100)
    - **Period Interval**, select the timeframe you want the condition to consist of (e.g., Month , Week)
    - **Time Period**, select the number you want the period to extend on (e.g., 2 Weeks)
    - **Include SubAffiliates Performance**, check the box if you want to include your sub-affiliates performance
    - Once you finish setting up all parameters, click **Add** to save the condition

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXewSQ8-1xhE0BVVJ8lTqz2qsWy0zE1YjFhi0zB9n8NPS8k5mf9ueSkiQyWbbzz3w1m2y2L7V7G4hR3zzUHq7oru4ZLZsPRq5ONi3UZxMWDeFli559ZfoTb7jhNo_iYAuwplzPzy%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=bf7c4262&sv=2)

- **Requirements to Maintain this Tier**, list the requirements to maintain this specific tier, if they don't achieve the maintaining conditions they will go to the prior tier. To do so: click **Add**, and you will be shown a pop-up **Condition Dialog**

    - Format as same as above (see **Requirements to achieve this Tier**)
- **Tier Rewards** offer different types of rewards. Click “Add”, and you will be shown a pop-up “Reward Dialog”. **Reward type** could be:

    - **Deals**: needs to select the Deal to be based on (choose between the list of deals created by you in the deals section); and Deal Description gives a description of the specific deal (e.g., Geo Based)
    - **Commission Bonuses**: needs to select the Commission Currency and the Currency amount of bonuses you give out (e.g., 300 USD)
    - **Gift**: contains real gifts like phones , tickets , promo codes. Select the Gift Name (e.g., Flight Tickets) and the Gift Description (e.g., 2 flight tickets to London)
    - **Performance Formula**: same as how you specify the criteria described above or how you put up formulas in deals; you select the condition name and then define the value. Set up the Condition name (the performance criteria e.g., signups, CPAs); and Value associated with the condition; also check the Subtract Subaffiliate Commissions to indicate that sub-affiliate commissions should be excluded. This is if you want his subaffiliates commission deducted from this award
    - **Commission Factor**: to set the Type and the Value of the factor; also check the Subtract Subaffiliate Commissions to indicate that sub-affiliate commissions should be excluded. This is if you want his subaffiliates commission deducted from this award

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcGbyIbBPJ9SMAmdZ7_IpmC3H1ZtOJEcmE83Cy1d___vCjqXYevZqfYzmWcGX_NHaufu7K3lvtxXmh3yzF4RABq21kAxbUxVsggEsiyHaFI4UxW_9mXQvieiQ4wtoXTcp1Zn3s%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=dc8890b1&sv=2)

- After adding all the tiers, the Loyalty Program will have an overview table of all tiers and all details. On the side of each Tier/Level, you will find:

    - **Edit icon** (pencil) is used to modify. Will open the Condition Dialogue or Reward Dialogue, where you can change the settings, values, or type of the current condition or reward.
    - **Delete Icon** (trashcan) is used to remove the current condition, reward, or specified criteria. It completely removes the selected item from the tier settings

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfC-4ex1IZAaiAVDepFtVqqFlRbZjXGvhICEoNZRGwqM9D9us8Dnf7Ps8p-Rd9d-Q1iVKVAnPtP8yEmqw9UihVhZbEtTBUY7wxUlfIL2IVGd9t-dRxQtAAHXcGrpa71yTPK0vMTGQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=54b46be1&sv=2)

<https://track360.gitbook.io/track360/section-3-setting-up-deals/editor/3.4-assign-a-deal-to-an-affiliate-ib>

- [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content)

    - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360)
- [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content)

    - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction)
- [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content)

    - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction)
- [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content)

    - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction)
- [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content)

    - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)
    - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction)
    - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction)
    - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction)
    - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction)
    - [DNS Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#dns-introduction)
- [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content)

    - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction)
- [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content)

    - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction)
- [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content)

    - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction)
    - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction)
- [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content)

    - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction)
- [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content)

    - [Integrations Introduction](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#integrations-introduction)

[![Track360 High-Res Logo (no backround)](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround).png?width=150&height=26&name=Track360%20High-Res%20Logo%20(no%20backround).png "Track360 High-Res Logo (no backround)")](http://Track360.io)

Copyright © 2025, Track360