Leal Client Loyalty Program Setup (Onboarding)

Leal Client Loyalty Program Setup (Onboarding)

1. 01

   Log into the Leal Agency dashboard and create a new client account under the Agency Plan.

   Navigate to the client management section and select 'Add Client'. This action consumes one of the five Pro accounts included in the $149/month Agency tier.

2. 02

   Configure the white-label branding for the client's loyalty card.

   In the client's settings, upload the client's logo, set brand colors, and assign a custom domain if the client requires a branded experience. This is available under the Agency Plan's white-label features.

3. 03

   Design the loyalty card using the card builder.

   Select a card design template and configure stamp rules, reward thresholds, and push notification triggers. The Pro plan allows unlimited card designs, so you can create variations for different client locations.

4. 04

   Validate the pass.json file using Leal's free validator tool.

   Before deploying, run the generated pass.json through the browser-based validator to check for required fields, barcode setup, colors, and common mistakes. This ensures the card works correctly in Apple Wallet and Google Wallet.

5. 05

   Deploy the loyalty card to Apple Wallet and Google Wallet.

   Use the platform's distribution links or QR codes to make the card available to the client's customers. Confirm that the wallet passes are generated and accessible.

6. 06

   Set up customer segmentation and analytics for the client.

   In the client's dashboard, define customer segments based on purchase behavior or demographics. Enable the basic analytics dashboard to track redemptions, active customers, and campaign performance.

7. 07

   Document the loyalty program playbook for the client's staff.

   Create a handoff document that explains how to manage the loyalty program, including how to issue stamps, handle customer queries, and interpret the analytics. This supports the client's internal onboarding.