Setting up a loyalty program has never been easier!
Afi is a powerful smarter loyalty program with heaps of configuration options. This may sound like Afi may be difficult to configure then, doesn't it? Fear not! Our new settings layout makes it pretty straightforward! Let us take you through it!
There are three main sections: Community, Settings, Payments & Rewards. Each of them contains thematic settings.
The main settings of your loyalty program are hidden in the "Settings" button. They, in turn, are divided into workspace settings, links, introduction, and appearance. To manage your workspace, you need to set up workspace settings. Let's take a closer look.
General settings allow you to set basic settings such as "your system name", "language", "status", as well as "your system logos".
Let's take a closer look at the users section. In this field, you can set up:
- • Moderate users - Each new user has to be verified & accepted manually by an admin before they can start using the system.
- • Registration - Click "on" if you are ready to begin registrations. You can still have moderation ON to review and accept them manually if you want more control.
- • Invitations - Turn this on if you want users to be able to invite others.
- • User image required - People will have upload their images or take a selfie when registering.
- • Structure messages hidden - Switch it to YES if you want to disable an option to send messages to all people in the structure. This is normally possible in the people tab.
- • Show parent in structure - Users will see who invited them, even if it was an admin...so yourself. It's possible to also communicate with them via chat then.
- • Reject pending invitations after x hours - Pending invitations will be rejected after certain time in hours.
- • Network point type - Shared: network points will be divided into all people in the structure; Static: all people in the network will receive the same amount of points as network reward.
- • Admins claims on - Admin can complete tasks and also benefit from his team if you have network rewards on.
- • Welcome points - Welcome reward for registering in the system (in the selected currency or points).
- • Auto accept on - System will automatically accept claims for completed tasks. You can set up time after this happens in auto-accept hours.
- • Pending tasks accepted after a certain time in hours - After this period of time all claims set to "pending" will be automatically accepted.
- • User reward limit - What is the cap, a maximum balance, a single user can generate by completing tasks.
- • Budget alert - After reaching this percentage of budget being used, you will be notified.
- • Enforced two-factor authentication - When enabled, users will not be able to use the system unless they configure two-factor authentication.
- • Registration fraud detection - The system will prevent registering multiple accounts from the same computer or network.
- • Structure fraud detection - If you want the system to prevent members to complete conversion and click link tasks by themselves and other members of the platform. For instance, a conversion task expects a member to share a link among other people. It will redirect to an online store. If anyone buys a product, the member who shared the link gets a commission. Click ON if you don't want members to buy those items themselves, getting a chargeback in form of commission.
- • Click fraud detection - Cheating prevention. The system will prevent people from clicking the same link numerous times to gain the same reward (if generated).
- • Captcha ddos prevention - BOTS will be prevented from clicking your generated links with CAPTCHA, which will help to avoid distributed denial of service attacks or prevent bots to use the system.
The next section is Gamification. Here you can set up Ranking - Most active users can reach new levels based on their activity (1-5* system).
The next step is Posts. Settings allow you to set up Posts acceptance - Allows admins to accept posts before adding them to dashboard - and Reject posts after: - Unaccepted posts will be automatically rejected after a given period of time. Applies only if post-acceptance is turned on.
Tasks and claims allow you to set up:
In the Notifications field you can choose which notifications you want to receive and tick them.
It is important to set up the Security field correctly so that your loyalty program is protected. Here you can enable features such as:
In this field you can add Additional checkboxes of the registration form.
The next section of the settings is called Links. In this section, you can create links to your site / your product / any other addresses that you find useful. A button with a link will appear in the upper right corner and users can use it to navigate to another site. You can set the address, name, and description of the link in the window that will pop up when you click "Add your first link".
The Introduction section allows you to configure all the messages that new members will receive. Such as invitation and welcome email messages (you can use the default, pre-set ones or customise those to make them a bit more personal). Moreover, each new user sees this set of slides the first time they register. Those slides could help to understand the benefits of the program and what it is account. Lastly, there is an option to include an Instructional video URL (you will need to insert a link for your video) that users can view.
The next section of the Appearance settings will allow you to transform your loyalty program and add some colors to it. Here you can choose the color of the buttons and text.
Let's take a look at the second section, Community. Here you can see the main information about your users.
And also create user groups.
The next important section is called Payments & Rewards. There, in the Payments settings field, you can configure payments rules for your loyalty program.If you use currency, not points, you can set a minimum payment value. People will be able to pay out their balance when they reach this level. You can block requesting payouts for all users. You can allow members to requests payouts via their PayPal accounts, in case you use a currency, not points, and allow members to request payouts via Payeer accounts.
The next step you can take is the required data in the KYC process, which stands for Know Your Customer. In case your loyalty program only uses points, KYC is not applicable. However, if members can withdraw balances to their bank account, you may want to verify their identity. Just tick the verification box and select the options that suit you. Moreover, you can add here additional Terms & conditions related to pay-outs and KYC.
The last field in this section is the Store. Here, you can include the store in your workspace by simply checking the box. Store is a place where members of your loyalty program can exchange their points or earned money for rewards, items, vouchers etc. Furthermore, you can indicate whether the members can pay for those items with their balance or also with their payment cards (Stripe). This will help you customize the Orders settings.
We hope this brief overview helped you to setup your new loylaty program. In case you have any questions, you can always chat us up using the bottom right chat icon and we will help you out.