Loyalty Points System

Phase 1: MVP

Phase 3: Advanced Features

The Loyalty Points System allows customers to earn and redeem points through various activities, creating an engaging rewards experience.

Phase Availability

• Core Points Features: Available in Phase 1 (MVP)
• Advanced Features: Available in Phase 3 (marked with Phase 3 badge)

Customer WeChat Mini Program Features

Points Dashboard

• Current Balance
  • View real-time points balance
  • Points history (earned, redeemed, expired)
  • Membership level based on point thresholds
  • Tier benefits and upgrade progress indicator

Earn Points

• Purchase Points

  • Earn points from purchases with store categories
  • Configurable earning rates (e.g., 1 point per XX CNY)
  • Category-specific point multipliers

• Action-Based Earning

  • First login or registration bonus
  • Daily check-in rewards
  • Referral bonuses
  • Survey or feedback completion
  • Event participation and challenges

• Earning Rules Display

  • Clear display of earning rules and tips
  • Helpful guidance for maximizing points

• Scan Receipt to Earn Points

  • Upload or take photo of in-store receipt
  • OCR auto-extraction of store, amount, and date
  • Automatic points after validation
  • Receipt scan status tracking (Pending, Approved, Rejected)

Redeem Points

• Reward Catalog

  • Browse redeemable rewards (vouchers, gifts, discounts)
  • Filter by category, points required, or tier eligibility
  • Direct redemption via app

• Redemption Process

  • Generate and display QR code or voucher code
  • Instant redemption confirmation
  • Usage tracking and history

Phase 3 Notifications

• Phase 3 Point Activity Alerts

  • Phase 3 Description for UI Designer: Design a comprehensive notification system for point-related activities:
    • Notification Center:
      • Dedicated notifications tab or section within the mini program
      • List view of all notifications with timestamps
      • Unread notification indicator (badge count)
      • Mark as read/unread functionality
    • Earned Points Notifications:
      • Push notification when points are earned (with amount and source)
      • In-app notification card showing: "You earned 50 points from purchase at Store X"
      • Visual celebration animation or icon for positive reinforcement
      • Quick action to view transaction details
    • Redeemed Points Alerts:
      • Notification when points are redeemed showing: "You redeemed 200 points for Reward Y"
      • Confirmation message with redemption details
      • QR code or voucher code display in notification
    • Expiration Warnings:
      • Proactive warnings when points are near expiration (e.g., "100 points expiring in 7 days")
      • Visual urgency indicators (color coding, countdown timer)
      • Actionable suggestions to use expiring points
      • Reminder notifications at multiple intervals (7 days, 3 days, 1 day before expiration)
    • Notification Preferences:
      • Settings page to customize notification types (earn, redeem, expiration)
      • Toggle switches for each notification category
      • Quiet hours or do-not-disturb settings
    • Notification History:
      • Scrollable history of past notifications
      • Filter by type (earned, redeemed, expiration, promotional)
      • Search functionality
  • Notifications when points are earned
  • Alerts when points are redeemed
  • Warnings for points near expiration

• Phase 3 Promotional Messages

  • Phase 3 Description for UI Designer: Design an engaging promotional notification system:
    • Promotional Notification Cards:
      • Eye-catching notification cards with images, colors, and clear call-to-action buttons
      • Rich media support (images, GIFs, videos) for promotional content
      • Prominent display of promotional offer (e.g., "Double Points Weekend!", "50% Off Redemption")
    • Limited-Time Event Notifications:
      • Countdown timer showing time remaining for limited-time offers
      • Visual urgency indicators (flashing, pulsing, or color changes)
      • Event details with date/time range clearly displayed
      • One-tap action to participate in event
    • Earning Event Promotions:
      • Notifications for special earning opportunities (e.g., "Earn 2X points this weekend")
      • Clear explanation of earning rules and eligibility
      • Progress tracking if event has milestones or challenges
    • Redemption Promotions:
      • Alerts for special redemption offers (e.g., "Flash Sale: 20% off all rewards")
      • Highlighted rewards available at discounted point costs
      • Quick access to redemption catalog from notification
    • Bonus Point Opportunities:
      • Notifications for bonus earning opportunities (e.g., "Complete survey to earn 100 bonus points")
      • Clear action buttons to claim bonus opportunities
      • Progress indicators for multi-step bonus activities
    • Personalized Promotions:
      • Segment-based promotional messages tailored to user behavior
      • Recommendations based on point balance and preferences
      • "For You" section highlighting relevant promotions
    • Notification Scheduling:
      • Admin-controlled scheduling for promotional campaigns
      • A/B testing support for different promotional messages
    • Dismissible Promotions:
      • Allow users to dismiss promotional notifications
      • "Don't show again" option for specific promotion types
  • Limited-time earning events
  • Special redemption promotions
  • Bonus point opportunities

Admin Web App Features

Points Rules Management

• Earning Rules Configuration
  • Define earning rules with store categories
  • Set bonus conditions (e.g., double points weekend, birthday bonus)
  • Configure action-based point grants
  • Customize rules by segment or membership tier

Rewards & Redemption Settings

• Reward Catalog Management
  • Create and manage reward catalog
  • Set points required per reward
  • Configure quantity limits, expiry dates, and user group restrictions
  • Set up "Points + Cash" redemption options
  • Add reward descriptions and media

Customer Points Management

• Individual Customer Management
  • View customer points history
  • Manually add/deduct points with reason logging
  • Track redemption history and status
  • Export reports for auditing

Phase 3 Promotions & Campaigns

• Phase 3 Bonus Point Campaigns
  • Phase 3 Description for UI Designer: Design a comprehensive campaign management interface for bonus point promotions:
    • Campaign Creation Wizard:
      • Step-by-step wizard for creating new campaigns:
        • Step 1: Basic Information (campaign name, description, type)
        • Step 2: Campaign Rules (bonus multiplier, earning conditions, eligibility criteria)
        • Step 3: Targeting (segment selection, membership tier filters)
        • Step 4: Schedule (start date/time, end date/time, timezone)
        • Step 5: Review & Launch
      • Form validation at each step with clear error messages
      • Save as draft functionality
      • Preview mode to see how campaign will appear to customers
    • Campaign Dashboard:
      • List view of all campaigns with status indicators (Draft, Active, Paused, Completed, Cancelled)
      • Quick filters (status, date range, campaign type)
      • Search functionality
      • Bulk actions (pause, resume, duplicate, delete)
    • Campaign Configuration Panel:
      • Bonus Rules Builder:
        • Visual rule builder with drag-and-drop or form-based interface
        • Multiplier settings (e.g., "2X points", "50% bonus")
        • Condition builder (e.g., "If purchase amount > 100 CNY")
        • Rule priority and conflict resolution
      • Schedule Management:
        • Calendar picker for start/end dates
        • Time picker with timezone selector
        • Recurring campaign options (daily, weekly, monthly)
        • Campaign duration display and countdown
      • Targeting Configuration:
        • Segment selector with multi-select capability
        • Membership tier filters (checkboxes or dropdown)
        • Exclusion rules (exclude specific segments or customers)
        • Target audience preview showing estimated customer count
    • Segment-Based Bonus Rules:
      • Rule Assignment Interface:
        • Select segment(s) from segment library
        • Assign specific bonus rules to each segment
        • Example: "Gold Members get 2X points" rule assignment
        • Visual mapping showing segment → bonus rule relationships
      • Rule Priority Management:
        • Display order of rule execution
        • Handle overlapping segments (customer in multiple segments)
        • Conflict resolution settings (first match, highest bonus, etc.)
      • Segment Performance Comparison:
        • Compare campaign performance across different segments
        • Visual charts showing segment participation rates
    • Real-Time Reporting Dashboard:
      • Live Metrics Display:
        • Real-time counter showing points awarded during campaign
        • Number of customers participating
        • Total transactions generating bonus points
        • Campaign revenue impact (if applicable)
      • Performance Charts:
        • Line chart showing points awarded over time
        • Bar chart comparing performance by segment
        • Pie chart showing participation by membership tier
        • Geographic heatmap (if location data available)
      • Key Performance Indicators:
        • Campaign reach (unique customers)
        • Engagement rate (customers who earned bonus points)
        • Average bonus points per customer
        • Campaign ROI (if cost data available)
      • Export & Reporting:
        • Export campaign data to CSV/Excel
        • Generate campaign performance report (PDF)
        • Scheduled report delivery via email
      • Alert System:
        • Set up alerts for campaign milestones (e.g., "10,000 points awarded")
        • Performance threshold alerts (e.g., "Campaign underperforming")
        • Campaign end reminders
    • Campaign Management Actions:
      • Edit Campaign: Modify active campaigns (with version history)
      • Pause/Resume: Temporarily pause campaigns with one click
      • Duplicate: Clone existing campaign for quick setup
      • Archive: Move completed campaigns to archive
      • Cancel: Cancel campaigns with confirmation dialog
    • Campaign Templates:
      • Pre-built campaign templates for common scenarios
      • Template library with categories (Holiday, Seasonal, Flash Sale, etc.)
      • Custom template creation and sharing
  • Schedule and launch bonus point campaigns
  • Segment-based bonus rules (e.g., "Gold Members get 2X points")
  • Real-time reporting for campaign performance

Phase 3 Security & Anti-Fraud

• Phase 3 Fraud Prevention
  • Phase 3 Description for UI Designer: Design a comprehensive security and fraud prevention interface:
    • Daily Limits Configuration:
      • Earning Limits Panel:
        • Set maximum points that can be earned per day per customer
        • Different limits by earning method (purchase, referral, check-in, etc.)
        • Global vs. segment-specific limits
        • Limit reset schedule (daily at midnight, weekly, etc.)
        • Override capability for special cases (with admin approval)
      • Redemption Limits Panel:
        • Set maximum points that can be redeemed per day per customer
        • Different limits by reward type or value
        • Maximum number of redemptions per day
        • High-value redemption approval workflow
      • Limit Display:
        • Show current limits configuration in a clear table format
        • Visual indicators for limit types (hard limit, soft limit, warning threshold)
        • Test limit functionality with sample customer scenarios
    • Suspicious Pattern Detection:
      • Detection Dashboard:
        • Real-time alerts for suspicious activities
        • List of flagged activities with risk scores
        • Color-coded risk levels (Low, Medium, High, Critical)
        • Auto-flagging vs. manual review queue
      • Pattern Detection Rules:
        • Mass Referral Detection:
          • Alert when customer has unusually high referral count in short time
          • Configurable thresholds (e.g., "Alert if >10 referrals in 1 hour")
          • Visual timeline showing referral pattern
          • Referral network visualization (if applicable)
        • Rapid Earning Detection:
          • Flag accounts earning points at abnormal rates
          • Compare to baseline earning patterns
          • Show earning velocity charts
        • Redemption Pattern Analysis:
          • Detect unusual redemption patterns (e.g., rapid-fire redemptions)
          • Flag accounts redeeming maximum limits repeatedly
          • Geographic anomaly detection (redemptions from unusual locations)
        • Account Anomaly Detection:
          • New account with high activity
          • Sudden behavior change in existing account
          • Multiple accounts from same device/IP
      • Investigation Interface:
        • Customer Profile View:
          • Quick access to flagged customer's full profile
          • Complete activity timeline
          • Related accounts or connections
        • Activity Details:
          • Detailed view of suspicious transactions
          • Receipt images (if applicable)
          • Device and location information
          • Comparison to normal behavior patterns
        • Action Panel:
          • Mark as legitimate (with reason)
          • Freeze account temporarily
          • Reverse fraudulent transactions
          • Escalate to security team
          • Add to watchlist
      • Machine Learning Insights:
        • Display AI confidence scores for fraud detection
        • Show contributing factors to risk assessment
        • Historical accuracy of fraud predictions
    • Admin Logs & Audit Trail:
      • Activity Log Viewer:
        • Comprehensive log of all point-related admin actions
        • Filterable by: admin user, action type, date range, customer
        • Search functionality across log entries
        • Export logs for compliance reporting
      • Log Entry Details:
        • Timestamp and admin user who performed action
        • Action type (add points, deduct points, modify limits, etc.)
        • Before/after values for point changes
        • Reason or justification provided
        • IP address and device information
        • Related customer and transaction details
      • Audit Report Generation:
        • Generate compliance reports for specific time periods
        • Summary statistics (total point changes, admin actions, etc.)
        • Export to PDF or CSV format
        • Scheduled report delivery
    • Role-Based Permissions:
      • Permission Matrix Interface:
        • Grid showing roles vs. permissions for point operations
        • Checkboxes/toggles for each permission:
          • View point balances
          • Add points manually
          • Deduct points manually
          • Modify earning rules
          • Modify redemption rules
          • Configure fraud detection rules
          • View audit logs
          • Export reports
          • Approve high-value transactions
        • Permission categories (View, Modify, Admin, Audit)
      • Role Management:
        • Create/edit/delete roles
        • Assign users to roles
        • View users with specific permissions
        • Role templates for common use cases
      • Approval Workflows:
        • Multi-level approval for sensitive operations
        • Require multiple admins for high-value point changes
        • Escalation rules for urgent approvals
        • Approval history tracking
      • Access Control Indicators:
        • Visual indicators showing current user's permissions
        • Disable/hide features based on permissions
        • Clear error messages when action requires higher permissions
    • Security Settings:
      • Configuration Panel:
        • Enable/disable fraud detection features
        • Adjust sensitivity thresholds
        • Configure auto-action rules (auto-freeze, auto-reverse, etc.)
        • Set up notification preferences for security alerts
      • Whitelist/Blacklist Management:
        • Manage trusted customers (whitelist)
        • Manage blocked customers (blacklist)
        • Bulk import/export lists
        • Reason tracking for list additions
  • Limit per-day earning or redemption
  • Detect suspicious patterns (e.g., mass referrals)
  • Admin logs and role-based permissions for point changes

Phase 3 Integration & Reporting

• Phase 3 Reporting
  • Phase 3 Description for UI Designer: Design a comprehensive reporting and analytics interface:
    • Report Dashboard:
      • Overview dashboard showing key metrics at a glance:
        • Total points in circulation
        • Points earned vs. redeemed (with trend charts)
        • Active customers count
        • Top earning/redemption activities
        • Campaign performance summary
      • Date range selector (preset: Today, Last 7 days, Last 30 days, Last 90 days, Custom range)
      • Quick filters (by segment, membership tier, campaign, etc.)
      • Refresh button for real-time data updates
    • Exportable Reports:
      • Report Type Selection:
        • Daily Summary Report:
          • Points earned/redeemed breakdown
          • New customers acquired
          • Top performing rewards
          • Campaign performance highlights
        • Weekly Summary Report:
          • Weekly trends and comparisons
          • Customer engagement metrics
          • Reward catalog performance
          • Fraud detection summary
        • Monthly Summary Report:
          • Comprehensive monthly analytics
          • Customer lifecycle insights
          • ROI analysis
          • Strategic recommendations
      • Report Configuration Panel:
        • Select report type and date range
        • Choose data fields to include
        • Select format (PDF, Excel, CSV, JSON)
        • Add custom branding/logo
        • Schedule automatic report generation
      • Export Options:
        • One-click export button
        • Export progress indicator
        • Download notification when ready
        • Email delivery option
        • Cloud storage integration (Google Drive, Dropbox, etc.)
      • Report Templates:
        • Pre-built report templates for common use cases
        • Custom template creation and saving
        • Template library with categories
    • Integration with BI Tools:
      • Integration Configuration:
        • Supported Platforms:
          • Tableau connector setup
          • Power BI integration
          • Google Analytics integration
          • Custom API endpoint configuration
        • Connection Setup Wizard:
          • Step 1: Select BI platform
          • Step 2: Enter credentials/API keys
          • Step 3: Configure data sync settings
          • Step 4: Test connection
          • Step 5: Activate integration
        • Data Mapping Interface:
          • Map CRM data fields to BI tool dimensions/metrics
          • Configure sync frequency (real-time, hourly, daily)
          • Select which data to sync (points, customers, transactions, campaigns)
      • Integration Status Dashboard:
        • List of all configured integrations with status indicators
        • Connection health monitoring (Connected, Disconnected, Error)
        • Last sync timestamp and next sync schedule
        • Sync statistics (records synced, errors, success rate)
      • Data Flow Visualization:
        • Visual diagram showing data flow from CRM to BI tools
        • Real-time sync status indicators
        • Error logs and troubleshooting information
      • Integration Management:
        • Edit integration settings
        • Pause/resume sync
        • Test connection
        • View sync history
        • Remove integration
    • Integration with CDPs (Customer Data Platforms):
      • CDP Integration Setup:
        • Supported CDPs:
          • Segment.com integration
          • Adobe Experience Platform
          • Salesforce CDP
          • Custom CDP via API
        • Configuration Interface:
          • API endpoint configuration
          • Authentication setup (API keys, OAuth)
          • Event mapping (which CRM events trigger CDP events)
          • Data transformation rules
        • Event Configuration:
          • Map CRM events to CDP events:
            • Points earned → Customer event
            • Points redeemed → Transaction event
            • Campaign participation → Engagement event
            • Profile updates → Profile event
          • Custom event creation
          • Event filtering and routing
      • Data Sync Management:
        • Real-time vs. batch sync options
        • Sync schedule configuration
        • Data validation and error handling
        • Retry logic for failed syncs
      • CDP Dashboard:
        • Integration status monitoring
        • Sync metrics and health checks
        • Error tracking and alerts
        • Data preview (sample data being sent to CDP)
    • Custom Report Generation:
      • Report Builder Interface:
        • Drag-and-drop report builder or form-based interface
        • Data Source Selection:
          • Select data sources (points transactions, customer data, campaigns, rewards)
          • Join multiple data sources
        • Field Selection:
          • Choose which fields/metrics to include
          • Custom calculated fields
          • Aggregations (sum, average, count, etc.)
        • Filtering & Grouping:
          • Add filters for data selection
          • Group by dimensions (date, customer segment, campaign, etc.)
          • Sort and order configuration
        • Visualization Options:
          • Chart type selection (bar, line, pie, table, etc.)
          • Chart customization (colors, labels, axes)
          • Multiple chart support in single report
        • Report Preview:
          • Live preview of report as it's being built
          • Sample data display
          • Formatting preview
      • Saved Reports:
        • Save custom reports for reuse
        • Organize reports in folders/categories
        • Share reports with team members
        • Schedule automatic report generation
      • Report Execution:
        • Run report on-demand
        • Background processing for large reports
        • Progress indicator
        • Notification when report is ready
      • Advanced Features:
        • Parameterized reports (user inputs parameters at runtime)
        • Sub-reports and drill-down capabilities
        • Conditional formatting
        • Data export options
    • Analytics Dashboard:
      • Interactive Charts:
        • Points earned/redeemed trends over time
        • Customer engagement funnel
        • Reward popularity charts
        • Campaign performance comparisons
        • Geographic distribution (if location data available)
      • KPI Widgets:
        • Customizable KPI cards
        • Comparison periods (YoY, MoM, etc.)
        • Goal tracking and progress indicators
      • Drill-Down Capability:
        • Click on chart elements to see detailed data
        • Navigate from summary to detail views
        • Export specific data subsets
    • Scheduled Reports:
      • Schedule Configuration:
        • Set up recurring reports (daily, weekly, monthly, custom schedule)
        • Select recipients (email list)
        • Choose report format and delivery method
        • Set report parameters
      • Schedule Management:
        • List of all scheduled reports
        • Edit, pause, resume, or delete schedules
        • View execution history
        • Test email delivery
  • Exportable reports (daily/weekly/monthly summaries)
  • Integration with BI tools or CDPs
  • Custom report generation