# Loyalife

## Docs

- [Xoxoday Documentation](https://help-loyalife.xoxoday.com/home.md): Guides, references, and walkthroughs for every Xoxoday product — Empuls, Plum, and Loyalife.
- [Loyalife Documentation](https://help-loyalife.xoxoday.com/user-guides/index.md): Explore Loyalife's help center — everything you need to create, manage, and optimize your loyalty program.
- [Platform overview](https://help-loyalife.xoxoday.com/user-guides/loyalty-overview.md): See how Loyalife's full-stack platform powers points, tiers, referrals, and engagement programs for loyalty teams at scale.
- [Accessing Loyalife](https://help-loyalife.xoxoday.com/user-guides/getting-started/accessing-loyalife.md): Learn how to log in to Loyalife, complete two-factor authentication, and recover account access if you're locked out.
- [Dashboard](https://help-loyalife.xoxoday.com/user-guides/getting-started/dashboard.md): Take a tour of the Loyalife dashboard and the key program metrics it surfaces at a glance.
- [Configuration overview](https://help-loyalife.xoxoday.com/user-guides/configuration/overview.md): Explore Loyalife's platform configuration that covers organisation details, point definitions, calculation rules, and module toggles.
- [Advanced configuration](https://help-loyalife.xoxoday.com/user-guides/configuration/advanced-configuration.md): Configure technical settings for personal data export controls, card/account linking, and CRD visibility in Loyalife.
- [MoEngage integration](https://help-loyalife.xoxoday.com/user-guides/configuration/moengage.md): Sync loyalty events and member data from Loyalife to MoEngage to trigger personalised Push, Email, and SMS campaigns.
- [Members overview](https://help-loyalife.xoxoday.com/user-guides/members/overview.md): The Members module is Loyalife's central hub for managing enrolled customers covering identity, status, tier, balance, and history.
- [Search, filter & export members](https://help-loyalife.xoxoday.com/user-guides/members/search-filter-export.md): Find specific members using multiple identifiers, narrow results with filters, and export member data in several file formats.
- [Member attributes](https://help-loyalife.xoxoday.com/user-guides/members/attributes.md): Learn how global, custom, and aggregate member attributes power Loyalife's rules, segments, communications, and reports.
- [Member details](https://help-loyalife.xoxoday.com/user-guides/members/member-details.md): A guide to every tab in the Loyalife member detail view covering account info, accrual history, statements, redemptions, transaction summaries, expiry schedules, communications, and referrals.
- [Rule Engine overview](https://help-loyalife.xoxoday.com/user-guides/rule-engine/overview.md): Explore how Loyalife's Rule Engine builds no-code earning rules using IF/THEN conditions, attributes, restrictions, and reward types.
- [Attributes](https://help-loyalife.xoxoday.com/user-guides/rule-engine/attributes.md): Understand Loyalife's attribute types covering global and custom transaction fields, member profile data, and computed aggregate metrics to build precise conditions in earning rules.
- [Data processing](https://help-loyalife.xoxoday.com/user-guides/rule-engine/data-processing.md): Learn how Loyalife ingests transaction and member data via API or SFTP batch files, including TXN, CPD, BNS formats and validation rules.
- [Rule groups](https://help-loyalife.xoxoday.com/user-guides/rule-engine/rule-groups.md): Learn how rule groups control which members earning rules apply to, set earning caps, and organize campaigns in Loyalife's Rule Engine.
- [Transaction types](https://help-loyalife.xoxoday.com/user-guides/rule-engine/transaction-types.md): Full reference for Loyalife's Transaction Type (TT) and Loyalty Transaction Type (LTT) codes used to classify every credit and debit event.
- [Rule configuration walkthrough](https://help-loyalife.xoxoday.com/user-guides/rule-engine/configuring-rules.md): End-to-end walkthrough for setting up Loyalife earning rules — from defining attributes to enrolling members and going live.
- [Partners & Promotions overview](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/overview.md): Manage channel partner programs, promotional schemes, and engagement tools from Loyalife's Partners & Promotions module.
- [Scheme Banner](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/scheme-banner.md): Configure time-bound, SKU-targeted promotional schemes with custom terms and conditions on top of Loyalife's Rule Engine.
- [Video Management](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/video-management.md): Moderate user-uploaded videos and publish training or promotional content to your channel partners in Loyalife.
- [QR Code](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/qr-code.md): Generate batches of scannable QR codes that instantly transfer loyalty points to channel partners upon redemption.
- [Gamification](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/gamification.md): Create scratch cards, spin wheels, and dice games in Loyalife to reward channel partners with vouchers and prizes.
- [Invoice claims](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/claims-management/invoices.md): Review, verify, and approve invoice and warranty claims from channel partners using OCR-assisted extraction and two-level approval.
- [Visibility claims](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/claims-management/visibility.md): Review photo evidence from retailers and merchandisers to verify product or banner display compliance at their stores.
- [Channel Partner Config](https://help-loyalife.xoxoday.com/user-guides/partners-promotions/channel-partner-config.md): Configure KYC approval workflows, redemption gates, and self-registration settings for your Loyalife channel partner program.
- [Mobile app for clients](https://help-loyalife.xoxoday.com/user-guides/mobile-app/overview.md): Explore Loyalife's white-label channel partner mobile app covering architecture, screens, login flow, KYC, and admin configuration.
- [Plum marketplace](https://help-loyalife.xoxoday.com/user-guides/marketplace/plum.md): Connect Loyalife members to Plum's voucher and gift card catalogue for point redemption via secure SSO integration.
- [On behalf redemption](https://help-loyalife.xoxoday.com/user-guides/marketplace/on-behalf-redemption.md): Let authorised agents and relationship managers redeem points on a member's behalf, with a full audit trail of every session.
- [Segments](https://help-loyalife.xoxoday.com/user-guides/engage/segments.md): Divide your member base into targeted segments by behaviour, demographics, or spend for rules, campaigns, and communications.
- [Broadcast Campaigns](https://help-loyalife.xoxoday.com/user-guides/engage/broadcast-campaigns.md): Push time-limited promotions to a defined member segment — bonus points, cashback, multipliers, and re-engagement offers.
- [Triggered Campaigns](https://help-loyalife.xoxoday.com/user-guides/engage/triggered-campaigns.md): Set up automated campaigns that fire on member behaviour or rule conditions covering re-engagement nudges, milestones, and event offers.
- [Communications](https://help-loyalife.xoxoday.com/user-guides/engage/communications.md): Build and manage notification templates across Email, SMS, WhatsApp, and Push triggered by loyalty events or campaigns.
- [Email](https://help-loyalife.xoxoday.com/user-guides/engage/email.md): Send rich HTML emails via SendGrid with a drag-and-drop editor, personalisation variables, scheduling, and delivery analytics.
- [SMS](https://help-loyalife.xoxoday.com/user-guides/engage/sms.md): Send plain-text SMS notifications via Plivo covering transactional and promotional types, India DLT compliance, and template approval.
- [WhatsApp](https://help-loyalife.xoxoday.com/user-guides/engage/whatsapp.md): Send template-based WhatsApp Business notifications in Loyalife covering Meta-approved templates, WABA setup, and variable mapping.
- [Push notifications](https://help-loyalife.xoxoday.com/user-guides/engage/push-notifications.md): Send mobile push notifications via Firebase Cloud Messaging (FCM) which has character limits, delivery signals, and test dispatch.
- [Access Control overview](https://help-loyalife.xoxoday.com/user-guides/access-control/overview.md): Manage who can access Loyalife and what they can do with roles, permissions, approval workflows, and a full audit trail.
- [Manage team](https://help-loyalife.xoxoday.com/user-guides/access-control/manage-team.md): Invite users, assign roles, manage account status, and create custom permission roles for your Loyalife team.
- [Approval workflow](https://help-loyalife.xoxoday.com/user-guides/access-control/approval-workflow.md): Learn how Loyalife's Maker-Checker workflow reviews and authorizes sensitive admin actions before they take effect.
- [Audit trail](https://help-loyalife.xoxoday.com/user-guides/access-control/audit-trail.md): See Loyalife's tamper-evident audit trail, a chronological log of every admin action, showing who did what, when, and from where.
- [Fraud Prevention overview](https://help-loyalife.xoxoday.com/user-guides/fraud-prevention/overview.md): Detect and flag unusual loyalty transactions in real time with configurable thresholds and product-level anomaly detection.
- [Threshold settings](https://help-loyalife.xoxoday.com/user-guides/fraud-prevention/threshold-settings.md): Configure the point thresholds that trigger fraud alerts for suspicious accrual and redemption activity in Loyalife.
- [Pending transactions](https://help-loyalife.xoxoday.com/user-guides/fraud-prevention/pending-transactions.md): Review, approve, or reject transactions flagged for review by Loyalife's Fraud Prevention module.
- [Reports & Analytics overview](https://help-loyalife.xoxoday.com/user-guides/reports/overview.md): Measure and analyze your loyalty program's performance across transactions, members, communications, and custom SQL-based exports.
- [Report types](https://help-loyalife.xoxoday.com/user-guides/reports/report-types.md): Reference guide to every Loyalife report category — transactional, member, liability, expiry, and more with recurring schedules and use cases.
- [Custom reports](https://help-loyalife.xoxoday.com/user-guides/reports/custom-reports.md): Build SQL-based custom reports in Loyalife with real-time preview, scheduled generation, filtering, and controlled sharing.
- [Visual dashboards](https://help-loyalife.xoxoday.com/user-guides/reports/visual-dashboards.md): See how Loyalife's Superset-powered dashboards surface mobile app usage, member behavior, and channel partner performance in real time.
- [Tiers overview](https://help-loyalife.xoxoday.com/user-guides/tiers/overview.md): See how Loyalife's tier system rewards engagement with milestone-based levels, multipliers, retention periods, and automated evaluation.
- [Configure tiers](https://help-loyalife.xoxoday.com/user-guides/tiers/configure-tiers.md): Step-by-step guide to enabling Loyalife tiers: choose an assessment method, set qualification criteria, and configure your base tier.
- [Manage tiers](https://help-loyalife.xoxoday.com/user-guides/tiers/manage-tiers.md): Add, edit, and delete loyalty tiers in Loyalife. Learn tier retention settings, evaluation schedules, and how to troubleshoot upgrades.
- [Referrals overview](https://help-loyalife.xoxoday.com/user-guides/referrals/overview.md): See how Loyalife's referral program turns your satisfied members into brand advocates by rewarding referrers and new members for invites.
- [Referral setup](https://help-loyalife.xoxoday.com/user-guides/referrals/setup.md): Enable the referral program, configure code generation, define reward triggers, and set point allocations and caps.
- [Referral performance dashboard](https://help-loyalife.xoxoday.com/user-guides/referrals/performance-dashboard.md): Track your referral program ROI in Loyalife by acquisition breakdown, spend comparison, top referrers, and enrollment trend data.
- [Quickstart](https://help-loyalife.xoxoday.com/quickstart.md): Follow this quickstart guide to make your first Loyalife API call in under 5 minutes.
- [API Reference](https://help-loyalife.xoxoday.com/api-reference/introduction.md): Browse the complete reference for all 19 Loyalife API endpoints across 4 modules.
- [Authentication](https://help-loyalife.xoxoday.com/concepts/authentication.md): Learn how to authenticate with the Loyalife API using OAuth 2.0 client credentials.
- [Response Format](https://help-loyalife.xoxoday.com/concepts/response-format.md): Learn the standard JSON envelope structure shared by every Loyalife API response.
- [Idempotency](https://help-loyalife.xoxoday.com/concepts/idempotency.md): Learn how to safely retry Loyalife transaction submissions without risking duplicate processing.
- [Generate Auth Token](https://help-loyalife.xoxoday.com/api-reference/authentication/generate-auth-token.md): Exchange your Loyalife client credentials for a JWT bearer token to authenticate API calls.
- [Create Profile](https://help-loyalife.xoxoday.com/api-reference/members/create-profile.md): Browse the complete reference for all 19 Loyalife API endpoints across 4 modules.
- [Get Member Profile](https://help-loyalife.xoxoday.com/api-reference/members/get-member-profile.md): Look up a Loyalife member using a unique attribute, like email, when RelationReference is unknown.
- [Update Profile](https://help-loyalife.xoxoday.com/api-reference/members/update-profile.md): Update an existing Loyalife member's profile attributes via the API.
- [Get Member by Attribute](https://help-loyalife.xoxoday.com/api-reference/members/get-member-by-attribute.md): Validate a Loyalife member's password for authentication via the API.
- [Check Membership Credentials](https://help-loyalife.xoxoday.com/api-reference/members/check-credentials.md): Enroll a new member in your loyalty program using the Loyalife Create Profile API.
- [Generate OTP](https://help-loyalife.xoxoday.com/api-reference/otp/generate-otp.md): Send an OTP to a member's registered channel using their email address via the Loyalife API.
- [Generate OTP by Relation Reference](https://help-loyalife.xoxoday.com/api-reference/otp/generate-otp-by-relation.md): Retrieve complete profile details for a Loyalife member using their RelationReference.
- [Verify OTP](https://help-loyalife.xoxoday.com/api-reference/otp/verify-otp.md): Validate an email-based OTP sent via the Loyalife Generate OTP endpoint.
- [Verify OTP by Relation Reference](https://help-loyalife.xoxoday.com/api-reference/otp/verify-otp-by-relation.md): Validate a LOGIN OTP using a member's RelationReference via the Loyalife API.
- [Insert Transaction](https://help-loyalife.xoxoday.com/api-reference/transactions/insert-transaction.md): Submit a synchronous loyalty transaction for a member using the Loyalife Insert Transaction API.
- [Insert Transaction V2 (Batch)](https://help-loyalife.xoxoday.com/api-reference/transactions/insert-transaction-v2.md): Submit one or more Loyalife transactions asynchronously for bulk, high-volume processing.
- [Poll Batch Status](https://help-loyalife.xoxoday.com/api-reference/transactions/poll-batch-status.md): Check the processing status of a transaction batch submitted via the Insert Transaction V2 API.
- [Get Transaction Summary by Date](https://help-loyalife.xoxoday.com/api-reference/transactions/get-transaction-summary.md): Retrieve a paginated list of a member's loyalty transactions within a specified date range.
- [Get Statement Summary](https://help-loyalife.xoxoday.com/api-reference/transactions/get-statement-summary.md): Retrieve a member's aggregated points balance and loyalty statement totals via the Loyalife API.
- [Get Expiry Schedule](https://help-loyalife.xoxoday.com/api-reference/transactions/get-expiry-schedule.md): Retrieve a member's periodic points expiry schedule using the Loyalife API.
- [Check Availability](https://help-loyalife.xoxoday.com/api-reference/payment-gateway/check-availability.md): Verify a member's redeemable points balance before initiating a redemption via the Loyalife API.
- [Redeem Points](https://help-loyalife.xoxoday.com/api-reference/payment-gateway/redeem-points.md): Deduct points from a member's balance to complete a redemption transaction via the Loyalife API.
- [Reversal Points](https://help-loyalife.xoxoday.com/api-reference/payment-gateway/reversal-points.md): Reverse a redemption transaction and restore the member's points balance via the Loyalife API.
- [Release Notes](https://help-loyalife.xoxoday.com/release-notes/index.md): Browse Loyalife's complete version history — track new features, improvements, and changes across every release.
- [v7.25.0 — June & July 2026](https://help-loyalife.xoxoday.com/release-notes/v7-25.md): Loyalife v7.25.0 ships realtime V2 earn API improvements, SAML SSO, custom branded mobile app UI support, configurable aggregate computation timing, push notifications in campaigns, segment redesign, AG Grid custom reports, rule engine operators, and security hardening.
- [v7.24.0 — March 2026](https://help-loyalife.xoxoday.com/release-notes/v7-24.md): Loyalife v7.24.0 introduces multi-destination SFTP cashback routing, flexible billing cycles, real-time reporting, gamification stock controls, and security hardening.
- [v7.23 — February 2026](https://help-loyalife.xoxoday.com/release-notes/v7-23.md): Loyalife v7.23 standardises decimal point calculations, expands transaction API capabilities, introduces role-based report sharing, and adds four new custom reports.
- [v7.22 — December 2025](https://help-loyalife.xoxoday.com/release-notes/v7-22.md): Loyalife v7.22 introduces tier bonuses for skipped tiers, pre-structured content for 15 languages, preferred language standardisation, unified CPD upload logging, and expanded points expiry visibility.
- [v7.21 — November 2025](https://help-loyalife.xoxoday.com/release-notes/v7-21.md): Loyalife v7.21 introduces Pay with Rewards APIs, cashback issuance APIs, six new custom reports, DateTime support, regex pre-processing, and member activity codes.
- [v7.20 — November 2025](https://help-loyalife.xoxoday.com/release-notes/v7-20.md): Loyalife v7.20 ships Email OTP 2FA, WhatsApp integration, occasion reward campaigns, HTML email editor, member-level capping, 41 total features including BigInt points and block code mapping.
- [v7.19 — August 2025](https://help-loyalife.xoxoday.com/release-notes/v7-19.md): Loyalife v7.19 delivers maker-checker for member and rule engine attributes, Membership Blocked status, custom SQL reports, pre-processing for SFTP files, and 35 total features.
- [v7.18 — July 2025](https://help-loyalife.xoxoday.com/release-notes/v7-18.md): Loyalife v7.18 introduces the Referral feature, member-level point capping, program-level tier qualification methods, product code management, manual segment uploads, and a storefront tier widget.
- [v7.17 — June 2025](https://help-loyalife.xoxoday.com/release-notes/v7-17.md): Loyalife v7.17 adds multi-provider email/SMS, LDAP nested OU support, on-behalf redemption, maker-checker for communications and suspension, recurring date rules, and abbreviated number display.
- [v7.16 — May 2025](https://help-loyalife.xoxoday.com/release-notes/v7-16.md): Loyalife v7.16 introduces aggregate attributes in the rule engine, configurable points expiry, Plum marketplace redirection, multi-currency program linking, and 15 VAPT security fixes.
- [v7.15 — April 2025](https://help-loyalife.xoxoday.com/release-notes/v7-15.md): Loyalife v7.15 introduces peer-to-peer point transfers, decimal redemption, rule engine versioning, custom bonus expiry, and GraphQL performance improvements.
- [v7.14 — March 2025](https://help-loyalife.xoxoday.com/release-notes/v7-14.md): Loyalife v7.14 introduces PII encryption, SFTP file uploads via the UI, a member self-service hub, conditional point release, tier retention, and 20+ functional improvements.
- [v7.13 — October 2024](https://help-loyalife.xoxoday.com/release-notes/v7-13.md): Loyalife v7.13 delivers CAPTCHA security, progressive login blocking, multi-tenant API keys, OTP encryption, non-ASCII support, and tech stack upgrades (Node.js 22, C# 8, Redis 7).
- [v7.12 — October 2024](https://help-loyalife.xoxoday.com/release-notes/v7-12.md): Loyalife v7.12 introduces stricter non-LDAP password security, secure LDAP, custom email branding, rule group expiry warnings, V4-to-V7 migration tooling, and a hotfix for field validation.
- [v7.11.0 — August 2024](https://help-loyalife.xoxoday.com/release-notes/v7-11.md): Loyalife v7.11.0 optimises notification infrastructure for enterprise scale, adds PDF export for user management, introduces member list privacy controls, and enables rule engine accrual notifications.
- [v7.10.0 — July 2024](https://help-loyalife.xoxoday.com/release-notes/v7-10.md): Loyalife v7.10.0 extends maker-checker to campaigns and tiers, restores point definition fields, adds CRD mandatory validations, and introduces rule engine summary export.
- [v7.9.0 — June 2024](https://help-loyalife.xoxoday.com/release-notes/v7-9.md): Loyalife v7.9.0 significantly improves communication queue performance, adds member preferred language support, introduces data exports, and extends maker-checker to point configuration.
- [v7.7.0 — May 2024](https://help-loyalife.xoxoday.com/release-notes/v7-7.md): Loyalife v7.7.0 adds a member detail lookup API by any unique attribute, improves anomaly detection threshold management, and fixes SMS formatting.
- [v7.6.0 — April 2024](https://help-loyalife.xoxoday.com/release-notes/v7-6.md): Loyalife v7.6.0 enables maker-checker for user and role management, dramatically improves transaction report performance via MSSQL, adds a projected expiry report, and enables settings import/export.
- [v7.5.0 — March 2024](https://help-loyalife.xoxoday.com/release-notes/v7-5.md): Loyalife v7.5.0 introduces transaction queuing for unregistered members, structured member status flows, auto-generated legacy reports, and tiered communication priority handling.
- [v7.4.0 — February 2024](https://help-loyalife.xoxoday.com/release-notes/v7-4.md): Loyalife v7.4.0 introduces the 'For Every' rule condition, a transaction pre-processing layer, PII masking, rule and user archive/unarchive, and enhanced monthly statements.
- [v7.3.0 — January 2024](https://help-loyalife.xoxoday.com/release-notes/v7-3.md): Loyalife v7.3.0 introduces member account closure, monthly e-statements, unified SFTP upload folder, transaction reversal via duplicate IDs, audit trail, and Minio object storage integration.
- [v7.2.0 — December 2023](https://help-loyalife.xoxoday.com/release-notes/v7-2.md): Loyalife v7.2.0 introduces the Add/Modify Members API, Add Transaction API, an LBMS dashboard, custom member attributes, 157-currency support, and data export capabilities.
- [v7.1.0 — November 2023](https://help-loyalife.xoxoday.com/release-notes/v7-1.md): Loyalife v7.1.0 introduces the Maker-Checker module for transaction approval workflows and completes sanity testing of 13 core Loyalty Points APIs.

## OpenAPI Specs

- [openapi](https://help-loyalife.xoxoday.com/api-reference/openapi.json)

## Optional

- [Support](mailto:support@xoxoday.com)
- [Loyalife](https://loyalife.xoxoday.com)