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Configuration is where you set the foundational parameters that govern how your loyalty program operates. These settings align Loyalife with your business requirements, brand identity, and operational processes. Most configuration changes are permanent or have significant downstream effects — review them carefully before saving.

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Accessing configuration

Select Configuration from the left sidebar.
Program Configuration screen showing the Organization Details tab active with Registered Business Name, Company Website URL, City, Region, and Country fields and an Edit button

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Configuration sections

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Organisation configuration

Edit your company’s details to keep business information current within the platform:
Edit Company Details modal with fields for Registered Business Name, Company Website URL, City, Region, and Country with character count indicators and Update / Cancel buttons
  • Company name
  • Business address
  • Contact information
  • Organizational hierarchy settings

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Program details

Manage and customize program-specific settings:
Program Configuration — Program Details tab showing Program Info section (Program Name, Base Currency), Program Nomenclature section, and Logo and Subdomain Configuration section with program logo upload and login URL subdomain field
On-premise deployments: The Program Details page shows a Logo Configuration card instead of the Subdomain Configuration card. On-premise clients configure their program logo here, but subdomain assignment is not available — the login URL is managed at the infrastructure level by your IT team.

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Program Nomenclature

Loyalife supports full UI text customisation through Program Nomenclature. Every string displayed in the member-facing app — labels, button text, messages, and error text — can be replaced with your program’s branded language. Accessing nomenclature: Go to Program Settings → Program Details → Program Nomenclature. Use the module filter to view strings by page:
Only string keys belonging to the selected module appear when a filter is applied. Keys from other pages (e.g., Reset Password, Compass navigation) are excluded from each filter to keep the list manageable.
To change a label: find the string key, enter your custom text, and save. Changes apply to all members immediately.

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Point definitions

Configure how points are structured and valued:
Program Configuration — Point Definition tab showing Point Terminology and Rates section (Points Terminology, Cashback Rate, Customer Purchase Rate, Redemption Rate, Maximum Points Accrual Per Member Per Month), Decimal Precision section, and Expiration Details section

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Expiry condition

When configuring expiry, you specify whether points expire relative to: Choose Processing Date for programs where points become available immediately. Choose Point Availability Date for programs where points are held before posting.

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Decimal precision (important note)

The decimal precision setting determines how many decimal places are stored and displayed in all point calculations across your program. Once configured, this value cannot be changed. This is intentional: changing decimal precision after transactions have been recorded would create inconsistencies in balances, reports, and member statements. Set this value correctly at program setup.
Decimal precision is permanently locked after the first configuration. Plan this carefully before going live. If you need to change it, contact your Loyalife implementation team.

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Marketplace settings

Configure the reward redemption options available to members:
  • Minimum redemption threshold (minimum points required to access the catalogue)
  • Available reward categories
  • Plum integration settings (redemption rate token configuration)
  • Redemption rate (points-to-currency conversion for redemption)

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Upload notifications

Configure alerts for file upload events:
  • Who receives notifications for TXN file processing outcomes
  • Alert thresholds (notify when rejected row count exceeds X%)
  • Notification channels (email)
  • Which upload types trigger notifications

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Communication

Set up messaging infrastructure:
Program Configuration — Communication tab showing Sender Details section with Sender Name and Sender Email Address fields, and an Authenticate your Domain section with a Verify button for enabling custom domain sending
  • Sender email address and display name
  • SMS sender ID
  • Default reply-to address

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API integrations

Manage third-party connections:
Program Configuration — Integrations tab showing Marketplace Integration section with masked Client ID, Secret ID, Access Token, and Refresh Token fields, Custom Storefront URL section, and MoEngage Integration section with Active connection status and last event details
  • API keys for your systems integrating with Loyalife
  • Webhook endpoint configuration
  • Integration health status
  • Token management for partner integrations (e.g., Plum SSO token, Redemption Rate token)

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Modules

Control which Loyalife features are active for your program:
Program Configuration — Modules tab showing Approval Workflow section with toggles for Manual Points, User Access Management, Rule Configuration Approval, Point Approval for Time-Bound Rules, Campaigns and Communications, Campaigns (Rule Based), and Tiers modules
Disabling a module hides it from the admin portal and stops its functionality without deleting historical data.

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Calculation settings

Define computational rules for point processing:
Changes to the calculation method are logged in the Audit Trail. Switching between transaction-date and billing cycle basis affects how aggregate attributes (like Monthly Spend Sum) are computed and may impact existing rule evaluations. Test in a non-production environment before changing a live program.

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SAML 2.0 SSO

Enterprise programs can enable SAML 2.0 Single Sign-On as an alternative to password-based login under Program Settings → Program Details:
  • Supported identity providers: Okta and Microsoft Azure AD
  • When enabled, users are redirected to the IdP for authentication; Loyalife issues a session token on successful SAML verification
  • Disabling the SAML SSO toggle immediately reverts all logins to standard username/password
  • LDAP authentication continues to work when SAML is concurrently enabled
  • MFA is compatible with both authentication flows
  • Programs with SSO enabled cannot change their subdomain configuration after it is set
Once a custom subdomain is saved, it is locked and cannot be changed. Programs with SSO enabled inherit this restriction.

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API Credential Management

Multiple API credentials can be generated per program under Program Settings → API:
  • Generate multiple Client ID / Client Secret pairs, each with independent expiry
  • Module-level API keys support Read or Write access scopes
  • Default credential expiry: 90 days; configurable up to a maximum of 2 years
  • The credential listing page shows Expiring Soon and Expired status badges
  • Automated email notifications are sent at: credential generation, revocation, 7 days before expiry, 1 day before expiry, and on the expiry day
  • Rotating a credential generates a new pair — the old credential is immediately revoked
See Advanced Configuration for PI data export controls and card/account linking settings.