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How to Create a Rewards Program in Treez Loyalty

Learn how to create a new loyalty reward card, configure point earning rules and reward tiers, customize card design with logos and colors, and set up customer data fields in Treez Loyalty.

Written by Treez Support
Updated today

Step 1: Click Loyalty to access the loyalty program management section.


Step 2: Click Treez Cards to view and manage your loyalty card features.


Step 3: Click the + New Card button to create a new loyalty card.


Step 4: Choose the card type for your loyalty program.


Step 5: Click Continue to proceed with card creation.


Step 6: Click the Program tab to configure loyalty program settings and rewards.


Step 7: Choose the type of reward program you want.


Step 8: Set up how customers will earn points.


Step 9: Select when customers earn bonus points for referrals.


Step 10: Continue setting up your rewards.


Step 11: Configure Happy Hours promotions with multipliers if needed.


Step 12: Click the Design tab to customize the reward card appearance.


Step 13: Upload your logo, icon, and background design for the card.


Step 14: Customize card background and text colors in the Colors section.


Step 15: Review the Form fields section to configure required customer data fields.


Step 16: Click the Information tab to review reward card details.


Step 17: Edit card details and active links in the Information tab.


Step 18: Add URLs in the Active links section (such as social media accounts).


Step 19: Click Finish to complete the reward card setup.

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