Documentation

Everything you need to set up and run LoyaltyLoop in your CRM.

1. Installing

Install LoyaltyLoop from the LeadConnector App Marketplace, or use the install link. You can install on:

• A single sub-account - LoyaltyLoop is connected to that location only.
• Your agency (bulk install) - choose which sub-accounts to enable. Each one gets its own independent rules, balances and history.

During install LoyaltyLoop creates a contact custom field called Loyalty Points Balance (field key contact.loyalty_points_balance) and a starter set of rules you can edit or delete.

2. Opening the app

Inside a sub-account, click LoyaltyLoop in the left-hand menu. You will be signed in automatically using your CRM session. If you open the app from the agency view you will be asked to choose a sub-account first.

The dashboard has five tabs: Overview (totals and top members), Rules, Members (search and adjust balances), Activity (every points change) and Settings (VIP tiers and the workflow webhook).

3. Earn and redeem rules

Rules are saved per sub-account. Remember to click Save changes after editing.

4. Redeeming points

Create a Contact tagged (redeem) rule, for example tag redeem_coffee costing 500 points. When a staff member or workflow adds that tag to a contact:

1. If the contact has enough points, the cost is deducted and the new balance is written to their record.
2. If not, nothing is deducted and the attempt is recorded in Activity as "not enough points".
3. Either way, the tag is removed so it can be used again later.

5. VIP tiers

In Settings → VIP tiers, define a name, a points threshold and a tag. The first time a contact's balance reaches the threshold, LoyaltyLoop adds the tag (default: VIP_Gold at 1,000 points). Use that tag as a workflow trigger to send rewards or move them into a premium pipeline. A tier tag is added once per contact and is not removed if the balance later drops.

6. Using the points balance

The balance is available anywhere custom fields are: the merge field {{contact.loyalty_points_balance}}, smart list filters, and workflow If/Else conditions (for example "Loyalty Points Balance is greater than 200").

7. Workflow webhook

To award or deduct points from your own automations, add a Custom Webhook action to a workflow:

• Method: POST
• URL and API key: shown in Settings → Workflow webhook (keep the key private; you can rotate it at any time)
• Header: x-api-key: <your key>

{
  "contactId": "{{contact.id}}",
  "action": "earn",
  "points": 50,
  "reason": "Event attendance",
  "idempotencyKey": "{{contact.id}}-event-2026-10"
}

Responses: 200 with the new balance on success, 401 for a wrong key, 409 if a burn would take the balance below zero.

8. Good to know

• Balances are kept by LoyaltyLoop and mirrored to the contact field after every change. If a CRM update ever fails, the Overview tab shows a "waiting to sync" notice with a Sync now button. Points are never lost.
• Editing the points custom field by hand does not change LoyaltyLoop's ledger and will be overwritten on the next change. Use Members → Adjust instead.
• Refunds and voided invoices do not automatically remove points. Use Members → Adjust with a negative number.
• If a contact already had a value in the points field when LoyaltyLoop first sees them (for example after a reinstall), that value is used as their starting balance.
• Uninstalling LoyaltyLoop deletes the rules, ledger and history we hold for the location. The field values on your contacts remain in your CRM.

9. Troubleshooting