Bonus
Bonus Accounting is the Lobyco comprehensive solution for efficient bonus or points management, transaction tracking, and balance storage, running at scale for millions of users. It supports direct integration with the Lobyco mobile App and Admin Tools, and empowers you to effortlessly manage loyalty accounts within our ecosystem.
Services
Lobyco services provide essential features including the following.
- Bonus account management: easily track and manage accounts of members and their bonus balances.
- Transaction history and statements: access detailed transaction records and statements.
- Bonus loading and spending: load bonuses into accounts and make seamless payments.
- Daily reports: stay informed with daily reports on account activity.
- Bonus automatic expiration: ensure compliance and manage bonus validity with automatic expiration settings.
- Admin tool for balance reconciliation: streamline balance reconciliation processes with our intuitive admin tool.
In addition, Bonus Accounting offers endpoints for potential integrations with third-party solutions, including:
POST /v1/members/{memberId}/transactions: create transactions and load bonuses into member accounts.
POST /v1/payments: process bonus payments.
- Capture, cancel, and refund transaction endpoints: manage transaction lifecycles efficiently.
GET /v1/members/{memberId}/statements: retrieve detailed statements for member bonus accounts.
GET /v1/members/{memberId}/balance: access real-time balance information for member bonus accounts.
Bonus Calculation
Bonus Calculation allows to configure time based campaigns that allocate bonus points to the user based on purchases.
- Product Bonus - the bonus is calculated by taking the Product prices from the uploaded product list without tax and applying the selected action with a percentage or a fixed amount.
- Basket Bonus - the bonus is calculated by taking the total purchase amount with included taxes, excluding products from the uploaded list and applying the selected action with a percentage or a fixed amount.
Partner Bonus
Partner Bonus services allows Retailer's Partners can integrate with the Partner APIs exposed by Lobyco and load bonus to members accounts based on purchases of product and services done with the partner.
Operation APIs exposed for partners
After getting the secret, the partner can make calls to the following APIs that are exposed externally. The secret is also mapped to the partner ID, so the calls will be checked to see if they can really edit/save data for that partner ID.
- POST /v1/partners/{partnerId}/campaigns/{campaignId}/loadBonus *
- POST /v1/partners/{partnerId}/operations/{operationId}/capture
- POST /v1/partners/{partnerId}/operations/{operationId}/cancel
- GET /v1/partners/{partnerId}/operations
- GET /v1/partners/{partnerId}/operations/{operationId}/details
The POST loadBonus endpoint checks the type of campaign
- No reservation - the bonus is loaded and captured directly
- With reservation - the bonus is just reserved, afterwards the partner will need to capture or cancel it, or the system might capture or cancel it automatically based on Auto expiration strategy of the campaign
Partner File upload
For some partners, it's easier to send transactions as a CSV file in an agreed format via email or SFTP. These files are then processed automatically and the bonus is loaded into the member's account, if validations are successful.
Features
- Partner management: search, list, display, create
- Campaign management: search, list, display, create, terminate, enable, disable
- Transaction management: import, search, list, display, notifications, update, troubleshoot
- Correction: add bonus (negative or positive amounts) to member wallet as part of partner campaign
- Reporting: search, export data
Definitions
Job
- Import of a single CSV file that can contain multiple rows of data.
- Each row is verified before creating a transaction.
- If the file can be read but an individual row does not meet the expected column format, then the entire data from the row is saved as raw string to allow an agent to manually inspect and fix the data.
Transaction
- Represents a single interaction with a customer where they receive bonus based on doing a purchase of product or service with a partner.
- Each one is created from a row in a job file that is correctly formatted.
- While the data matches the expected format, no business validations have been yet performed, so the transaction starts as unvalidated.
Capabilities
- List of bonus campaigns - view the list of active, scheduled, disabled, and expired bonus campaigns to track the ongoing campaigns and plan future ones
- Configure product bonus campaign - configure a product bonus campaign with a list of products and members so that customers receive X%/X$ of cashback/bonus only when buying a specific product(s) during the campaign
- Configure basket bonus campaign with product exclusion list - configure a basket bonus campaign with a list of excluded products so that customers receive X % cashback/bonus on each purchase during the campaign by skipping alcohol, cigarettes, etc.
- Configure basket bonus campaign with purchase amount limit - configure a basket bonus campaign for purchases over X total amount so that customers have bigger baskets to receive X$ cashback/bonus during the campaign.
Bonus Voucher
In the Lobyco ecosystem, the Bonus Voucher is meant to attract more members to some specific stores, chains, etc. by giving them in-app vouchers which bring members more bonuses. In other words, the rewards of using vouchers are bonuses and only bonus.
In order to spend a voucher member has to activate the voucher and spend it according to the voucher's criteria (purchase should happen in the store that is defined in the voucher, min value of purchase, etc.).
The APIs and Admin Tools allow the generation of Vouchers and allocation from the beginning to some or all users, or to create a campaign where the users are assigned dynamically based on some triggers from Lobyco Segmentation Tool (e.g., purchase amount over time, user birthday, etc.) or triggers done in external systems.