Publish the programme edition
State earning trigger, exclusions, pending period, expiry wording, redemption rule and accountable owner.
Workflow blueprint
A client loyalty programme should explain every reward movement and every permission separately
A reward ledger, not identity verification, consent determination, purchase proof, stored value, tax advice or marketing compliance.
Version programme rules, separate contact choices, link qualifying events, prevent silent balance edits and preserve complaints through resolution.
TL;DR — Version programme rules, separate contact choices, link qualifying events, prevent silent balance edits and preserve complaints through resolution.
Separate identity from permissions
Keep member reference, enrolment source, programme participation and channel consent in distinct records.
Replay every movement
Link award, confirmation, return reversal, correction, reservation, redemption and expiry to its source rule.
Resolve balance challenges
Show duplicate identities, disputed events, rule changes, inaccessible notices and final reviewer response.
Page-specific decision aid
A member identifier, consent purpose, earning rule, qualifying event, reward movement, adjustment, expiry, redemption and complaint ledger
The ledger follows a member purchase from pending points to confirmation, a partial return, reversal and later redemption. A promotional opt-out changes the communication route but does not erase the reward history or invent consent for another purpose.
- ✓Membership is not blanket marketing permission.
- ✓A sale reference is not fulfilment proof.
- ✓A displayed balance is not stored value.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Rule edition accompanies every movement
- ✓Staff adjustments require a reason and authority
- ✓Contact suppression does not delete programme history
- ✓Identity consent purchase entitlement reward value availability expiry legality tax liability and marketing compliance excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow