Loyalty Program Rules Template
Plain-language rules document for a points or perks loyalty program — covering earning, redemption, expiration, and edge cases.
What's inside
- Full program terms (members can actually read)
- Earning rules (points per dollar)
- Redemption tiers and values
- Expiration policy
- Tier structure (bronze/silver/gold)
- Edge cases (returns, transfers, account merging)
- Modification and termination clauses
How to use it
- 1Publish on your website with a stable URL. Update with version dates so members can see what changed.
- 2Link to the rules from your signup page, account dashboard, and every loyalty-related email.
- 3Train your customer service team — most disputes are clarified by pointing to specific clauses.
Why this template works
Loyalty programs without clear rules become customer service nightmares. Members assume the most generous interpretation; you assume the strictest. The rules doc makes the contract explicit so support can resolve issues in 30 seconds instead of 30 minutes.
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