Conga Product Documentation

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Creating a New Loyalty Program

A loyalty program rewards customers for repeat purchases using coupons, gift cards, or special products, with rewards varying by account, region, product, and purchase period. In Conga, loyalty programs are part of the Incentive module and support membership tiers, accrual rules, promotions, tier updates, and integration with Quoting and Order Management, along with dashboards and reports.

Administrators manage programs, tiers, rules, history, and notifications, while sales representatives can view or override discounts and redeem or track reward points. Each loyalty program includes Information, Scope, Criteria, Tiers, Benefits, and Summary sections.

  1. Go to the Incentives and click Go next to the View drop-down.
  2. Click New Loyalty Program.
    New Loyalty screen appears.