Industry Expert Templates

Don't build your first loyalty program by guessing – start with a structure that already works.

Industry Expert Templates are pre-built loyalty program configurations designed for specific industries and use cases. Applying a template automatically sets up Missions, Tiers, and Rewards inside your Widget.

Why Use Industry Expert Templates

Case #1: You're launching a loyalty program for the first time

Problem: You want to set up a loyalty program but aren't sure which Missions, Tiers, or Rewards make sense for your business. Starting from scratch feels overwhelming, and misconfigured programs lead to poor user engagement.

Solution: Apply an Industry Expert Template tailored to your business type. It pre-configures a proven program structure so you can launch immediately.

How it works: The template automatically populates your Widget with a set of Missions, Tiers, and Rewards optimized for your industry. You can review and customize each element after applying.

How to do it: In the My Widget section, click Explore Templates. Browse the gallery, read the description for each template, and apply the one that fits your use case.

Outcome: You launch a structured, functional loyalty program faster without needing to design the logic from the ground up.

Case #2: You want a program structure that reflects industry best practices

Problem: You're not sure which engagement mechanics work best for your industry. Guessing and experimenting are too expensive, as you need a working program right now.

Solution: Use a template built around proven engagement patterns for your specific business type: e-commerce, hospitality, SaaS, or another vertical.

How it works: Each template is designed with industry-specific logic in mind: the right combination of Missions (what actions to drive), Tiers (how to segment users by value), and Rewards (what incentives to offer).

How to do it: Review the template descriptions in the gallery to understand what each one is optimized for. Choose the one that aligns with your engagement goals.

Outcome: Your program launches with a structure that's relevant to your users and aligned with the engagement patterns common in your industry. You don’t waste time and resources re-inventing the wheel.

Case #3: You want to iterate quickly without investing time in initial setup

Problem: Configuring Missions, Tiers, and Rewards individually takes time. If you're testing a new program structure or need to move fast, building everything manually creates unnecessary delays.

Solution: Use a template as a starting point. Apply it to get a working program instantly, then adjust individual elements as needed.

How it works: Once applied, the template becomes fully editable. You can modify Mission conditions, Tier thresholds, and Reward parameters the same way you would with manually created elements.

How to do it: Apply a template from the gallery, then navigate to the Missions, Tiers, and Rewards sections of the Admin Dashboard to make adjustments.

Outcome: You reduce setup time significantly and start collecting real user data sooner. You can then use that data to refine the program rather than guessing upfront.

🎯 Industry Expert Templates' benefits

• Pre-built program logic → Eliminates configuration guesswork and reduces time to launch

• Industry-specific structure → Increases the relevance of Missions, Tiers, and Rewards for your user base

• Full editability after application → Lets you customize the program without starting from scratch

• Available during onboarding and later via My Widget → Accessible at any stage

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How to Apply an Industry Expert Template

Go to the My Widget section of the Admin Dashboard.

At the top of the page, find the Quick Start with a Template block and click Explore Templates.

Browse the template gallery. Each template includes a short description of the use case it's designed for.

When you find the right fit, click on the card, and then, in the pop-up, click Use This Template.

The template will automatically configure Missions, Tiers, and Rewards inside your Widget.

All changes take effect immediately.

Applying a template cannot be undone. There is no rollback option. If you want to remove a template after applying it, you will need to delete the individual Missions, Tiers, and Rewards manually.

Review the template description carefully before applying.