LoyaltyBoard feature
Design any channel scheme without a developer
The LoyaltyBoard scheme engine is where you define how partners earn — slab, SKU, target, milestone and tier rules by region, partner type or product — and launch or change a scheme without writing code.
- Slab, SKU, target and milestone rules
- Different rules by region, partner type and product
- Purchase data from Distribution+ flows in for scheme calculation
Scheme types
Schemes you can build
Combine rule types in one program, each with its own budget and dates.
| Scheme | How it works | Typical use |
|---|---|---|
| Slab | Bonus points when purchases cross a volume slab | Growing primary volume |
| SKU / focus product | Extra points on chosen products | New launches and margin mix |
| Target | Reward for hitting a monthly or quarterly target | Predictable sell-in |
| Milestone | Rewards at cumulative milestones | Long-term engagement |
| Tier | Better earning and rewards at higher tiers | Retention of top partners |
The basics
What is a scheme engine?
A scheme engine is the part of a loyalty platform where you define how members earn. Instead of a developer hard-coding each promotion, your sales or marketing team sets the rule type, the products that count, the partners who are eligible, the earning rate, the budget and the dates — and switches the scheme on.
Indian channel programs rarely run one scheme at a time. A brand might run a quarterly volume slab for distributors, a focus-SKU bonus for dealers in two states and a tier program for retailers, all at once. A scheme engine keeps these rules separate, stops them from clashing and shows how each one is performing.
On LoyaltyBoard, the scheme engine is included from the Starter plan. It supports slab, SKU, target, milestone and tier rules, and schemes can be limited by region, partner type, tier, product or segment. Because LoyaltyBoard integrates natively with Distribution+, purchase data flows in for scheme calculation without manual uploads.
How it works
How a scheme goes live
From idea to running scheme in four steps.
- 1Define
Set the rules
Choose the rule type, products, eligible partners and earning rates.
- 2Target
Pick who it's for
Limit it to regions, partner types, tiers or segments.
- 3Launch
Announce it
Members see the scheme in the app and get alerts on WhatsApp.
- 4Track
Measure results
Dashboards show participation, points issued and sales during the scheme.
Why it matters
Control without engineering tickets
Sales and marketing teams change schemes themselves.
Multi-tier rules
Slab-based earning, tier upgrades and tier-specific benefits managed automatically.
Connected to orders
LoyaltyBoard integrates natively with Distribution+, so purchase data flows in for scheme calculation.
Scheme dashboards
See scheme performance by partner, region and product.
Best practices
How to design schemes that change behaviour
Start from the behaviour you want, not the reward. A scheme meant to launch a new product needs a focus-SKU rule and a short window; a scheme meant to keep top dealers needs tiers that reward consistency over a year. Mixing both goals into one scheme usually weakens each.
Keep rules simple enough for a partner to explain to someone else. If a dealer cannot tell you how to earn the next bonus, the scheme will not change what they do. Show progress often — in the app and on WhatsApp — so partners know how close they are.
Cap every scheme's budget and review it at the end of each cycle. Compare partners in the scheme with those outside it, and stop or redesign schemes that don't move the numbers.
- One clear goal per scheme
- Rules a partner can repeat in one sentence
- A budget cap and fixed dates
- Progress updates during the scheme, not just at the end
- A review at the end of every cycle
Knoxy · AI Chief of Staff
Knoxy suggests the next scheme
Knoxy, the AI Chief of Staff in IMAST 360, reads scheme results and partner activity and drafts schemes for your team to review.
Meet Knoxy- Suggests schemes for quiet regions and segments
- Optimises scheme ROI by partner segment and product
- Alerts you when a scheme underperforms
Results
Schemes already running on LoyaltyBoard
FAQs
Scheme engine FAQs
What is a scheme engine in loyalty software?
A scheme engine is the part of a loyalty platform where you set the rules for how members earn — such as slabs, SKU bonuses, targets and tiers — and turn schemes on and off without code.
Can we run different schemes for different regions?
Yes. Schemes can be limited to regions, partner types, tiers, products or segments, and several can run at once.
Do we need developers to change a scheme?
No. Schemes are configured in LoyaltyBoard by your sales or marketing team.
How does the scheme engine get purchase data?
LoyaltyBoard integrates natively with Distribution+, so purchase data flows in automatically. Other DMS and ERP systems connect through REST APIs on the Enterprise plan.
Is the scheme engine included in every plan?
Yes. The scheme engine is included from the Starter plan.
Can AI help design schemes?
Yes. Knoxy suggests schemes and the Enterprise plan includes the scheme optimiser for scheme ROI.
Can several schemes run at the same time?
Yes. Several schemes can run together, each with its own rules, eligible partners, budget and dates.
Can schemes reward behaviour other than purchases?
Yes. Points can be credited for QR scans, invoice uploads, visit check-ins, display tasks or any custom behaviour you define.
Related
Bring your current scheme
We'll rebuild it in the scheme engine during the demo.