Setting Up Xilnex Loyalty Lite

How to Setup Xilnex Loyalty Lite

1. Accessing Loyalty Lite

1. Login to Xilnex Portal
   
2. Navigate to Customer Engagement → Loyalty Application → Loyalty Lite
   
3. Enable Loyalty Lite
   
   

2. Configure Custom Domain

1. Set your preferred Loyalty Site Name.
   
2. Click Verify to confirm domain usage.
   

3. PWA (Progressive Web App) Settings

These settings control how the Loyalty Lite app appears on a customer’s phone.

1. Configure App Icon and App Name.
   
   
   
2. Select Preferred Country
   
1.   Determines country code in Login/Registration page.
2.   Determines currency display in transaction history.
   
   
3. Personal Detail Upon Creation
1. You can customize which pieces of customer information are collected during registration.  Available fields such as:
1.   Address
   
2. Email
   
3. Gender
   
4. Race
   
5. Date of birth
   
6. Contact no
   
7. Preferred Store
   
1. Additional Setting - Store Management, decide how store locations appear in the Preferred store dropdown:
   
1. POS store: All Xilnex Classic POS stores—including test stores.
   
2. Loyalty Display store: Custom stores created under Customer Engagement → Loyalty Display Store.
8. NRIC
   
9. Referral
   
10. Name
    
    

You can choose to make it required (will be marked with *) or optional. Set this during the configuration process.

4. Membership Type

1. Define your loyalty membership types (e.g., Regular, Loyal, VIP).
   
1. Start by creating member/client types in POS or through the client list: Client Type Settings.
   
   
   
2. Assign one type as the default for loyalty registrations.
   
   
   
3. Add Multiple Membership Types
   
1. If you have multiple membership types, click “Add Membership Type” at the bottom right.
   
   
   
4. Advanced Membership Upgrade Rules
   Note: Membership upgrade requirements must be configured on the backend.
1. Membership Type Name (Must match the exact name created in POS. It is case-sensitive.)
   
2. Required Points Level
   
3. Example Use Case
   

   Membership Type	Points Range
   Regular	0–100 pts
   Loyal	101–500 pts
   VIP	500 pts and above

   *Expiry Date: 1 Year upon achieving current tier

5. Drawer Settings

Enter the Terms & Conditions, Privacy Policy, and any other relevant links you want to display on the Lite page.

6. Login Options

You can set the registration/login method to use either Phone Number or Email.

Important Note:

Do not switch the login/registration method frequently, as it may affect existing loyalty client data.

Example: If you launch the loyalty program with Email login, avoid changing it to Phone Number login after 3 months.

Secondary Lookup Option

1. Enable this only if you previously allowed Email login and later switched to Phone Number login.
   
2. When enabled, an additional page will appear on the Loyalty Lite site asking: “Are you an existing member?”
   
1. If the user selects Yes, they will be prompted to enter their previously registered Email, allowing the system to bind their old account to the new login method.
   
3. If you are starting a new loyalty program from scratch, do not enable this—it will only add unnecessary steps for end users.
   

7. Live Order Link

Enable this option to display the “Order Now” button at the top right of the Loyalty Lite page. This button directs clients to the LiveOrder ordering platform.

Make sure the LiveOrder service is enabled before using this option.

8. Points and Credit Display Settings

Use this setting to define which information appears on the homepage:

1. Points
2. Credit
3. Top-up Feature (requires setup) 
   
Requirement: Before enabling, ensure you have completed the following in the Payment Profile:

1. Create a valid payment profile.
2. Enable the option “Enable this payment profile for client top-up purpose."

9. Theme and General Styling
Select your preferred theme color and configure the basic information display design.

10. Section Configuration (Homepage Display)

This section lets you arrange the module sequence and control which modules are displayed. Simply drag and drop the module titles to reorder them, or disable modules that are not applicable.

11. Loyalty Default Store

1. After completing the above steps, you will need to create an store for loyalty.
2. This ensures that members registered through Loyalty are separated from members created in the normal POS.
3. Navigate to: System Configuration > Store Management
4. Click Add store.
   
5. Enter the Store Name.
   
6. Tick “Mark as Loyalty app default store.”
   
7. Click Save.
   
8. 
   

• Related Articles

• How to Set Popup News Display For Loyalty Lite

  Loyalty Lite has a feature to display Popup News. Popup news window will prompt whenever user login to Loylaty Lite Homepage. Log in to Xilnex Portal Go to: https://portal.xilnex.com/CustomerEngagement?tab=CRM Navigate to Loyalty News Management ...

• Xilnex Loyalty API Documentation

  Document Version: v1.0 Date of Document: 2 February 2024

• Getting Started with Xilnex Loyalty App

  Overview The Xilnex Loyalty Application is a comprehensive mobile loyalty solution that helps businesses connect with, reward, and retain their customers. As consumer behaviour continues to shift toward mobile-first experiences, the Xilnex Loyalty ...

• Configure Default Client Type for Loyalty Member

  Configuring the Default Client Type for Loyalty Members Define a default client type for your loyalty members; for example, name it "Loyalty" or any preferred client type name. Once a user successfully signs up through the Loyalty program, the system ...

• Xilnex SMS Marketing Guide

  Pre-requisite Xilnex Portal Account SMS account You may request an SMS account from Xilnex team (Topup required) Setting Up Go to Xilnex Portal>Customer Engagement>Customer Engagement Platform Go to SMS Marketing For 1st time setup, go to Integration ...

• Recent Articles

• 11.0 Referral Program

  The Referral Program module helps businesses grow their customer base organically by incentivising existing members to invite friends and family to join the Xilnex Loyalty App. Both the referrer (existing member) and the referee (new user) receive ...

• 10.0 Push Notification

  The Push Notification feature enables businesses to communicate directly with their customers through real-time alerts delivered to the app. It is the most direct channel available within the Xilnex Loyalty ecosystem for reaching members instantly. ...

• 9.0 Store Location

  The Store Location module helps members find your outlets quickly through an interactive map and store listing embedded within the Xilnex Loyalty App. This feature reduces friction for customers looking for the nearest branch and drives foot traffic ...

• 8.0 News

  The News module allows businesses to publish announcements, promotions, and campaign updates directly within the Xilnex Loyalty App. It acts as a built-in communication hub that keeps members informed and connected with your brand's ongoing ...

• 7.0 Gift Cards

  The Gift Cards module allows members to send digital gift cards loaded with stored credits to friends or family — directly through the Xilnex Loyalty App. Gift cards are delivered via SMS or email and redeemed in-app, with no physical card required. ...

• Popular Articles

• Basic - How to create a voucher-coupon

  Voucher and coupon definition Voucher can be generated in bulk and can be used once Coupon can only be created one at a time (reusable code) and can be use multiple times Pre-voucher / coupon setup There are 2 things need to be prepared before we can ...

• Understanding DuitNow QR Payment in ClassicPOS

  Introduction This document introduces the DuitNow QR payment feature available in the Xilnex Retail POS, enabling merchants to accept payments conveniently through Malaysia's national QR payment standard. The integration of DuitNowQR simplifies the ...

• Basic - How to change custom cost to another branch that don’t have custom cost

  Change custom cost to another branch that don’t have custom cost 1. Get the item list from the location with custom cost (Item Code, Name, Custom Cost) 2. Make sure the Show Location Price are selected 3. Export the item list in Excel 4. The file ...

• Intermediate - How to Bill & Post to Sales from Transfer Note

  1.0 Purpose A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate ...

• Basic - How to enable E-Receipt Portal and QR Code Setup on Printing format in Xilnex

  Enable E-Receipt Portal Enable the E-receipt functionality Once Enabled, you will be getting the E-Receipt portal link Continue under Theme & Styling, enabled for the E-Invoice (LHDN) You can customize the look and feel of the E-Receipt portal ...