Wallets Set Up

This guide covers the technical configuration of TRIFFT Wallets. Note: This refers to the loyalty engine (earn/burn rules), not Apple/Google mobile passes.

Prerequisites

⚠️
Admin or CRM Lead role required — Ensure you have the 'Admin' or 'CRM Lead' role in the TRIFFT Cockpit.

Before you begin, gather the following:

Requirement	Details
Data	Point conversion rates (e.g., $1 = 1 point) and product SKU lists.
Integrations	Shopify/POS sync for transaction data.

Step-by-step setup

1. Open the Wallets panel

Navigate to Loyalty > Wallets in the TRIFFT Cockpit.

2. Create a new wallet

Click Create New Wallet and define the Wallet Name (e.g., Main Points or VIP Credits).

3. Set the base earning rule

Define the Base Earning Rule to determine how many points are awarded per unit of currency spent.

4. Configure earning exceptions

Add Earning Exceptions for specific product categories or SKUs that are excluded from points or offer multipliers.

5. Define burning rules

Set the Burning Rules to establish the redemption value (e.g., 100 points = $1 discount).

6. Set point expiry logic

Choose the Point Expiry logic: Fixed Date, Rolling Window, or Never.

7. Configure wallet limits

Set Wallet Limits for maximum points a user can earn per day or transaction to prevent fraud.

8. Final validation

Save and perform a Dry Run transaction to verify point calculation logic.

Configuration checklist

Run through this checklist before going live:

✅
Sustainability & Logic

Conversion ratio (Earn vs. Burn) is mathematically sustainable

Round-up/down logic for partial points is defined

Wallet is correctly linked to the active Member Tier structure

Technical Settings

Tax/Shipping exclusion settings are correctly toggled

Expiry notifications are scheduled in the Automations tab