Configuration · Core

Every loyalty program is a universe of its own, and you can configure every detail

Il Program is the central tenant of Marta Platform. You create wallets shaped for each kind of value — points, credit, visits, stars — you define customer tiers with granular access, you connect your systems via webhook and you configure derived metrics, donations and messaging channels.

All from one interface. With support from the AI configurator to get started in a few minutes.
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Multiple kinds of value

Multiple wallets: points, or any other unit of value

Each program can have an unlimited number of wallets, each with its own name, symbol and code. Loyalty points, monetary credit, visits, star points, strawberry points: you define the currencies of your program.

Wallets can be reserved for specific tiers (only Gold can use Star Points), tied to a single card (card-scoped) or hidden in store via the flag hiddenInShop for internal wallets. Manual credit and debit are available from the back office and from POS.

Il Store wallet adds a dedicated wallet balance for each store, with manual top-ups and adjustments kept separate from the customer wallet.

Customer levels

Configurable tiers: granular access to wallets, rewards and benefits

Tiers define the customer bands in the program. Each tier can have its own name, a colour and a flag that says whether assignment is automatic (from a promotion) or manual (by an operator).

Tiers control access to wallets (only Gold can use Star Points), the weightings in the points calculation (Platinum earn 2× for every euro spent) and the restrictions on rewards and vouchers.

You can change a tier from a promotion, from the back office and from POS. The customer count per tier is visible in real time.

Tier 4 · Automatic
Platinum
98 customers
Tier 3 · Automatic
Gold
312 customers
Tier 2 · Automatic
Silver
876 customers
Tier 1 · Manual
Bronze
1.240 customers

Outbound integrations

Webhooks: Marta talks to your systems in real time

Any relevant event can trigger an HTTP call to external systems: an ERP, a CRM, e-commerce, a data warehouse or any custom endpoint. You set the URL, the HTTP method, the authentication headers and the payload with dynamic variables — customer id, email, points balance, tier, transaction id and much more.

Webhook triggers can be promotion actions (the Webhook node in the builder) or system events you configure. The integration works both ways: Marta sends events out, and outside systems can send movements in through the REST API.

ERP purchase notification Active
EndpointPOST https://erp.azienda.it/loyalty/events
AuthBearer {{API_KEY}}
Payload{"client_id":"{{client_id}}", "points":{{points}}, "tier":"{{tier}}"}
Trigger: PROMO_ACTION_WALLET
External CRM sync Active
EndpointPOST https://crm.tools/webhook/marta
Payload{"email":"{{email}}", "tier_new":"{{tier}}"}
Trigger: TIER_CHANGE

Social responsibility

NGO donations: turn points into social impact

The donations module lets you connect the loyalty program to causes you care about. Customers can turn their points into donations to the NGOs you set up.

Each organisation has a goal of its own. The flag stop on goal stops collection automatically when the target is reached. Each donation creates a movement MOV_DONATION that you can trace in the back office. The program can run several NGOs in parallel, with campaigns that expire or with no time limit.

Italian Red Cross Active
74.200 points donatedGoal: 100.000
WWF Italia Stop on goal
50.000 / 50.000 ptGoal reached ✓
Movement created: MOV_DONATION

Every part of the program,
configurable without code

Wallets

Points, credit, visits, stars: you create the currencies of your program, with a symbol, a code and access by tier.

VALUE

Tier

Bronze, Silver, Gold, Platinum: tiers with granular access, weightings and manual or automatic assignment.

TIERS

Webhooks

HTTP calls to an ERP, a CRM and external systems, with dynamic variables and a payload you can configure.

INTEGRATION

Calculated values

Derived metrics such as "spent in the last 90 days" or "visits in the last month", recalculated in batch and ready to use in Audience and Promo.

METRICS

Donations

NGOs you can configure, goals with stop-on-goal and MOV_DONATION movements you can trace in the back office.

NGO
MARTAIA · Artificial intelligence

AI configurator: start your program in a conversation

Not sure where to start? The Program AI Configurator in MARTAIA walks you through the first setup in a natural-language conversation.

Describe your program, your customers and what you want loyalty to achieve. The AI proposes wallets, tiers, basic rules and messaging-provider settings. You can review and change every choice. From the first login to the first live promotion, in a few minutes.

Explore Marta AI
AI Configurator · guided start
AI: "How many customer tiers do you want in your program? Do you already have names in mind?"
"Three tiers: Base, Premium and VIP. VIP by invitation only."
AI: "Perfect. I've created the 3 tiers: Base (automatic), Premium (automatic) and VIP (manual, by invitation). Do you want a separate wallet for each tier?"
Configuration generated in 2 min ↓
All features

A loyalty program you configure to fit

Multiple wallets with a symbol, a code and restrictions by tier. Card-scoped and hiddenInShop are available.
Wallet weightings by store and by tier: Gold earn 2× in certain stores.
Customer tiers with a manual/automatic flag, a real-time count and a change from a promotion, the back office or POS.
Store wallet with dedicated wallet balances, manual top-ups and a view for each store.
HTTP webhooks with dynamic variables, custom headers and triggers you can configure.
Calculated values as derived metrics you can recalculate in batch and filter in Audience and Promo.
NGO donations with a goal, stop-on-goal and a traced MOV_DONATION movement.
AI configurator to start the program in a few minutes with MARTAIA, in natural language.

Set up your loyalty program

Request a demo and see how simple it is to configure wallets, tiers and webhooks in Marta Platform.