Glossary of terms

Use this page when a word in Loyal Guru could mean more than one thing. These are the product terms. If an older document or integration still uses a legacy name, the glossary shows the current wording.

Customer and accounts

Term	Meaning
Customer	The shopper or member. Never call this person a “client”.
User	A person who logs into the Owner App to configure the program, send campaigns, or help a Customer. A User is not a Customer.
Role	The permissions attached to a User: which modules they see and which actions they can do.
Company	The retailer or brand tenant in Loyal Guru.
Owner App	The Loyal Guru web console where Users work.
Enrolled customer	An identified Customer who is a member of the loyalty club.
Non-enrolled customer	An unidentified Customer who is not a member of the loyalty club.
Customer status	Active (can earn, spend, and be targeted), Inactive (blocked from loyalty), or Merged (historical profile after a merge). Fraudulent is a flag on an Active Customer, not a status.
Merge	Two profiles are the same person. History and balance move to the destination; the source becomes Merged.
Association	A link between two Customer profiles (household, extra card, or related account). Each profile keeps its own balance and Vouchers. Use Merge when they are the same person.
Audience	A saved group of Customers used for targeting. Do not call this a segment in product docs.
Card / identity	How checkout recognizes the Customer (loyalty card, app id, email, or phone).
Tier	A rank in the loyalty program (for example Gold) with its own benefits.
Location	A store or site in Company Data. Carts and campaigns can be limited by location.

Checkout and promotions

Term	Meaning
Cart	The shopping transaction sent to Loyal Guru (POST /carts). Never call this a basket, a ticket, or a session.
Product	An item in Company Data (SKU or barcode) that can appear on a cart line.
Taxonomy	How products or stores are grouped (brand, category, supplier). Campaigns target a taxonomy, not a household.
Promo Engine	Loyal Guru evaluates the cart and can calculate the final discount amounts.
Coupon Server	Loyal Guru decides eligibility and validates coupons or Vouchers; the POS or e-commerce system calculates the final price.
Discount campaign	A price-reduction campaign in the Loyalty and Promotional engine. This is the mechanic, not the send.
Coupon	A code configuration on a discount: one shared code for everyone, or a per-customer code.
Voucher	The Customer–discount link with a unique assignment. Targeted and AI campaigns create one Voucher per Customer.
Redemption	Using a Voucher, coupon, reward, or cashback on a cart.
Points & Wallet	The module where Customers earn balance (on carts or events) and spend it. Earn, burn, cashback, tiers, and referrals live here.
Cashback	The Customer spends wallet or points balance as money off the cart at checkout. It is not a Discount campaign.
Reward	A catalog item the Customer exchanges for balance, outside the cart flow.
Referral	An enrolled Customer invites someone; both can earn balance when the invited person joins or buys.
Stackability	Rules for which discounts can combine on the same cart.
Limits	Caps on how often or how much a discount can apply.
Mass / club promotion	Applied at checkout with no delivery step. Mass is for every qualifying Customer; club is for enrolled members only.

Campaign Personalization

Term	Meaning
Targeted Delivery	Manual send: you choose the Audience, the mechanic, the channel, and the send time.
Intelligent Delivery campaign	A planned set of campaign actions with forecast and ROI before launch. Do not call this a “plan” on its own.
AI 1-to-1 Delivery campaign	An Intelligent Delivery campaign whose campaign actions are generated from a business objective and a Coupons Bank.
Coupons Bank	The list of discount or coupon IDs the AI is allowed to assign.
Forecast	Expected reach, redemption, budget, and incremental sales before launch.
ROI	Actual incremental impact after delivery, compared with the forecast.
Control group	Customers who qualified but were held out so you can measure incremental impact.
Campaign History	The snapshot of a send: who was impacted, which mechanic, which channel, and when.
Channel	How the Customer is notified: in-app, email, SMS, push, or printed message.

Gamified Campaigns

Term	Meaning
Challenge	A goal the Customer completes over time to earn a prize.
Games	Scratch & Win and Spin the Wheel.
Instant Win	A prize decided at the moment of a qualifying action — cart, Trigger, or Custom event.

Data

Term	Meaning
Custom event	An action that is not a cart (for example app login or a review) and can trigger earn in Points & Wallet.
Calculated attribute	A value Loyal Guru computes from Customer history (for example average cart in the last 90 days).
Consent	Whether the Customer allowed contact or profiling. Channels check consent before send.
Contact Policy	How often the Company may contact the same Customer on a channel. It runs after consent.
Webhook	An outbound event Loyal Guru sends to another system when something happens.

Integration timing

Term	Meaning
Simulate	Preview what the cart would earn or save, without saving the purchase (POST /carts/simulate).
Cart creation	Confirm the cart and commit discounts, points, and Voucher usage (POST /carts/realtime).
Real-time evaluation	The checkout asks Loyal Guru during the sale, before payment is finished.

For checkout timing and who calculates price, see the Discounts integration guides under Integrations.