Every loyalty programme needs a terms page, and almost every terms page is wrong.
It gets written at launch, describing the earning rate and the tiers as they were on that day. Then the rate changes. A category gets excluded. Review rewards get switched on. Nobody goes back to the page, because nobody remembers it exists.
A year later you have a published document making claims about your programme that no longer match your programme.
Generated from the configuration
Perkie renders the terms from live settings. How points are earned and at what rate, what they are worth on redemption, what is excluded from earning, the tiers and their thresholds, and whatever else you have switched on.
Change a setting and the page changes. There is no second place to update and nothing to remember.
What appears as you switch things on
The page grows as your programme does. Turn on review rewards and the terms describe them. Configure survey rewards or a prize draw and they appear. Add external events through the webhook and those are listed too, with an optional clause for disclosing third-party integrations.
So the disclosure follows the feature rather than trailing behind it by however long it takes someone to notice.
Where it goes
A shortcode. Put it on a page called Rewards Terms and link it from the rewards page, your footer, and anywhere you describe the programme.
Why this is worth having
Three reasons, in increasing order of how much they will matter to you.
Customer questions. "How many points do I get?" and "why did that order not earn anything?" are answerable by a page you did not have to write, which is support load you never carry.
Trust. A loyalty programme with clearly stated rules is one customers engage with. Vagueness about what points are worth reads as a scheme designed not to be used, and customers are right to read it that way.
Being able to point at what you said. When a customer disputes something, the useful position is a published page describing the rules as they are configured. A stale page describing rules you no longer run is worse than no page.
On regulations
Consumer law, advertising rules and the requirements around incentivised reviews and prize draws vary a great deal between jurisdictions, and we do not know what yours require of you.
What Perkie does is keep an accurate, current record of what your programme actually offers, in one place, generated from the system that runs it. What you need to state, and how, is a conversation for you and your own advisers. This is a tool to make that easier, not advice about what your obligations are.