TABLE OF CONTENTS

Bill Promotion Expiry

This profile lets you expire promotion points issued (Bill Points Promotion) for a specific transaction. 

  • Mobile/Email/External ID* 
  • TILL IUN* 

  • Transaction Number* 

  • Date Of Transaction 

  • Points* 
  • loyalty_log_id* 

CSV Sample:

Mobile,Til IUN,Transaction Number,Date Of Transaction,Points,loyalty_log_id
9900111111,mal1,Tran122591,10/10/2015,20,32626215

Template Configuration

OPTIONDESCRIPTION
Denote stores by external idsCheck this box if the stores of the organization use store external ids as store codes
Replace invalid store names withChoose the store that you want to replace with wherever invalid stores are identified
Append country code to the mobile number automaticallyCheck this box to prefix the base country code of the org's base country wherever mobile numbers without country code are identified
Identification of Bill (Transaction)Choose whether the transaction is identified from the loyalty log or standard fields
Choose promotion nameChoose the promotion for which you want to set the points expiry
Deduct points becauseSpecify a proper reason for deducting loyalty points of customers

Customer Promotion Expiry

This profile lets you expire points issued through Customer Promotion.

  • Mobile/Email/External ID*
  • TILL IUN Or Store External ID (Store Code)
  • Points to be reduced

Note: To make this work, the customer should be a part of the promotion in which you want to expire. So run the customer promotion first and then choose that name in the promotion name drop-down.

CSV Sample:

Mobile,Till IUN Or Store Ext Id(Store Code),Points to be reduced
9900810026,mal1,20

Template Configuration

OPTIONDESCRIPTION
Denote stores by external idsCheck this box if the stores of the organization use store external ids as store codes
Replace invalid store names withChoose the store that you want to replace with wherever invalid stores are identified
Append country code to the mobile number automaticallyCheck this box to prefix the base country code of the org's base country wherever mobile numbers without country code are identified
Choose promotion nameChoose the promotion for which you want to set the points expiry
Deduct points becauseSpecify a proper reason for deducting loyalty points of customers


Transactions Bills Deduction

This profile lets you deduct points awarded for a specific transaction. Use this profile to deduct extra points issued to a customer for a specific transaction or in transaction returns.

  • Till IUN Or Store Ext Id(Store Code)
  • Points To Be Reduced(Points)
  • Transaction Number(Bill Number)
  • Transaction Date(Bill Date)

CSV Sample:

Mobile,Till IUN Or Store Ext Id(Store Code), Points To Be Reduced(Points),Transaction Number(Bill Number),Transaction Date(Bill Date)
9900810026,mal1,20,Trans013,11/17/2018

Template Configuration

If you import multiple files using a specific template, all will have the same promotion identifier assigned to them.

  • The identifier is retained as long as no changes are made to the template.
  • When you make a change in the template and save, a new identifier is generated.

OPTIONDESCRIPTION
Denote stores by external idsCheck this box if the stores of the organization use store external ids as store codes
Replace invalid store names withChoose the store that you want to replace with wherever invalid stores are identified
Append country code to the mobile number automaticallyCheck this box to prefix the base country code of the org's base country, wherever mobile numbers without country code are identified
Identification of Bill (Transaction)Choose whether the transaction is identified from the loyalty log or standard fields
Choose promotion nameChoose the promotion for which you want to set the points expiry
Deduct points becauseSpecify a proper reason for deducting loyalty points of customers
Promotion name

Enter the name of the promotion.

Note: The name you specify will store in the backend directly. Hence, when you fetch details, the system no longer appends the timestamp to promotion name (as earlier), but retains the name that you specified.


Import on group primary identifierSet this option to Yes for user group import and use the identifier of the primary member of the group to identify the group.
Set user defined promotion identifier

Check this if you want to use an external identifier for the promotion and enter the identifier in the text box that appears.

  • When you provide a  new identifier, a new promotion is created with the given identifier and name.
  • When you provide an existing identifier, points will be awarded under the existing promotion.

Note:  Ensure you provide the same promotion name when using existing promotion identifier. If there is a mismatch, the system will throw an error.



It is very important to understand how the issued and expired points will be affected by this import.

For example, if you want to deduct 300 points from a transaction for which 500 points are issued, you will pass points to be deducted as 300. What will happen to the points issued for that customer?

As per the transaction, we cannot expire partial points, the entire points of the transaction (500) will be expired first and 200 points (500-300) will be issued again. In this, the total issued points will be 700 (500+200). However, points for individual line items will be deducted according to the expiry dates.