Retro transaction refers to the facility of tagging not-interested transactions to loyalty customers. That is, a not-interested transaction can be tagged to the respective customer when the customer registers into the loyalty program within the window period (allowed to convert not-interested transactions). 

You can configure the window period for retro transactions in CONF_CLIENT_RETRO_MAX_ALLOWED_AGE_DAYS on the Billing Configuration page. 

CONTENTS ON THIS PAGE

One-Step Tagging of a Not-interested Transaction (Retro Transaction)

In Member Care, org admins can create new retro requests and approve requests submitted through InStore or APIs.

To tag a not-interested transaction to a registered customer on Member Care, follow these steps.

  1. On Member Care, navigate to Transaction Requests > Transaction Link.
  2. Click One Step Change.

  1. In the Search box, enter the mobile number, email ID, or external ID of the customer to which you want to tag a transaction and select the customer from the auto-suggestions drop-down.
  2. In Select Transaction, enter the not-interested Transaction Number, and Transaction Date. If you have more than one transaction with the same transaction number, use Store to get transactions of a specific store. 

  1. Click Search.

  1. Select the transaction if there is more than one transaction (else it is selected by default) and click Tag.
  • You can tag a transaction only if it is within the window period allowed. To know or update the window period for a retro transaction, see CONF_CLIENT_RETRO_MAX_ALLOWED_AGE_DAYS on the Billing Configuration page.
  • You will see the error message, Transaction is too old to mark as retro.



Approve Retro Transaction Requests

To approve a retro transaction request submitted through InStore or API, do the following.

  • You can tag a transaction only if it is within the window period allowed. To know or update the window period for a retro transaction, see CONF_CLIENT_RETRO_MAX_ALLOWED_AGE_DAYS on the Billing Configuration page.
  • You will see the error message, Transaction is too old to mark as retro.
  1. On the left navigation pane, click Transaction Requests > Transaction Link. You will see the list of retro transaction requests with details, requested by, account to be merged with, store at which the request is made, and time of the request.

      2.  In the Pending tab, navigate to the desired request and click the respective Approve button.

  • To decline a request, click Decline. In the Decline Coupon Request box, provide the reason for declining this request and click Proceed.
  • The approved and declined requests will move to the Approved and Declined tabs respectively.

Download Retro Transaction Requests

To download retro transaction request history as a CSV file, do the following:

  1. On the Transaction Link page, click the Download drop-down that appears on the top-right
  2. Set the duration of the requests that you want to download in Start Date and End Date 
  3. In Download, select the statuses that you want to download - Pending, Approved, and Declined
  4. Click Proceed

The list gets downloaded to your computer as a CSV file.

Notification Settings for Retro Transactions 

Through this setting, selected org admins can receive notifications whenever a new retro request is created and also configure SMS and email notification template for the customer when a transaction is tagged to him/her.

  1. Click Settings, expand ID Change Request Settings, and click Retro Transaction.
  2. In Alerting the supervisor, configure the following.
    1. In Email these on arrival of request, select the org users to be notified through email whenever a new retro request is created and select any of the following.
      • Never: Select to disable notifications to the org admins.
      • Always: Select to always notify the selected recipients on new retro requests.
      • Only when: Select to notify the selected recipients only when the transaction amount is less than a specific value and set the value in Transaction value <.
    2. In Communicating change to customer, set SMS/email template 
      • To configure SMS notification, click the Configure button next to Configure SMS and create the message. Use predefined tags wherever required.
      • To configure email, click the Configure button next to Configure Email. 
        1. In Subject, enter the subject of the email.
        2. In the message body, set up the message body with content and insert images. You can add predefined tags in the message wherever required. To add tags, just click the tag from the list on the left.
        3. Click Save Changes.
  3. Click Save.