What’s New

In June 2018, Skava released version 7.5 of its Commerce platform. The Loyalty microservice shipped with this release is subject to the following changes:

  • Campaign identifier has been replaced as a Store identifier for all Loyalty Application Programming Interfaces (APIs).
  • Accessing Loyalty Administration through a Store has been discontinued. The Stores List page will NOT be the landing page for the Loyalty Administration. Previously, there were two (2) separate consoles such as Loyalty Customer Service Support and Loyalty. Now, these services have been combined as follows:
  • Loyalty Customer Service Support has been renamed Customer Management and appears in the first tab. This is the default tab when you launch the Loyalty Service within Skava Commerce.
  • Loyalty has been renamed as Rules Management and appears as a tab next to Customer Management.
  • Search for a user by entering the exact user identifier, in the Customer Service Support page. User matching the specified user identifier is displayed under the Search Result section. You cannot search for a user by the first name, last name, email identifier, and/or mobile number as these fields have been removed.
  • Only the user identifier and loyalty point details are displayed in the User Details section.

See below for the current Admin User Guide for Loyalty updated for the 7.5 Skava Commerce release.

For details about the technical implementation of the Loyalty microservice, please see Loyalty Microservice Overview under the Skava Commerce 7.5 section of this portal.

Introduction

This document is divided into two (2) primary sections:

  • Customer Management – explains how a Customer Service Representative (CSR) views and manages loyalty points earned by end-users.
  • Rule Management – explains how to manage loyalty groups and loyalty setup, schedule various loyalty programs for a period of time, use business rules and actions around each loyalty, and configure events and rewards, including specifying a formula for each loyalty.

Intended Audience

This document is intended for a CSR with appropriate privileges to view and manage end-user’s loyalty details through Customer Management, and manage events and rewards through Rules Management.

About the Loyalty Microservice

Loyalty is a structured marketing strategy designed to encourage end-users (consumers) to shop or use businesses’ services. It enables Admins to manage loyalty points earned by end-users, set rules for loyalty, and configure events and rewards.

Rules Management allows Admins to create multiple loyalty groups under which multiple loyalties can be created. Each loyalty can contain one (1) or more actions. Rules also allows Admins to configure events and rewards.

Key Terms

Term Description
Actions Specifies what needs to be done when a condition has been met.
Conditions Configurable business rules for a loyalty or group of loyalties.
Events A thing that happens for which a loyalty is configured. For example, signing in to a site can be an event.
Loyalties Configuring loyalties with a different set of event types, action types, and priorities for each loyalty.
Loyalty Groups Managing multiple similar loyalties within the group.
Rewards Configuring rewards for a loyalty; for example, $ (dollar symbol).

Accessing the Loyalty Service

To access a Loyalty service:
1. Navigate to the Skava Commerce Log In screen (https://<domain>/mcadmin/v2/login.jsp).
2. Enter your Email and Password.
3. Click the LOG IN button.

4. Click the required Business instance, on the Business Landing page. For example:

5. All microservice instances associated with the Business will display. Under the loyalty card, click  to launch the required loyalty service.

The Loyalty service is launched in the next tab of your browser with Customer Management as the default tab.

Customer Management

A Customer Service Representative (CSR) can track transactions, manage reward points, and block and unblock redemptions.

Searching an End-User

To search for an end-user:
1. Navigate to the Customer Management tab in the Loyalty Admin tool (Loyalty Admin).
2. Enter the exact user identifier in the Customer Service Support page:

3. Click and end-user matching the specified user identifier will display:

Working with User Details

This section describes:

  • Viewing user details and available balance points for redemption
  • Adding a note to a transaction
  • Canceling a transaction of an end-user
  • Configuring the flag for a transaction
  • Reconciling a transaction
  • Setting expiry for a transaction
  • Viewing redeemed points

Viewing User Details

1. To view all of an end-user’s transactions, click end-user in the results list:

Parameter Description
User ID Specifies the ID of the user
Balance Points Specifies the total points available for the redemption by the user
Earned till date Specifies the points earned till date by the user
Used Points Specifies the points redeemed by the user
Expired Points Specifies the points expired for the user
Pending Points Specifies the points that are pending, and yet to be approved by the CSR
Cancelled Points Specifies the points that are cancelled by the CSR
Capped Points Specifies capped reward points required for redemption
Forfeited Points Shows the forfeited points (i.e. expiration of loyalty points, unused points, inactivity, etc.)
Adjusted Points Shows end-user’s adjusted loyalty points (i.e. for returned goods and refunds)
Transferred In Points Shows points transferred from another end-user to the current end-user
Transferred Out Points Shows points transferred from the current end-user to another end-user

Viewing Approved and Pending Points

Admins can view all transactions, including approved and pending points. If required, Admins can view transactions for a selected period.

To view the approved and pending points:

1. Click the Approval and Pending Points, in the User Details tab section:

2. To view the approved and pending transaction details, click the icon associated with the required transaction.

The following table describes Approved and Pending Points fields:

Field Description
S.No. Displays the serial number
Date Displays the transaction created date
Retailer Name Displays the retailer name
Points Displays the points
Status Displays the status
Flag Displays the flag color with the status below:

  • None – loyalty points available for redemption
  • <span style=”color:red”>Red</span> – loyalty points adjusted for redemption
  • <span style=”color:yellow”>Yellow</span> – loyalty points forfeited and cannot be redeemed
  • <span style=”color:green”>Green</span> – shows rewarded points are capped

For editing a flag for a particular status, see Editing a Flag section below.

Viewing/Adding a Note

To view information about a transaction, click View Notes and the Notes dialog box displays:

1. To add information about the transaction, click Add Notes and the Notes dialog box displays:

2. In the Notes dialog box, enter transaction notes.
3. Click Add Note to add the information or Cancel to cancel adding a note.

Canceling a User Transaction

To cancel a transaction:
1. Click Cancel associated with the transaction to be cancelled and the Cancel Transaction dialog box displays:

2. Click Yes to cancel the transaction or No to avoid transaction cancellation.

Editing a Flag

To edit a flag:
1. Click Edit and the Edit Flag dialog box displays:

2. Select a flag color from the drop-down options given below:

  • None – loyalty points available for redemption
  • Red – loyalty points adjusted for redemption
  • Yellow – loyalty points forfeited (i.e. points that cannot be redeemed)
  • Green – shows rewarded points are capped

3. Click Save to save changes or Cancel to exit without editing a flag.

Reconciling a Transaction

Admins can reconcile a transaction and approve it when the transaction has the status ADDPENDING.
To reconcile a transaction:
1. Go to the required transaction and click Reconcile and the Reconcile Transaction displays:

2. Select any one (1) of the following statuses:

  • Passed – To approve the transaction
  • Failed – To reject the transaction

3. Enter the required loyalty points to reconcile.
4. Select any one (1) of the following flags:

  • ADJUSTED – shows the loyalty points that are adjusted
  • FORFEITED – signifies loyalty points that are forfeited
  • CAPPED – shows capped loyalty points

5. Click and the following message displays:


6. Click and the following transactions will be created:

Expiring a Transaction

A CSR can expire a transaction that has been pending and inactive for a long time.

To expire a transaction:
1. Navigate to the required transaction and click Expire.

2. Click on the Expire Transaction pop-up.

3. Upon expiration, the Expire Transaction confirmation message displays. Click .

The transaction status is changed to EXPIREDPENDING.

Viewing Used Points

A CSR views points used by end-users for various transactions.

To view used points:
1. Click Used Points and the Used Points section displays:

Managing Actions

A CSR role has privileges sufficient to manage the following actions that impact a loyalty end-users’ points under the Actions tab of the Loyalty Admin tool.

Action Description
Add Points Add approved loyalty points.
Reverse Points Reverse approved loyalty points. For example, if 100 points were accrued, the CSR reverses part or all of the accrued points.
Transfer Points Transfer loyalty points from one end-user to another.
Reverse Redemption Reverse redeemed points. For example, if 100 points were redeemed, you can reverse part or all redeemed points.
Block Redemption Block the end-user from redeeming loyalty points. To unblock loyalty points that were previously blocked, click Unblock Redemption.

Adding Points

Added points increases an end-user’s total approved points. To add approved points to an end-user’s loyalty points bank:
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Add Points from the Select Action drop down list.

3. Enter the desired number of additional points in the Points box.
4. Select an action flag (optional):

  • None (default)
  • ADJUSTED
  • FORFEITED
  • CAPPED

5. Enter the reason why points are being added (optional), In Notes.
6. Click to add points or to exit without adding points.

Reversing Points

Reversed points are deducted from an end-user’s total approved points. To reverse approved loyalty points from an end-user’s loyalty points bank:
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Reverse Points from the Select Action drop down list.

3. Select a Store from the Store Name drop down (displayed if loyalty store has been enabled in settings).
4. Enter the number of loyalty points to be reversed in the Points box.
5. Select an action Flag:

  • None (default)
  • ADJUSTED
  • FORFEITED
  • CAPPED

6. Enter Parent ID. Parent ID is enabled when the ADJUSTED flag has been selected. The parent identifier is required to make the adjustments.
7. Enter the reason for reversing approved loyalty points, in Notes.
8. Click to reverse the points or to exit without reversing points.

Transferring Points

To transfer loyalty points from one end-user’s approved loyalty points bank to another end-user:
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Transfer Points from the Select Action drop down list.

3. Enter the User ID for the end-user who should receive the transferred loyalty points in the To Userid box.
4. Enter the number of loyalty points to transfer in the Points box.
5. Click to transfer points or to exit without transferring points.

Reversing Redeemed Points

To reverse redeemed points (all points or a portion of points):
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Reverse Redemption from the Select Action drop down list.

3. Select a status from the Status drop down list:

  • Passed – to approve the redemption for reversing
  • Failed – to reject the redemption for reversing

4. Enter the number of loyalty points redeemed to be reversed in the Points box.
5. Enter the reason for reversing redeemed loyalty points, In Notes.
6. Click to transfer points or to exit without transferring points.

Blocking a Redemption

To block an end-user from redeeming earned points:
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Block Redemption from the Select Action dropdown list.

3. Click to block redemption or to exit without blocking redemption.
4. After the block is applied, a confirmation message displays:

Unblocking a Redemption

To unblock blocked redemption:
1. Click the Actions tab on the Loyalty Customer Service Support page.
2. Select Unblock Redemption from the Select Action drop down list.

3. Click to unblock redemption or to exit without unblocking redemption.
4. After redemption is unblocked, a confirmation message displays:

Rule Management

Loyalty Rule Management evaluates active loyalty group(s) that fall within required date ranges, executes loyalties per Admin-defined priority order, evaluate loyalty events, and calculates rewards based on Admin-defined loyalty formulas.

Loyalty Groups Page

On the Loyalty Groups page, Admins can:

  • Create a new Loyalty Group
  • View and edit existing Loyalty Groups
  • Search by loyalty group name, priority, or status
  • Sort loyalty group name, priority, or status by ascending or descending order
  • Delete inactive Loyalty Groups

Configuring Loyalty Events and Rewards

Before creating a Loyalty Group or Loyalty, Admins must configure events and rewards.

Setting Loyalty Events

Once created, Events display under the Event Type parameter when creating a new Loyalty.

To create a new event:
1. Navigate to the Loyalty Groups page:

2. Click Settings, in the Loyalty Group page, and the Loyalty Events page displays.

3. Click .

4. Enter a Name for the event.
5. Enter a Display Name for the event, which displays in the Event Type drop down for creating a Loyalty.
6. In Properties, click and a row will is added. Note: Admins add multiple properties to an event.
7. Enter a key and value (JSON path). Note: In Value, enter a valid JSON of the requested data. For example,

  • Object: {“data”: {“price”:100,”quantity”:5,”type”:”Mobile”}}
  • Valid Path: For obtaining price, enter data.price; for obtaining quantity, enter data.quantity

8. Select a Data Type.
9. Click .

Viewing and Editing a Loyalty Event

To view or edit an event:
1. Navigate to the Loyalty Groups page:

2. Click Settings in the left panel and the Loyalty Events page displays.
3. Click for the desired event, on the Loyalty Events page.

4. Click change event details, if required.

5. Click save any changes.

Setting Loyalty Rewards

Admins can create loyalty rewards under Settings on the Loyalty Groups page. Configured loyalty rewards (e.g. Key: Dollar, Value: $) will appear under the Reward Currency option while configuring Loyalty actions.

Creating a New Reward

To create a new reward:
1. Navigate to the Loyalty Groups page:

2. Click Settings and then Rewards in the left panel.
3. Click to create a new reward and the Rewards screen displays:

4. Enter the desired Currency Name (e.g. Dollar).
5. Enter the desired Reward Symbol (e.g. $).
6. Click .

Viewing and Editing a Reward

To view or edit a reward:
1. Navigate to the Loyalty Groups page:
2. Click Settings and then Rewards in the left panel.

3. Click for the desired reward to view its details.

4. Click to edit reward details, if required.

5. Click to save any changes.

Creating a New Loyalty Group

Loyalty Groups allow Admins to organize multiple similar Loyalties within a group. To create a new Loyalty Group:
1. Click the Rule Management tab to access the Loyalty Groups page.

2. In the Loyalty Groups page, click .
3. In the General tab, enter/select the required information.

Field Description
Group Name
  • A name that describes the loyalty group.
Date
  • Start and End date for the loyalty group.

  • Events and rewards created within the loyalty group are bound to the group start and end dates.
  • By default, dates are displayed in UTC format; however, time zone can be configured in settings.
Status
  • Active to activate the loyalty group.
  • In-active to deactivate the loyalty group.

In-active groups are not read or executed by the loyalty rule engine. A Loyalty Group’s status can be changed from in-active to active later.

Priority
  • A number between 0 and 9.

9 has the highest priority and 0 the lowest. The loyalty engine evaluates active loyalty groups in priority order.

4. Click to save the newly created loyalty group.

5. Admins can view and edit the created group details and/or create a new loyalty within the new group, once the Loyalty Group is created and the Summary tab can be accessed.

Creating a New Loyalty

Admins can create one (1) or more loyalties with different sets of event types, action types, and priorities for each loyalty.

The loyalty rule engine executes loyalty groups based on priority number, active status, and event type. In turn, the executes each active loyalty within an active loyalty group, executing the loyalty event and actions set for each loyalty.

Note: Before activating a loyalty, the Admin must configure loyalty events and rewards must.

To create a new loyalty:
1. Click for the desired loyalty group and the summary page for the loyalty group opens:

2. Click .
3. Enter/select the required information, in the General tab

Field Description
Name
  • A name that describes the loyalty.
Description Enter loyalty details in the description, which appears to the end-user (consumer) on the product’s detail page (PDP) or on checkout pages on the Skava Commerce storefront.
Additional Information Enter any additional information required to describe the loyalty offer.

This field is optional. The information entered appears to the end-user (consumer) on the PDP or on checkout pages on the Skava Commerce storefront.

Date Start and End date for the loyalty.

• Start and end dates of the Loyalty must fall within the start and end date of the Loyalty Group.

• The Loyalty’s offer is applicable only during the selected date and time of both the Loyalty Group and the Loyalty.

• By default, dates are displayed in UTC format; however, time zone can be configured in settings.

Status
  • Active to activate the loyalty.
  • In-active to deactivate the loyalty.

In-active loyalties are not read or executed by the loyalty rule engine. A Loyalty’s status can be changed from in-active to active at a later time.

Event Type Configured loyalty events appear here. Select the required event type.

For information on how to configure event types, see Configuring Loyalty Event Types.

Action Type Action types are the different formulas, which calculate reward; for example points (or) cash back. Select an action type:

  • Earn Rewards – value set in the reward are the points or cash back offer.
Priority
  • A number between 0 and 9.

9 has the highest priority and 0 the lowest. The loyalty engine evaluates active loyalties in priority order.

4. Click to save the newly created loyalty to the loyalty group.

5. Admins can view and edit the created loyalty’s details in the Summary tab, once the Loyalty is created.

Editing a Loyalty

To edit a loyalty:
1. Click for the desired loyalty group, once the Loyalty is created, and the summary page for the loyalty group opens with a list of loyalties in the group.

2. Click of a particular loyalty and a Summary tab appears where Admins can edit the loyalty details in the General tab and create conditions and set actions for the loyalty.

Configuring Conditions for the Loyalty

Admins can add one (1) or more rules or group of rules to a loyalty. A maximum of three (3) rule levels can be created for each loyalty. By default, a row is shown to add a rule.

To configure conditions for a loyalty:
1. Edit the desired loyalty.
2. Click Conditions in the left panel of a loyalty page.

3. Set Rules for the Loyalty. See below for a description of rule options:

Allows Admin to set logical operators such as NOT, AND, and OR. These operators apply the rules that are a direct descendant in the condition builder.
Example:
• To create a condition where the Admin needs to apply loyalty to only one (1) region, set the following rules:!
Allows Admin to add multiple rules to the loyalty.
Allows Admin to add a collection of rules within the group.
Example:

  • To provide a loyalty sign up offer of four (4) points for US and India regions, create the following rules within a group:

Allows Admin to change the order or hierarchy of rules. Drag and place a particular rule where required.
Operand/Operators/Values
Allows Admin to select the operands and operators for the condition. Admins can create different conditions by changing the combination of operands and operators. You can enter the required value in numeric for the selected item.
The operand is configured based on event type.
Allows an Admin to delete a rule or a rule group of conditions.
Allows Admin to generate conditions and validate against the appropriate use case. After creating conditions using the condition builders, click Generate Condition to view the generated conditions. For example:

4. Select any one (1) of the following, which Allows an Admin to stop further processing of succeeding loyalty groups:

Never Irrespective of whether condition matches or not in the current loyalty group, continue to execute the succeeding (lower priority) loyalty groups.

By default, this option is selected.

Always Irrespective of whether condition matches or not in the current loyalty group, loyalty engine stops executing the succeeding loyalty group.
If Matches When the current loyalty group’s condition matches, loyalty engine stops executing the succeeding loyalty groups.
If Stop Condition Matches Allows Admin to define the stop condition. The loyalty engine stops executing when the Stop condition matches. The Admin can specify a business rule that can stop further processing of the loyalty engine.

5. Click to save the conditions for the loyalty.

Creating Actions for the Loyalty

After creating a new Loyalty and Conditions for that Loyalty, Admins need to specify what Actions need to occur once a Condition is met. Multiple Actions can be set based on different conditions and different loyalty values set for each action by specifying formulas. Actions will vary based on Event and Action types selected in the General tab of a Loyalty.

To create an action:
1. Click Actions in the left panel.
2. Enter a descriptive Action Name.
3. Select the Reward currency.
4. Enter the required Formula – suggestions shows for the data types such as integer, long, and/or double based on the configured event type properties. Admins can select the required data type and enter required numeric values for calculating loyalty points for the event.

5. Select Instant Redemption to redeem instantly for the current transaction.

6. Click to create the Action.
Note: Admins can create multiple actions for a loyalty. Loyalties are executed based on their creation date.

Viewing an Action

Created actions are displayed as an accordion below the Create Action button.

To view an action click on the Action Name or Offer Type.

Editing an Action

Created actions will be displayed as an accordion below the Create Action button.

To edit an action:
1. Click on the Action Name or Offer Type.
2. Click and the values of the action parameters will populate.
3. Make the necessary changes in the Action’s parameters.
4. Click Update Action to apply the changes or Cancel to discard the changes.

Deleting an Action

Created actions will be displayed as an accordion below the Create Action button.

To delete an action:
1. Click on the Action Name or Offer Type.
2. Click to remove the action from the loyalty.

Deleting a Loyalty Group

To delete a loyalty group:
1. Navigate to the Loyalty Groups page:

2. Click for the desired loyalty group and the following pop-up will appear:

3. Click to delete the selected loyalty group or .

Defined Roles for Accessing Loyalty

The following tables describe the privileges required, by role, to access, view, edit, and manage the Loyalty service:

Viewer Role Privileges

Privilege Description
/loadloyaltyevent Loads all loyalty events
/loadloyaltyeventbyid Loads loyalty event by identifier
/loadloyaltygroup Loads all loyalty groups
/loadloyaltygroupbyid Loads loyalty group by identifier
/loadloyalty Loads all loyalties
/loadloyaltybyid Loads loyalty by identifier
/loadloyaltyrewards Loads all loyalty rewards
/loadloyaltyrewardsbyid Loads loyalty rewards by identifier
/getruleenginemodel It is used to retrieve the common filter configuration and promotion configuration (like Rule Type, Action Type, etc.) from ZooKeeper properties.
/getloyaltytransaction Obtains all loyalty transactions for a particular user
/getloyaltyredemption Obtains all loyalty points for redemption for a particular user
/getloyaltyuser Obtains the loyalty users for a particular campaign
/auditget Retrieves audit data of loyalty redemption/transaction

Editor Role Privileges

Privilege Description
/loadloyaltyevent Loads all loyalty events
/loadloyaltyeventbyid Loads loyalty event by identifier
/loadloyaltygroup Loads all loyalty groups
/loadloyaltygroupbyid Loads loyalty group by identifier
/loadloyalty Loads all loyalties
/loadloyaltybyid Loads loyalty by identifier
/loadloyaltyrewards Loads all loyalty rewards
/loadloyaltyrewardsbyid Loads loyalty rewards by identifier
/getruleenginemodel It is used to retrieve the common filter configuration and promotion configuration (like Rule Type, Action Type, etc.) from ZooKeeper properties.
/getloyaltytransaction Obtains all loyalty transactions for a particular user
/getloyaltyredemption Obtains all loyalty points for redemption for a particular user
/getloyaltyuser Obtains the loyalty users for a particular campaign
/auditget Retrieves audit data of loyalty redemption/transaction
/createloyaltygroup Allows you to create a new loyalty group
/updateloyaltygroup Allows you to update the existing loyalty group
/createloyalty Allows you to create a new loyalty within a loyalty group
/updateloyalty Allows you to update the existing loyalties
/createloyaltyevent Enables you to create a new loyalty event
/updateloyaltyevent Enables you to update the existing loyalty event
/createloyaltyrewards Enables you to create a new loyalty rewards
/updateloyaltyrewards Enables you to update the existing loyalty rewards
/createloyaltytransaction Enables you to add the loyalty points
/reconcileloyaltytransaction Enables you to reconcile a loyalty transaction and approve it when the status is ADDPENDING.
/expireloyaltytransaction Allows you to set expiry to a transaction to expire if it is pending and inactive for a long time.
/cancelloyaltytransaction Allows you to cancel a loyalty transaction.
/editloyaltytransaction Enables you to edit the notes of the existing loyalty transactions
/cyclendloyaltytransaction Enables you to generate cycle end transactions with sum of all loyalty transactions for the cycle
/transferloyaltytransaction Allows you to transfer loyalty points from one user to another user upon request
/reverseloyaltytransaction Allows you to reverse loyalty points of a user and reduces the balance points
/createloyaltyredemption Allows you to create loyalty points that are redeemed
/cancelloyaltyredemption Allows you to cancel the redeemed loyalty points
/editloyaltyredemption Allows you to edit the existing notes for redemption
/reverseloyaltyredemption Enables you to reverse the redeemed points partly or fully
/createloyaltyuser Enables you to create a loyalty user
/updateloyaltyuser Enables you to update the existing loyalty user
/updateloyaltyuserstatus Enables you to update the status of the existing loyalty users
/rulesevaluate Evaluates the loyalty rules

Manager Role Privileges

Privilege Description
/loadloyaltyevent Loads all loyalty events
/loadloyaltyeventbyid Loads loyalty event by identifier
/loadloyaltygroup Loads all loyalty groups
/loadloyaltygroupbyid Loads loyalty group by identifier
/loadloyalty Loads all loyalties
/loadloyaltybyid Loads loyalty by identifier
/loadloyaltyrewards Loads all loyalty rewards
/loadloyaltyrewardsbyid Loads loyalty rewards by identifier
/getruleenginemodel It is used to retrieve the common filter configuration and promotion configuration (like Rule Type, Action Type, etc.) from ZooKeeper properties.
/getloyaltytransaction Obtains all loyalty transactions for a particular user
/getloyaltyredemption Obtains all loyalty points for redemption for a particular user
/getloyaltyuser Obtains the loyalty users for a particular campaign
/auditget Retrieves audit data of loyalty redemption/transaction
/createloyaltygroup Allows you to create a new loyalty group
/updateloyaltygroup Allows you to update the existing loyalty group
/createloyalty Allows you to create a new loyalty within a loyalty group
/updateloyalty Allows you to update the existing loyalties
/createloyaltyevent Enables you to create a new loyalty event
/updateloyaltyevent Enables you to update the existing loyalty event
/createloyaltyrewards Enables you to create a new loyalty rewards
/updateloyaltyrewards Enables you to update the existing loyalty rewards
/createloyaltytransaction Enables you to add the loyalty points
/reconcileloyaltytransaction Enables you to reconcile a loyalty transaction and approve it when the status is ADDPENDING.
/expireloyaltytransaction Allows you to set expiry to a transaction to expire if it is pending and inactive for a long time.
/cancelloyaltytransaction Allows you to cancel a loyalty transaction.
/editloyaltytransaction Enables you to edit the notes of the existing loyalty transactions
/cyclendloyaltytransaction Enables you to generate cycle end transactions with sum of all loyalty transactions for the cycle
/transferloyaltytransaction Allows you to transfer loyalty points from one user to another user upon request
/reverseloyaltytransaction Allows you to reverse loyalty points of a user and reduces the balance points
/createloyaltyredemption Allows you to create loyalty points that are redeemed
/cancelloyaltyredemption Allows you to cancel the redeemed loyalty points
/editloyaltyredemption Allows you to edit the existing notes for redemption
/reverseloyaltyredemption Enables you to reverse the redeemed points partly or fully
/createloyaltyuser Enables you to create a loyalty user
/updateloyaltyuser Enables you to update the existing loyalty user
/updateloyaltyuserstatus Enables you to update the status of the existing loyalty users
/rulesevaluate Evaluates the loyalty rules
/deleteloyaltygroup Allows you to delete a particular loyalty group
/deleteloyalty Enables you to delete a particular loyalty
/deleteloyaltyevent Enables you to delete a particular loyalty event
/deleteloyaltyrewards Enables you to delete a particular reward

 

 

Revision History
2020-03-30 | AM – Minor copyedit.
2019-06-22 | PLK – Content uploaded.
2019-06-15 | PLK – Page created.