Our dashboard doesn’t currently support loyalty points expiry however, you can still manage this by setting up an automation to remove points from a customer's balance following a certain amount of days’ inactivity. This is a great way to ensure points aren’t collected indefinitely. To set this up, just follow the steps below:
Click on ‘Automation'.
Click on ‘New automation’ and select the template ‘start a retention campaign’ for your automation. Select the respective number of days inactivity you want to use and choose an automated email. The email can be very basic to notify customers about the points being removed.
Once in the automation design, click the plus sign to add an action within the automation sequence. Scroll down and choose ‘Loyalty scan’.
In the ‘Points’ field, first enter a minus sign, then locate the ‘{ }’ button, and find the tag for contacts→credit balance. This will automatically subtract the current point balance of the customer.
Toggle off the ‘Use loyalty rules’ setting.
Review and Activate:
Navigate to the top of the automation edit page and click on ‘Review’ to review the entire automation setup.
Finally, activate the automation by clicking the ‘Activate’ button located at the bottom of the page.
