Expire points due to user inactivity
The User Activity point expiration policy allows you to expire a percentage of points based on a customer’s inactivity. You can define the period of time that must pass before the customer is considered "inactive"..
- On the Create Point Account or Edit Point Account modal, select User Activity from Choose Point Expiration Policy. Additional fields for configuring the policy display.
- In the Expire points every fields, set the frequency for when points are evaluated for expiration. Set the evaluation to run on a daily, weekly, monthly or yearly basis. If you select a weekly, monthly or yearly basis, a related field displays that allows you to indicate a corresponding day. For any time frame other than daily, set the exact day to run the expiration. For example, “expire points every 4 weeks” means you need to select the day of the week to run this evaluation. Or, “expire points every year” means you need to select the month and day of the year to run the evaluation.
- In the Percentage of total points to expire field, select the percentage of total points that should be expired each time the evaluation runs.
- Click Choose events that qualify as user activity to select all events that qualify as activity for a customer. If the customer executes any of these selected events, all of their points are safe when the evaluation period happens.
- In the Expire points when user is inactive for field, set the actual expiration rule by specifying the inactivity period that triggers when points expire. Select days, weeks or years. For example, expire points when the customer is inactive for 90 days. Or expire points when a customer is inactive for one year.
- Click Create or Save.