View point accounts

View high-level information about point accounts, including name, status and sources.

Steps

1. From the main SessionM dashboard, select Points Management.
2. Select Point Accounts.

The Point Accounts tab displays detailed information, as described below.

Detailed information

• Name – Only visible internally. Descriptive name that identifies the account when linking to point sources, setting up loyalty rules or viewing reports.
• Status – Active or Inactive. Accounts are set to Active when created.
• Default – Yes or No. Yes means that spend operations automatically deduct from the point account.
• Sources – Number of point sources that feed the point account. There is no limit to the number of point sources that can feed a point account, and the same point source can feed multiple point accounts.
• Actions – Available actions depend on the status of the point account. Active accounts can be edited and deactivated. Inactive accounts can only be activated.