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Managing loyalty cards

Importing loyalty cards into a program​

You can import a CSV file containing loyalty cards into a loyalty program at any time.

note

Cards can be imported with or without customer profiles linked to them, depending on whether your import file contains Customer IDs.

  1. Click the name of the card-based loyalty program where you want to import cards.

  2. Click Loyalty Cards on the left-side menu of the program.

  3. Click Import Cards/Points > Import Loyalty Cards at the top right of the page.

  4. Click Upload a CSV file in the pop up that appears.

    tip

    An example file is available to download.

  5. Select a CSV file with the cards you want to import.

  6. Click Import Cards.

Linking customer profiles to a loyalty card​

Link one or more customer profiles to a given loyalty card programmatically.

When a customer profile is linked to a card, the card is set as Registered. You can then use the Loyalty card is registered condition to create different rules and restrict the use of cards that are not registered. For example, you can create a referral code or display a given notification only if the loyalty card has customer profiles linked to it.

To link a customer profile to a card, use the Link customer to loyalty card endpoint.

tip

Edit the card user limit in the loyalty program Settings to modify the number of customers that can be linked to the loyalty card.

Once a customer profile is linked to a loyalty card, we start collecting data, such as the card's balances and transaction logs, for that specific profile. You can then share this information with your customer.

note

The card identifier and the card's loyalty balances and transaction logs originally come from the integration layer's requests to the List customer data endpoint.

Importing loyalty points into a card​

You can import loyalty points into an active loyalty card at any time:

  1. Click the name of the card-based loyalty program where you want to import cards.

  2. Click Loyalty Cards on the left-side menu of the program.

  3. Click Import Cards/Points > Import Loyalty Points at the top right of the page.

  4. Click Upload a CSV file in the pop up that appears.

    tip

    An example file is available to download.

  5. Select a CSV file with the cards you want to import.

  6. Click Import Loyalty Points.

Manually adding loyalty points​

You can manually add loyalty points to a loyalty card.

  1. On the left-side menu, click Loyalty Cards.
  2. Click the Card identifier of the required card.
  3. Click the Logs tab.
  4. Click the ... button to the right of the Subledgers dropdown.
  5. Click Add Points.
  6. In the pop-up that appears, in Points, enter the number of points to add.
  7. In Reason, type why you are adding the points.
  8. (Optional) In Reward Settings, set the start and expiration dates for the loyalty points.
  9. Click Add Points.

Manually deducting loyalty points​

You can manually deduct loyalty points from a loyalty card.

  1. On the left-side menu, click Loyalty Cards.
  2. Click the Card identifier of the required card.
  3. Click the Logs tab.
  4. Click the ... button to the right of the Subledgers dropdown.
  5. Click Deduct Points.
  6. In the pop-up that appears, in Points, type the number of points to remove.
  7. In Reason, type why you are removing the points.
  8. Click Deduct Points.

Exporting the transaction logs​

Obtain a CSV file with the loyalty point transactions made with a given card. This allows you, for example, to import this data in other BI tools to analyze the use of the card.

  1. Click the name of the card-based loyalty program containing the card whose transaction logs you want to export.

  2. Click Loyalty Cards on the left-side menu.

  3. Click the Card identifier of the required card.

  4. Click Export Transaction Logs at the top right of the page.

    note

    You can also export the transaction logs from the Logs tab of the loyalty card page.

  5. In Transaction logs after, set the initial date.

  6. (Optional) In Transaction logs before, set the end date. The default end date is the current date.

  7. In Date format, select the date format of your choice.

  8. Click Export Data.

Transferring loyalty data to a new card​

If a customer loses their card, or the card is broken or stolen, you can copy the card data to a newly created card. To do this, use the Transfer loyalty card data endpoint.

The new card has the same linked customers and the same loyalty point balances and transactions as the original one, but its card identifier is different. The new card's status is active.

Important

The status of the original card is blocked after the new card is created, and the card cannot be reactivated.

Deleting a loyalty card​

You can delete a loyalty card at any point. By deleting a loyalty card, you also delete the corresponding loyalty point logs, lists of linked customers, and metadata.

  1. Click the name of the card-based loyalty program containing the card you want to delete.
  2. Click Loyalty Cards on the left-side menu.
  3. Click the Card identifier of the required card.
  4. Click Delete Card.
  5. In the pop-up that appears, click Delete Card.