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Managing loyalty data

You can import loyalty data from any source, and also export your loyalty data from Talon.One.

Important

Only admins have access to this feature.

You can import and export data from a loyalty program directly from the program dashboard.

Importing loyalty points

Import loyalty points from a marketing or BI tool into Talon.One. When you import points, they are added to potential existing points for the given customer profile.

  1. Click Loyalty in the left-most menu.

  2. Click the name of the program where you want to import points.

  3. Click Manage Loyalty Data > Import Loyalty Points at the top right of the dashboard.

  4. In the pop-up that appears, click Upload a CSV file to select a CSV file of loyalty points from your computer.

    tip

    An example file is available to download.

  5. Click Import Loyalty Points.

Exporting the transaction logs

Obtain a CSV file with all loyalty point transactions made by a given customer. You can import this data into other BI tools to analyze the performance of the program and the customer behavior.

  1. Click Loyalty in the left-most menu.

  2. Click the name of the program whose transaction logs you want to export.

  3. Click Manage Loyalty Data > Export Transactions Logs at the top right of the dashboard.

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

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

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

  7. In Customer integration ID, type the ID of the customer.

  8. Click Export Data.

    note

    The time in exported transaction logs is in UTC.

note

You can also export the transaction logs for a given customer from their specific customer profile.

Exporting the loyalty balance

Obtain a CSV file containing the point balances of all users of a loyalty program for a given date and time. Use it to get the number of active, pending, expired, and spent points for each customer.

  1. Click Loyalty in the left-most menu.
  2. Click the name of the program whose balance you want to export.
  3. Click Manage Loyalty Data > Export Loyalty Balance at the top right of the dashboard.
  4. In Date and time, select the date and time for which you want to export the loyalty balance.
  5. Click Export Loyalty Balance.
note

Data is exported in UTC.

Exporting the dashboard data

Obtain a CSV file with either all the dashboard data, program member data, or program point data.

info

A member is a customer with active or pending points in the loyalty program.

  1. Click Loyalty in the left-most menu.

  2. Click the name of the program whose transaction log you want to export.

  3. Click Manage Loyalty Data > Export Dashboard Data at the top right of the dashboard.

    note

    You can also click Export at the top-right corner of the Members Overview and Points Overview sections of the dashboard.

  4. Set your desired dates or select a predefined time frame:

    • Last 7 days
    • Last 30 days
    • Last 3 months
    • Last year
    note

    The predefined time frames do not include the current day. Let's say today's date is October 8 and you selected Last 7 days as your preferred time frame. The data you see is for October 1-7, including the first and last day.

  5. Choose what data you want to export:

    • Program members overview, including all new members per day and the total number of members.
    • Points total overview for all active points, pending points, and expired points.
    • Earned and redeemed points, including those managed manually and by the Rule Builder.
    • All the options above.
    note

    If you are exporting data from Members Overview, Program members overview is selected by default. If you are exporting data from Points Overview, Points total overview and Earned and redeemed points are the default selection.

  6. Click Export Dashboard Data.

Obtaining the loyalty transactions of a customer

Programmatically get information about the loyalty point transactions of an individual user and, for example, provide this data to your customers. To do so, use the Get loyalty ledger transaction logs endpoint.

You can filter transactions by date and select how many you want to obtain. If you don't apply filters, you obtain the last 50 loyalty transactions for the given integration ID.

Obtaining the loyalty balances of a customer

Programmatically get information about the loyalty point balances of an individual user. You can provide this data to your customers so they are aware of how many points they can use, or how many points they have already spent.

Use the Get loyalty ledger balances endpoint to obtain the following loyalty point balances:

  • Active points
  • Pending points
  • Spent points
  • Expired points

You can filter balances by date, and obtain loyalty point balances for past dates too. If you don't apply filters, you obtain all point balances on the current date for the given integration ID.

Obtaining the projected loyalty balance of a customer

Programmatically get information about changes in the state of your customers' points so you can remind your customers to spend them before they expire, for example. To do so, use the List customer data endpoint.

You can keep track of points expiring and becoming active, as well as obtain the projected balance for every day up to 31 days from the current date for each customer profile.

Important

When a customer uses their loyalty points, the oldest active points that are about to expire are redeemed first.