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Managing loyalty data

important

Admin feature

You can export and import data from a loyalty program.

Exporting the loyalty balance

Obtain a CSV file containing the current point balances of all users of the loyalty program.

  1. Click Loyalty in the left-most menu.
  2. Click the name of the program whose balance you want to export.
  3. Click Export Loyalty Balance at the top right of the page.

The data automatically downloads and a notification pops up, indicating that the loyalty balance has been exported.

note

Data is exported in UTC.

Importing loyalty points

Import loyalty points from a different marketing or BI tool in Talon.One.

You can import new loyalty points without losing any previously imported data.

  1. Click Loyalty in the left-most menu.

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

  3. Click the arrow to the right of the Export Loyalty Balance button at the top right of the page to display the drop-down menu.

  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 for download.

  5. Click Import Loyalty Points.

A notification pops up, indicating that the loyalty points have been successfully imported.

Exporting the transaction log

Obtain a CSV file with all loyalty point transactions made by a given customer. This allows you, for example, to import this data in 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 log you want to export.

  3. Click the arrow to the right of the Export Loyalty Balance button at the top right of the page to display the drop-down menu.

  4. Click Export Transactions Log.

  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.

    note

    Data is exported in UTC.

  8. In Integration ID, type the ID of the customer.

  9. Click Export Data.

The data automatically downloads and a notification pops up, indicating that the transaction log has been exported.

note

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

Obtaining the projected balance

You can obtain information programmatically about the status of your customers' points, allowing you, for example, to remind them to spend these points before they expire. 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 up to 31 days from the current date for each customer profile.