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Managing loyalty data

Loyalty data can be imported from any source. You can also export your loyalty data from Talon.One.

Important

Admin feature

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

Exporting the loyalty balance​

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

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

note

Data is exported in UTC.

Importing loyalty points​

Import loyalty points from a marketing or BI tool in 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 for download.

  5. Click Import loyalty points.

A notification appears, 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 Manage loyalty data > Export Transactions Log 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

    Data is exported in UTC.

The data automatically downloads and a notification appears, 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.

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. In the pop-up that appears, set your desired dates or select a predefined time frame in the drop-down menu:

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

    The predefined time frames do not include the current day. For example, if the current date is October 8 and you selected Last 7 days as your preferred time frame, you'll see data 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 the active points, pending points and expired points.
    • Earned and redeemed points, including those managed both manually and by the Rule Builder.
    • All the options above.
    note

    If you initiated the export process in Members overview, the Program members overview option is selected by default. If you are exporting data from Points overview, the Points total overview and Earned and redeemed points options are selected by default.

  6. Click Export Dashboard Data.

The data automatically downloads and a notification appears, indicating that the dashboard data has been exported.

Obtaining the loyalty transactions of a customer​

You can programmatically get information about the loyalty point transactions of an individual user, allowing you, for example, to 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 30 loyalty transactions for the given integration ID.

Obtaining the loyalty balances of a customer​

You can programmatically get information about the loyalty point balances of an individual user and provide this data to your customer 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. You obtain the following loyalty point balances:

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

You can filter balances by date, allowing you to obtain loyalty point balances also for past dates. 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​

You can programmatically get information about changes in the state of your customers' points, allowing you, for example, to remind your customers to spend them 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 every day up to 31 days from the current date for each customer profile.