Managing data for profile-based loyalty programs

You can manage the data of each profile-based loyalty program directly from the program dashboard.

Feature access

Only admins have access to this feature.

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. On the leftmost menu, click Loyalty.

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

3. In the top-right corner of the dashboard, click Manage Loyalty Data > Import Loyalty Points.

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

   tip

   • To see the required structure of the CSV file, click Download a sample file.
   • To learn more about the required structure of the CSV file, see the API docs.

5. Click Import Loyalty Points.

Importing customers into loyalty tiers

After creating a profile-based loyalty program, you can import customers into the tiers. The behavior of the import is as follows:

• If the customer isn't already in a tier, they are assigned to the tier specified in the CSV file during the import.
• If the customer is already in a tier, but the tier doesn't match the one in the CSV file, they are assigned to a new tier that matches the information in the CSV file.
• If the customer is already in the tier that is specified in the CSV file, only the expiration date is updated.

To import the customers:

1. On the leftmost menu, click Loyalty.

2. Click the name of the loyalty program that contains the tiers you want to populate.

3. In the top-right corner of the dashboard, click Manage Loyalty Data > Import Customers into Tiers.

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

   tip

   • To see the required structure of the CSV file, click download a sample file.
   • To learn more about the required structure of the CSV file, see the API docs.

5. Click Import Customers into Tiers.

Exporting the transaction logs

Download 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. On the leftmost menu, click Loyalty.

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

3. In the top-right corner of the dashboard, click Manage Loyalty Data > Export Transactions Logs.

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 balances

Download 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. On the leftmost menu, click Loyalty.
2. Click the name of the program whose balance you want to export.
3. In the top-right corner of the dashboard, click Manage Loyalty Data > Export Loyalty Balance.
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

In the exported file, all timestamp values follow UTC+00:00.

Exporting loyalty tier data

Download a CSV file containing the user profiles belonging to specific tiers.

Feature access

Only users with permissions to manage a loyalty program can export its loyalty tier data.

1. On the left-most menu, click Loyalty.
2. Click the name of the program whose tier data you want to export.
3. At the top right of the dashboard, click Manage Loyalty Data > Export Loyalty Tiers.
4. In Tier name, select the tier whose data you want to export.
5. In Subledger name, select the subledger of your choice.
   note

   If the loyalty program has no subledgers, the Main ledger is selected by default.

6. Click Export Loyalty Tiers.

note

If you do not select any Tier name or Subledger name, the CSV file will contain data from all the tiers and subledgers that exist in the loyalty program.

Exporting the dashboard data

Download a CSV file with program member data, program point data, or all the dashboard data. You can export the dashboard data for the entire loyalty program, the main ledger, or for a specific subledger.

note

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

To export the dashboard data:

1. On the leftmost menu, click Loyalty.

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

3. To export the dashboard data for:

   • The entire loyalty program:

     In the top right corner of the dashboard, click Manage Loyalty Data > Export Dashboard Data.

   • A specific subledger:

     1. From the Subledger dropdown, select a subledger name.
     2. To the right of the time frame filters, click Export.

4. Click Custom and set custom start and end dates or select a predefined time frame:

   • Yesterday: The previous day.
   • 7D: The previous 7 days.
   • 30D: The previous 30 days.
   • 3M: The previous 3 months.
   • 6M: The previous 6 months.
   • YTD: Year to date.
   • Max: The maximum time period for which data is available.
   note

   The predefined time frames do not include the current day. For example, if the current date is October 8 and you selected 7D as your preferred time frame, you'll see data for October 1-7, including the first day and the 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 profile 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 customer's loyalty balances endpoint to obtain the following loyalty point balances:

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

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

important

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

Manually adding loyalty points

To manually add loyalty points to your customer's wallet:

1. On the left-side menu of your Application, click Customers.
2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.
3. In Loyalty program, select the program to which you want to add points.
4. In Ledger, select the ledger to which you want to add points.
5. Click > Add Points.
6. In Points, enter the number of points to add to the customer's wallet.
7. In Reason, enter the reason for adding the points.
8. In Reward start, select when the points become active:
   Feature access

   This feature is in the early access phase. To unlock this feature, contact your Customer Success Manager.
   • (Duration) (Early access): Points become active a specified duration after session closure. This option is only displayed if the loyalty program's Points settings specify a start date relative to the session closure. For example, if the start date is set to 3 months after session closure, the Rule Builder displays 3 months.
   • Immediate: Points become active immediately when you manually add the points.

   • Action-based (Early access): Points become active when a defined action occurs in your system. Developers can configure which action triggers points activation, such as the completion of a taxi ride or the delivery of an item in an order. After the session closes, all earned points remain pending until the defined action occurs.

     To activate points when an action occurs, developers can use the Activate loyalty points endpoint. This endpoint enables your system to activate all points earned in a single session or the points earned in specific transactions of a session.

     When points are activated, the startDate of each point transaction is set to the time the action occurs.

   • In Custom date, select a date and time when the points become active:
     • In Absolute start, select a specific date and time when the points become active.
     • In Relative start, select a duration after the manual points addition when the points become active.
       Examples: Points activation for manual points addition

       For all the examples mentioned in this table, let's assume that the points were manually added on 12 October 2024, 07:20:50.

       Time after points addition	Points become active on
       1 days, Same time as points addition	13 October 2024, 07:20:50
       1 days, Start of day (00:00:00)	13 October 2024, 00:00:00
       1 days, End of day (23:59:59)	13 October 2024, 23:59:59
       1 weeks, Same day as points addition	19 October 2024, 07:20:50
       1 weeks, End of week (Sunday 23:59:59)	20 October 2024, 23:59:59
       1 months, Same date as points addition	12 November 2024, 07:20:50
       1 months, End of month (23:59:59)	30 November 2024, 23:59:59

9. In Reward expiration, select when the points expire:
   • (Duration) (Early access): Points expire a specified duration after the start date. This option is only displayed if the loyalty program's Points settings specify an expiry date relative to the start date. For example, if the expiry date is set to 3 months after the start date, the Rule Builder displays 3 months.
   • Unlimited: Points do not expire and remain active.
   • In Custom date, select a date and time when the points expire:
     • In Absolute expiration, select a specific date and time when the points expire.
     • In Relative expiration, select the duration points remain active after activation.
       Examples: Points expiry relative to start date

       For all the examples mentioned in this table, let's assume that the start date is on 12 October 2024, 07:20:50

       Time after start date	Points expire on
       1 days, Same time as start date	13 October 2024, 07:20:50
       1 days, Start of day (00:00:00)	13 October 2024, 00:00:00
       1 days, End of day (23:59:59)	13 October 2024, 23:59:59
       1 weeks, Same day as start date	19 October 2024, 07:20:50
       1 weeks, End of week (Sunday 23:59:59)	20 October 2024, 23:59:59
       1 months, Same date as start date	12 November 2024, 07:20:50
       1 months, End of month (23:59:59)	30 November 2024, 23:59:59

10. Click Add Points.

Manually deducting loyalty points

To manually deduct loyalty points from your customer's wallet:

1. On the left-side menu of your Application, click Customers.

2. Select the Customer Integration ID of your choice and click the Loyalty Points tab.

3. In Loyalty program, select the program from which you want to deduct points.

4. In Ledger, select the ledger from which you want to deduct points.

5. Click > Deduct Points.

6. In Points, enter the number of points to deduct from the customer's wallet.

   The number of points to be deducted can exceed the active points balance only if negative points balance is enabled for the loyalty program.

   • Negative balance enabled: If negative points balance is enabled for the loyalty program, you can deduct more points than the active points balance.

   • Negative balance disabled: If negative points balance is not enabled for the loyalty program, you can deduct a number of points less than or equal to the current active points balance.

7. In Reason, enter the reason for deducting the points.

8. Click Deduct Points.

Related pages

• Displaying customer profiles
• Displaying customer sessions
• Using subledgers
• Using the Get customer's loyalty balances endpoint