Introduction
Withholding points is a new feature in Eber that allows businesses to implement a delay mechanism between when points are earned and when they become available for use. This feature ensures transaction validation periods are respected and prevents premature point redemption, making loyalty program management more secure and efficient.
Key Benefits
Ensures transaction validation before points become available
Prevents premature point redemption during verification periods
Helps manage potential transaction issues like returns or payment failures
Step by Step Guide
Part 1: Configure Withholding Duration
Navigate to Loyalty > Points > Point Advanced Settings
Select Create and enter a Name for your new points rule
Locate the Withholding Duration section
Set your desired withholding period - points will be held temporarily (e.g., 14 days) before being released.
Part 2: Points Rule Configuration
Go to Loyalty > Points Rule
Select the desired rule to modify
Access Points Advanced Settings
Choose applicable withholding settings
Part 3: Transaction Monitoring
Access Insights > Points Transactions to track point status
Review Usable Date column to see when points become available
Use Withholding transaction ID to track original transactions
Tips
Communicate withholding periods clearly to customers
Keep track of transaction IDs for easier troubleshooting
What's Next?
Set up a test transaction to verify withholding period functionality
Review transaction history to ensure proper tracking
Configure point rules according to your business needs