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Configure points withholding settings

Chiayee avatar
Written by Chiayee
Updated this week

Introduction

Withholding points is a feature in Eber that allows businesses to implement a delay mechanism between when points are earned and when they become available for use.

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

  1. Navigate to Loyalty > Points > Point Advanced Settings

  2. Select Create and enter a Name for your new points rule

  3. Locate the Withholding Duration section

  4. Set your desired withholding period - points will be held temporarily (e.g., 14 days) before being released.

Part 2: Points Rule Configuration

  1. Go to Loyalty > Points Rule

  2. Select the desired rule to modify

  3. Access Points Advanced Settings

  4. Choose applicable withholding settings

Part 3: Transaction Monitoring

  1. Access Insights > Points Transactions to track point status

  2. Review Usable Date column to see when points become available

  3. 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

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