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Advanced settings

Chiayee avatar
Written by Chiayee
Updated over 2 weeks ago

Introduction

Points Advanced Settings in Eber provide businesses with powerful control over their loyalty points program through two key functions: points expiry and points withholding period. These settings help businesses manage their loyalty program more effectively by setting time limitations on points usage and implementing verification periods for transactions.

Key Benefits

  • Better control over points lifecycle with customizable expiry periods

  • Improved transaction verification through withholding periods

  • Prevention of premature points redemption

  • Enhanced flexibility in managing different types of point rewards

Step by Step Guide

  1. Access the Loyalty in your Eber dashboard

  2. Look for the Points Advanced Settings tab

  3. Create a name for your specific point rule - This helps identify different types of points in your system. For example, you could name it "Welcome Points" for points given to new customers

  4. Set the points expiry duration - Define how long points remain valid. For instance, setting a 30-day expiry for Welcome Points can encourage customers to make repeat visits within that timeframe

  5. Configure the withholding duration - This creates a delay between when points are earned and when they become available for use. For example, a 14-day withholding period gives you time to verify transactions and prevent premature redemptions

  6. The Point Advanced Settings option should be visible if it is applicable to certain points rules.

Tips

  • Choose expiry periods that align with your customer engagement goals

  • Set appropriate withholding periods based on your transaction verification needs

  • Use clear naming conventions for different point rules

  • Regularly review and adjust settings based on program performance

What's Next?

  • Configure different point rules with specific expiry periods

  • Set up withholding periods for transaction validation

  • Monitor the effectiveness of your points settings

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