Points Accrual by Opt-in Status

feature is currently in beta testing please reach out to our support team if you would like to beta test feature before full rollout what is points accrual by opt in status? to drive value of communication channels and encourage opt ins, retailers can require loyalty customers to opt into one or more specific channels in order to accrue loyalty points opt in status a user has explicitly given their consent to receive communications, marketing messages, or be part of a service this status ensures compliance with data privacy regulations and shows that the user has granted permission voluntarily benefits cost efficient higher opt in rates targeted and relevant communication how it works points freeze windows what is a points freeze window? a point freeze window is a set period of time where points cannot accrue for selected customers when a customer opts out the required communication channel(s), they will enter a point freeze and have points reset to zero (0) only when they opt back in to all required channels will we remove the points freeze and the loyalty customer can begin collecting points again eg if any communication channel is required, and jane doe opts out of all communication channels, jane will enter a points freeze window and have points balance reset to zero if jane opts back into text, and any channel is required, she will start accruing points again when a customer enters into a points freeze, we do not change their loyalty status they will remain an active loyalty customer if a persona is actively in an opt out freeze window, discounts will not be available start date when setting up required channels, it is recommended to start a set date using the 'delay enforcement until after' field if there is a start date applied, only opt outs after that date will be able to trigger an opt out freeze window if there is no start date applied, the freeze windows will be retroactive and points will not accrue until the first valid opt in(s) per persona this can severely impact points accrual and historic balances this can severely impact points accrual and historic balances audience targeting traits personas that are actively in an opt out freeze window can be targeted via the isinoptoutfreezewindow trait zero points balance if opted out if setting is enabled , loyalty customers who opt out of the required messaging channel(s) will have their loyalty points balance zero out if setting is disabled , loyalty customers who opt out of the required messaging channel(s) will not lose any points but they will not be able to use points or discounts or collect new points reporting retailers can also find a count of personas in the opt out freeze window in analytics > members club tab total opt out freeze window the number of personas in a point freeze window due to their opt in statuses as of the report's end date use cases allow points accrual if a customer is opted in to any communication channel navigate to settings > loyalty > accrual by opt in status toggle on all channels optionally, enable zeroing points balance if you would like customers' points to zero out when opting out of required messaging channels optionally, set a start date using 'delay enforcement until after' field allow points accrual if a customer is opted into a specific channel navigate to settings > loyalty > accrual by opt in status toggle on required channel optionally, enable zeroing points balance if you would like customers' points to zero out when opting out of required messaging channels optionally, set a start date using 'delay enforcement until after' field require opt in to all channels to allow points accrual navigate to settings > loyalty > accrual by opt in status toggle on each channel you would like to make required toggle on 'require all channels' to require an opt in for all channels selected can be used to set up any combination of 2 or more channels optionally, enable zeroing points balance if you would like customers' points to zero out when opting out of required messaging channels optionally, set a start date using 'delay enforcement until after' field