Points Freeze Windows

what is a points freeze window? a point freeze window allows retailers to set a period of time where points cannot accrue for a specific customer freeze windows do not delete or create new events, or change any part of the persona record they simply modify the point values of existing events if they fall within the selected date range benefits prevent fraud or misuse of points limit points accumulation when appropriate or necessary (ie during policy change, system maintenance or before a promotional period) business recalibration (ie inventory reconciliation, financial reviews, etc ) events during a points freeze window, some actions related to points are still allowed, but many are blocked blocked actions blocked actions customers are unable to collect points from sales, multipliers, boosts, referrals, collectibles, and legacy point events expirations will not occur for any events that took place during a window, as they are not eligible for points block adjustments will not be awarded during a freeze window if a persona's balance has become negative during the point freeze window (this could be due to expirations, redemptions, merging, etc ), a block adjustment will be awarded the day after the window has ended to bring the balance back up to 0 if a freeze window is applied retroactively and there are existing block adjustments that occurred during the window, they will be ignored allowed actions allowed actions points adjustments to existing balances are allowed to occur during the point freeze window redemptions are allowed to occur during a window if the persona has points from before the window started expirations can occur for any events that took place before the window and are set to expire during the window if reset gaps is not enabled start time the time that the point freeze window will begin end time (optional) if provided, the time that the point freeze window will end if not provided, all customer actions after the event start time will not accrue points reset points (optional) if enabled, the persona's balance will be zeroed and persona will start accumulating points at zero (0) once the freeze window ends if there is no end time , the persona's balance will indefinitely stay at zero (0) if disabled, the persona will keep any points accumulated before the window start time reset gaps only applicable when expirations are enabled, and has no effect if reset points is enabled if reset gaps is enabled, expirations will not occur during the window for events that took place before the window's start time the first sale after the window's end time will be the new starting point for expiration gaps going forward if reset gaps is disabled, expirations can occur during the freeze window for events that took place before the window's start time how it works each freeze window applies to a single persona, and each persona can have multiple freeze windows create freeze window manually navigate to settings > loyalty > 'restrict accrual by persona' and select 'manage accrualal restrictions' manually enter persona's contact id, phone number, or email, select start and end times, and optionally use the toggle to zero out a persona's balance until the restriction ends click 'create' to save freeze window for that persona create freeze windows using bulk import bulk upload csv template available to download in platform navigate to settings > loyalty > 'restrict accrual by persona' and select 'manage accrualal restrictions' select 'bulk import blocklist' choose appropriate file from native file picker and select 'open' file should include contact id, phone number, email, start time, end time, reset points and reset gaps bulk upload start and end time use rfc3339 format to ensure your freeze windows start and end accurately you can find date time converters on google to help convert your start/end times active restriction windows to view active restriction windows, navigate to settings > loyalty > 'restrict accrual by persona' and select 'manage accrualal restrictions' scroll to the bottom of the drawer to find active windows users can search restriction windows using pii edit a freeze window navigate to the active restriction windows table and find the desired persona freeze window you want to edit click on the row you'd like to edit and scroll up to the 'edit persona accrual restriction' fields adjust date or 'zero out accumulated points' toggle and click 'update' in the top right corner to save delete a freeze window navigate to the active restriction windows table and find the desired persona freeze window you want to delete click on the trash can icon on the row you'd like to delete confirm delete action to finalize on confirmation pop up optionally cancel action