Customers
...
Personas
Points Modifiers
Points History
5min
The points overview shows transaction history totals and all the points breakdown, including: current Points balance, Redeemed Points, Staff adjustments, Block adjustments, Points Boosts, Expired Points, Legacy Imported Points, and more.
- Current Points total = (Spent as member x Points per dollar) - Points redeemed
Note: The above is a basic calculation, however, AIQ supports robust loyalty programs and there may be more points and events that will need to be calculated to reach the persona points total.
- Points adjusted by block: Should be a positive number.
- Points boosted by audience: Boost and multipliers included here
- Legacy imported points: Legacy points do not expire
- Referral Sales: If the referral sales loyalty setting is enable through your global account Loyalty settings
- Points redeemed: Points the customer has converted into discounts or other redemptions
- Points adjusted by staff: Staff can make positive and negative adjustments
- Points expired: Legacy points and points added by audience boost/multipliers will not expire
Other points options
- Visits: Points added per visit, if “Points earned per order” setting is turned on
- Collectibles: Points added via collectibles
- Referral sales: Points added from referred friends’ sales, if “Give customers who refer friends points for their referrals' sales” setting is enabled
- Your loyalty settings accrual rate is not set to 100 points/100 dollars spent or this accrual rate is changed while loyalty members are active
- ⚠️ We strongly advise against this to avoid data and customer confusion.
- The customer was given a gift or boost or multiplier on points, "spent while loyal" will not equal points accrued
- Legacy points were imported into the system
- Other points were gifted to this customer manually by the staff, by collectible rewards, or via referred sales
Updated 04 Nov 2024
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