Customers
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Personas
Points Modifiers

Points History

5min

Points Overview

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 added for persona total

  • Staff can make positive and negative adjustments, see Manually Adjust Points
  • 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 subtracted for persona total

  • 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

Points FAQs

Why do points sometime not match dollars spent?

  • 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