Set Approval Period for Loyalty Points | Secure Reward Management with AiTrillion

Approval period of Loyalty Points on the Make a Purchase Activity

Introduction

In this guide, we'll delve into the process of configuring the approval period for loyalty points earned through the "Make a Purchase" activity

To set up an approval period of Loyalty Points on Make a Purchase Activity, follow these steps:


Step 2: Now click on the Make a Purchase tab and then on Advanced Settings.​

🚨Make sure that the Make a Purchase button is enabled

Step 3: You can configure the points earned for every $1 spent by the customer. Additionally, you can include the campaign name, description, store link, and the text that will be displayed when the customer makes a purchase.

Step 4: Add the approval period in days. This is also the place where you can choose to exclude shipping costs or sale-based products from point allocation. You can also revert the points on order cancellation Click save/update when done.

Note📝:

1.) Revert point on order cancellation will only work if you have marked as Refunded/Partially refunded the payment

2.) If you enable Exclude sales product, the points will not assigned to the customer on Sales order or the 0 points will be assigned to the customers.

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