Return Transaction

The Return Transaction trigger fires when a return related to a member’s previous purchase is recorded in Open Loyalty. This campaign behaves independently—it does not mirror or revert original reward campaigns, but lets you configure a separate reward or penalty flow specifically for returns.

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🎯 When This Trigger Fires

This trigger activates when:

• A return transaction is submitted via API or admin interface, and

• The return is matched to an existing purchase associated with a member.

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✅ Why Use This Trigger

• Account Accuracy: Automatically deducts points or balances when items are returned.

• Fraud Prevention: Prevents exploitation by reversing rewards on returns.

• Program Integrity: Ensures return-based adjustments don’t affect member tiers or campaign counters from the original purchase campaign.

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🛠️ Step-by-Step Setup

1

Add Campaign

Go to Campaigns or Referral Campaigns → Add campaign → select Return Transaction trigger.

2

Set Basic Campaign Details

• Name, Description, Translations

• Start/End Date, Display Order, Visibility (Everyone / Segment / Tier)

• Campaign Status – The campaign will start only if it is active

3

Add Transaction Item Filer

Use filters to refine which items in the transaction count toward campaign conditions or effects.

• Select filters such as brand, category, SKU, and custom item attributes.

• In the next step, you will be able to refer to these items only in the campaign rules.

For more information on how to create and use a transaction item filter, please refer to this section of the User Guide: Transaction Item Filters

4

Add Rules

• Condition: (optional) e.g.,

  • Transaction.grossValue ≥ 50

  • Includes product filters: brand, category, SKU

  • Date/time qualifiers: weekday, purchase hour

  • Quantity / gross value of the filtered transaction items

• Effect: e.g., "Deduct units: 1 × grossValue", "Deduct 100 fixed points", "Issue coupon".

5

Set Limits & Budget

• Per-member frequency (e.g., once per month)

• Campaign-level spending caps (total units)

6

Summary

• Review the campaign configuration and amend if needed

• Click on Add Campaign

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👥 Use Case Examples

• Reversal Rule: Deduct the exact number of points earned for returned items.

• Return Penalty: Subtract 100 loyalty units for returns over $50.

• Return Bonus: (Use case-dependent) Provide a coupon instead of deducting units—for example, redeemable against future purchases.

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📌 Important Notes

• This campaign operates independently—it doesn’t affect original purchase campaigns, member tiers, or purchase-based counters.

• Returns must be matched with a member to trigger effects.

• Transaction items must be manually added to the return transaction.

• You can configure multiple return campaigns (e.g., tiered deductions for different return reasons or values).

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📊 Best Practices

• Test Configuration: Use the Campaign Simulator or API to ensure return rules work as expected.

• Monitor Regularly: Check engagement and deduction rates to avoid overcharging members.

• Maintain Transparency: Clearly communicate return-based deductions in your policy to maintain member trust.