Timeline
The Timeline tab gives you a full picture of everything that has happened to a member since they joined your loyalty program — points earned and spent, tier changes, rewards redeemed, badges granted, and more. It's the first place to check when investigating a member's activity or answering a support question.
You'll find it inside any member's profile: Members → select a member → Timeline.
What you'll see
Each entry in the feed tells you:
What happened — a short description like Earned 374 Points in Default Wallet or Changed tier from Silver to Gold
When it happened — the date and exact time
The event category — a label such as Units transfer, Tier, or Reward so you can scan quickly
Points involved — how many points were added, spent, or moved
Active balance — the member's spendable points right after that event
Events are listed newest first. The total count (e.g. 191 Results) is shown above the feed.
Narrowing down the list
When a member has a long history, use + Add filter to focus on what you need. You can combine multiple filters — just hit Apply to refresh the results.
There are three ways to filter:
By date
Use the Created on filter to look at a specific time window.
Pick a condition and a date/time:
Before
…strictly before the date you enter
Before or equal
…up to and including that date
After
…strictly after that date
After or equal
…from that date onward
By event type
Use the Type filter to show (or hide) specific kinds of events.
Set the condition to In to show only the types you pick, or Not in to exclude them.
Then open the Value dropdown and choose from the event categories:
Each category expands into individual event types you can select:
Challenges (previously Achievements)
Challenge (Achievement) completed
Challenge (Achievement) completion count was decreased
Challenge (Achievement) progress was changed
Assignment
Assigned custom event to customer
Assigned transaction to customer
Custom attributes
Custom attribute was added
Custom attributes were updated
Custom attributes were deleted
Member
Member was registered
Member was activated
Member was deactivated
Member was anonymized
Member was moved to tier
Units
Units were added
Pending units were added
Units were unlocked
Units were spent
Units were blocked
Units were unblocked
Units were canceled
Pending units were canceled
Units were expired
Units were transferred
Reward
Reward was bought
By wallet
Use the Wallet filter to see activity for a specific point currency only — handy if your program runs multiple wallets.
Event type reference
Here's a complete breakdown of every event you might see on the Timeline, what it means, and what causes it.
Points & account
All points events appear under the Units transfer label in the feed.
Earned {X} points in {Wallet}
Points were added to the member's account and are immediately spendable
PointsWereAdded
Earned {X} points in {Wallet} (pending)
Points were added but are locked until a future date
PendingPointsWereAdded
Unlocked {X} points in {Wallet}
Pending points have passed their lock date and are now active
PointsWereUnlocked
Spent {X} points from {Wallet}
Points were used — either manually or automatically when a reward was redeemed
PointsWereSpent
Blocked {X} points in {Wallet}
Points were put on hold and temporarily removed from the spendable balance
PointsWereBlocked
Unblocked {X} points in {Wallet}
Held points were released back to active
PointsWereUnblocked
Cancelled {X} points in {Wallet}
Active earned points were reversed
PointsWereCanceled
Cancelled pending {X} points in {Wallet}
Locked points were cancelled before they ever became active
PendingPointsWereCanceled
Expired {X} points in {Wallet}
Points reached the end of their validity period
PointsWereExpired
Transferred {X} points from {Wallet}
Points were sent to another member
PointsWereTransferred
Good to know: Cancelling a points transfer creates different timeline entries depending on the transfer's state — cancelled for active points, cancelled pending for locked points, and unblocked for held points.
Member lifecycle
These events appear under the Member operation label.
Member was registered
The member's account was created
CustomerWasRegistered
Member was activated
The account was activated
CustomerWasActivated
Member was deactivated
The account was deactivated
CustomerWasDeactivated
Member was anonymized
The member's personal data was removed (GDPR)
CustomerWasAnonymized
Tier changes
Tier events appear under the Tier label.
Reached first tier "{Tier name}"
The member was assigned to a tier for the first time
CustomerWasMovedToLevel
Changed tier from "{Old tier}" to "{New tier}"
The member moved up or down a tier — either automatically when their points changed, or manually by an admin
CustomerWasMovedToLevel
Transactions & custom events
Transaction
Made transaction "{Document number}"
A purchase was recorded and matched to this member
AssignedTransactionToCustomer
Custom event
Custom event "{Type}" added
A custom event was logged against the member
AssignedCustomEventToCustomer
Reward
Redeemed reward "{Name}"
The member used points to claim a reward
RewardWasBought
Custom attributes
Member custom attribute was set
A new custom attribute was added to the member's profile
CustomAttributeWasAdded
Member custom attribute was updated
An existing custom attribute was changed
CustomAttributesWereUpdated
Member custom attribute was removed
A custom attribute was deleted from the member's profile
CustomAttributesWereDeleted
Rewards
Redeemed reward "{Name}"
The member claimed a reward
RewardWasBought
Canceled reward redemption "{Name}"
A previously issued reward was revoked
IssuedRewardWasCancelled
Badges
Badge • Granted
The member earned a badge
MemberCompletedBadge
Badge • Manually changed
An admin adjusted the member's badge completion count
MemberBadgeCompletedCountWasChanged
Achievements & challenges
Achievement / Challenge
The member reached 100% progress and completed an achievement or challenge
MemberCompletedAchievement
Achievement adjustment / Challenge adjustment
Progress or milestones were updated, or a completion count was rolled back
MemberAchievementProgressWasChanged · MemberAchievementCompletionCountWasDecreased
Fortune wheel
Fortune wheel "{Reward}" performed: {Rule} ({Chance}%)
The member spun a fortune wheel and received a reward
RewardFortuneWheelWasDrawn
Last updated
Was this helpful?