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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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On this page
  • Overview
  • Browsing Transactions list
  • Transactions list overview
  • Single transaction view
  • Learn more about

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  1. Main Features

Transactions

In this section, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features.

Last updated 7 months ago

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Overview

The Transaction module contains all the functions that will help you manage the Transactions. In the main view with the list of Transactions, you will find all Transactions made by your Members. From this position, you will get all the needed information.


Browsing Transactions list

Transactions list overview

In the main-view table with all Transactions, you will find data that give you basic information about Transactions.

  • Document number - number of the Transaction

Please note the document number must be unique. Otherwise, the transaction will not be added to the system.

  • Document type - type of Transaction

  • Document date - date of purchase of the Transaction

  • Full name - first and last name of the Member

  • Email - Member e-mail to whom the Transaction is assigned

  • Phone number - Member phone to whom the Transaction is assigned

  • Loyalty card number - Member loyalty card number to whom the Transaction is assigned

  • Transaction value - Transaction cost

To see a more detailed overview of all Transactions, you can use filters. They will help you find the Transaction which you are looking for.

Filters you can use:

  • Channel ID

  • Custom attributes

  • Document number

  • Document type

  • Email

  • Full name

  • Transaction value

  • Loyalty card number

  • Member ID

  • Phone number

  • Product brands

  • Product categories

  • Product SKUs

You can use one filter, or create and use several filters at the same time.

The results are automatically filtered once you select the conditions:

Sorting the Transaction list

Sorting data is used when you (an Admin) would like to sort the Transactions by specific data.

  • Document number

  • Document Type

  • Document date

  • Full name

  • Email

  • Phone number

  • Loyalty card number

  • Transaction value

  • Managing Transactions from the Transactions view perspective

As an Administrator, you can perform certain actions on the Transactions. They will be different depending on the match of the Transaction.

The actions which you can take:

  • if the Transaction wasn’t matched:

    • Edit Transaction

    • Match with member

    • See details

  • if the Transaction was matched:

    • See details


Single transaction view

Besides the data in the Transaction list, you can see more details about the specific Transaction.

There you will get information that isn't on the list like:

  • Transaction details

    • Document number

    • Document type

    • Document date

    • Transaction value

    • Status

    • Transaction system ID

    • Custom attributes

  • Member details

    • Full name

    • Email address

    • Phone number

    • Loyalty card number

    • Street

    • Postal code

    • City

    • State

    • Country

  • Member matched with the transaction

    • Member name

    • Email address

    • Phone number

    • Loyalty card number

  • Products in the Transaction

    • Product name

    • Product SKU

    • Category

    • Brand name

    • Product custom attributes

    • Quantity (allowed up to 3 decimals in the quantity field)

    • Transaction value

To see Single Transaction View simply click on the transaction.


Learn more about

Channel

Adding Transaction

Managing Transactions