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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
  • Units Transfers overview
  • Browsing Unit Transfers list
  • Wallet visibility in a member profile

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  1. Main Features
  2. Wallets

Unit Transfers

In this article, you will learn about all the information about Member Unit Transfers. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.

Units Transfers overview

In this article, you will get familiar with all the information about Member Unit Transfers that are shown in the main table. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.

Browsing Unit Transfers list

Unit Transfers list overview In the table in the main view with all Units Transfers, you will find the data that will provide you with information about them.

  • Full name - name of the Member to whom the Unit Transfer is assigned

  • Phone number - phone number of the Member to whom the Unit Transfer is assigned

  • Email - e-mail of the Member to whom the Unit Transfer is assigned

  • State - the state of the Unit Transfer

  • Type - the type of the Unit Transfer

  • Value - number of Units

  • Transfer ID - System identificator of the member account

  • Member system ID - System identificator of the member account

Loyalty card numberComment - a comment that was added while creating the Transfer

  • Created at - date of the Transfer creation

  • Loyalty card number - loyalty card number of the Member to whom the Unit Transfer is assigned

  • Issuer - information on where Units are sent from

You can use filters to see a more detailed overview of all Unit Transfer. They will help you find the filtered data that you are looking for.

Filters you can use:

  • Comment

  • Created at

  • Email

  • Expires at

  • First name

  • Last name

  • Locked until

  • Loyalty card number

  • Member ID

  • Phone number

  • State

  • Type

  • Value

  • Wallet type

  • Transfer ID

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

To use a filter, you need to create it.

  1. Click “Add filter”

  2. Select a filter from the list and click on it

  3. Choose the condition

  4. Enter the values

  5. Click “Add filter”

  6. Check the table

After completing all the steps, the Unit Transfers list has been filtered.

  • Sorting Unit Transfers list Sorting data is used when you, as an Admin, would like to sort the Transfer by some data.

    • First name

    • Last name

    • Phone number

    • Email

    • Type

    • Value

    • Comment

    • Created at

    • Loyalty card number

    • Issuer

  • Managing Unit Transfers from the Transfers view perspective As an Administrator, you can perform certain actions on the Unit Transfers. The actions which you can take:

Wallet visibility in a member profile

All active wallets will be visible in the member’s profile.

Example: if a member’s account is created when three wallets are active, all three wallets will appear on the member’s profile:

Last updated 8 months ago

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Unit Transfer details
Expiring Units Transfers
Canceling Unit Transfers