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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
  • Managing Unit Transfers
  • Cancellation of Units
  • Expiring the Units
  • Bulk actions on unit transfers
  • Unit Transfer details
  • Units Deduction

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  1. Main Features
  2. Wallets
  3. Unit Transfers

Managing Unit Transfers

In this article you will get familiar with mananging unit transfere

Last updated 5 months ago

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Managing Unit Transfers

In this article, you get a quick overview of all the most important information about managing Unit Transfers data.

Below you will find described operations that you can perform:

  • Cancel

  • Expire - available only when the unit transfer contains Expires on date

  • Show details


Cancellation of Units

This action allows you to cancel the selected Transfer of Units.

The transfer can be removed only when there are enough points in the member's wallet. Whereas, if part of the transfer has been spent and there are not enough points in the member's wallet to cover the difference, the points are not removed.

To cancel the unit transfer:

  1. Select the Transfer

  2. Click the context menu

  3. Click Cancel

  4. Press YES to proceed


Expiring the Units

This action allows you to expire the selected Transfer of Units.

Please note that you can expire manually only the unit transfer

To expire the Unit Transfer:

  1. Select the Transfer

  2. Click the context menu

  3. Click Expire

  4. Press YES to proceed


Bulk actions on unit transfers

Bulk action on unit transfers allows for activating, canceling or expiring a bunch amount of filtered unit transfers at once.

To activate/cancel/expire the Unit Transfer in blk action:

  1. Filter the transfers according to expected results

  2. Click Actions -> Activate/Cancel/Expire filtered transfers

  3. Approve Mass action confirmation by clicking 'Yes, continue' in the pop-up window

In the bottom right corner, you will get the message that the Action has started. You can see the results under Imports / Exports -> Mass actions log.


Unit Transfer details

This action allows you to check the detailed information about the Transfer of Units that you select./

To see the details of Unit transfers:

  1. Select the Transfer

  2. Click the context menu

  3. Click Show details


Units Deduction

To delete a unit when a portion of the point transfer value has already been expended, follow these instructions using the point transfer function of the "deduct" type. This will enable you to maintain a comprehensive event history by incorporating a comment into the transfer.

To dedcut Unit Transfer:

  1. Calculate how many points you want to deduct.

  2. Go to the Member's account -> Actions

  3. Choose ADD UNIT TRANSFER

  4. Choose the Deduct Units transfer type.

  5. Select the Wallet you want to deduct from.

  6. Enter the number of units you want to remove.

  7. Write a comment to explain the transaction.

  8. Click SAVE