Wallet Types and Configuration

Create wallet types and configure how units behave, expire, and stay available in your program.

Overview

Wallet types define how balances work in your loyalty program.

Each wallet can have its own unit names, expiration rules, pending logic, limits, and status.

Each program needs at least one active wallet.

The default wallet cannot be deactivated.

---

Create a wallet type

1

Go to Wallets -> Types of Wallets.

2

Click ADD NEW WALLET TYPE.

3

Fill in the required fields.

4

Set the Wallet Type status to Active.

5

Click ADD WALLET TYPE.

---

What you can configure

Wallet types let you define:

• Basic wallet details, translations, and internal code

• Unit labels, expiration rules, pending time, and balance limits

• Wallet availability, negative balance support, and import or export operations

Basic settings

Use Basic settings to define the wallet identity and labels.

• Wallet name — Display name of the wallet

• Wallet description — Short internal or customer-facing description

• Add translation — Additional language versions for the name and description

• Wallet code — Internal wallet identifier

Unit settings

Use Unit settings to define how wallet units behave.

• Unit singular name — Singular unit label, for example Star

• Unit plural name — Plural unit label, for example Stars

• Unit expiration method — When granted units expire

• Unit pending method — How long granted units stay locked

• Global units limitation — Maximum units granted across the whole program

• Member units limitation — Maximum units granted to one member

Wallet type status

Use Active to control whether the wallet is available.

After you create a wallet, activation can take a few minutes.

The Active toggle is not available for the default wallet.

---

Unit lifecycle rules

This section controls when units become available and when they expire.

Unit expiration method

Choose when granted units expire.

• No expiration — Units never expire

• After X days — Units expire after a fixed number of days

• At the end of the month — Units expire on the last day of the month

• At the end of the X-th year — Units expire at the end of the selected year

• Annual expiration on a chosen date — Units expire every year on the selected date

Unit pending method

Use pending to delay unit availability.

Pending units stay locked until the waiting period ends.

• No pending — Units are available immediately

• Pending for X days — Units stay locked for a defined period

After the pending period ends, units become active automatically.

Pending affects expiration differently depending on the method:

• After X days — The pending period extends the total time before expiration

• At the end of the month or year — Pending does not change the final expiration date

---

Transfer limits

Use limits to control how many units can be granted automatically.

You can configure:

• Global units limitation — Max units granted across all members

• Member units limitation — Max units granted to one member

If both limits are enabled, both are enforced.

The transfer is rejected if it exceeds either one.

These limits apply to automatic transfers, such as campaign effects.

You can still adjust units manually when needed.

If an automatic transfer is canceled, the units return to the pool.

Negative points balance

You can optionally allow a wallet balance to go below zero.

This lets members spend units even without enough available balance.

In practice, they borrow units from the business.

Use this option carefully! Negative balances can create financial exposure and abuse risk.

Good practices for negative balances:

• Review all campaigns that grant units

• Set accrual limits to reduce abuse risk

• Monitor wallet balances for unusual negative spikes

---

Import, export, and copy wallet types

You can export and import wallet types as .json files.

Export wallet types

1

Go to Wallets -> Types of Wallets.

2

Click SELECT TO EXPORT.

3

Select the wallet types to export.

4

Click EXPORT TO .JSON FILE (X).

Import wallet types

1

Go to Wallets -> Types of Wallets.

2

Click ADD WALLET TYPE -> Import wallet types.

3

Upload the .json file in the popup window.

4

Click IMPORT.

5

Review the import results.

Copy wallet types to another tenant

1

Go to Wallets -> Types of Wallets.

2

Click SELECT TO EXPORT.

3

Select the wallet types to copy.

4

Click Export wallets to 'Different tenant' -> Select the targeted tenant.

5

Click Copy Wallets and view the target tenant.

6

Review the copied wallet types in the target tenant.