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Wallets
Wallets enable you to create an unlimited number of digital e-wallets, allowing you to add as many currencies or other asset types as necessary.
In this section, you will find all the information about Wallets and Units.
In this article, you will get all the information about the types of wallets, which are shown in the main table. You will also learn to edit and add new wallets.
Please note that there must be a minimum of one wallet in the program - this is referred to as the default wallet. You can also create an unlimited number of optional wallets.
In this section, you can define the settings of the new wallet type and determine the status of its activity.
- Name - Name of the wallet
- Description - Short description of the wallet. Can be used for identification purposes as well as providing the description for customer-facing applications.
- Add translation - New translation for wallet name and description.
- Active - Status of the wallet. You can deactivate wallet at any time.
- Wallet code - Wallet identification code
- Singular - Singular form of the unit name. E.g. “Star”
- Plural - Plural form of the unit name. E.g. “Stars”
In this section, you can configure the settings of the wallets.
In this part, you can set when the Units will expire.
Expire Units method:
- After X days - Units will expire after a defined number of days
- Is all time active - Units never expire
- At the end of the month - Units will expire at the end of the month
- At the end of the x-th year - Units will expire at the end of the defined year. (if you set 0 as the value, the units will expire at the end of the current year)
- Units will expire after - Number of days after which units will expire
This option allows you to lock or unlock the Units. Expiration date of blocked units is calculated according to previously defined settings after units are unlocked.
If you tick the: "Units are never locked” checkbox, Units will be assigned to the pool of active Units and will immediately recalculate the Member's Tier(if wallet is set as tier calculation source) when his Transaction is registered in Open Loyalty.
Units will be locked when the button is unchecked and you enter the number of days the Units will be locked.
You can set two types of limits here:
- Global units limitation - it defines how many units can be added to all members for this type of wallet. You can set the limit for a time period or in total.
- Member units limitation - it defines how many units can be added to this type of wallet for a single memeber. You can set the limit for a time period or in total.
If you set both limts, they are active at the same time - units are not added to the user if the units transfer exceeds any limit. For example, the transfer can be within the member's unit limitation, but if it exceeds the global limitation it will not be processed.
Keep in mind, that these limits are only for automatic transfers (e.g. coming from campaigns), and you can still adjust the units manually if needed.
In this article, you will get all information about Member Unit Transfers which are shown in the main table. Also, you will learn how to add, spend, expire and cancel transfers assigned to a specific Member.
The list of capabilities of the Units:
As an Administrator, you have the permission to create Unit transfers for specific Members.
The most common situation when Members earn Units is in return for their transactions or select activities.
However, there is another option to add or spend Members' Units. In the Admin Panel, as an Administrator, you have the option to create Unit Transfers to a selected Member. This possibility is especially important when you have to add Units ad-hoc in special situations, e.g. delivery delay, the biggest purchase among customers in a year, etc.
Please note that your input may only have 6 digits after a comma. If your input will be longer than that, the last digit in your sequence will be rounded up or down. E.g. typed value (...) '1,1234567', printed value: '1.123457', or typed value: '1,1234564', printed value: '1.123456'.
Unit Transfers types
There are two types of Unit Transfers that are permitted with Open Loyalty:
- Add Units - adding a specific number of Units to the selected Member
- Spend Units - spending a specific number of Units to the selected Member
To create Unit Transfers:
- 1.Click “Add Unit Transfers”
- 2.Select the Unit Transfers type
- 3.Select wallet type - you can choose a wallet that will be affected by transfer
- 4.Select the Member - you can choose a Member by entering e-mail, phone, or loyalty card number
- 5.Enter the Units number
- 6.Add comment - optional
- 7.Click “Save”
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.
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 - comment that was added during creating the Transfer
- Created at - date of creating the Transfer
- Loyalty card number - loyalty card number of the Member to whom the Unit Transfer is assigned
- Issuer - information on where Units are sent from
To see a more detailed overview of all Unit Transfers, you can use filters. They will help you find the filtered data which 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 then you, as an Admin, would like to sort the Transfer by some data.
- First name
- Last name
- Phone number
- Email
- State
- 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:
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”
This action allows you to expire the selected Transfer of Units.
To expire the Unit Transfer:
- 1.Select the Transfer
- 2.Click the context menu
- 3.Click “Expire”
This action allows you to cancel the selected Transfer of Units.
- 1.Select the Transfer
- 2.Click the context menu
- 3.Click “Cancel”
Last modified 10d ago