Points Expiry Settings

Points Expiry Settings

Points Expiry Settings in Reward Points Settings allow you to configure when and how reward points expire. You can set expiry periods, expiry rules, expiry notifications, and handle expired points. This guide covers all points expiry configuration options.

Accessing Points Expiry Settings

To configure points expiry settings:

1. Navigate to Settings → Reward Points Settings
2. Click on "Points Expiry Settings" or "Expiry Configuration"
3. Configure expiry options as needed

Enable Points Expiry

Activation

Enable or disable points expiration:

• Enable Expiry: Turn on points expiration feature
• No Expiry: Points never expire
• Conditional Expiry: Expiry based on conditions

Expiry Policy

• Always Expire: All points expire after set period
• Selective Expiry: Only certain points expire
• No Expiry: Points never expire (lifetime validity)

Expiry Period Configuration

Expiry Time Period

Set how long points remain valid:

• Days: Points expire after X days (e.g., 90 days, 180 days)
• Months: Points expire after X months (e.g., 6 months, 12 months)
• Years: Points expire after X years (e.g., 1 year, 2 years)
• Custom Period: Set custom expiry period

Common Expiry Periods

• 30 Days: Short validity period
• 90 Days: 3-month validity
• 180 Days: 6-month validity
• 365 Days: 1-year validity
• 730 Days: 2-year validity

Expiry Calculation Methods

From Earning Date

Points expire from the date they were earned:

• Earning Date + Period: Expiry = earning date + expiry period
• Example: Points earned on Jan 1 expire on Apr 1 (90 days)
• Individual Expiry: Each point batch has its own expiry date

From Last Activity

Points expire from last customer activity:

• Last Purchase Date: Expiry from last purchase date
• Last Redemption Date: Expiry from last redemption date
• Last Activity Date: Expiry from any last activity
• Activity Resets Expiry: Activity extends expiry period

Fixed Expiry Date

All points expire on a fixed date:

• Year End: All points expire at end of year
• Financial Year End: Expiry at financial year end
• Custom Date: All points expire on specific date

Expiry Rules

First In First Out (FIFO)

Oldest points expire first:

• FIFO Method: Points earned first expire first
• Batch Expiry: Points expire in batches by earning date
• Automatic Deduction: System automatically deducts oldest points

Last In First Out (LIFO)

Newest points expire first:

• LIFO Method: Most recently earned points expire first
• Reverse Order: Points expire in reverse chronological order

Proportional Expiry

Points expire proportionally:

• Proportional Deduction: Expire points proportionally from all batches
• Weighted Expiry: Expire based on weighted average

Expiry Exceptions

Exempt Points

Points that don't expire:

• Bonus Points: Bonus points may not expire
• Promotional Points: Special promotional points exempt
• VIP Points: VIP customer points may not expire
• Specific Categories: Points from specific sources don't expire

Extended Validity

• Activity Extension: Activity extends expiry period
• Purchase Extension: Purchase extends all points expiry
• Redemption Extension: Redemption extends remaining points
• Manual Extension: Allow manual extension of expiry

Expiry Notifications

Customer Notifications

Notify customers about expiring points:

• Enable Notifications: Turn on expiry notifications
• Notification Timing: When to send notifications (e.g., 30 days before, 7 days before)
• Multiple Reminders: Send multiple reminders at different intervals
• Final Warning: Send final warning before expiry

Notification Methods

• Email Notifications: Send expiry reminders via email
• SMS Notifications: Send SMS reminders
• In-app Notifications: Show notifications in customer portal
• Invoice Messages: Include expiry info on invoices

Notification Content

• Points Balance: Show current points balance
• Expiring Points: Show points that will expire
• Expiry Date: Show expiry date
• Redemption Options: Suggest redemption options

Staff Notifications

• Expiry Alerts: Alert staff about upcoming expiries
• Bulk Expiry Reports: Reports on points expiring soon
• Expired Points Reports: Reports on expired points

Expiry Processing

Automatic Expiry

• Auto-expire: Automatically expire points on expiry date
• Batch Processing: Process expiries in batches
• Daily Processing: Run expiry process daily
• Real-time Processing: Expire points in real-time

Manual Expiry

• Manual Approval: Require approval before expiring points
• Review Process: Review expiring points before expiry
• Selective Expiry: Manually select points to expire

Expired Points Handling

Points Deduction

• Automatic Deduction: Automatically deduct expired points
• Grace Period: Allow grace period after expiry
• Restoration Option: Allow restoring expired points

Expired Points Records

• Maintain History: Keep record of expired points
• Expiry Reports: Generate reports on expired points
• Expiry Analytics: Analyze points expiry patterns

Expiry Reports

Expiry Analytics

• Points Expiring Soon: Report on points expiring in near future
• Expired Points Summary: Summary of expired points
• Expiry Trends: Analyze expiry trends over time
• Customer Expiry Report: Expiry report per customer

Grace Period

Grace Period Configuration

• Enable Grace Period: Allow grace period after expiry
• Grace Period Duration: Length of grace period (e.g., 7 days, 30 days)
• Grace Period Redemption: Allow redemption during grace period
• Grace Period Notifications: Notify during grace period

Best Practices

• Reasonable Period: Set expiry periods that give customers time to use points
• Clear Communication: Clearly communicate expiry policy to customers
• Advance Notifications: Send notifications well before expiry
• Grace Period: Consider grace period for customer convenience
• Regular Review: Review expiry policy effectiveness
• Balance: Balance expiry policy with customer satisfaction
• Legal Compliance: Ensure expiry policy complies with local regulations

Related Settings

Points expiry settings work together with:

• Points Earning Rules: Expiry affects value of earned points
• Points Redemption Rules: Expiry creates urgency for redemption
• Notification Settings: Configure expiry notifications

Troubleshooting

Points not expiring?

• Verify expiry is enabled
• Check expiry period configuration
• Ensure expiry processing is running
• Review expiry calculation method

Customers not receiving expiry notifications?

• Check notification settings
• Verify customer email/phone is correct
• Review notification timing
• Check notification delivery logs

Proper expiry settings balance program sustainability with customer satisfaction!