Points Expiry

Points Expiry automatically resets customer points to zero after a set period of inactivity, helping keep customers engaged. You can configure global expiry periods, set individual or group overrides, and exclude customers as needed.

Access:
Keystone Loyalty Rewards app > Loyalty Program > Program Settings > Points Expiry

Enable/Disable Points Expiry

• Enabled: Points expire after inactivity, daily checks run, customers are notified, and expired transactions are archived

• Disabled: Points never expire, no inactivity monitoring

Inactivity Periods

• Global: Default period for all customers (in months)

• Individual Overrides: Set custom periods for specific customers (e.g., VIPs get longer periods)

• Bulk Overrides: Apply custom periods to multiple customers at once

• Tag/Segment Rules: Automatically assign expiry periods based on tags or customer segments

• Priority: Individual overrides > Tag/Segment rules > Global period

Excluding Customers

• Prevent points from expiring for specific customers

• Supports individual or bulk exclusions

• Common for VIPs, high-value, or lifetime customers

Expiry Process

• Daily automated check for expired points

• Expired points reset to zero, an "inactivity expiration" transaction is created, and previous transactions are archived

• Customers can be notified if notifications are enabled

Extending Expiry Dates

• Extend expiry for individual customers, groups, or all customers

• Useful for promotions or special campaigns

Customer Notifications

• Notify customers before points expire or when points have expired

• Helps drive re-engagement and retention

Use Cases

• Re-engagement campaigns: Remind inactive customers

• VIP retention: Give longer expiry periods to top customers

• New customer activation: Encourage early engagement

• Seasonal promotions: Extend points during holidays

Points Expiry ensures regular customer engagement by automatically expiring points after inactivity. It offers flexible configuration for global, individual, or group settings, with options to exclude customers, extend expiry, and notify customers. Expired transactions are archived, not deleted, and settings take effect immediately. Please check here for more: https://key-stone.app/docs/loyalties/loyalty-program-settings/points-expiry.html