Retroactive job set up

Step 1 - Prepare
Before starting the retroactive job:

• Loyalty Program must be Enabled

• Any earning rule you want to apply must be Enabled + Configured

• Customer sync must be completed (done automatically after installation)

Step 2 - Open Retroactive Points

• Go to Loyalty Program in the Keystone Loyalty Rewards app

• Click Configure Retroactive Points

Step 3 - Select Earning Rules
Choose one or more of the supported rules:

• Orders

• Signup

• Newsletter

Step 4 - Choose Time Period

Step 5 - Configure Customer Emails (optional but recommended)
Navigate to:
Email Notifications → Retroactive points earned

• Enable/disable the notification

• Customize email content

• Preview before sending

Emails include:

• Points awarded retroactively

• Which actions earned points

• Updated balance

• Link to view points history

Step 6 - Run Retroactive Points

• Click Start Retroactive Points
  Important: This process cannot be canceled or run again. Review all settings carefully before confirming.
  
  

Step 7 - Download Reports
After the job is complete, two CSV reports are generated:

Customer Balances Report
Shows new balances after retroactive application
Fields include: Customer ID, Name, Email, Previous Balance, Retroactive Points, New Balance

Transactions Report
Detailed breakdown of each earned transaction
Fields include: Customer ID, Email, Transaction ID, Points Awarded, Earning Rule, Original Date, Order ID (if applicable), Tags

Reports are available for 30 days before being automatically removed.