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Expired points

You can manually expire points depending on your store’s policy.

Managing point expiration

You can expire customer points manually.

  1. Go to Customers>Incentives>Points and open the Expired points tab.

  2. You can choose whose points to expire and send email notifications.

 

 

Caution 
 

  • Changes to the store's point expiration policy must be reflected in your Terms of Use and notified to customers in advance.
  • Notify customers of the revised terms at least 30 days before the effective date via your store and email.
  • Refer to standard practices in the industry when drafting your revised policy.
  • The expiration policy must be fair and not overly unfavorable to customers.
  • Retroactively applying expiration to points earned before the policy revision may be considered unfair.

Expiring points

  1. Set a date in Points to expire. 
    You can search for points earned by customers until that date.
     
  2. Select a customer level to expire points. 
    You can select all levels or a specific one.
     
  3. Enter a threshold amount in Minimum points to expire.
    For example, entering 100 will include customers with at least 100 points.
     
  4. After selecting search conditions, click Search to view Summary for the period and Customers with points to expire. To download the data in a CSV file, click Export as CSV.
     
  5. To send email notifications to the customers in the search results, click Send emails to notify expiration. An email notification will be sent to them the next day.
     
  6. You can click Schedule expiration to schedule point expiration for the customers in the search results.
    Points will be expired in batches during the early hours of the next day.

 

 

Note 
 

  • We recommend sending expiration notifications 7–30 days before the expiration date.
  • If customers use or earn points after scheduling the expiration, the actual balance may differ at the time of expiration.
  • Expired points cannot be restored.

 

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