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Points expiration

This documentation is for the WooRewards plugin

For each points and rewards system you create, you can set an expiration for the points. In this section, we’ll see the different points expiration possibilities. Finally, we’ll see how it impacts leveling points and rewards systems.

To set points expiration, go to WooRewards → Points and Rewards. Here, select the desired points and rewards system.

Go to the Points expiration group.

It is now time to choose how points will expire.

Summary

Expiration for inactivity

If you use this method, customers will lose their points if they have no loyalty activity for a set period of time.

To enable the expiration, check the box and set the period of inactivity after which the points will expire. The following rules will apply :

  • Every time a customer earns or spends points, he is counted as active and the period resets.
  • If the customer has absolutely no activity for the set period, he will lose all his points.

 

Transactional expiration

If you enable this method, customers will lose their points if they don’t use them within a certain period of time.

Information

You can compare this method to a first in → first out stock management rule. Customers always spend their oldest points and will lose them if they didn’t use them in time.

 

To enable the expiration, check the box and set the period after which the points will expire.

The following rules will apply :

  • Customers only lose the points they haven’t used during the period.
  • For this method to work, you mustn’t set the date field which is used for the periodical expiration.

 

Example

  • You set a transactional points expiration of 9 months.
  • John earns 300 points on January 1st
  • He spends 50 points on January 15.
  • He earns 100 points on February 2.
  • With the above settings, on October 1st, he loses 250 points.
  • On November 2, he loses 100 points.

 

Periodical Expiration

If you enable this method, customers will lose unused points periodically.

To enable the expiration, check the box and set the period after which the points will expire and the starting date.

The following rules will apply :

  • Customers only lose the points they haven’t used during the previous period.
  • For this method to work, you must set a value in the date field.

 

Example

John earned 300 points on January 1st and spent 50 points on January 15. He then earned 100 points on May 2. With the above settings :

  • on January 1st, the event is triggered and nothing happens.
  • on April 1st, the event is triggered and nothing happens.
  • on July 1st, the event is triggered and the customer loses 250 points.
  • on October 1st, the event is triggered and the customer loses 100 points.
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