Batch Mode Processing is a convenient way to integrate custom activities or purchase activities that are performed offline, for example, an in-store purchase via Point-of-Sale (POS) system. All loyalty activity files in the designated CSV format can be uploaded in a specified format to a FTP server setup for you. Zinrelo will process all uploaded files starting at approximately 12 midnight US Pacific time at end of each day.
All loyalty activities are passed through a business rules engine to apply the rules relevant for that activity. For example, if 5X points are to be awarded for every dollar of purchase, the 5X business rule will be applied to each purchase imported from the batch upload. This information is sent to the Loyalty Rewards engine which processes the points. Loyalty members are notified by email about points earned within 24 hours after the uploaded file is processed.
The FTP location and the access credentials to upload your files can be found in the ‘General’ tab of your admin console.
Alternatively, you can also upload a .CSV file in the console itself. Before processing the file a validation check will run at our end and we'll let you know the status of the file. If it has some errors, you will be notified about the same and also in case if it is processed successfully.
Batch Mode Upload
There are two types of loyalty activities that can be uploaded via Batch Mode:
- Offline Purchase Activities (e.g. Purchases Point-of-Sale or via Telephone)
- Offline Custom Activities (e.g. Points for entering a store, Points for running 10K etc.)
Awarding Points for Offline Purchases
To award points for any offline purchase activity, you must upload the following 3 purchase activity files in CSV format:
- Purchase Activity (required):
This file contains a list of all purchase transactions with the order details necessary to award points for purchases.
Naming Convention: ZN_DAILY_ORDERS_YYYYMMDD.csv
- Products Data (recommended):
This file contains itemized product details for each order. It is required only if you want to apply product-specific business rules for awarding points e.g. Awarding 2x points for category=SHOES. The order ID is the unique key used to match product data with the orders from the ‘Purchase Activity’ file and points will be awarded based on the business rules configured in the Zinrelo admin console.
Naming Convention: ZN_DAILY_PRODUCTS_YYYYMMDD.csv
- Returns Activity (optional):
This file contains details of all returned orders. The order ID is the unique key used to match the returns with the original award transaction and points will be deducted for the original order.
Naming Convention: ZN_DAILY_RETURNS_YYYYMMDD.csv
For details about these files, and to download sample files, visit page Purchase Activity Integration via Batch Mode.
Awarding Points for Offline Custom Activities
Awarding points for any offline custom activity other than purchase can be done by grouping all such activities into a common file in CSV format.
This file contains details about each custom offline activity, other than purchases, for which points are to be awarded. This file will contain activity IDs. A pre-requisite is that a custom activity corresponding to each activity ID has been configured and made live in the Zinrelo console. The activity ID will be used to associate the award transaction with an activity. Points will be awarded based on the rules configured in the Zinrelo Admin Console.
File Naming Convention: ZN_ACTIVITY_YYYYMMDD.csv
For details about this file, and to download a sample file, visit page Custom Activity Integration via Batch Mode.