Points earned by your customers are a liability in your accounting books. It is a good practice to have an expiration policy. Not only does this help to limit the liability, it also pushes the customers to redeem their points and make more purchases.
Zinrelo allows you this option through the Points Expiration configuration.
If you are looking for an overview of Configuring Zinrelo admin console, please see this document - Getting Started with Zinrelo Configuration.
Navigating to Points Expiration section
Points Expiration configuration settings are available under the ‘Program Settings’ tab. Refer to the screenshot attached below:
Configuring Points Expiration
If you don’t want to set any expiration date for the points,you can do so by selecting ‘Never’ option from the ‘Points Expiry’ drop-down list.
If you decide to set-up an expiration policy for points, these are the configuration fields to be set-up:
Definition of inactivity
‘Activities which would keep the account active’ field allows you to define expiry. As long as the customer performs one of the selected activities, the account is considered active and points would not expire.
Period of inactivity
Decide the time period (in months) within which the customer needs to perform any of the activities selected in the earlier section to keep the account active. If the account is inactive for that period, all the points will expire.
Each time the customer does one of the selected activities, the expiration date is reset.
You also have the option to send Reminder mails to users 2, 7, 15 and/or 30 days before their points are about to expire. The email content is configurable from the Email Notifications section.
Once you have configured the Points Expiration settings, next step is to set-up End-user Dashboard. For detailed instructions on setting it up, see this document – Configuring End-user Dashboard.