Advanced Transaction Types

Written By Devin O'Neill ()

Updated at April 23rd, 2025

Summary

  • Advanced Transaction Types enables the administrator to set the transaction based on the transaction type and ratio. It also sets a duration of time during which that ratio will be available before expiration.
  • Configuring this field allows the administrator to define Transaction Type, Ratio, and Action.

Navigation: Additional Loyalty Settings

Navigation: Additional Loyalty Settings > Advanced Transaction Types

Capabilities

Advanced Transaction Types allows the administrator to Add New Advanced Transaction Types, as well as defines Transaction Type, Ratio, and Action. Based on the ratio, the transaction points will be calculated.

  1. Add New Transaction Type: Allows a new transaction to be added.
  2. Transaction Type: Defines the type of transaction.
  3. Ratio: Allows an administrator to assign a particular ratio of available points to a transaction.
  4. Edit: Administrators can edit the details given for members.
  5. Delete: Administrators can remove existing records of members.

Configuring Add New Transaction is described below:

  • Transaction Type: Defines the transaction type by debit card, credit card, loan, etc.
  • Ratio: Allows an administrator to assign a particular ratio of available points to a transaction.
  • Points Expiration: Sets a duration of time during which that ratio will be available before expiration.

There are two types:

Rolling : Defines the number of days in which the points will expire.
Calendar: Defines the date on which the points will expire.