Summary

• The Interaction report shows the real-time status of all the activities. The activities can be of any type, credit or debit.
• The interaction report provides detailed information of the users who interacted with the Loyalty program or who performed loyalty action.
• The interaction report gives the date-wise details of each unique loyalty action performed by the user.
• The interaction report gives a single result row for unique loyalty actions performed by the user on a specific day and points related to those unique actions are combined in the point field.

Report Options

Navigation : Report > All Interactions

Report Filters: The All Interactions report is filtered through the date range. To search the report list through user information, click More. It is possible to find relevant records individually or collectively by using any of these search actions.

• Name: Enter the name of the member.
• Email: Enter the email address of the member.
• Order ID: Enter the Order ID.
• Action ID: Select an Action from the drop-down list, which displays both the action ID and action name.
• Store ID: Enter a Store ID.
• Coupon: Enter the coupon ID.
• Source: Enter the source from where the user places the order. For example, Store or Web.
• Content Text: Enter an alphanumeric string to search a partial value in one of the report fields. For example, if you enter 2304 - the last four digits of an Order ID - the search returns records that have that value anywhere in the system.

Once the user selects anyone of the above option, an input fields appears below to the date range as shown in the below image:

Report Overview

The following table provides configuration details of the interaction report.

Field	Description
Date	The date on which a user interacts with the Loyalty widget or performs the loyalty action.
Name	The name of the user who interacted with the Loyalty widget or who performed the loyalty action on a specific date.
User ID	The member’s User ID.
Action ID	The Action ID performed by the loyalty member.
Actions	The name of the Action, for example Return or Redeem.
Order ID	The internal ID for an order, if the member has performed the purchase action.
Custom ID	An additional identifier associated with the Action ID to describe a unique instance of the Action.
Coupon	The details of available coupons.
Points	The points awarded or utilized by the specific member against the loyalty action.
Points Expiration Date	The specific date by which any unused or unredeemed loyalty points will expire and become invalid. This date is determined based on the expiration policy set by the admin and signifies the last day the points can be used for rewards, discounts, or other eligible activities.
Section ID	An identifier for a survey section. A survey includes multiple questions for loyalty members to answer, and the questions are split into various sections to help them comprehend the context of the survey.
Section Name	The name of a section of a survey that includes multiple questions to distinguish it from other sections and to help loyalty members better grasp the criteria of sections.
Survey ID	An identifier assigned for several surveys in which loyalty members are given the opportunity to participate. The identifier helps in tracking and organizing survey responses, ensuring that each response is linked to the correct survey and participant. The Survey ID is essential for analyzing feedback, measuring customer satisfaction, and making data-driven decisions to enhance the loyalty program.
Survey Name	The surveys for loyalty members are named based on their criteria to differentiate and outline the contents of the survey in brief.
Reason	The reason for the activity. This may be a standardized selection from common reasons or a free-text explanation for the activity. If the Action ID is 1008 - Campaign Benefit, the Reason field displays the name of the campaign in which the member earned the benefit. This is particularly useful when the loyalty program has several campaigns running at the same time, and members may participate in more than one campaign. If a product purchased as part of a campaign is returned or cancelled, the Reason field displays {campaign_name} - Returned against Action ID 1008. When you Export an All Interaction report, the Reason field also displays the Campaign Name for Action ID 1008. All loyalty program records for Action ID 1008 - Campaign Benefit, including historical records, have been updated so that the Reason field contains the Campaign Name associated with the benefit. Action Series Benefits Interaction Report:   The interaction report displays the reward name claimed by the loyalty member in the coupon column and the name of the Action Series in the reason column, following the Series Benefit.
Source	The source for the activity, for example, Store or Web
Opt-In status	To initiate a point transfer and have it recognized under standard Action ID 176 or a custom Action ID to transfer points between two members, both the sender and receiver must have opted into the loyalty program.
	If the User ID matches the sender's ID, the Sender ID column remains blank, and the Receiver ID column contains the receiver's ID. Conversely, if the User ID matches the receiver's ID, the Sender ID column has the sender's ID, and the Receiver ID column remains blank. (Refer the screenshot above)
Sender ID	The unique identifier of the member initiating the points transfer, representing the individual who is sending the points to another member.
Receiver ID	The unique identifier of the member receiving the transferred points, representing the individual who is the intended recipient of the points being sent by another member.
Store ID	The Store ID is a unique code assigned to each store, serving as an identifier for the specific store.

Note: If the loyalty member completes the entire survey, they get benefits against Action ID 172.

The benefits are of two types:

• Bonus Points
• Reward Type

If the loyalty member completes a section of the survey, they get bonus against Action ID 173.

Export: Navigation : Export > Make An Excel Request. The data can be exported in the Make an Excel request. By using the request option, the admin can get the report data through the mail.

• Click on the Make an excel request option.
• When the popup box appears, type in the admin email address. The link is sent to the email address provided.
• Click on the link and download the report data in excel format.

In a few minutes, the specified email address will receive an email with a link to download the export file. Click the link to download the report data in Excel format.

The following are the fields in the exported interaction report:

Note: Some of the fields in the downloaded Excel files are visible only when hierarchy management and surveys are being utilized. Additionally, certain fields appear due to the configuration of extended attributes.

1. Date: The date when the interaction occurred.
2. Name: The name of the member involved in the interaction.
3. User ID: A unique identifier assigned to the member.
4. Email: The email address associated with the member.
5. Actions ID: A unique identifier for the specific action taken during the interaction.
6. Actions: The specific action that occurred during the interaction.
7. Order ID: The identifier for any order related to the interaction.
8. Coupon: The coupon code or offer used in the transaction.
9. Points: The number of loyalty points earned or used in the interaction.
10. Group Points: Points awarded as part of a group or collective points program. (This field is present when hierarchy management groups are included in the program)
11. Points Expiration Date: The date when the points will expire if not used.
12. Reason: The reason for the activity.
13. Source: The source for the activity.
14. Opt-In Status: Indicates whether the member has opted into communications or offers.
15. Section ID: A unique identifier for the section of the system where the interaction took place. (This field is present when the Surveys tool is included in the program).
16. Section Name: The name of the section where the interaction occurred. (This field is present when the Surveys tool is included in the program).
17. Survey ID: A unique identifier for the survey involved in the interaction. (This field is present when the Surveys tool is included in the program).
18. Survey Name: The name of the survey. (This field is present when the Surveys tool is included in the program).
19. Sender ID: The unique identifier of the person or system sending the communication or action. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
20. Receiver ID: The unique identifier of the recipient of the communication or action. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
21. Phone Number: The phone number associated with the member or interaction. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
22. User Role: The role or status of the member. (e.g., customer, admin). (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
23. Store ID: The unique identifier for the store involved in the interaction. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
24. Store Name: The name of the store where the interaction took place. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
25. Store Region: The geographical region where the store is located. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
26. Store Type: The type or category of the store (e.g., online, physical). (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).