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Set Up Points Extension and Reinstatement
To provide customers more time to redeem their points and to define reinstatement periods for currencies with the activity-based expiration model, create Loyalty Program Currency Extension Periods records. Then, configure Data Processing Engine definition runs to extend expiration, and run the Reinstate Points invocable action to reinstate points.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| User Permissions Needed | |
|---|---|
| To define extension and reinstatement periods: | Loyalty Management |
Define Points Extension and Reinstatement Periods
If multiple expiration extension or reinstatement window records apply to a member, Loyalty Management automatically uses the record that grants the highest value. For example, if you define a 3-month extension for all members and a 6-month extension for Gold tier members, then Gold tier members receive the 6-month extension.
Perform these steps to create an expiration extension or reinstatement window record.
- From the App Launcher, find and select Loyalty Programs.
- Open a loyalty program.
- From the Loyalty Program Currencies related list, open the currency record.
- From the Loyalty Program Currency Extension Periods related list, click New.
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Enter the values, including these.
Target Audience Reference Select the tier for which the extension period is applicable.
Exempt Expiry Select this option if you want the points to be exempt from expiration. If you select this option, select Expiry Extension as the extension type.
Extension Type To extend the expiration date, select Expiry Extension. To define the period for which your customer service representatives can reinstate points, select Reinstatement Window. - Save your changes.
A Loyalty Program Currency Extension Period record is created.
Set Up Expiration Extension Process
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Clone these Data Processing Engine templates.
Identify and Update Activity Dates for Loyalty Program Members It calculates and updates the last and previous activity dates for loyalty program members based on eligible activities. See Define Activities that Extend Activity-Based Points Validity. Expire with Grace Period Activity Based Non-Qualifying Points It expires non-qualifying points based on a member's last activity date and grace period. If the points have expired and the last activity date isn’t accurate, the definition also updates the last activity date.
When you run the definition, use the Process Run Date input variable to specify the reference date for point expiration. If you specify a future date, the definition uses the current date as the reference.
For example, if you run the definition on 15/4/2026, but you want to expire points that have lapsed by 31/12/2025, specify 31/12/2025. This is useful for expiring points in batches during data migrations and imports.
- If necessary, customize these definitions to meet your business needs. For example, customize the Expire with Grace Period Activity Based Non-Qualifying Points definition to send a reminder email 2 weeks before the points expire.
- Schedule the Data Processing Engine definitions to run periodically based on your business requirements.
After you schedule the definition to run periodically to expire activity-based points, don’t run the Expire Activity Based Non-Qualifying Points Data Processing Engine definition. If it is already scheduled, disable it.
Set Up Points Reinstatement
When you or your customer service representative runs the invocable action, the action performs these tasks.
- Credits the points that expired in the duration specified in the Loyalty Program Currency Extension Periods record.
- Creates a transaction journal with the Points Reinstatement journal type.
- Updates the Last Activity Date field for the loyalty program member to the reinstatement date.
If your program requires a fee for points reinstatement, implement custom logic to handle the transaction by using the Reinstate Points invocable action with other flow actions. For example, use a decision table to determine the reinstatement fee based on the number of points, and integrate a payment gateway to process the charge before running the invocable action.
