Cancelling Loyalty Members’ Transactions
You can cancel different types of members’ transactions. For example, you can cancel members’ accrual or redemption transactions:
If members mistakenly redeem points for a product they do not want, then they can call the help desk to have the member service representative cancel the redemption. They must call before the redemption has been fulfilled.
If members change their minds and decide to earn points in a partner’s loyalty program instead of in your loyalty program, then they can call the help desk to have the member service representative cancel the accrual that they earned previously.
For information about canceling accrual transactions with consolidated accrual items, see Cancelling Transactions with Consolidated Accrual Items.
If a member cancels a redemption, then some of the points might have expired since the member redeemed them. If so, then these points are no longer available if the redemption is cancelled. These points are added back to the member’s account, but the points are past their expiration date and cannot be used. It is necessary for these points to be expired, because otherwise members could perform transactions and then cancel them, in order to avoid point expiration dates.
You can also configure different cancel actions for members and different types of promotions depending on the data type of the attribute. Cancel actions include:
Leave As Is. This action is available for all data types. If selected, then the value of the attribute remains the same when a transaction is cancelled.
Revert. This action is only available for string and number data types. If selected, then the value of the attribute is reverted to the value before the canceled transaction was processed.
Cancel Change. This action is only available for the number data type. If selected, then the value after the transaction is cancelled depends on the following:
Addition. If the cancelled transaction added the attribute value, then the cancellation subtracts that same amount from the attribute value.
Subtraction. If the cancelled transaction subtracted the attribute value, then the cancellation adds the same amount to the attribute value.
Multiplication, division, or set values. If the cancelled transaction multiplied, divided, or set the attribute value, then the cancellation reverts the attribute value to the value prior to the cancellation transaction.