Restrict Transactions According to Membership Status

Loyalty program managers can restrict the accrual and redemption transactions of all members according to their membership status. For example, you may need to restrict all transactions for members in a Merged status until the merge is complete, or, for members whose status is

Note:

Transaction restriction is applicable only for the transaction types Accrual, or Redemption, and for the transaction subtype Product.

To restrict transactions according to membership status:

1. Open the loyalty program with the restriction.

2. To deactivate the program, click the Active check box.

3. Click the Transaction Restrictions icon.

4. Add a new record to the Transaction Restrictions list and complete the following fields:

   • Status. Select the membership status to which the restrictions apply.

   • Restrict Accrual. If this check box is selected, then members in the selected status don't accrue points for their activities.

   • Restrict Redemption. If this check box is selected, then members in the selected status are unable to redeem points.

5. Click Save.

6. Click the Summary icon.

7. To reactivate the program, click the Active check box.