Set Up a Transaction Cancellation

Let's see how to set up a transaction cancellation for a program.

1. First of all, let's create the required program-level attributes.

   1. Open Loyalty Programs, and then the Edit Program page for your program.

   2. Click Program Level Attributes, and then expand the Transaction Attributes section.

   3. Click Add next to the transaction attributes.

   4. Enter a name, such as Transaction Type, and from the Field list, select Transaction Type.

   5. Click Add.

   6. Enter a name, such as Transaction Sub Type, and from the Field list select Transaction Sub Type.

   7. For each attribute you created, select the Active check box.

      When you create the promotion rules for the program, these attributes are now available.

2. Next, let's create the promotion for accrual transaction cancellations.

   1. Open Promotions, and click Create Promotion.

   2. Complete the necessary fields.

      For example, in the Name field enter Accrual Cancellation. Select the program name from the Program menu, and from the Type menu, select Redemption. For the Subtype, select Cancellation.

   3. Click Save and Continue.

   4. Click Manage Rules, then Create New Rule, and enter a name for your new rule.

   5. Click New Condition.

   6. Create an IF condition where the attribute Transaction Type is equal to Redemption.

   7. Click And, and create a condition where the attribute Transaction Sub Type is equal to Cancellation.

   8. In the DO section of the rule, select the attributes you want to reverse the accrual transaction, such as Cancel Points.

   9. Click Save and Close.

3. You're nearly done. Next, create the promotion for redemption transaction cancellations.

   1. Open Promotions, and click Create Promotion.

   2. Complete the necessary fields.

      For example, in the Name field enter Redemption Cancellation. Select the program name from the Program menu, and from the Type menu, select Accrual . For the Subtype, select Cancellation. .

   3. Click Save and Continue.

   4. Click Manage Rules, then Create New Rule, and enter a name for your new rule.

   5. Click New Condition.

   6. Create an IF condition where the attribute Transaction Type is equal to Accrual.

   7. Click And, and create a condition where the attribute Transaction Sub Type is equal to Cancellation.

   8. In the DO section of the rule, select the attributes you want to reverse the redemption transaction, such as Assign Points or Assign Voucher.

   9. Click Save and Close.

Suppose you want to set a specific cancellation action for individual promotion-level attributes. This lets you override the program-level actions you're configuring here, and gives you more control over what happens to canceled transactions involving particular attributes.

Here's how you specify the cancellation action for an individual promotion-specific attribute:

1. Open the required promotion, and if it's active, deactivate it.

2. Click Promotion Attribute.

3. Select the promotion specific attribute you want to edit, and deactivate it.

4. Select an option from the Cancel Action list:

   • Cancel change. Cancels the recent action.

   • Leave as is. Leaves the action unchanged.

   • Revert. Restores the attribute to its previous value.

5. Reactivate the attribute.