How to Make Customer Points Expire

Using Campaigns Triggers & Campaign Actions you can make points expire as a way to encourage your customers to spend them quickly. Below you'll find information about the two most common point expiration campaign types and how to make them yourself!

Limitations: Currently there is no way to have points expire based on when they were earned. 

Expiration Based on Date

Points can be set to expire on a specific date and time, with the option to make the campaign recur automatically each year (e.g., at the end of the calendar year or on a custom annual date). 

This expiration campaign applies simultaneously to all customers or to a specific targeted group.

Expiration Based on Activity

Points can be configured to expire based on individual customer activity. For example, you can set points to reset to zero if a customer has not checked in for a specific timeframe, such as 180 days after their last visit. 

Unlike fixed-date campaigns, this campaign triggers dynamically for each customer based on their behavior.

Setting up the Campaigns

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Step 1: Create a New Campaign Folder

① Log in to your portal.tapmango.com account and navigate to Campaigns > Automations.

② Click Create New located at the bottom of the page.

③ Name the campaign folder "Points Expiration" (or a similar descriptive name). Leave the Expiration Date field blank and ensure the Active checkbox is selected.

Step 2: Create Your Campaign Activity

④ From within the "Points Expiration" folder, click + Create Activity located at the bottom of the page.

Select the Trigger Type that matches the type of point expiration campaign you want to create.

Expiration Based on Date and Time

Select On Specific Date as your trigger type.

Set the Date and time you want the campaign to run.

Under Advanced Settings you can select whether you want this campaign to run once or recur.

Click Submit to save.

Expiration Based on Activity

Select the desired point expiration trigger from the Trigger Activity dropdown menu. For example, 'N Days after customer's last check-in':

Enter in the number of days after a customers last check-in that they will have their points expire.

You can set an Effective Date if you want the system to start counting from on a specific date.

Click Submit to save.

Step 3: Create The Campaign Action

After defining your trigger(s), you must create the corresponding action to reduce each customer's point balance to 0.

⑤ Click + Add Action and set the Action Type to Assign Points.

⑥ Set the Action to Set Points To and then set the Points value to 0.

⑦ Click Submit to save.

Step 4: Activate Your Campaign

⑧ Click the 3 dots to the right of the campaign and click

Notify Your Customers

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We recommend notifying customers before their points are set to expire as a curtesy as well as to avoid potential conflicts. 

For instance, if customer points are set to be erased after 180 days without a purchase, you can create a campaign to send a text or email at the 130-day mark. This gives customers a 50-day window to visit your business, make a purchase, and keep their points active.

To create this campaign you will need to select the Trigger Type 'N Days after customer's last check-in' and the Action type as Send SMS or Send Email.