#Loyalty activity

Loyalty → Activity is your program's history: every point earned or spent, every reward issued, every join and tier change.

#Read the feed

Each entry says what happened and which rule caused it. A points entry shows the amount and the balance it left behind, so "+300 stars (balance after: 500 stars)" tells you where a member stood on that date. Click the rule to narrow the feed to everything it produced.

Click an entry to open it on its own page, with the member's latest activity listed under it. The Loyalty activity link at the top of the page takes you back to the feed, with your search and filters as you left them.

Joins are hidden when the page opens, because they crowd out everything else. Open the Type filter to put them back.

The feed starts from the day the program was built, so members who joined before then have no earlier entries.

The events your own systems report, like a class attended or a coffee bought, have their own list under Loyalty → Events. The feed shows what those events earned.

#Adjust a balance

1. Open Loyalty → Activity and press New adjustment.
2. Pick the member, enter the amount (positive or negative) and a reason. The reason is stored on the entry so you can see later why the balance moved.

To undo a points entry instead, open it and pick Revoke from the ... menu at the top right. Only points entries can be revoked; the other kinds are history rather than a balance. Points a member spent on a reward aren't revoked here: withdraw the reward instead, which gives the points back and stops its code working (Loyalty rewards).

#Expire points in bulk

Ending a batch of points at once, like everything earned before a cutoff date, needs a developer. See the Loyalty activity API. Expiry shows on each member's feed as a debit rather than a silent rewrite.

#Export

From the ... menu next to New adjustment on the same page:

• Export members writes one row per member with their tier and points balance.
• Export activity writes the whole ledger. This is the file to hand to an accountant reconciling your points liability.

Finished files appear under Settings → Exports.

#Ask the assistant

The assistant can read the feed too, so you can ask what a member's balance was on a date rather than counting back by hand.

#Next steps

• Bring members in from a spreadsheet: Importing loyalty members.
• Find and withdraw a reward: Loyalty rewards.
• Change what members earn: Loyalty rules.