Wallets Other Functions
This Ongoing Management Guide provides the configuration steps required to maintain and optimize TRIFFT Wallets, including point earning logic, redemption (burn) rules, and manual adjustments.
| Topic / function | TRIFFT Wallets |
|---|---|
| Audience | CRM / Marketing Ops / Lifecycle owner |
| Goal | Maintain, edit, pause, troubleshoot, and improve the setup over time |
Other functions covered
- Earn Rule Optimization: Adjusting point multipliers for specific campaigns or tiers.
- Burn Rule Management: Updating the cost of rewards or "points-to-currency" redemption rates.
- Expiration Scheduling: Managing point validity periods to control financial liability.
- Manual Point Adjustments: Issuing "goodwill" points or correcting transaction errors.
- Audit Trail Review: Monitoring point movements to detect fraud or system discrepancies.
Action description (Example: Managing and Adjusting Point Rules)
- Navigate to Wallet Settings: Log in to the TRIFFT Cockpit and go to Settings > Loyalty Rules.
- Edit Earn Rules: Select the active earn rule to adjust the multiplier (e.g., changing from 1 point per €1 to 2 points per €1 for a weekend promo).
- Configure Exclusions: Apply or update filters to exclude specific product categories, taxes, or shipping costs from earning points.
- Manage Redemption (Burn) Logic: Go to Content > Rewards to adjust the point cost for specific vouchers or items.
- Set Validity and Expiration: Update the Point Expiry settings (e.g., points expire after 12 months of inactivity) to manage the program's point debt.
- Execute Manual Adjustments: Use the Support Center to search for a member and click Adjust Points to add/remove points with a mandatory reason code.
- Add Testing Steps: Perform a test transaction on a staging account to ensure the new multipliers or expiration dates calculate correctly.
- Confirm Status: Save changes and monitor the Order Ledger to verify that new transactions follow the updated wallet logic.
Ongoing management checklist
- Liability Audit: Regularly review the total "Points in Circulation" versus "Points Redeemed" to ensure budget alignment.
- Fraud Detection: Monitor the audit logs for unusual manual point adjustments or high-frequency earn events from single accounts.
- Tier Sync: Verify that point-earning multipliers correctly increase for higher-tier members if tier-based earning is active.
- Communication Check: Ensure that automated Push Notifications or emails for "Points Expiring Soon" are triggering at the correct intervals.
- Integration Integrity: Check that orders from Shopify or POS are consistently injecting the correct subtotal for point calculation.
Updated 3 days ago
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