Post Purchase Earn
This section reflects the previous release and will be updated soon. If you need to use this feature before documentation is updated, please reach out to your Client Success Representative or Technical Solutions Architect.
This feature may not appear in the Console depending on configuration.
Customer service representatives can enter a transaction ID and apply points for members who didn't receive their points (for example, because they forgot their card). This action can only be performed within 168 hours of the original transaction. Post Purchase Earn (PPE) availability depends on configuration.
- When a member initiates a PPE, ES Loyalty evaluates for eligible spend and adds it to their tier contribution. This could result in a tier status upgrade (as status is driven by contribution) if the member is registered and eligible for tier status.
- PPE doesn't result in the recalculation and issuance of points from either the ongoing tier benefit or any other offer targeted to specific tier status members. These would require evaluation of the member profile data, which the PPE process doesn't include.
- PPE only issues base points or points from MASS (audience = everyone) offers. Only the contents of the cart are evaluated.
Attribute a post-purchase earn
- From the top menu of the Console, select Membership > Member Search. Select any option, enter a valid value, and click Search. Click the record returned to open the member details page.
- Select Actions > Post Purchase Earn.
- Enter the transaction ID (this can be found on the customer receipt; note that there is a 50-character limit).
- Click Search.
If an applicable transaction ID has been entered, high-level details are displayed showing the balance available for that transaction. If you provided an external identifier for the transaction, it is displayed here under External Trans ID.
If the account isn't anonymous, or if post-purchase earn points have already been awarded on this transaction, the following error message is returned: Account is not anonymous or a post purchase earn has already been completed.
- Select a transaction to view its details. If points are available to be earned, click Apply Balance to add the points to the account reward points balance. A message confirms that the points have been added to the member's account.
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Note: If a PPE action is attempted on a transaction that has been voided (completely reversed), the following error message appears:
Transaction has been fully adjusted. """ - Once points have been successfully applied to the member's account, the post-purchase earn transaction appears in the transaction table under the Transactions tab.