Introduction
Flits allows merchants to expire unused credit balances annually. This feature helps clear unused credits while encouraging customers to use their leftover credits before they expire.
Steps to Set Up a Yearly Credit Expiration Rule
1. Access the Yearly Expiration Feature
- Navigate to the Flits admin panel.
- Go to Premium Tools > Loyalty & Rewards > Click Set up > Scroll down to the Yearly Expiry section.
2. Add Expiry Dates
- Click Add expiry dates to open the rule setup page.
3. Define the Credit Expiry Duration
- Click the inputbox under Expire reward credits duration (start date - end date) to open the calendar.
- Select the Start date and End date for the credit duration you want to expire.
- Example: If you want to expire credits earned between 12 September 2022 and 15 July 2023, select these two dates.
4. Set the Reward credit expiry date and Expiration reason
- Under Reward credit expiry date, Choose the date on which the unused credits of all customers will expire and add a reason for these credits to be expired under the Comment box.
5. Activate the Expiry Rule
- To activate the yearly expiry rule:
- Toggle the status to Active in the status panel.
- Click Save Changes.
- If you’re unsure about executing the expiry of credits, you can leave the rule in the Inactive state.
Informing Customers About Credit Expiration
You can notify customers about their expiring credits both before and after the expiration:
- Use email or push notifications to send reminders.
- Ensure notification settings are configured in advance via the Notifications section.
Need Help?
If you require assistance with this process, contact our support team at support@getflits.com.