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How to Configure Points Expiration (Pro)

Points that never expire become a growing liability and give customers no reason to hurry back. Expiration fixes both. This guide sets an expiry window and a reminder email in LoyaltyX Pro.

Before you start

Section titled “Before you start”

Have your program running with earning set up, so there are balances to expire. Decide on a window first. Twelve months is a common choice that rewards regulars without holding points forever.

Step 1: Enable points expiration

Section titled “Step 1: Enable points expiration”

Go to DevDiggers Plugins → LoyaltyX → Configuration → Points Expiration. Turn on Enable Points Expiration.

The Enable Points Expiration toggle switched on

Step 2: Set the expiry window

Section titled “Step 2: Set the expiry window”

Set Points will expire in to the number of days points last. For a twelve-month window, enter 365. Points count toward this window from when they are earned, so a balance clears a year after the points that made it up.

The Points will expire in field set to 365 days

Pick a window that fits your buying cycle. A store customers visit monthly can use a shorter window than one they visit once a year.

Step 3: Turn on the reminder email

Section titled “Step 3: Turn on the reminder email”

A balance that vanishes without warning frustrates customers. Turn on Send an Email Before Expiration, then set Send Email Notification Before Expiration to how many days ahead the warning goes out. A value of 14 gives customers two weeks to spend their points.

The Send an Email Before Expiration toggle on the Points Expiration tab

Click Save Changes.

Step 4: Edit the email content

Section titled “Step 4: Edit the email content”

Go to Configuration → Emails and edit two messages:

  • Points Expiration Reminder Email is the warning. Set a clear subject and tell the customer how long they have and how to redeem.
  • Points Expired Email confirms points have gone. Keep it brief and point the customer back to the store to earn more.

The Points Expiration Reminder Email fields on the Emails tab

Step 5: Check the Expiring Points tab

Section titled “Step 5: Check the Expiring Points tab”

Go to LoyaltyX → Expiring Points. Balances now show an Expires On date and a status. This is where you check who is about to lose points.

The LoyaltyX Expiring Points tab

Expiration runs on a daily schedule, so newly earned points pick up their expiry dates from now on.

Troubleshooting

Section titled “Troubleshooting”
  • No expiry dates appear: confirm Enable Points Expiration is on and you saved the settings.
  • No reminder email: check that the reminder is enabled and the days-ahead value is not larger than the expiry window.

Where to go next

Section titled “Where to go next”