Loyalty - display points history and origins

Table of Contents


Open questions

Business Questions

  1. Are the users of admin tool in Iberia currently? How should the changes be aligned with them before the feature activation?

  2. Should all of loyalty transaction status appear in the timeline (CLAIMED, PENDING, VOID)

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Business Answers

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Tech Questions

  1. For test purposes, how can we create loyalty transactions with the following channels in Dev/Staging environments: RECEIPT, RESTAURANT, MOBILE, THIRD-PARTY?

  2. After generating an ORDERLESS transaction from a PLK 4-digit code, how can we simulate the redemption at restaurant in Dev/Staging environments?

Tech Answers

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Business problem

Displaying the full history of points utilization and source will help the Customer Support team to have a clear view of the customer interaction with the program.

Proposal

Display two different transaction cards in Admin tool depending if it comes from User or System channels.

System channels

The same transaction card that is currently showed in the loyalty timeline, containing shortId, points, reason and comment.

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User channels

New card with link to the order that generated the transaction, shortId, LoyaltyId, list of items redeemed and their point cost, points balance.

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