Introduction
The Managed Transactions page is found under the Transactions tab > Managed Transactions sub-tab.
Manage Transaction Grid
On this page, you will find all transactions recorded within the program. These transactions may have been input via API, the tablet application, the mobile application, uploaded files, or through the back office.
On the left-hand side, there is a tab that allows you to check multiple items at once, select all items, or clear all selections. You can also perform various actions, such as deleting, suspending, or unsuspending members. Depending on your program setup, some transactions may appear in a pending status.
Filter Members
There are two buttons on the top left. One is a filter and the other is column sorting tool. You can filter date ranges by preset timeframes, All Time, or a Custom timeframe. You can view different contact lists and employees who have posted transactions.
Edit Column
You can also display transactions columns by making visible or hidden by clicking the checkbox. Additionally, you can choose which columns you would like to display by dragging the value to the top of the list.
Action Column
The action column offers options to delete and edit transactions. Click the edit transaction button to edit a transaction. To view a member, click the hotlink in the Member Identifier column. If transactions are edited or deleted, they update the member points and transaction history throughout the platform.
Create Transaction
You can add a new transaction by first selecting a single location to post the transaction. Once a single location is selected, you can press the New Record button. The New Record button will display an error if All Locations are being viewed. You also have the option to export your transactions.
Alternatively, if you've selected a single location, you can create a new transaction by going to the Transactions > Post Transactions button.
Resend E-gift Card
On the Manage Transactions page, when a member redeems a reward, you have the option to resend it by clicking on the offer name of the gift card they redeemed.
Once you click on the e-gift card, you’ll have the option to resend it to the member’s email and/or phone number. If both are provided, the reward will be delivered via both channels. You can also update the email or phone number before resending, in case the member has new contact details. Please note that any updates made here will automatically reflect on the member’s profile.
E-gift redemptions are now also available on the mobile app. To enable this feature, follow these steps:
Go to Tools & Settings > Apps > Mobile App Settings. Select the app, then navigate to Menu Names > Use Points tab. From there, toggle Enable E-Gift Redemptions to turn on the feature.
If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you.