Loyalty programs and store credit
UltraCart supports cashback and points-based loyalty programs. The Loyalty tab shows the customer's current balance and full ledger history, and lets you add manual adjustments when needed. What you see on this tab depends on which loyalty program type is configured for your account.
Cashback loyalty
When your account uses a cashback loyalty program, the tab displays a store credit summary and two ledger tables.
Store credit summary
Four values are shown at the top of the page:
| Value | Description |
|---|---|
| Available | The amount currently available for the customer to spend. |
| Total | The total store credit balance including vesting and available amounts. |
| Vesting | The amount earned but not yet available. Vesting amounts become available after the configured vesting period. |
| Expiring | The amount that will expire if not used before the expiration date. |
Past ledger
The past ledger table shows completed transactions -- credits earned and redemptions applied. Each entry includes:
| Column | Description | Sortable |
|---|---|---|
| Description | What the entry is for (e.g., "Order cashback", "Manual adjustment"). | Yes |
| Cash | The dollar amount credited or debited. | Yes |
| Order Id | The associated order, if any. Select to view order details. | Yes |
| Date | When the entry was recorded. Sorted newest first by default. | Yes |
Future ledger
The future ledger table shows entries that haven't matured yet -- amounts that are still vesting or scheduled to expire. The table has the same columns as the past ledger.
Adding a ledger entry
Select Add Ledger Entry above the future ledger table to manually credit or debit the customer's store credit balance. The modal has the following fields:
| Field | Required | Description |
|---|---|---|
| Description | Yes | A label for this entry (maximum 20 characters). |
| Amount | Yes | The dollar amount to add (positive) or remove (negative). |
| Expiration Days | No | The number of days until this credit expires. Leave blank for no expiration. |
| Vesting Days | No | The number of days until this credit becomes available. Leave blank to use the account-wide default vesting period. Enter 0 for immediate availability. |
When you leave Vesting Days blank, the merchant-configured default vesting period is applied. If you want the credit available immediately, explicitly set Vesting Days to 0.
Points loyalty
When your account uses a points-based loyalty program, the tab displays a points summary and two tables.
Points summary
Two values are shown at the top of the page:
| Value | Description |
|---|---|
| Current Points | The customer's available points balance. |
| Pending Points | Points earned but not yet available. |
Ledger
The ledger table shows how points were earned.
| Column | Description | Sortable |
|---|---|---|
| Created By | Who or what created the entry (e.g., system, manual). | Yes |
| Description | What the entry is for. | Yes |
| Loyalty Points | The number of points earned. | Yes |
| Order Id | The associated order, if any. | Yes |
| Date | When the points were recorded. Sorted newest first by default. | Yes |
Redemptions
The redemptions table shows how points have been spent.
| Column | Description | Sortable |
|---|---|---|
| Description | What the customer redeemed points for. | Yes |
| Redemption | Details of the redemption -- coupon code, gift certificate, remaining balance, or expiration date. | Yes |
| Loyalty Points | The number of points redeemed. | Yes |
| Redemption Date | When the redemption occurred. Sorted newest first by default. | Yes |
No loyalty program configured
If your account doesn't have a loyalty program enabled, the tab displays "No loyalty program." Contact UltraCart support or visit your account settings to enable a loyalty program.
Related pages
- Customers overview -- capabilities summary and page navigation
- Billing addresses and payment settings -- checkout controls and pricing tiers
- General customer settings -- customer profile and tags