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Keep Transactions in Check with Capping Notifications

Managing your loyalty program means keeping track of transactions and points.

In your CMS, scroll down your module and click Program, select Capping, then open the Notifications tab.

A screenshot of the Program module in the CMS.

 

A screenshot of the capping tab in the CMS

Here, you will also see the other two (2) capping sections:

  • Transaction
  • Amount

Each section allows you to configure alerts based on your preferred limits.

 

Understanding the Notification Layout

  The table is organized per transaction type:

  • Earn
  • Transfer Points
  • Pay Point
  • Redemption

A screenshot of the notifications capping in the CMS.

For each of these, you can configure:

Notify Me (toggle switch) - This switch activates the notification.

OFF → No alerts
ON → Alerts will trigger once your threshold is met

Limit - This is the threshold. You define how many transactions
or how much total value before the system alerts you.

Frequency - This is the time window.

Example:  30 mins
(This means the system checks activity within a 30-minute window)

So essentially,

 Limit + Frequency = Your Alert Rule

Earn

Refers to points a customer collects. Alerts notify you when points earned exceed your set Limit within a set Frequency.

Example: 

Earn 500 points in 1 hour = trigger alert.

A screenshot of the Earn capping in the CMS

The amount section works the same way, it’s just the total amount. Turn on “Notify Me,” set your Limit, and set Frequency. For example, if you set 500 for 30 minutes, you will get notified when it reaches the amount or exceeds 500 within 30 minutes.

 

Transfer Points
Monitor how many transfer of points can happen.

A screenshot of transfer points notification  capping in the CMS

Example:

  • 10 transfers in 1hr = Alert
  • 3,000 points can be transferred in 1hr

 

Pay Point

Set a cap on how many pay-with-points transactions occur and for the amount set a cap on total points spent.

A screenshot of the pay with points capping in the CMS

Example:

  • 10 transactions in 1hr = Alert
  • 3,000 points used in 30 mins 

 

 

Redemption
To monitor reward redemptions, you can limit the number of redemptions within the time window and the total redemption amount.

A screenshot of the redemption capping in the CMS.

Example: 

10 redemptions in 30 minutes = trigger alert.

If you want to add a user for who will also get notifications for Capping, click “User Account” and select name(s). Don’t forget to click save.

A screenshot of selecting user account of who will get notification