How to Manage Expiring Points

Points that are going to expire create an urgency for customers to use these points, but they also require you to manage how you handle point expiration and any issues that may arise from it. When you do not properly manage an expiration, the result is a frustrated customer who has less faith in your loyalty program, therefore ruining their trust in your company.

This article will demonstrate how to accurately monitor, communicate and manage Expiring Points using LoyaltyX – WooCommerce Points and Rewards plugin.

The Basics of Expired Points in LoyaltyX #

To successfully manage your Loyalty Program, it is important to understand and manage Expired Points, which is achieved with the help of the Expiring Points Dashboard. Through the Expiring Points Dashboard, you will gain an understanding of what points are about to expire, allowing you to reach out proactively to your customers regarding their upcoming expirations and maintain their involvement with your loyalty program.

Also, by observing the trends, you can manage trends of when points have expired, and implement strategies to improve customer retention and to optimize redemption rates for your customers on a regular basis.

How to Manage Expired Points #

Your business has lost revenue potential when a loyal customer accumulates points but fails to redeem them before expiration. Furthermore, losing hard-earned real and digital currencies by not redeeming them diminishes the trust and loyalty that your customer has in your program.

Therefore, having a well-thought-out strategy for managing expired points is essential for the following reasons:

• Be able to identify customers’ most valued points that will soon be expiring and initiate programs to help prevent loss of value for your customers.
• Send information in advance to customers and remind them that their points will be expiring.
• Prevent customers from being frustrated by the unexpected loss of points.
• Make informed business decisions on how and when to implement outdated (Expired) Points.
• Identifying opportunities where you can continue supporting a customer’s ability to use their points.

Accessing the Expiring Points Dashboard #

Here is how to access the Expiring Points view:

1. Log in to your WordPress Admin area and visit DevDiggers Plugins → LoyaltyX → Expiring Points.
2. The dashboard will provide you with all expiring points and will have the option to filter and search through the data.
3. Filters will be available to sort by Status (Active, Redeemed, Expired), Date Range and Individual Customer.

Description of Columns in the Expiring Points Table #

The Expiring Points Table contains a single table with the columns listed below:

• ID: Unique identifier for each expiring point record in the Expiring Points Dashboard e.g. 1 = transaction with point amount of x, y, z and so on.
• Event: Type of transaction/event will be used to identify how the customer earns the expiring points e.g. completed a certain number of orders, logged into the site on a daily basis, etc.
• User: This displays the name of the customer as well as their email address that is associated with this record. You will want to use this to get to the Customer’s profile and look at all of the information that relates to the expiring points (complete history of the points earned, etc.
• Points Earned: This is displayed in a GREEN color. – The total number of points originally earned and is the same number of points that were used to create the Item for which they were awarded (i.e. +185, +422, +447, +395, etc.). This will show you how many points were used to make the original Customer’s transaction prior to expiring or redeeming.
• Points Used: The number of points that have already been redeemed from this particular point transaction (shown as red). For example, -0 (means none of the points have been used yet), -195 (means some of the points have been used, but not all), and -288 (means most of the points have been used). This represents the number of points that have been “used” from this transaction.
• Date: Indicates when the customer earned exactly at that moment. The format will be something like this: “October 15, 2025 08:02:24 AM”. This is the date of the transaction where points were earned.
• Modified On: Points were modified/updated in our system. Also shown in the regular format, “October 15, 2025 08:02:24 AM”. It may have changed after points were redeemed or adjusted.
• Expires On: Exact date and time that points expire if not redeemed (i.e., October 15, 2026). This is needed to know how soon to reach out.
• Status: Current point status. Available values are:
  • Active: Points can still be redeemed.
  • Redeemed: Some or all points were used
  • Expired: Points have expired.

Expiring Points Filtering & Searching #

The page for Expiring Points has many filter types that allow you to narrow your search results to more specific types of information:

• Status Dropdown Filter: Clicking on “Choose an option” allows you to filter points by Status (Active, Redeemed, Expired). Choose the status type you want to filter the table by (one status only), or leave blank to view all types. All three types of Status will be displayed:
  • Active – Points that may be used​ (have not expired).
  • Redeemed – Points that have been partially or fully redeemed.
  • Expired – Points that are now expired.
• Date Filter Options: You can narrow the results with the date filters based on dates entered in the date fields.
  • Use the date picker (dd/mm/yyyy) to input your dates into both fields.
  • From Date – The beginning date of the expiration date range.
  • To Date – The ending date of the expiration date range.
  • Both date fields are optional; leaving them blank will show you all records regardless of when they were going to expire.
• User Dropdown Filter: Select a specific user from the dropdown and this will filter records to your selected user.
  • The dropdown will show the names of all users who have expiring points.
  • When you select a particular user, you will only see that user’s expiring points.
  • If you leave this field blank, you will see all users and their expiring points.
• Apply Filters: Once you have selected your filters, click the “Filter” button to apply them to the table.
• Search Field: The search box located at the top right side of the page allows you to conduct a real-time search on records that are visible within your chosen filters.
  • You can search by client name or email address.
  • You can search by the number of points or any other fields that are currently visible.
  • Results update instantly as you type

Additional Steps #

Once expiring points have been properly managed, you may continue developing your Customer Loyalty Programs.

1. Set Up Expiration Notification Emails – Send an email to customers before they lose their points.
2. Manually Extend Points Expiration – How to manually extend points expiration dates for certain customers in good faith.
3. Create Promotional Campaigns with Expiring Points – Use the point expiration data to develop promotional campaigns that generate last-minute redemptions.
4. Review Activity Logs – To view and track all point earning, redemption, and expiration activity.

Effectively managing expiring points allows for changing potential customer disappointment into positive, strategic opportunities. The regular use of this dashboard/communication and flexibility with policies will increase customer retention and long-term value.