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Documentation Index

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Points expiry resets a customer’s points balance to zero after a set period of inactivity. You can turn points expiry on or off, choose an expiration period, and configure notification thresholds. To learn more about how points expiry works, see Points expiry overview.
Feature availability: Points expiry is available on Growth, Plus, and Enterprise plans.

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Configure expiration period

The expiration period determines how long a customer must be inactive before their points expire. To configure the expiration period:
  1. In Smile Admin, navigate to Program > Points.
  2. In the Points expiry section, locate the Expiration period card.
  3. Click Edit.
  4. Select the desired expiration period from the dropdown.
    • Available options:
      • 3 days
      • 7 days
      • 1 month
      • 2 months
      • 3 months
      • 6 months
      • 1 year
      • 2 years
  5. Click Save.

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Configure notification thresholds

When a customer’s points are about to expire, the notification thresholds determine how far in advance the corresponding customer email is sent.
Customer email nameSending date determined by
Points Expiry - WarningWarning threshold
Points Expiry - Last ChanceLast chance threshold
To change a notification threshold:
  1. In Smile Admin, navigate to Program > Points.
  2. In the Points expiry section, locate the Warning threshold or Last chance threshold card.
  3. Click Edit.
  4. Enter the number of days in advance you would like the email to be sent.
  5. Click Save.
Warning: This setting only has an effect when the corresponding customer email is enabled. If the corresponding customer email is disabled, then no points expiry notifications will be sent.

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Enable points expiry

  1. In Smile Admin, navigate to Program > Points.
  2. In the Points expiry section, locate the Points expiry is disabled card.
  3. Click Enable.
Tip: Before enabling points expiry, ensure you’ve configured the points expiration period and notification thresholds.

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Disable points expiry

  1. In Smile Admin, navigate to Program > Points.
  2. In the Points expiry section, locate the Points expiry is enabled card.
  3. Click Disable.
  4. In the modal, click Disable points expiry.
Note: Disabling points expiry does restore any points that have already expired. It only prevents future expirations.