Set up points expiration
Expire unused points after a set period of inactivity so balances stay current and your liability doesn’t grow unchecked.
- Go to Settings → Points program and find the Expiry section.
- Turn on Enable points expiry, then set Months until expiry (the inactivity window, 1 to 60 months, 12 by default).
- Choose What resets the expiry countdown: Any points activity (earning or spending) (the default) or Purchases only.
- (Optional) Turn on Pause recurring rewards for inactive customers. See below.
- Click Save to apply the change.
With Purchases only, the whole balance expires the set number of months after the customer’s last order that earned points. Redeeming a reward or collecting a bonus, such as a birthday bonus or a social follow, doesn’t restart the countdown, but a new order does.
What happens when points expire
Section titled “What happens when points expire”Charm checks daily. Once the expiry date a customer was shown has fully passed, their balance is zeroed and a Points expired entry appears in their points history — so a customer told “expires 15 May” keeps their points through the whole of 15 May. The date in the job, in the storefront display and in the warning email is always the same one; they can’t disagree.
The deduction itself sends no email — the warning already went out. Expired points don’t reset the inactivity clock, don’t count toward VIP tier qualification, and don’t touch lifetime points earned, so nobody drops a tier just because their balance expired.
Pause recurring rewards for inactive customers
Section titled “Pause recurring rewards for inactive customers”Without this switch, birthday and other yearly rewards keep going out to customers who stopped shopping long ago. Turn on Pause recurring rewards for inactive customers and Charm skips these automatic yearly rewards for customers whose points have already expired for inactivity:
“Inactive” means exactly what it means for expiry: no activity that resets the countdown for longer than Months until expiry, judged by the What resets the expiry countdown setting. As soon as the customer is active again, for example with a new order, the rewards resume. A customer with no countdown-resetting activity at all, such as a member who has never ordered while you count purchases only, is never treated as inactive.
A skipped reward isn’t sent later: if a customer becomes active again after their birthday, their next birthday reward comes the following year. The switch is only available while Enable points expiry is on.