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Summary

Use Case

Source File Format

How the Script Works

Creating and Executing the Data Management Job

Data Management Configuration

 


 

Summary

Script Name

Delete Membership Points

Minimum Supported Version

7.26.0

Source Type

Single Source

Script Definitions

Delete Membership Points


 

Use Case

The Delete Membership Points script deletes specificed membership points from the customers.

 

Source File Format

This script is run using a single .CSV or BI (saved as a text/csv 'Extract Tempate') source file.

 

The preloaded Delete Membership Points for Event Activity BI can be used as the source file, provided the BI’s filter criteria is filled in to identify the activity supplying the event name.

 

The following image illustrates the structure required for either a BI or CSV source file:

Delete-Membership-Points-7.26

The following table outlines the field mapping:

 

Column

Required?

Source Column Header

Field Name

UI Field Location

1

Yes

Customer Number

Customer Number

Customer Services - Customer|Basic page

2

Yes

Points ID

Points ID

Customer Services - Customer|History|Points page

 

If a CSV is used as a source, the above result members headings must be used as column names.

 

How the Script Works

The following table outlines the actions and expected results of the script:

Condition

Action

Expected Results

The customer and the point record to be removed are identified by the source.

The customer record is loaded and the provided point record is removed, suppressing the warning related to the recalculation of their benefits.

The points are removed from the customers' memberships.

 

Creating and Executing the Data Management Job

 

Data Management Configuration

The following outlines the data management job configuration:

Data Management Job Name: Delete Membership Points

Script Definition: Delete Membership Points

The following image is an example of the Data Management|Schedule page when creating a job using all of the available source files:

 

Delete Membership Points_Schedule-7.28