Mk point wallet builder#1217
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p-woznikowski
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Generally OK. Please change as per comments.
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| <Step> | ||
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| ## General settings |
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Moderate content structure issue: this should be H3, because it's all under Create wallet.
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| The wallet builder walks you through several steps. Each step controls a specific part of the points logic. | ||
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| The panel on the left shows your progress and a summary of selected settings for each step. |
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| Some settings depend on each other. If something is incompatible, you will see an **Action required** message. | ||
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| You can also **save a wallet as a draft** and finish the setup later. |
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This is a recurring issue: Bold is reserved only for UI control.
| </Accordion> | ||
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| <Accordion title="Allow card balance to go below zero"> | ||
| - Allows customers to go below zero balance |
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Minor content structure: While I understand why the option above is a single item in a list, here it's a mistake.
| <AccordionGroup> | ||
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| <Accordion title="Type"> | ||
| - **Individual**: points are assigned per customer |
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We'll have to confirm with Tibi if we want to mention already that Team is planned.
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| ## Managing wallets | ||
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| Go to **Loyalty hub → Wallets**. |
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Please don't use the arrow, use >.
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| - View all wallets with their: | ||
| - Status | ||
| - Name | ||
| - Type | ||
| - Points expiration | ||
| - Pending period | ||
| - Created date |
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We've decided to avoid such details.
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| - Search wallets by name using the search bar | ||
| - Use **Add filter** to narrow results |
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That's obvious from the UI.
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| - Use the **three-dot menu (⋮)** to: | ||
| - Activate or deactivate a wallet | ||
| - Edit the wallet | ||
| - Delete the wallet |
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This is worth retaining.
Also, regarding activate, it's important to say what's going to happen: which features WON'T be editable. Also, when turned into inactive state.
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| </Accordion> | ||
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| <Accordion title="Wallet details"> |
p-woznikowski
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Apr 29, 2026
p-woznikowski
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Please correct and explain.
| Point wallets control how points are earned, stored, spent, and expire. | ||
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| Go to **Loyalty hub** > **Wallets** to **Create wallet**. | ||
| Go to **Loyalty hub** > **Wallets** and use **Create wallet**. |
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Why correct something I corrected?
| Some settings depend on each other. If something is incompatible, you will see an **Action required** message. | ||
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| You can also **Save draft** and finish the wallet setup later. | ||
| You can also use **Save draft** and finish the wallet setup later. |
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| - **Type** - **Individual**: points are assigned to individual customers | ||
| - **Allow card balance to go below zero**: allows customers' point balance to go below zero |
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| Some options, such as revoking points below zero or expiration rules, depend on it. | ||
| </Note> | ||
| Some options, such as revoking points below zero or expiration rules, depend on it. |
| - **Prefix** and **Postfix**: Optional values added at the beginning or end of the code. | ||
| - **Charset**: select a predefined set or define your own | ||
| - **Code length**: defines how many random characters the code contains | ||
| - **Pattern**: create a custom structure using placeholders |
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| - **Keep points** | ||
| - **Revoke points** | ||
| - **From balance** | ||
| - **Stop at zero** | ||
| - **Allow negative** | ||
| - **From pending** |
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| <Step> | ||
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| ### Metadata |
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We have snippets with metadata for that. Redo please.
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| - If everything is valid, **Save** becomes available | ||
| - If something is incompatible, you will see **Action required** | ||
| - Use **Go to step** to return to a section and fix issues | ||
| - You can also use **Save draft** |
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| In the program Designer, you can: | ||
| - view available wallets | ||
| - assign a wallet to the program | ||
| - create a new wallet using **+** | ||
| - open a wallet to view its configuration |
| Active wallets can be used in loyalty programs. Deactivated wallets remain available but cannot be used until reactivated. | ||
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| Click on a wallet to check its configuration details. | ||
| Click a wallet to view its configuration details. No newline at end of file |
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I asked for a Related features with Custom events, preferably a new snippet.
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