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As your loyalty strategy evolves, you may need to update existing event configurations. The Manage Event feature allows you to modify event properties, adjust custom fields, or change the active status of events without disrupting your entire program.

Steps to Manage an Event

  1. Access Events Dashboard - Navigate to the Events tab to view a comprehensive list of all configured events in your organization.
View Events List
Figure 1: View Events List

  1. Select Event to Edit - Locate the specific event you wish to modify and click the Edit icon (pencil) to open its configuration settings.
Edit Event Selection
Figure 2: Edit Event Selection

  1. Modify Core Details - Update the Event Name, Slug, or Description. Ensure that any changes to the slug are reflected in your API integrations if the event is already in use.
Update Event Configuration
Figure 3: Update Event Configuration

  1. Adjust Custom Fields - Add new keys or modify existing Custom Fields to capture different data points or change validation rules for the event.
Edit Custom Fields
Figure 4: Edit Custom Fields

  1. Toggle Active Status - Use the toggle switch to change the event status. You can set an event to Inactive to pause point collection without deleting the event configuration entirely.
Change Event Status
Figure 5: Change Event Status

  1. Save Changes - Review your modifications and click Save. The updates will be applied immediately to the loyalty platform.
Save Updated Event
Figure 6: Save Updated Event