Create a Batch Action - Retro Claim Orders

For clients in the restaurant or retail industries, the Batch Actions screen allows Customer Service Representatives to retroactively associate an anonymous Order with a Member. This process is referred to as a "retro claim," and allows the Member to correctly receive any Metrics that they should have earned from that Order.

Note: Retro claims must take place within thirty days of the Order Date.

The Batch Actions screen lets you execute multiple Retro Claims by importing a comma-separated values (CSV) file that contains a header row and the following two columns:

  • member_id: The Member ID for the Member claiming the Order

  • integration_id: The Order ID for the Order being claimed.

To create a Batch Action for retro-claiming Orders:

  1. Select Members from the top navigation bar, then select CSR > Batch Actions from the side navigation menu. The Batch Actions screen is displayed.

  2. In the Enter Display Name field, enter a name for the new Batch Action.

  3. Click Create. The Edit CSR Batch Actions pop-up window is displayed.

  1. The Display Name field is populated with the name you entered above. Optionally edit this name.

  2. Optionally, in the Description field, enter a description of this Batch Action.

  3. From the Action Type drop-down menu, select Batch Retro Claim.

  4. Next to Input File, click Choose File. Browse to the CSV file on your local PC and click Open.

  5. Click Save.

For more information on how to execute the Batch Action, please see Execute a Batch Action.