Points Expiry
Points expiry lets you automatically expire customer points after a period of inactivity or after a set time. This encourages customers to stay active in your loyalty program and creates healthy urgency around earning and redeeming points.
Expiry dates can appear in supported loyalty widgets and account experiences, depending on your onsite visibility settings and whether an expiry date is available. For the account widget, enable the expiration message in its onsite settings. You can also send automated email reminders before points expire.
✨ This feature is available on paid plans that include Expiry (such as Scale and Plus). See pricing →
Getting to Expiration Settings
From your Rivo dashboard, go to Settings in the left sidebar
Click Expiration in the settings navigation
Choosing an Expiration Method
Rivo offers two ways to expire points. Choose the method that best fits your program:
Per Points Event Expiry (FIFO)
Each batch of points has its own expiration date. By default, this is the date the points are approved plus your configured number of months. An earning rule or a manually assigned date can override that period. If a customer earns 100 points today and 200 points next month, each batch has its own expiration date - the 100 points expire first, then the 200 points.
This is a “first in, first out” approach: the oldest available points are used first, and each batch expires on its assigned date. Custom expiration dates can change which batch expires first.
💡 Best for: Stores that want a fair, granular approach where customers don't lose all their points at once.
Bulk Points Expiry
All of a customer’s points expire at once when their expiration date is reached. The entire balance resets to zero.
The expiration date is based on the customer’s last activity. Every time a customer earns (or redeems, depending on your settings) points, the clock resets and a new expiration date is set.
💡 Best for: Stores that want a simple "use it or lose it" approach tied to customer activity.
Setting Up Points Expiry
Navigate to Settings > Expiration
Check Enable points expiration
Select Per points event expiry or Bulk points expiry
Set the expiration period - the number of months after which points will expire (default is 12)
Click Save
Once enabled, Rivo displays when you turned on expiry. In bulk mode, it also displays when points will start expiring.
Should I Enable Points Expiry?
Points expiry can be powerful, but it is not right for every program. Use it when it supports your customer experience and business goals.
Enable points expiry if you want to:
Encourage customers to come back sooner instead of saving points forever
Reduce long-term points liability by creating a clear redemption window
Run a more active, campaign-driven program where points are meant to be used regularly
You may want to leave it off if:
Your brand promise is built around flexible, no-pressure rewards
Customers make infrequent purchases (for example, seasonal or high-consideration products)
You are early in your loyalty journey and want to maximize trust and adoption first
If you are unsure, start with a longer expiration period and shorten it later based on customer behavior.
Choosing an Expiration Period
Your expiration period sets the tone for your loyalty program. Shorter windows create urgency; longer windows feel more generous.
Short window (1 to 3 months)
Creates strong urgency and can increase repeat purchase frequency
Best for high-frequency businesses where customers buy often
Can feel strict if customers do not shop regularly
Medium window (6 months)
Balanced option for many brands
Encourages return visits without feeling too aggressive
Good starting point if you want urgency and flexibility
Long window (12+ months)
Most customer-friendly option
Best for lower-frequency purchase cycles
Slower urgency, but stronger perceived generosity
💡 Practical tip: Start at 12 months, monitor redemption behavior for a few months, then shorten to 6 months if you need more urgency.
Activity and the Expiry Clock (Bulk Mode)
When using Bulk points expiry , the expiration date resets every time a customer is “active” in your program. Here’s how activity works:
What Counts as Activity
Earning points - Qualifying earnings reset the expiry clock. In the Latest version, pending earnings do not count until approved, and excluded point sources do not count (see below).
Redeeming points - Redemptions count as activity only when Earnings only is turned off
Earnings Only Mode
Enable the Earnings only option if you want only earned points to count as activity. When this is turned on, redeeming points does not reset the expiry clock - customers must actively earn new points to keep their balance from expiring.
This is useful if you want to encourage ongoing engagement (like placing orders), not just spending down existing balances.
Excluding Specific Point Sources
When using the Latest version of bulk expiry (recommended), you can choose to exclude certain types of points from being considered as activity. This means earning these types of points will not reset the expiry clock:
Birthday points - Annual birthday bonus points
Anniversary points - Annual anniversary bonus points
Manually added points - Points added by your team directly
Referral points - Points earned from referring friends
Review points - Points earned from writing product reviews
By default, expired, birthday, and anniversary points are excluded, since they are automatic/system-generated and don’t represent fresh customer engagement.
Bulk Expiry Version
When using Bulk points expiry, you can choose between two versions:
Latest (Recommended) - Improved expiry calculation with timezone awareness and the ability to exclude specific point sources
Legacy - The original expiry calculation
We recommend using the Latest version for all new setups. If you’re currently on Legacy, you can switch to Latest at any time.
Expiry Notifications
You can send automated email reminders to customers before their points expire. This gives them a chance to earn or redeem before losing their balance.
Two email notifications are available:
Points Expiry Warning - Sent 30 days before points expire
Points Expiry Last Chance - Sent 3 days before points expire
To enable these:
Go to Loyalty > Emails
Find the Points Expiry - Warning and Points Expiry - Last Chance email templates
Toggle each one on or off
Click the email template to customize its content and design
You can enable one or both notifications. Delivery depends on customer eligibility, contact details, email preferences, and your messaging settings.
💡 Find Out More: Keep your customers informed when their points are about to expire.
How Customers See Their Expiry Date
Customers can view their points expiration date in several places:
Loyalty widget - An expiry date can appear for logged-in customers when the widget’s display conditions are met
Account page - Available in supported account experiences when the relevant visibility settings allow it
Email notifications - Included in the warning and last chance emails
When first enabling Latest bulk expiry for customers with older balances, contact Rivo Support if the displayed expiry date differs from the expected date based on their last qualifying activity.
Credits Expiry
In addition to points, you can also set up expiration for store credits using the same settings page. Credits expiry has its own settings and supports two methods:
Per credits event expiry (Recommended for credits) - Each credit transaction expires individually
Bulk credits expiry - When available for your store, all credits expire at once based on last activity. Contact Rivo Support to confirm availability before relying on this method.
Configure credits expiry separately under the Credits Expiration section on the same Settings > Expiration page. Bulk credits use their own activity rules; do not assume the points Earnings only setting applies to credits. Shopify store credits are expired by Shopify using the date assigned when each credit is issued.
Changing credit expiration settings for a promotion
The guidance below applies to Rivo-managed credits. Before using Bulk credits expiry for a promotion, contact Rivo Support to confirm it is available for your store. Shopify store credits keep the expiration dates sent to Shopify when issued; changing Rivo’s method or using Rivo’s bulk date-update tools does not rewrite those dates.
Changing between Per credits event expiry and Bulk credits expiry does not rewrite expiration dates that were already assigned to credits. The method you save changes how Rivo processes the remaining balance and how it assigns dates to new credits:
In Per credits event expiry , each new credit amount receives its own expiration date based on the number of months in your settings.
In Bulk credits expiry , new credits do not automatically receive individual expiration dates from your per-event settings. An explicitly assigned date can still be recorded. A customer’s remaining credit balance expires together, based on their latest qualifying activity plus the number of months in your settings.
If you switch back to Per credits event expiry , credits issued after that switch receive individual expiration dates again. Credits issued while Bulk was selected are not automatically given individual expiration dates, and expiration dates assigned before the temporary switch are not recalculated.
While Bulk is selected, the customer’s balance follows the Bulk calculation rather than the individual dates previously assigned to credit amounts.
Example: a promotion ending September 30
Suppose you normally use Per credits event expiry , temporarily select Bulk credits expiry for a promotion, and switch back after September 30:
Credits issued before the first switch keep their existing individual expiration dates.
Credits issued while Bulk is selected follow the Bulk calculation based on customer activity and the number of months selected.
Credits issued after you switch back receive new individual expiration dates based on the Per credits event settings active at that time.
Selecting Bulk does not make all promotion credits expire on September 30. The Expiration settings accept a number of months, not a specific calendar end date.
To apply September 30 to eligible existing credits, use the expiration-date update steps in How to bulk expire customer points or credits. This is separate from changing the expiration method and is available only while Per credits event expiry is enabled. You can update future dates and, if needed, include eligible credits that do not yet have an expiration date; an expiration date that has already passed cannot be changed.
For a new manual credit adjustment for one customer, the customer profile can show an option to set a specific expiration date. See Adjusting customers’ points balances. This sets the date for the new adjustment; it does not change expiration dates on credits already issued.
Examples
Per Points Event Expiry (FIFO)
You set expiry to 6 months with per-event mode. In this example, points are approved immediately and no custom expiration dates apply:
January 1 - Customer earns 500 points → These points expire on July 1
March 1 - Customer earns 300 points → These points expire on September 1
July 1 - The original 500 points expire (if unspent). The 300 points from March are still valid until September 1
Each batch of points has its own independent expiration date.
Bulk Points Expiry
You set expiry to 12 months with bulk mode:
January 1 - Customer earns 500 points → Expiry date set to January 1 next year
June 15 - Customer places another order and earns 200 points → Clock resets, new expiry date is June 15 next year
If the customer does nothing for the next 12 months after June 15, their entire balance (700 points) expires at once
Bulk Expiry with Earnings Only
Same setup as above, but with Earnings only enabled:
January 1 - Customer earns 500 points → Expiry date set to January 1 next year
June 15 - Customer redeems 200 points → Clock does not reset (redemptions don’t count as activity)
September 1 - Customer earns 100 approved points from a review, with review points included as activity → Clock resets, new expiry date is September 1 next year
FAQ
Do points earned by guest shoppers expire?
Yes. If your Program Participants settings allow Guests to earn points, those points follow the same enabled expiry method and period as Members’ points:
Per points event expiry: Each batch keeps its assigned expiration date when the Guest becomes a Member. Becoming a Member does not extend those dates.
Bulk points expiry: The entire balance follows your activity-based expiry settings. Qualifying new activity, including signup points if awarded, can reset the expiry date.
There is no separate account-creation deadline for guest points. Points earned as a Guest are already in the customer’s balance and can expire before they become a Member. Becoming a Member does not restore expired points, so customers need to use their points before they expire.
For redemption eligibility and account-page visibility, see Understanding Guest vs Member status in Rivo.
What expiry period can I set?
You can choose one month or more before points expire. The default is 12 months.
When exactly do points expire?
Rivo processes expirations daily. With the Latest bulk version, a balance remains available through its expiration date and processing follows your store timezone.
What’s the difference between the two expiration methods?
Per points event expiry expires points individually - each earning event has its own expiration date, and unspent points expire on their assigned dates. Bulk points expiry expires the entire balance at once when the expiration date is reached, resetting the customer’s balance to zero.
Will customers know their points are about to expire?
You can enable a warning 30 days before and a last-chance reminder 3 days before points expire, subject to customer eligibility and messaging settings. Expiry dates can also appear in supported widgets and account experiences when their visibility settings allow it.
Can I set up points expiry and reward expiry separately?
Yes. Points expiry (this feature) controls when a customer’s points balance expires. Reward expiration controls how long a redeemed reward (discount code) stays valid before it can no longer be used. These are two separate settings.
What happens when I first enable points expiry?
It depends on which expiry method you use:
Per points event expiry : Enabling expiry does not automatically assign dates to all existing points. Dates are assigned when eligible points are approved or subsequently updated while per-event expiry is enabled. You can also manually set dates for eligible existing points.
Bulk points expiry (Legacy): The expiry timeline starts from activity on or after the date you enabled expiry.
Bulk points expiry (Latest): Expiry is based on each customer’s most recent qualifying activity. Depending on that activity, some customers may have earlier expiry dates than others.
What happens if I change expiry settings later?
Changing the expiry period (for example, from 12 months to 6 months) updates future expiry calculations, but it does not create new activity events. In per-event mode, expiry dates already assigned to existing points events are not automatically rewritten. If you turn expiry off and then on again, Rivo records a new enabled date. Turning expiry off does not clear dates already assigned to individual points events; those points may still expire. Contact Rivo Support before relying on that switch to preserve previously dated points.
Can I expire only certain types of points?
With the Latest version of bulk expiry, you can exclude specific point sources (birthday, anniversary, manual, referral, and review points) from being counted as activity. However, the points themselves will still expire when the customer’s overall balance expires - the exclusion only affects whether earning those points resets the clock.
Does points expiry also affect store credits?
No. Points and credits have separate expiry settings. You can configure credits expiry independently on the same settings page.
