Promotional Credit

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Overview

Promotional credits are credits granted to customers as part of a promotion, allowing them to use eligible products, services, or features without incurring charges up to the value of the credit. Unlike promotional entitlements (which grant direct feature/service access), promotional credits are consumable: the balance is reduced as the customer uses eligible resources.

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Creating Promotional Credit

1. Go to Offers → Promotions → Credit.
2. Click Create promotional credit.
3. In the modal, fill in the details:
   • Name: Internal campaign title.
   • Description (optional): Internal context for operators/support.
   • Select credit system: Choose the credit ledger this promotion funds. Only active credit systems can be selected.
   • Promo window: The period the promotion is active and can be granted to customers.
     • Start immediately or set a start date.
     • End forever or set an expiry date.
   • Quantity: Number of credits granted per reset cycle.
   • Reset interval: How often the quantity renews (or never).
   • Access period : How long the granted credit remains valid for each customer.
     • Off / Forever: no duration cap.
     • On: set duration_value + duration_unit (for example, 3 months).
   • Allow multiple grants: Whether this promotional credit can be granted multiple times to the same customer and coexist with other promotional credits.
   
4. Click Create promotional credit to save. Note: This form only sets up the promotional credit policy. Customer assignment happens in a separate step.

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Important lifecycle behavior

• If a promotional credit has already been applied (is_applied), key policy fields are locked in edit mode.
• In that state, only safe metadata updates are typically allowed (for example, name/description).
• This prevents changing live credit economics after customers have already received promotional access.

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Applying Promotional Credit

• Grant: The customer is assigned to the promotional credit campaign and can receive the configured credit benefit (quantity, reset_interval, and duration rules) in the linked credit system.
• Revoke: The customer is removed from active access for this promotion (active=false, revoked_at set), so they no longer receive new benefit from it.
• Re-grant: A revoked customer can be assigned again. If Allow multiple grants is enabled, an already active customer can also receive Grant again.

In this rule set, eligibility is wallet-based. Only customers with a wallet can be selected.

• All customers: all eligible existing customers (with wallets)
• Specific customers: only the selected eligible customers (with wallets)

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Grant flow

Entry points from the promotional credit details experience:

• Side panel: Grant to customers (or edit icon in customers card)
• Customers section empty state: Grant to customers

In the Customers modal, choose:

• All customers, or
• Specific customers

Click Done to apply.

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Allow multiple grants behavior

• Allow multiple grants = Off:
  • An active customer cannot be granted again.
  • Re-grant after revoke is allowed.
• Allow multiple grants = On:
  • An active customer can be granted repeatedly (Grant again).
  • Re-grant after revoke is also allowed.

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Revoke and re-grant flow

From the customer row actions in the details page:

• Active/granted customers show Revoke
• Revoked customers show Grant again

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Manage Access (bulk operations)

Use Manage access for batch operations:

• Filter by Granted or Revoked
• Search customers
• Select multiple rows
• Bulk revoke (from Granted filter)
• Bulk re-grant (from Revoked filter)