Filtering Cards

In the Program Console (manage.ackroo.com) from within the Manage Cards tab, the Filter Cards By + option allows you to search and isolate specific ranges of cards, using various search criteria.

Filtering Options

• Batch Number/Range (Based on “Ackroo ID” or “Batch Info” on back of card, more info here)
• Inactivity (A balance is present, but no follow-up transactions processed during selected timeframe. Range from >1 month to >36 months inactive)
• Card Status Filter (More info on card states here)
  • Unissued
  • Issued
  • Blocked
  • Destroyed
• Cards with Balance
  • With Non-zero balances

How To Apply a Filter

• To select a filter, press the blue + button:

• From the drop-down menu, select a filter category
• A second drop-down menu will appear to narrow down your filter parameters (as listed above)
• Multiple filters can be applied, if required.
• To undo a selected filter, you can select the red - button at the top right of the filter drop-down menu.
• To finish applying the filter(s), select the Apply button to the right.

Take Action on Filtered Cards

Once a filter is applied, the table below will update to display the filtered card information. The table contains the following information:

• # of entries found (# of cards filtered, at the bottom left-hand corner of the page)
• Card Info
  • Full card number
  • Batch info: the range number followed by the batch number
  • Transactions count: number of completed transaction on this card.
• Balances
  • Gift: $ funds in the gift wallet
  • Loyalty: $ funds in the loyalty wallet
  • Promotion: $ funds in the promotions wallet
• Cardholder Info (if registered)
  • Name: Full name of registered cardholder
  • Email: email address of registered cardholder
  • Registered On: date the card was registered
• Status
  • Issued: Card is available to be funded/redeemed
  • Unissued: Card must be issued before it can be funded/redeemed
  • Blocked: Card has been blocked from all use, but can be unblocked
  • Destroyed: Card has been eliminated completely, can no longer be re-issued for use.
• ACTION (on single card)
  • View Details: Opens a detailed card activity report
  • State Change: Issue, Unissue or Block the card(s)
  • Gift Transactions: Issue Gift funds (if card unissued), or Fund/Reload gift funds
  • Loyalty Transactions: Fund promotional dollars, or Clear Loyalty funds (all loyalty and promo)
  • Disable transaction count limit
  • Unregister Card
  • Edit Profile (to register basic customer info or modify existing registration details)

NOTE: If you are a Program-level Administrator, applying a card filter will enable the BULK ACTION button to apply an action to the full range of cards in the filter.