Manually Add or Deduct Points (How-To)

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Manually Add or Deduct Points

There are certain occasions where you might find the need to manually add or deduct points from an owners point balance. These can include:

  • Migrating point balances from a previous loyalty program system

  • Giving extra points when running promotions (E.g. Double Points days)

  • Manually deducting points in special cases where an owner got a different reward or a refund was performed

In order to be able to manually add or deduct reward points on an owner's profile, the user must belong to a user group that has the Can Manage Reward Points permission enabled from Left-hand Navigation: Reports and More Icon ยป Groups.

  1. To manually adjust points from the owner's profile, use the Search tool on the Top Navigation bar to find their name:



  2. Then, click on the Owners name to be directed to their Owner Details page. Here, visit the Reward Points section, and click either the + Add Points or - Remove Points buttons to manually adjust the owner's point balance.



  3. Indicate the # of Points to add to the account and enter a Description to describe why these points were added (you'll see this in the point history).



  4. Alternatively, indicate the # of Points to remove from the account and enter a Description to describe why these points were removed.

 

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