Retailers now have the ability to update point balances directly in the back office, offering greater flexibility in managing the loyalty program and ensuring a seamless customer experience.
Examples of when a retailer may want to adjust a members point balance are:
When a shopper forgets to sign in and asks for points after a transaction is complete.
When a retailer wants to award points to a customer as a gesture of appreciation or to make an apology.
(ex: "Sorry, we were out of ____ when you came in!" or "Thanks for writing a review on yelp!")
Navigate to the Loyalty page, then Members tab.
Find the Loyalty member by using one of the available filters or search by phone number.
Steps:
Tap
Modify BalanceAdd or Subtract from the current balance.
Enter Reason for Balance Adjustment
Select
Update Point Balance
Reason for Balance Adjustment: Can be used to track the reason for a point balance change, helping retailers avoid awarding points multiple times for the same issue.