Manual loyalty point adjustments help make things right when points don’t look correct due to persona merges, purchase changes, promotions, or general customer service needs.
Prerequisites
Required permissions
Owner
Operator
Manager
or Staff (if enabled)
How to Manually Adjust Points
Navigate to Customers>Personas
Search for the specific persona and click into their details
Navigate to the Points tab
In the section "Adjust points", input a number (or use the +/- buttons) and an adjustment note which will be shown in the points timeline.
Click "Submit Change"
Before you adjust a shopper's points, do the math: Do the points and spending add up?
Many times when there are abrupt changes to a shopper's points balance, it is due to merged Personas recalculating points earned and redeemed. Even though the points may have changed unexpectedly, the math should check out.
FAQ
Is there a report for viewing manual point adjustments?
You can view manually added points through the Analytics section of your account by following these steps:
Navigate to Analytics > My Analytics > Members Club.
Scroll to the section labeled "Points Adjustments Made Manually."
Download the available CSV file to see a detailed breakdown of all manual point additions.