Transfer Points¶

This screen is customized for your loyalty program. Some buttons, sections, or fields might not be present or might have different labels. Your instance might have additional functions, sections, or fields not listed here.

Before You Begin

Find the member you want to work with and view their account summary. Refer to Search Members.

To transfer points to another member:

Click Points Summary in the left-side navigation pane.
On the Points Summary view, click Transfer OUT for the purse from which you want to transfer points. The Transfer OUT panel slides open on the right.
In the search text box, type the Loyalty ID for the member you want to transfer points to and then click Search. The current member, the donor, appears in the rectangle on the left, and the recipient appears on the right.
Type values for each field.

Field Definitions

Enter Amount*

The number of points to transfer from the first account to the second.

Reason Code*

The justification for the transfer.

Sub Reason Code

Provides more detail about the transfer.

Required fields are marked with an asterisk (*).
Click Submit. The transfer happens immediately.

To transfer points from another member:

Click Points Summary in the left-side navigation pane.
On the Points Summary view, click Transfer IN for the purse into which you want to transfer points. The Transfer IN panel slides open on the right.
In the search text box, type the Loyalty ID for the member you want to transfer points from and then click Search. The donor member appears in the rectangle on the left, and the current member, the recipient, appears on the right.
Type values for each field.

Field Definitions

Enter Amount*

The number of points to transfer from the first account to the second.

Reason Code*

The justification for the transfer.

Sub Reason Code

Provides more detail about the transfer.

Required fields are marked with an asterisk (*).
Click Submit. The transfer happens immediately.