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Adjusting PointsΒΆ

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.

The Points Summary view shows the balances of all currencies in the program for the member. It also enables you to balance adjustments and perform transfers.

Before You Begin

Find Happy Member and view their account summary. Refer to Searching for Members.

To adjust points on any of the purses:

  1. Click Points Summary in the left navigation pane.
  2. Click Adjust Points. The Adjust Points pane opens on the right.
  3. Select the purse you want to adjust.
  4. In Purse Name Points, enter a positive number to award points or a negative number to subtract points.
  5. Type some text for the Reason Code and Sub Reason Code.
  6. Click Submit.

The Adjust Points dialog showing the selected purse name and blank fields for the purse's points, reason code, and sub-reason code. The points and reason code fields are marked as required. The submit button is disabled.

See also: