How to Add Points Through Automation
Access Automations:
Click on ‘Automation'.
Create New Automation:
Click on ‘New automation’ and select a trigger from the list of available options that best fits your intended workflow. Note that only specific triggers supported by the system can be chosen.
Add Action:
Click the plus sign to add an action within the automation sequence. Scroll down and choose ‘Loyalty scan’.
Award Points:
In the ‘Credits’ field, specify the number of points to award for the desired action.
Apply Loyalty Rules:
Toggle ‘Use loyalty rules’ to apply any predefined rules to the loyalty transaction.
Select Shop (Optional):
If applicable, choose a specific shop where the points will be awarded under the ‘Shop’ section.
Review and Activate:
Navigate to the top of the automation edit page and click on ‘Review’ to review the entire automation setup.
Finally, activate the automation by clicking the ‘Activate’ button located at the bottom of the page.
Or check out a video here!