This guide provides detailed instructions on how to manage point distribution within your platform, including viewing spending data, adding/withdrawing points, and understanding how recipient deletions affect point balances.
Understanding Point/Gift Spending
Points Tab Overview
The "Points" tab displays a summary of point spending.
The "Spent" column shows the total points or gifts used by recipients.
The "Budget/Gifts" column shows the remaining point balance available.
Detailed Report
For in-depth historical order data, download a detailed report.
The table provides a quick spending summary, while the report offers a comprehensive order view.
Adding or Withdrawing Points/Gifts
Accessing Point Management
The Points tab in the Dashboard allows you to add or withdraw points manually or in bulk.
Manual vs. Bulk
Manual actions modify individual recipient accounts.
Bulk actions modify multiple recipient accounts simultaneously.
Adding or Withdrawing Points/Gifts for a Specific Recipient 👤
Using the Scale Bar ⚖️
1️⃣ Select RecipientUnder the Points tab, select the one recipient entry
2️⃣ Add Points
Input the number of points you wish to reward and click "Reward."
3️⃣ Notification Options
Choose to send an automatic notification email or not
4️⃣ Reward
Click "Reward" to complete the point addition
Manually Select to Add/Withdraw☝️
1️⃣ Hover over Recipient Entry
Hover over entry and select 3 dots icon to take an action
2️⃣ Add/Withdraw Points
Input the number of points you wish to reward/withdraw (+/-)
3️⃣ Save Changes
Adding or Withdrawing Points/Gifts in Bulk 👥
Using the Scale Bar ⚖️
1️⃣ Select RecipientsCheck the "All" box (or hold Ctrl or Command + click to select specific recipients).
2️⃣ Add Points
Input the number of points you wish to reward and click "Reward."
3️⃣ Notification Options
Choose to send an automatic notification email or not.
4️⃣ Reward
Click "Reward" to complete the point addition.
Bulk-Select to Add/Withdraw☝️
1️⃣ Select RecipientsCheck the "All" box (or hold Ctrl or Command + click to select specific recipients)
2️⃣ Access Add/Withdraw
Click the three dots button at the top right of the table → select "Add/Withdraw"
3️⃣ Adjust Points
Input "+" to add or "-" followed by the number of points that you wish to add/remove (ex. +50 or -50).
Optional: Click "Withdraw all" to remove all points
4️⃣ Save Changes
Note: This method does not send notifications. Navigate to the "Last Activity" section under the Activity tab to send notifications.
Withdrawing All Points/Gifts ➖
Bulk-Select and Withdraw All
1️⃣ Select RecipientsCheck the "All" box (or hold Ctrl or Command + click to select specific recipients)
2️⃣ Access Add/Withdraw
Click the three dots button at the top right of the table → select "Add/Withdraw"
3️⃣ Withdraw All
Check the "Withdraw all" box.
4️⃣ Save Changes
Note: This method does not send notifications. Recipients will see the change in their account.
Recipient Deletion and Point/Gift Balances
What happens to the points when you remove a recipient profile under "Points?"
Automatic Point Removal
Points linked to a deleted recipient profile are automatically removed
If your recipient had prepaid points, then the amount will be returned to your account only if you have a prepaid payment method set up in your store
No charges are incurred for unused points