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Can I issue points to all the customer accounts in one go?

 

If you wish to issue the same amount of points to all the customer accounts, you can bulk issue points.

 

Settings

1. [Advanced mode] -Go to [Customers>Manage customers>Customer information] on your admin page.

[Smart Mode] - Go to [Customers] on your admin page.

 

2. Search for customers and click on [Export as CSV] on the top right corner of the list to download the customers’ data.

 

3. [Advanced mode] - Go to [Customers>Incentives>Points] and click on [Bulk adjust points] on the top right corner of the list.

 

[Smart Mode] - Go to [Promotions>Points] and click on [Bulk adjust points] on the top right corner of the list.

4. In the popup page, click on [Download template].

 

5. Input the customer data you downloaded in step 2 into the excel file you downloaded in step 4 and save the file.

 

6. Go back to the popup page from step 4 and upload the edited file using [Choose file]. Adjust the reward settings in the [Reward/Deduct points] field and save your settings by clicking on [Import CSV] at the bottom of the page.