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How to create a loyalty transaction or add points to a contact’s account
How to create a loyalty transaction or add points to a contact’s account

Manually create a transaction in the dashboard.

Lars Gielen avatar
Written by Lars Gielen
Updated over 3 months ago

To create a loyalty transaction for a contact:

  1. Navigate to Contacts

    • Go to ‘Contacts’ and select ‘Contacts’ from the dropdown menu.

  2. Search for the Contact

    • Enter the name of the contact into the search bar and select them from the results.

  3. Access Loyalty Transactions

    • Once on the contact profile, click on ‘Loyalty transaction’.

  4. Select the Shop

    • Choose the shop to which this transaction applies.

  5. Enter Points

    • Enter the amount of points you would like to add.

  6. Complete the Transaction

    • Click ‘Create’ to complete the loyalty transaction.

The loyalty transaction for the contact has now been created.

Or check out a video here!

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