Adding and correcting a contact's balance

A contact can hold loyalty points and prepaid credit, and you adjust each one in a different place. Gift cards are separate again: a gift card is a card with its own balance, not a balance on the contact.

• Points are earned through your loyalty rules and spent on rewards. You adjust them on the contact's page.
• Prepaid credit is money on the contact's account, put there with a top-up: by you in the dashboard, by staff in the Business App, or by the contact in the contacts portal. You adjust it under Store → Prepaid.

Check which balance the contact means before you change anything. Correcting the wrong one leaves the real problem in place and creates a second one. The contact's Summary shows both: Points balance for points and Prepaid balance for prepaid credit.

Adding or removing points

1. Go to CRM → Contacts and open the contact.
2. Click Assign points. It's also the first item under Options.
3. Choose the Business profile.
4. Under How do you want to assign points?, choose one:
   • Manually set points, then enter the Number of points.
   • Calculate using loyalty rules, then enter the Unit value, for example the amount spent, and your loyalty rules work out the points.
5. If your program has more than one unit, choose the Unit as well.
6. Click Create. You'll see Points assigned.

To take points away, choose Manually set points and enter a negative number, for example -50. A negative value only makes sense with manual points, not with loyalty rules.

Your program can also cap how many points a contact holds. See Changing the maximum number of points a contact can hold.

To give the same number of points to a group of contacts, once or on a schedule, use a points issuance under Loyalty → Points issuances instead of assigning them one by one. See Issuing points to a group of contacts, once or on a schedule.

To let the contact claim the points themselves, through a link in an email, send them a loyalty token instead: Options → Send loyalty token. See Loyalty tokens: points a contact claims through a link or QR code.

Adding or removing prepaid credit

Prepaid credit can't be changed from the contact's page. Go through Store → Prepaid instead:

1. Go to Store → Prepaid → Transactions and click Add transaction.
2. In Create transaction, choose the Contact and the Business profile, and enter the Amount in cents.
3. Click Create.

The amount is in cents: 5000 adds €50, while 50 adds 50 cents. To take credit away, enter a negative amount, for example -5000. The balance can't go below 0, and a top-up can't take the contact over your maximum balance. See Topping up a contact's prepaid balance in the dashboard.

Checking the result

On the contact's page, Summary shows the Prepaid balance, and Activity → Prepaid transactions lists every prepaid transaction with its business profile, amount, channel and date. That list is read-only: to undo a transaction, add a new one for the opposite amount.

A correction you make in the dashboard shows the channel Business dashboard. It doesn't show which person on your team made it.