You can adjust your customer's loyalty points on BayRewards using the following methods:
Adjusting point balance via CSV file.
Adjust point balance manually.
Key Benefits:
Personalized adjustments enhance the customer experience.
Encourages customer loyalty and repeat business.
Allows for error correction and rewarding exceptional behavior.
Customize incentives based on specific customer preferences.
Promotes a more solid relationship between the company and its clients.
Adjusting Point Balance via CSV file
Adjusting points via CSV file doesn’t create new customers; it just adjusts points to the existing customers on BayRewards. You can use this method to add or deduct customer points.
To adjust the point balance through a CSV file in the BayRewards:
Step 1: Log into the BayRewards app store by entering the correct credentials. (To access the BayRewards app store, https://auth.bayrewards.io/login)
Step 2: On the BayRewards dashboard, click the “Customers” option in the left-hand side menu.
Step 3: Select the "Adjust point balance" option under "More actions" in the top right-hand corner.
Step 4: In the "Import points to" section, select either "Add points to existing customer balances" or "Reset existing customer balances" from the dropdown menu in the popup.
Add points to existing customer balances means increasing/decreasing the points on a customer's account.
Example: Customer A has 200 points in the wallet; adding or decreasing points will adjust the existing points in the wallet.
200 (existing points) + 50 = will adjust the points to 250
200 (existing points) - 50 = will adjust the points to 150 |
Reset existing customer balances means that this will reset the original points in the wallet and replace them with the new points added through the CSV.
Example: Customer A has 200 points in the wallet; resetting the balance will replace the existing points with the new points in the CSV.
200 (existing points); reset value 100 = will reset the points to 100 |
Step 5: You can add or drop a CSV file to upload the points.
Note💡:
Download the sample CSV file to view the format.
Sample CSV format:
Points | |
100 | |
20 | |
-100 |
Notes💡:To deduct points, input the points' values with a negative sign. E.g.: -50, -100. |
Step 6: Add a comment in the "Reason for adjustment" column. This message will not be visible to the customers, and it is for your reference.
Step 7: Under "Leave a customer facing note," choose between “Default description” or “Custom description quantity”.
Default description will display manual update comment to your customers
Custom description quantity you can personalize the message you leave for your customers.
Step 8: Click "import points" once you’re set. This will adjust the points in your customer’s profile.
Manually Adjust Individual Customer Point Balance
This will allow you to manually add or deduct points from your customer’s account.
How can I adjust an individual customer's points balance manually?
Step 1: Log into the BayRewards app by entering the correct credentials.
(To access the BayRewards app store, https://auth.bayrewards.io/login)
Step 2: On the BayRewards dashboard, click the “Customers” option in the left-hand side menu.
Step 3: Search for specific customer by entering their name or email address and choose the relevant customer profile.
Step 4: Navigate to the "Loyalty & Rewards" section and click "Adjust Points" to adjust the customer points.
Step 5: A "Adjust customer points balance," popup will appear. In the "Point adjustment" section, enter the desired points to add or deduct from the customer's points balance.
Note💡:
|
Step 6: Add a comment in the "Reason for adjustment" column. This message will not be visible to the customers, and it is for your reference.
Step 7: Under "Leave a customer facing note," choose between “Default description” or “Custom description quantity”.
Default description will display manual update comment to your customers
Custom description quantity you can personalize the message you leave for your customers.
Step 8: Click "Adjust Points Balance" after finalizing settings; updated loyalty points will appear in the customer's account.
Step 9: Adjusted points will be shown in the “Activity” section of the customer dashboard for reference and tracking purposes.
Click here to learn about “Returning Points” to loyal customers.