Introduction
The ability to adjust a customer's points balance on the fly can allow you to reward customers with adding or subtracting points manually. This can be beneficial for your customer service team to use points as a way to delight your customers. For example, want to apologize for a slow shipping time? Add some points! That way the customer feels rewarded, recognized, and you have the benefit of getting them to buy with you again to use their points! 🛍️
Overview
How to manually adjust a customer's points balance
If you would like to adjust a specific customer's points balance, you can do this by locating the customer in the Customers section of your Smile Admin.
Click Adjust balance on the customer's profile. This is located under the Points heading on the right-hand side.
In the Points adjustment field, enter the number of points you want to give to the customer. If you want to take points away, you can enter a negative number here (i.e. -10). You can also add internal notes, customer-facing notes, or both, to explain the reason for the adjustment. This can help you keep track of why the adjustment occurred.
Click Adjust points to update the customer's points balance.
Ability to adjust customer points balances right in the search bar
Look up a customer's name/email address in the top search bar in Smile admin to quickly adjust a customer's points balance.
📋 Note: This manual adjustment does not notify the customer via email, so if you want to notify the customer, you'll have to do this outside of Smile.
Implications of adjusting customer's points balance
As stated above the manual adjustment of points does not trigger any email notifications to your customer. That said, if you have a VIP Program enabled and the points adjustment you make causes your customer to enter in to a new VIP Tier they will receive all of the entry rewards that you have configured for that tier. Negative adjustments that cause a customer to no longer qualify for that VIP tier will not remove those rewards from that customers account however.
What's next?
Import points with a CSV file
Learn more