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The Adjust points balance action updates a customer’s points balance as part of a Shopify Flow workflow. It uses the same fields as a manual points adjustment, but runs automatically when your workflow conditions are met.
Note: Not sure whether to use Send Smile activity or Adjust points balance? See Shopify Flow and Smile.
Feature availability: Shopify Flow actions are available on Essential, Standard, Growth, Plus, and Enterprise plans for merchants using Shopify Flow.

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How the action works

When you add Adjust points balance to a workflow, you’ll configure three fields: Points — The number of points that will be added or removed from the customer’s points balance. Use a positive number to add points, a negative number to remove points, or a mathematical formula to dynamically calculate the number of points to add/remove. Formulas can contain Shopify variables (e.g. 5 * {{variable}} + 2), and any decimal values will be rounded to the nearest whole number. If you attempt to remove more points than a customer currently has, the action will fail. Description — A note customers will see in their points history, such as Bonus points for purchasing Product X. You can use Shopify variables in this field. Internal note — A private note for your records that customers won’t see, such as Part of summer promo campaign. You can use Shopify variables in this field.

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Set up the Adjust points balance action

Important: Make sure the Shopify Flow app is installed in your store before continuing. You don’t need to configure anything in Smile Admin before using this action.
  1. From Shopify Admin, go to Flow.
  2. Click Create workflow.
  3. Click Select a trigger, then choose your trigger.
  4. Optional: Click the + icon, then choose Condition to add conditions to your workflow.
  5. Click the + icon, then choose Action.
  6. Search for Smile, then select Adjust points balance.
  7. In the Customer field, the customer variable will automatically populate based on your trigger, such as order.customer.id.
  8. In the Points field, enter the number of points to add or remove. Use a negative number to deduct points. You can include Shopify variables in formulas, such as 2 * {{order.subtotalLineItemsQuantity}}.
  9. In the Description field, enter the text customers will see in their points history.
  10. Optional: In the Internal note field, add a note for your records.
  11. Click Turn on workflow.
Tip: Use a clear, customer-friendly description so customers understand why their points balance changed, such as Bonus points for your order.

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