Introduction
With rediem, you can choose to surprise and delight your more loyal customers by adding points to their loyalty accounts. You can also manually adjust customers' points based on CX tickets.
Overview
Manual Points Adjustment
To address specific customer needs, points can be added and subtracted on a per-customer basis.
Step 1: Navigate to the "Customers" tab in the rediem backend.
Step 2: Search for the customer's email.
Step 3: Click on the customer's name
Step 4: Click "Adjust balance" under "Points" on the right side of the screen.
Step 5: Insert Points adjustment (use negative points to subtract from the customer's point balance), Readon for adjustment (for internal use), and an optional customer-facing note.
Step 6: Click "Adjust Points" to save the customer point adjustment.
📹 Watch the video below for a full tutorial on how to manually adjust a customer's points
Bulk Points Upload
If you have a large group of customers that you want to add or remove points from their accounts, you can do so by uploading an Excel sheet.
Step 1: Navigate to the "Customers" tab in the rediem backend.
Step 2: Select Adjust Points in the top right corner.
Step 3: Download the template.
Step 4: Input customer email addresses, reward points, and an optional note.
Step 5: Upload the completed sheet.