Assigning Points to Contacts

Assigning Points to Contacts

Step 1: Access the Sub Account

• Navigate to your Account: Log in to your system and go to your account where the contact you want to assign points to is located.

Step 2: Open the Rewards Leaderboard

• Select from Menu:
  • In the left sidebar, click on rewards leaderboard.

Step 3: Access Contact Points

• Click on Contact Points:
  • In the blue header at the top, select Contact Points to proceed.    

Step 4: Search for Existing Contacts

• Find Your Contact:
  • Use the search bar to locate the contact. You can search by:
    • Name
    • Phone number
    • Contact ID
  • Once you find the contact, select it to view their details.

Step 5: Create a New Contact (if necessary)

• Add a New Contact:
  • If the contact does not exist, click on the Create Contact button. 

• • Fill in the required information in the dialogue box that appears.
  • After entering the details, click Create to add the new contact to your system.

Step 6: Assign Points

• Add Points to Contact:
  • Click on the Add Points button.

• • This will take you to the loyalty and rewards points dashboard.
  • Click on Give Points to start the assignment process.

Step 7: Select Points Category

• Choose Point Categories:
  • Note that the color-coded boxes correspond to different categories of points.
  • View the total points available for the contact in the points checkout section.

Step 8: Enter Points Amount

• Input Desired Points:
  • Enter the amount of points you wish to assign to the contact.
  • Once done, click Add to finalize the assignment.

• You will be able to see the updated Points in the Points Dashboard.

Step 9: Redeem Points

• Redeem Points:
  • To redeem points, click on the Redeem Points button under the Give Points button.

• • A list of redeemable rewards based on the customer’s points will appear on the screen.

Step 10: Manual Redemption (Optional)

• Manual Redemption:
  • If needed, you can also redeem points manually by clicking the Redeem Points Manually button.

Step 11: Claiming Rewards

• Claim Rewards:
  • Click on Claim Reward for any of the offers displayed according to the client’s points.

• • The client will be able to claim the reward instantly.
  • Information about the redeemed amounts will start appearing on the dashboard.