Credit Points Manually as a Promotion

Let's say you want to compensate or reimburse a member, or simply give a gift to a member. You can create a promotion to manually add or credit points to a member's point balance as a transaction.

1. On the Programs page, open the program you want.

2. Click Program Level Attributes, and expand the Transaction Attributes section.

3. Ensure that the Transaction Sub Type, Base Points and Point Type attributes are defined on the transaction fields.

4. Click Save and Close.

5. Open the Loyalty Promotions page, and click Create Promotion.

6. Fill in the fields.

   For the Type field, select Accrual. For the Sub Type field, select Manual Credit.

7. Click Save and Continue.

8. In the Edit Promotion view, click Manage Rules.

9. In the promotion rule criteria, ensure that Transaction Sub Type is equal to Manual Credit.

10. In Actions, ensure that Point Type = Transaction.Point Type, and that Points = Transaction Points.

11. Click Save and Close.