How can I convert my customers' Loyalty Points into an Account Credit?
Converting loyalty points into account credit can be a convenient and valuable way to maximize the benefits of your loyalty program participation
Deduct the loyalty points to be converted to an account credit
- You can go to Admin > Customers List and search for the customer you need to work on.
- Once the customer is selected, you can click on Manage Points within the customer profile.
- In order to deduct the points to be converted, you need to add a value with a minus (-) sign. In this scenario, I used 100 points to be converted into a $5 account credit. For future reference, you can put a note as a reminder that the points were converted into an account credit.
- Here’s how it will appear after hitting the "Add Points" button.
Add the deducted loyalty points into an account credit
- Going back to the customer profile, you can click on "Manage Balance" beside Account Credit.
- Take note of your conversion amount. In this example, my conversion is 20 points = $1 which makes my 100 points into a $5 account credit. You can add the $5 account credit, select Customer Satisfaction as a reason (but you can create other reasons within Settings), and also add a note for future reference.
- Once the credit is added, here’s what it will look like.
Note: Adding/removing loyalty points and account credit takes effect immediately. Customers can use it right away.
Need more help? Send us an email at support@getprado.com and we'll be happy to assist you!