How can I view and manage customer points balances?

Viewing and managing customer points is essential for customer service and program oversight.

Admin Dashboard View:

Accessing Customer Points:

1. Go to AI Copilot → Customers or Users → All Users
2. Click on any customer name
3. Find the “WupSales Points” section

Information Displayed:

• Current Balance: Total available points
• Lifetime Points: All points ever earned
• Points Redeemed: Total points used
• Points Expired: Points lost to expiration
• Points Pending: Points from orders not yet completed
• Current Tier: Loyalty level (if tiers enabled)

Points History:

View complete transaction log:

• Date and time of each transaction
• Points added or subtracted
• Reason (purchase, review, manual adjustment)
• Order ID or reference
• Admin who made changes

Manual Point Adjustments:

Adding Points:

1. In customer profile, find “Adjust Points” button
2. Enter positive number (e.g., +500)
3. Add reason note (e.g., “Compensation for shipping delay”)
4. Click “Add Points”

Subtracting Points:

1. Enter negative number (e.g., -200)
2. Add reason note (e.g., “Correction for duplicate reward”)
3. Click “Adjust Points”

Bulk Operations:

For managing multiple customers at once:

• Go to AI Copilot → Customers → Bulk Actions
• Filter customers (by tier, registration date, purchase history)
• Select bulk action:
  • Add points to all selected
  • Set points to specific amount
  • Reset points to zero
  • Export points data to CSV

Customer Self-Service View:

Customers can view their points at:

• My Account → Points & Rewards page
• Cart page (points available to use)
• Product pages (points they’ll earn)

Pro Tip: Use the workflow builder to automate point adjustments based on customer actions or support tickets!