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View Customer Transactions and Adjust Point Balances

Loyalty Points allows you to view various transaction types and see a history log of actions your customers have taken with your program.

Here's how to navigate this section:

  1. From Shopify's admin, select Apps.

    Select_Apps.png

  2. Select Loyalty Points by Bold.

    Select_Loyalties.png

  3. Select Customers.

    Select_Customers.png

  4. From here you can sort customers by status and transaction type. Select Apply Filters to search.

    Note: You're also able to search for a specific customer by name.

    Customer_Search.png

  5. Select the desired customer.

    Filtered_Customer.png

  6. From here you can filter by transaction type and date range.

    Note: Hovering over the page icon, beside the transaction type, provides more information about the transaction.

    Filter_Transactions.png

  7. To change the customer's point balance, select Adjust Balance.

    Adjust_Balance.png

  8. Enter the adjustment amount, the reason for the adjustment and select Adjust Points.

    Note: Adjustment values must have either a plus ( + ) or minus ( - ) sign in front of them. The adjustment is a change to the customer's current point balance.

    Adjust_Points.png

That's it!

Next Steps: