Manually adjusting a Loyalty member's points balance

Horizon offers the ability to manually adjust a Loyalty member’s points balance. This allows you to add or subtract points as necessary.

Horizon users can have limits on how many points they can add or subtract. See below on how you can set this. Alternatively it can be set for all users, under Settings > Account settings > Loyalty & Rewards.

If you want to refund a reward, there's an easier way to do it. To learn more, go to Refund rewards. 

How to make an adjustment

1. Find the contact you wish to adjust, then click
   
   
2. Go to the ‘Loyalty & Rewards’ section.
   
   
3. You’ll find a section called ‘Loyalty Transaction Activity’, with a button labelled ‘Add loyalty transaction’.
   
   
4. Click the button, and you’ll see a pop-up window that lets you add or remove points.
   
   
   
5. Use the ‘Activity’ dropdown to select a manual points addition or deduction.
   
   
6. Enter a description. This description will be visible to the member in their Transaction History.
   
   
7. Select how many points should be added or deducted.
   
   
8. Click Add. 

How to limit a users point adjustment limit

Point adjustment limits are set within user roles. 

1. Click 'Settings' in the left-hand menu. 
   
   
2. Select 'Roles (permissions)'
   
   
3. Edit the appropriate role or add a new role. 
   
   
4. At the bottom of the screen, you'll see:
   
   Select 'Set adjustment limits for this user role' 
   You can set the limit the points depending on the scenario. 
   If you want to limit what a user can add/subtract manually, use the first two options. 
   If you want to limit what a user can add/subtract in a 24 hour period, use the second two options.
   
   
5. Once done, click 'Save'
   
   

How to set a default addition/deduction description

It's possible to set a default description for manual additions and/or deductions. 

1. Click 'Settings' in the left-hand menu. 
   
   
2. Select Account Settings. If you don't have access to this area, please get in touch with your HTK account manager.
   
   
3. Go to the 'Loyalty & Rewards' section, then to 'Customer service portal'
   
   
4. Click   to the right of 'Edit manual point adjustment descriptions' and tick this option if you'd like users to have the ability to overwrite the default description.
   
   
5. Click    to the right of the addition and deduction descriptions and enter the default text you'd like to set.
   
   
6. Click 'Update'

Want to learn more about Loyalty contact management? Then watch our deep dive video below: