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Bulk Update Customer Points

In this article, we will teach you how to use Customer Quick Actions, our new feature which is designed to make bulk updating of coins easier. With this now you can Credit Coins, Debit Coins, and Reset Coins in bulk, quickly and easily therefore saving you time and hassle.

To access this feature, go to Customers page and click on Bulk Actions a dropdown menu will open, hover on Bulk Update to get the list of available options




Credit Coins In Bulk


Click on Credit Coins option, a popup opens where you have to enter the Amount that you want to credit and optionally the reason for crediting under Reason for credit




If you would like to credit coins only to a particular set of customers, you can use filters, refer here to check the list of available filters.

Debit Coins In Bulk


Click on Debit Coins option, a popup opens where you have to enter the Amount that you want to debit and optionally the reason for crediting under Reason for debit




If you would like to debit coins only to a particular set of customers, you can use filters, refer here to check the list of available filters.

Reset Coins In Bulk


Click on Reset Coins option, a popup opens where you have to enter the Amount that you want to reset and optionally the reason for crediting under Reason for reset




If you would like to reset coins only for a particular set of customers, you can use filters, refer here to check the list of available filters.


Available Filters


To efficiently target and update specific customer groups, Nector provides a variety of filters. These filters allow you to selectively credit, debit, or reset coins based on criteria such as coin balance, lifetime value (LTV), transaction count, and customer tier. This ensures that your updates are precise and relevant. Here are the available filters:

Customer's Coin Balance Is Greater Than - Credit/Debit/Reset coins only when customer's points balance is greater than or equal to the below value.

Customer's Coin Balance Is Less Than - Credit/Debit/Reset coins only when customer's points balance is lesser than or equal to the below value.

"Customer coin balance is less than” is given more preference if both the above values are specified.

Customer's LTV Is Greater Than - Credit/Debit/Reset coins only when customer's LTV is greater than or equal to the below value.

Customer's LTV Is Less Than - Credit/Debit/Reset coins only when customer's LTV is lesser than or equal to the below value.

“Customer’s LTV Is Less Than” is given more preference if both the above values are specified.

Customer's Transaction Count Is Greater Than - Credit/Debit/Reset coins only when customer's transaction count is greater than or equal to the below value.

Customer's Transaction Count Is Less Than - Credit/Debit/Reset coins only when customer's transaction count is lesser than or equal to the below value.

“Customer’s Transaction Count Is Less Than” is given more preference if both the above values are specified.

Customer Tier - Credit/Debit/Reset coins only for customers in specific tier.

Updated on: 10/07/2024

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