How to reward points in bulk to all customers?
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 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
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 below to check the list of available filters.
To efficiently target and update specific customer groups, Nector provides a variety of filters. These filters allow you to selectively credit 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 coins only when customer's points balance is greater than or equal to the below value.
Customer's Coin Balance Is Less Than - Credit 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 coins only when customer's LTV is greater than or equal to the below value.
Customer's LTV Is Less Than - Credit 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 coins only when customer's transaction count is greater than or equal to the below value.
Customer's Transaction Count Is Less Than - Credit 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 coins only for customers in specific tier.
This should bulk import all the coins, if you still have any doubts reach out to us at support@nector.io
How to import coins
How to manually reward coins to customer?
Bulk update customer points
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
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 below 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 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 coins only when customer's points balance is greater than or equal to the below value.
Customer's Coin Balance Is Less Than - Credit 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 coins only when customer's LTV is greater than or equal to the below value.
Customer's LTV Is Less Than - Credit 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 coins only when customer's transaction count is greater than or equal to the below value.
Customer's Transaction Count Is Less Than - Credit 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 coins only for customers in specific tier.
This should bulk import all the coins, if you still have any doubts reach out to us at support@nector.io
Related Articles
How to import coins
How to manually reward coins to customer?
Bulk update customer points
Updated on: 09/07/2024
Thank you!