Adjust Member Metrics

A Metric refers to a value that you want to track in your loyalty program. The most common use for Metrics is a point system that your Members can earn and spend. However, Metrics can refer to other values other than just points, such as visits, or flight miles, for example.

Note: You can create, view, and manage the Metrics defined in your Loyalty account on the Member Metrics screen.

Typically, a Member's Metric balance changes based on actions they perform, such as making a purchase to earn points, or redeeming a Reward to spend points. In addition, a CSR can manually adjust a Member's Metric balance.

To manually adjust a Member’s Metric balance:

1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

3. Within the header section of the screen, click Adjust Metrics. The Adjust Metrics pop-up window is displayed.

4. From the Adjustment Type drop-down menu, select either Add or Deduct.

5. If your loyalty program utilizes more than one Metric, from the Metric Type drop-down menu, select the Metric you need to adjust.

6. In the Amount field, enter the amount to be either added or deducted.

7. Optionally, in the Reason field, enter a reason for the manual adjustment.

8. Optionally, in the Internal Notes field, enter any notes needed to explain the manual adjustment.

9. Optionally, from the Location drop-down menu, select a Location. Please note that this field is available only if the Local Store Marketing feature is enabled in your account.

10. Click Save.