Points & coupons request
Administrators of an org can manage goodwill requests and also issue points or coupons directly to customers.
Goodwill coupons
Issue Goodwill coupon
To issue a coupon to a customer, perform the following:
- On the Member Care homepage, search for the customer you want to issue a coupon.
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- Click the ellipsis menu on the Customer Single View (CSV) page.
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- Click Goodwill request
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- Click Coupons
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- From the Select coupon dropdown, choose any coupon of your choice.
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- From the Reason dropdown, choose the appropriate reason for issuing the coupon.
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- In the Comments section, enter a note for issuing the goodwill coupon.
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- Click Send request.
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A coupon is issued to the customer.
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To approve goodwill coupon requests, refer to old Member Care documentation here.
Issue Goodwill points
Note:
By default, auto approve is enabled for points issual.
To issue goodwill points to a customer, perform the following:
- On the Member Care homepage, search for the customer you want to issue points.
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- Click the ellipsis menu on the Customer Single View (CSV) page.
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- Click Goodwill request
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- Click Points
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- Enter the points you want to add in the Points to be added field.
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- From the Program dropdown, choose the appropriate program.
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- In the Comments section, enter a note for issuing the goodwill coupon.
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- Click Save.
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Points have been issued to the customer.
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Updated about 1 year ago