Manual Points Adjustment

Points usually move on their own, on a purchase or a redemption. Sometimes a balance needs changing by hand. A goodwill bonus after a support issue, a correction, or a starter balance for every member at launch. The Manual Adjustment screen does that for one customer or thousands in a single run.

Open the Manual Adjustment screen

Go to DevDiggers Plugins → LoyaltyX, open the Users tab, then click Manual Adjustment at the top of the list.

The screen runs in three steps: Select Users & Points, Process Adjustment, and Complete.

Choose who to adjust

Under User Selection you pick the customers to change.

• Select All Users applies the adjustment to every customer in your store. Use it for a store-wide bonus, and use it with care.
• Select Users searches by name or email so you can add one customer or a handful. Leave Select All Users off when you use it.

Set the points and action

Under Points Configuration:

• Points Amount is the number to move. Enter a plain number, such as 100.
• Action Type is Add Points or Deduct Points. Deducting never takes a balance below zero.
• Expiration Date shows only for Add Points and is optional. It sets a date for the added points to expire. Leave it empty for no expiry.
• Description is optional. Whatever you type is written to the transaction log and shown to the customer, so a clear note like Goodwill bonus for order delay helps later.

Pro feature

Automatic points expiration runs in LoyaltyX Pro. An expiration date you set here takes effect once the Pro expiration engine is active.

Process and review

Click Start Adjustment. LoyaltyX works through the selected customers and moves to the Complete step, which reports how many were processed, how many succeeded, and how many failed.

Every change is recorded in the log as a Manual Adjustment by Admin event. The plugin also sends the customer the matching email, when that email is enabled under Configuration.

Where to go next

• Import Points to load balances in bulk from a spreadsheet instead.
• Transaction Log to see each adjustment you made.
• Email Settings to edit the Manual Adjustment email customers receive.