QUESTION:

Is there a way to give points from the Show All Customers screen? It would be nice to be able to give a group of customers points all at once, perhaps by checking a box next to selected name(s) and then giving all of the ones selected the same points. I don't see an easy way to give a batch of customers points.

ANSWER:

Yes, there is a way to do what you want:

In the Manage Customers area, you can use the Import Customer Transactions tool to import a list of transactions that add points to a group of customers. ( Control Panel page > Account Information section > Manage Customer Records button > Import Customer Transactions button)

Here's how to do it:

• Using the Show All Customers report, export the resulting customer list to Excel.
• Once you have this list, get rid of all columns except the "Account ID / Card #" column (should be the third column)
• Add a column called "Campaign Name" and copy-paste the name of the campaign into all the cells.
• Add another column called "Transaction Amount" where you add the points you want the customers to have added to their account.
• Add another column called "Redeem" and copy-paste "N" into all the cells. -- It would be a "Y" if you were redeeming (deducting) those points instead.
• You can add an optional "Description" column if you which, with a quick description of the reason for the extra points.
• Now, copy the FIRST row with a customer (ignore the row with the column titles), and paste it into the transactions import tool. Make sure that the pull-downs reflect the correct order of the columns you are importing. Now do a test-import of that one customer's new transaction.
• If all goes well, and that customer has the extra points added correctly, then copy-paste the rest of the customers into the import tool.

Let me know if you run into any problems.