On the Dashboard on the 'People & Budget' tab, you have the option to add or withdraw credits (For Snappy customers - Points) and gifts either in bulk or manually. This means that you can choose to make changes to multiple user accounts simultaneously through a single action or make changes individually on a case-by-case basis. The choice is yours, depending on what works best for your needs and the scope of the changes you need to make.
- ADD credits/gifts (Points) in bulk using the scale bar
- ADD/WITHDRAW credits/gifts (Points) manually in bulk
- ADD credits/gifts (Points) in a manual upload
- ADD/WITHDRAW credits/gifts (Points) on selected user
ADD credits/gifts in bulk using the scale bar
- Start by checking the 'All' box on the top left of the table.
(To select more than one user, hold down the Ctrl/Command key + click on the desired users.) - Add the number of credits (Points) you'd like to reward to the people.
For Snappy customers- - Click on 'Add credits' (Points) and a pop-up will appear to choose between two options:
- Covver will send an automatic notification email to people with a short description and a link to the store.
(Click onto preview the email template.
- Don’t notify my people.
(If you chose this option and later decide to send a notification to your people, you will be able to do it from the 'Last Activity' box)
- Covver will send an automatic notification email to people with a short description and a link to the store.
- Click 'Reward' to finish.
For Snappy customers-
ADD/WITHDRAW credits/gifts (Points) manually in bulk
*IMPORTANT: This method will NOT notify the people they have been rewarded with credits/gifts. To send a notification after rewarding the credits visit Last Activity box.
- Start by checking the 'All' box on the top left of the table.
(To select more than one user, hold down the Ctrl/Command key + click on the desired users.) - Locate the three dots button on the right side of the table.
- Click on the three dots button.
- Click on 'Add/Withdraw'
- Use '+' to add and '-' to withdraw credits.
- To withdraw all credits from all the selected users, check the 'Withdraw all' box
- Click 'Save' when finished.
For Snappy customers-
ADD credits/gifts (Points) in a manual upload
*IMPORTANT: This method will NOT notify the people they have been rewarded with credits/gifts. To send a notification after rewarding the credits visit Last Activity box.
- Start by clicking on the "Upload people" button
- Select the "Add manually" option
- Enter the new people information, under the "Add balance" field you can enter the required amount of credits (Points) to grant each person.
- Click 'Continue' when finished, the new people will be added with the required credits (Points).
For Snappy customers-
ADD/WITHDRAW credits/gifts (Points) on selected user
A. Using the scale bar
- Start by selecting the user you want to reward.
- Add the number of credits (Points) you'd like to reward to the user.
For Snappy customers- - Click on 'Reward' and a pop-up will appear to choose between two options:
- Covver will send an automatic notification email to the user with a short description and a link to the store.
(Click onto preview the email template.
- Don’t notify my people.
(If you chose this option and later decide to send a notification to your people, you will be able to do it from the 'Last Activity' box)
- Covver will send an automatic notification email to the user with a short description and a link to the store.
- Click 'Reward' to finish.
For Snappy customers-
B. Using the "Last activity" box
*IMPORTANT: This method will NOT notify the people they have been rewarded with credits/gifts. To send a notification after rewarding the credits (Points) visit Last Activity box
- Start by selecting the user you wish to edit from the list of users.
- Locate the three dots button on the right side of the selected line.
- Click on the three dots button to open the profile.
- Select 'Add/Withdraw'
- Use '+' to add and '-' to withdraw credits.
- Click 'Save' when finished.
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