Add/withdraw credits/gifts (Points) to/from users

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

1. 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.)
2. Add the number of credits (Points) you'd like to reward to the people.
   
   For Snappy customers-
   
3. 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)
4. 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.

1. 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.)
2. Locate the three dots button on the right side of the table.
3. Click on the three dots button.
4. 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
5. 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.

1. Start by clicking on the "Upload people" button
2. Select the "Add manually" option
3. Enter the new people information, under the "Add balance" field you can enter the required amount of credits (Points) to grant each person.
4. 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

1. Start by selecting the user you want to reward. 
2. Add the number of credits (Points) you'd like to reward to the user.
   
   For Snappy customers-
   
3. 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)
4. 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

1. Start by selecting the user you wish to edit from the list of users.
2. Locate the three dots button on the right side of the selected line.
3. Click on the three dots button to open the profile.
4. Select 'Add/Withdraw'
   • Use '+' to add and '-' to withdraw credits.
5. Click 'Save' when finished.