Add Reward Points Manually / Via Bots and Automations

There are two primary methods to create transactions:

Method 1: Manually Creating Transactions

1️. Go to Rewards → Create Transaction 2️. Select the Customer Name from the dropdown 3️. Choose the Transaction Field 4️. Select the Operation (Add / Subtract / Multiply / Divide) 5️. Enter the Transaction Value 6️. Add a Note (for reference) 7️. Click Create

Transaction is successfully added.

Method 2: Creating Transactions via Bot

1️. Go to Bot Builder and click the + icon 2️. Select the appropriate Trigger and Channel 3️. Set the required Conditions 4️. Add questions to collect user data (Email, Reason, Amount, etc.) 5️. Save responses in Custom Fields 6️. Add Automation Block → Reward Points → Search Customer 7️. Search customer using WhatsApp Number

• Create new Authentication if required

1. Add a Basic Router

• If customer is new → Create Customer + Transaction

• If existing → Update Transaction Field

9️. In the Reward Points App:

• Select Authentication

• Map Customer Details

• Select Transaction Field

• Choose Operation

• Enter Value & Note

1. Click Run & Save

Transactions will now be automatically created or updated through the bot.

You can copy the bot template via this link:

/products/bot/flow/3c1241498f849b01794cdcac76fe0e37

Kindly add your dashboard url in front of above link.