Rewards Program
Adding Points for Online order – SOP
Purpose: How to add points for qualifying online purchases. The action must be noted on the Customer’s Account profile in Shopify for our records.
Distribution:
- CSOPS
- Escalations Team
Requirements:
- Access to Annex Cloud US/CA https://admin.socialannex.com/user/login
- Access to Annex Cloud UK/EU https://admineu.socialannex.com/user/login
- Access to Annex Cloud AU https://adminap.socialannex.com/user/login
- Access to Shopify https://morphe-inc.myshopify.com/admin
Time Per Action: 5 Minutes
- Log in to Annex Cloud
- Locate the Member Report
3. Change the start date to 10/29/2020 and enter the customer's email address, and search.
4. Click email to access member profile- locate Recent Activities and confirm if points are missing for the online order based on the purchase date.
5. If the points are missing make sure Status is ON and Opt-in Status is YES so you can add the points
6. Go to Manual Spend Report to add points, click on Adjust Spend
7. Fill out the following
User ID – Customer email address
Order ID –online order number
Action – Manual Spend Adjustment
Adjust Spend amount – enter dollar spent for purchase (SUBTOTAL) example $67.43 ( add 67 points ) points will adjust based on the tier after you hit save.
Reason – Leave as is
Other – Rewards Account Created After this purchase.
8. Go back to the member report and confirm the points have been added.
9. Go back to the order in Shopify and add a note in the timeline section of order our records.
Include the following:
Ticket link:
Manually added points for this order /Reward account was created after this purchase was made.
10. You can use the following canned response to follow up with the customer
