HOW TO CHECK AND MANAGE A CUSTOMER'S REWARD POINTS
The Rewards Program is an included option for all DermPRO online stores. If you have Rewards enabled, your patients may be earning Reward Points by purchasing online, creating a store account, signing up for your newsletter, reviewing store items, and/or referring friends. Please check your store's Rewards Program Configuration for details about how you are using this program. You may also refer to the help article, How to Configure the Rewards Program in Shop Manager, for assistance with editing the configuration.
There may be times when you want to add or remove points to/from a customer's rewards balance. This is done from the Customer menu in Shop Manager.
Adjusting Customer Reward Points
Adjusting Reward Points is one of the more common adjustments you would do on a customer’s account. You may need to do this in order to credit extra reward points to a customer, perhaps for a store purchase in which they accidentally checked out as a guest instead of being logged into their account or for a review that you did not want to approve.
- Log into Shop Manager by first logging into DermPRO OneLogin Dashboard and clicking on the Shop Manager tile...
...or by directly opening the link https://shopmanager.dermpro.com/ and entering the login credentials.
- In Shop Manager, click Customers > All Customers to see the customer list.
As with the other list screens, you may sort the list by any column by clicking on the column heading. A small arrow next to the column heading will indicate the active sort column and direction. You may filter the list by either of two methods. Click “Filter By” and choose the appropriate filter option and click “Apply Filters”, or use the Search bar to search for a particular record by the Name, Email, Address, or Phone that you enter.
You may also edit the columns that are shown by clicking the Columns icon and selecting or deselecting the desired columns.
When you locate the customer whose information you want to review, click the “Details” icon, and the Customer Information screen will open.
Click the Rewards tab to view a complete history of the customer's earning, spending, and expired activity. Here is where you can view and edit the customer’s Reward Points balance.
The Current Balance is shown in the upper right area. Use "Edit Balance" if you need to manually redeem points that you allowed to be used in-office, or to manually credit points for something that the customer purchased while not logged into their store account.
Scenario 1: Edit Balance to redeem points used in-office
From the Edit Balance screen, enter a negative number to redeem points (remove points from the customer's available balance) and enter a Comment to explain why you are redeeming the points. Click Save.
Scenario 2: Edit Balance to credit points for purchase made while not logged into account
Sometimes a customer will make an online purchase and checkout as a guest instead of logging into their store account. For most DermPRO stores, your Rewards Program Information page explains that doing so prohibits the customer from earning points for the purchase. But we know that many practices will want to assign reward points in this situation, and you may do so easily.
- In the Update Points field, enter number to add points from the customer’s account. If you are giving the customer 10 points, then simply put a 10 in this field.
- In the Comment field, enter a comment to describe why you are adding points to this customer’s account. You may want to reference the Order Number if you are giving points to a customer who accidentally checked out as a guest instead of logging into their account.
- In the Points Expire After field, enter the number of days until the points expire. Most DermPRO stores are configured with a reward points expiration of either 365 days or 730 days, so you would enter 365 or 730 into this field. If you do not know what your configuration is, take a look at the Transaction History on this page and compare the Created time and Expire on values to figure it out.
