Points are most useful when they update themselves. There are two ways to create a reward transaction: manually from the dashboard, or automatically through a bot flow with no manual entry.
1
Go to Rewards → Create Transaction.
2
Select the customer name from the dropdown.
3
Choose the transaction field, then the operation: Add, Subtract, Multiply, or Divide.
4
Enter the transaction value and an optional note for reference.
1
In Bot Builder, add a trigger and channel, and set any conditions you need.
2
Ask questions to collect the details you need (email, reason, amount), saving each into a custom field.
3
Add Automation Block → Reward Points → Search Customer, and search using the WhatsApp number. Create a new authentication if required.
4
Add a Basic Router: if the customer is new, create the customer and transaction; if existing, update the transaction field.
5
In the Reward Points App step, select the authentication, map the customer details, select the transaction field, choose the operation, and enter the value and note.