Adding Points Manually

Beyond automatic earning, you can credit or deduct points yourself, for one learner or many at once. This article covers the Add Manually screen. Open Engage → Loyalty Program and click Add Manually.

Choose an import mode

Select the mode of import:

• Single Learner: add points for one learner.
• Bulk Upload: add points for many learners from a CSV file.

(If parent mode is enabled, "Single Learner" becomes "Single Parent" and you search parents instead.)

Single learner

1. Select learner (required): search by name or email and pick the learner.
2. Activity (required): choose why points are being given. The list includes any earning activities you have configured with a value above zero, plus Admin (always available for manual adjustments).
3. Points (required): the number of points.
   • Selecting most activities auto-fills the point value.
   • The Points field is only editable when the Admin activity is selected.
   • Enter a positive number to add points, or a negative number to deduct them.
4. Comments (optional): a note, up to 250 characters.
5. Click Upload Points. You will see "Points added successfully".

Bulk upload

1. Switch to Bulk Upload.
2. Download the sample template to see the required format.
3. Fill it in. The activity column accepts these values:
   • FACEBOOK_POST, INSTAGRAM_POST, TIKTOK_POST (social posts)
   • GOOGLE_REVIEW (a Google review)
   • CUSTOM_EVENT_1 (your custom event)
   • ADMIN (referral enrollments, purchases, or any other miscellaneous reason)
4. Upload your CSV (up to 2MB, or about 1000 learners).
5. Click Upload Points.

Correcting mistakes

Ledger entries cannot be edited or deleted. To correct a wrong entry, add a new Admin adjustment with the opposite amount (for example, a negative value to reverse an over-credit).

What's next

To review balances and history, continue to The Points Ledger.