Wallets

Track points, rewards, or currency balances for your advocates using wallets.

What Are Wallets?

Wallets let you maintain a running balance for each advocate. You define one or more wallet configurations for your community, and every advocate automatically receives a wallet for each configuration.

Each wallet tracks two values:

• Balance - the current available amount
• Lifetime - the total amount ever credited to the wallet

Creating Wallet Configurations

Pro plan and above. Cash rewards using standard currency codes (USD, CAD) are available on Pro and Enterprise plans. Custom rewards are available on Enterprise plans only.

1. Navigate to Settings > Wallet Configurations.
2. Click Add Wallet Configuration.
3. Enter a Name for the wallet (e.g., “Referral Points”).
4. Select a Currency Code. The default is “PTS” for a generic points system. You can also choose a standard currency code like “USD”.
5. Add an optional Description to explain the wallet’s purpose.
6. Click Save.

Editing a Wallet Configuration

To update an existing wallet configuration:

1. Navigate to Settings > Wallet Configurations.
2. Click the wallet configuration you want to edit.
3. Update the Name, Description, or Currency Code as needed.
4. Click Save.

Changing the currency of an existing wallet is highly discouraged. It may cause inconsistencies with existing balances.

Viewing Advocate Balances

The wallet configuration edit page also displays an Advocate Balances table showing every advocate’s wallet for that configuration, sorted by highest balance. Each row shows the advocate’s name, current balance, and lifetime balance.

Total Balances on the Index Page

The Wallet Configurations index page displays a Total column showing the aggregate balance across all advocates for each wallet configuration, giving you a quick overview of outstanding balances.

How Wallets Are Created for Advocates

When an advocate is activated, wallets are automatically created for each wallet configuration in your community. If you add a new wallet configuration after advocates are already active, wallets for that configuration are created for existing advocates as well.

Managing an Advocate’s Wallet

To view and manage an advocate’s wallet, navigate to their profile page and select the wallet you want to manage.

Crediting a Wallet

1. Open the advocate’s wallet page.
2. Enter the Amount to credit.
3. Provide a Reason for the credit.
4. Click Credit Wallet.

Debiting a Wallet

1. Open the advocate’s wallet page.
2. Enter the Amount to debit.
3. Provide a Reason for the debit.
4. Click Debit Wallet.

A debit cannot exceed the current balance.

Resetting a Wallet

If you need to correct a wallet’s values, you can reset both the balance and lifetime total directly.

1. Open the advocate’s wallet page.
2. Enter the new Balance and Lifetime values.
3. Provide a Reason for the reset.
4. Click Reset Wallet.

Every credit, debit, and reset is recorded as a transaction. Each transaction includes the amount, the reason provided, and which admin performed the action. You can view the full transaction history on the advocate’s wallet page.

Email Notifications

You can configure email notifications to inform advocates when their wallet balance changes.

• Wallet Credited - sends an email when an admin credits the wallet
• Wallet Debited - sends an email when an admin debits the wallet

To enable or disable these notifications:

1. Navigate to Settings > Email Notifications.
2. Find the Advocate Wallet Credited or Advocate Wallet Debited notification.
3. Toggle the notification on or off.

If an advocate does not have an email address on file, they will not receive wallet notifications regardless of this setting.