Docs/Merchants/Members & Segments
Bulk points operations
Sometimes one member is not enough. A holiday bonus for a whole tier, a goodwill gesture after a shipping delay, or a correction that touches hundreds of accounts. Bulk operations on the Members page lets you add or subtract the same number of points for every member in your current view, in one go.
Choose which members are affected
The bulk operation works on the members you are looking at. Before you open the dialog, set up the list so it shows exactly the people you want to change.
- In the Toki app, click Members in the left navigation.
- Search or filter the list until it shows only the members you want. See Members directory for the available filters.
- Check the Found members count above the table. That is how many members the operation will touch.
If Toki is connected to more than one of your stores, the View members across all shops checkbox is part of the view too. Leave it off to change members from the current store only. Turn it on to change members from every connected store.
With no search and no filters, the operation applies to all your members. Toki warns you about this in the dialog, but it is worth a second look before you click.
Add or subtract points in bulk
- At the top of the Members page, click Bulk operations. The Bulk Add/Subtract Points dialog opens.
- If you run more than one store credit, pick the one to change under Store Credit. With a single store credit, this field is not shown and Toki uses that one.
- Under Operation, choose Add Points or Subtract Points.
- In Amount, enter the number of points. Every matching member gets the same amount.
- In Description, say why you are making the change, for example "Black Friday bonus". This is optional. If you leave it blank, Toki fills in a default description.
- Read the box at the bottom of the dialog (see below) to confirm who is affected.
- Click Add Points or Subtract Points. The button name matches the operation you chose.
Toki confirms with Success and starts working through the members. Each member gets a transaction with your description, which you can see in Recent transactions on their profile. See Member profile.
Settings
| Setting | What it does |
|---|---|
| Store Credit | Which balance to change. Shown only when you run more than one store credit. Required in that case. |
| Operation | Add Points gives points to every matching member. Subtract Points takes points away. |
| Amount | How many points to add or subtract per member. Must be a whole number above zero. If you type a decimal, Toki rounds it to the nearest whole number. |
| Description | Saved on every transaction this operation creates. Optional. |
If you skip a required field or enter an amount of zero, a message under the field tells you what to fix. Nothing changes until the form is valid.
Know who is affected before you confirm
The box at the bottom of the dialog tells you which members the operation will touch:
- Applied filters: lists your current search and filters, for example Membership: Gold or All shops: true, followed by Affects matching members. Only members matching every listed filter are changed.
- Affects all members appears when no search or filters are applied. Every member in your program gets the change.
If the list is not what you expected, click Cancel, adjust your filters on the Members page, and open Bulk operations again.
Check progress
Toki processes bulk operations in the background, so balances update over a short period rather than all at once.
- At the top of the Members page, click Import members. The Customers Import page opens.
- Under Previous Imports, your bulk operation is the newest entry. It shows a progress bar, an In progress or Completed badge, and Total, Completed, and Failed counts.
The list refreshes on its own every few seconds, so you can leave it open while a large operation runs.