Customers

Customers is where you can view and adjust your customers accounts who are within the loyalty and rewards app. You can see how has joined the program and who is still a guest.

The customer details area is great for managing your customers loyalty program internally, plus if you have a call centre or customer service department they can support your customers directly.

On this page

Customer list

On the main page you will see a list of your customers, sorted by the most recent.

It is here you can export your customers, filter customers via certain fields, make mass adjustments via CSV and go into the members accounts to see their account details and stamps activities and more.

Account page overview

When you click on a customers account in the list it will lead you onto the customer detail page that will give you an overview of their loyalty account.

From here you can remove a customer from the program, if you wish them to no longer be able to see the widget or collect stamps and rewards.

You can also see all of their stamp activities and orders and what part of their order contributed to their stamp acquisition.

On the rewards tab, you can view all of their current rewards, what ones have been used and those left outstanding. You can also remove rewards from their accounts here as well.

Adjust stamps and card balance

If you would like to offer additional stamps or remove stamps from a customers account, you can do so by clicking on the adjust customer stamps option inside the customer details page.

Click on Adjust balance button on the right hand side and a pop up menu will appear like so:

To manually add stamps, type in the number you want to add to their account into the stamp adjustment box and click on save.

To deduct stamps, simply place a minus sign (-) before the number e.g. -24 and that amount of stamp will be removed from their account.

You can decide to enter an adjustment reason which allows you to make a note as to why stamps were awarded or deducted.

Stamp reason (internal only) – this is for leaving a comment on the activity for the addition or deduction that can only be seen inside the admin.

Customer facing comment – if you select custom comment, you can enter another note onto the activity which the customer will see in their program. If you leave it, we will just enter our default message “Manual adjustments”

Spend balance

Sometimes customers might need help redeeming their stamps and cards. This is where the spend balance option can come in handy.

Click on the stamp balance button on the right hand side under the Adjust balance option before. A pop up menu will appear like so:

It will show you their current balance, the customer’s name and from the drop down box you can select one of the currently available rewards in your program. The remaining balance will then show what the customer will have after spending the points.

If a customer does not have enough balance, you will be unable to select rewards that are more expensive than their balance. If you want to offer them a specific reward, please use the adjust balance option first.

Adjust customer VIP tier

It can be useful to manually add customers into a new VIP tier, maybe for outstanding loyalty or for a prize draw etc. You can do this by clicking on the Change Tier button on the right hand side.

From the pop up menu you have your new VIP tier options to which you can change them to. if you make new tiers they will be added to the list to choose from.

There is also an internal notes box you can use for record keeping, the customers wont see this.

you then can click trigger tier rewards. Don’t forget to click change tier button once all adjustments have been made.