Manage loyalty members
The Loyalty screen lists every customer who holds points, with the totals for your whole programme at the top. Open a customer to read their history, add or remove points with a reason, or message them on WhatsApp.
- Where
- Promotions → Loyalty
- Updated
Read the member list
Step 1: Check the totals
Four tiles sit at the top: Loyal customers, Points outstanding with the money value owed, Issued all time and Redeemed with its share of what was issued.
In the dashboardPromotionsLoyalty
Step 2: Search, filter and export
Search by name or phone with Search name or phone. Filters sorts by balance, points earned, points redeemed or recent activity, and filters by balance (Has points, No points left) and status (Flagged only). Export downloads the list as a CSV file.
Step 3: Open a customer
Press a customer to see their Balance, what they have Earned and Redeemed over time, and their Points history. Message opens a WhatsApp chat with them.
Add or remove points by hand
In the dashboardPromotionsLoyalty
- In Adjust points, choose Add or Remove, enter a whole number of points and a reason, then press Add points or Remove points. The reason is shown to the customer in their history. Quick buttons offer 50, 100 and 250 points.
- A preview line shows the new balance before you confirm.
- In the history each entry is labelled Earned, Redeemed, Refunded, Added by store or Removed by store.
- A Refunded entry means points spent on an order were returned because the order was cancelled or never paid.
Questions
When does a customer appear in the list?
What is in the export?
Can customers see my reason?
Related
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