📘
Merchant Dashboard
Learn how to manage loyalty programs, customers, rewards, gamification, reports, and settings through the Merchant Dashboard.
🏠HomeHome is the main Merchant Dashboard page that provides an overview of loyalty program performance, customer statistics, recent activities, and quick access to key features. This page helps merchants monitor their loyalty program in real time without navigating through multiple menus.📋RulesThe Rules menu allows merchants to automate customer rewards based on specific loyalty program activities.
Rules can be used to award points, vouchers, store credits, and other rewards whenever customers meet defined conditions.👥CustomersThe Customers menu allows merchants to view and manage all customers enrolled in the loyalty program. Merchants can monitor customer information, membership status, point balances, tiers, and perform various account management actions.🎟️Reward HistoryThe Reward History menu allows merchants to track loyalty reward activities across the program. Merchants can monitor points, vouchers, and store credits issued to customers through various loyalty activities.👑TierThe Tiers menu allows merchants to create and manage membership levels within the loyalty program. Each tier can have different requirements, benefits, and point multipliers to encourage customer engagement and retention.🎁RewardsThe Rewards menu is used to create rewards that customers can redeem using points earned through the loyalty program.
Merchants can define reward types, point requirements, eligible customers, validity periods, and usage limits.🎯GamificationThe Gamification menu allows merchants to boost customer engagement through interactive game mechanics such as the Spin Wheel and Reveal Cards.
The rewards used in this feature are sourced from the Rewards menu. To enable a reward to be used in gamification, tick the ‘Available as a gamification prize’ option for that reward.⭐Product ReviewsThe Product Reviews menu allows merchants to manage customer-submitted product reviews. Merchants can review, moderate, reply to customer feedback, and reward customers with loyalty points for review activities.🔔NotificationsThe Notifications menu is used to manage all automated emails sent to customers throughout their loyalty program journey. Merchants can customize sender information, email branding, and message content for various customer activities.📊ReportsThe Reports menu provides insights into the performance of your loyalty program and customer engagement activities.
Through various metrics and visual reports, merchants can analyze point usage, redemption behavior, and overall customer participation over time.⚙️SettingsThe Settings menu is used to manage various configurations related to the loyalty program and Shopify integration.
Through this menu, merchants can customize the loyalty widget, enable loyalty features, manage FAQs, configure newsletter text, and monitor Shopify integrations.📄Activity LogThe Activity Log menu allows merchants to monitor activities performed within the Merchant Dashboard. This feature helps track system changes, identify who performed specific actions, and support auditing and troubleshooting processes.🤝TeamThe Team menu is used to manage users who have access to the Merchant Dashboard. Through this menu, merchants can invite new administrators, configure permissions, transfer ownership privileges, and manage existing admin accounts.