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CustomersAdjust PointsManually add or deduct points from a customer's account.CustomersAdjust TierManually assign a customer to a different loyalty tier.TeamAdminsManage team members who have access to the Merchant Dashboard and configure their roles and permissions.RulesAnniversary BonusAutomatically reward customers on their loyalty membership anniversary.NotificationsBalance Changed EmailConfigure the email notification sent when a customer's loyalty points balance is updated.NotificationsBirthday & Anniversary EmailsConfigure automated celebration emails sent to customers on their birthday and membership anniversary.RulesBirthday BonusAward birthday rewards and optionally combine a voucher with bonus points.RulesComplete Profile BonusReward profile completion once without duplicate grants on repeated saves.SettingsConfigure Enrollment QuestionsCollect customer answers during manual or automatic enrollment.GamificationCreate and Manage Reveal CardsConfigure scratch-card rewards, odds, stock, and purchase requirements.TierCreate a New TierConfigure starting tiers, qualifying spend windows, and downgrade behavior.RewardsCreate RewardConfigure coupons, store credit, point conversion, expiry, and discount combinations.
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Customers

The 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.

Delete Customer

Remove a customer from the loyalty program system.

View Coupons

View all vouchers currently owned or previously issued to a customer.

Unenroll Customer

Remove a customer from the loyalty program without deleting their store account.

Edit Profile

Update customer profile information stored in the loyalty program.

Adjust Tier

Manually assign a customer to a different loyalty tier.

Adjust Points

Manually add or deduct points from a customer's account.

Customers List

View and manage loyalty program customers, including profile information, points, tiers, and membership status.