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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 List

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

2 min readUpdated

The Customers menu allows merchants to manage all customers enrolled in the loyalty program. Merchants can search, filter, export, import, and manage customer records from a single page.

Steps to View Customers

  1. Open the Customers menu.
  2. Use the Search field to find customers by name or email.
  3. Apply filters:
    • Registered From
    • Registered To
    • Enrollment Status
  4. Review the customer list.

Information Displayed

  • Customer ID — Unique customer identifier.
  • Customer — Customer name.
  • Email — Customer email address.
  • Phone — Customer phone number.
  • Points — Current point balance.
  • Tier — Customer loyalty tier.
  • Birthday — Customer birthday.
  • Gender — Customer gender.
  • Status — Loyalty membership status.
  • Actions — Available customer actions.

Additional Features

Export Customers

  1. Click Export Customers.
  2. Select a Start Date and End Date for the customer data you want to export.
    • The maximum export range is 6 months.
  3. Choose the desired Enrollment filter.
    • Select All to export all customers.
  4. (Optional) Enter an email address in the Send to email field.
    • Leave it blank to use your account email address.
  5. Click Start Export to begin the export process.

The system will generate a CSV file containing customer data based on the selected filters and send it to the specified email address. Large exports may take several minutes to process.

 

Import Customers

  1. Click Import Customers.
  2. Upload a supported customer file.
  3. Review the data before importing.
  4. Click Import to process the customer records.
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