Customers

The Customers page provides a comprehensive overview of all customers who have logged in to the rewards program. This page displays their accumulated points, allowing merchants to effectively manage and engage with their customer base.

Page Layout

The Customers page is organized into four main columns:

(1) Search Customer
(2) Point Balance
(3) Member Status
(4) Sorting Options

Column Descriptions:

(1) Search Customer:
This feature includes a search bar that allows you to quickly find customers by entering their names or email addresses. This makes it easy to locate specific customers without scrolling through the entire list.

(2) Point Balance:
In this column, you can filter customers based on their point balance. You have the option to enter a range of points using the ‘between’ and ‘and’ fields. This allows you to view customers with specific point totals, helping you target those eligible for rewards or promotions.

(3) Member Status:
This dropdown allows you to select the member status of the customers you wish to display. You can choose between ‘Guest’ or ‘Member’. When ‘Member’ is selected, the list will only show customers who are members of the loyalty program, making it easier to manage and engage with your most loyal customers.

(4) Sorting Options:
➝ The sorting feature allows you to organize the customer list based on various criteria:

• Updated: Sort customers by the most recent activity.
• Name: Sort alphabetically by customer names.
• Points: Sort based on point totals.
• Ascending/Descending: Choose the order in which the sorting is applied.

➝ The selected sorting option will determine how the customer list is displayed, enabling you to quickly access the information you need.

Export

This feature allows you to export customer loyalty data, like points balances, to an external file for backup, reporting, or analysis purposes.

Import Sync Points:

• Revise Customers’ Points: You can upload a CSV file to adjust customers’ loyalty points by reconciling and revising their balances.

Import Options:

• Add Points to Existing Balance: This option increases the points for existing customers based on the imported values, adding to their current balance.
• Reset Existing Customer Balance: This option replaces the current balance with the points in the file, effectively resetting the customer’s points to the new amount.

Summary
The Customers page is designed to streamline the management of customer loyalty data. With the ability to search, filter by point balance and member status, and sort the list according to your preferences, merchants can efficiently engage with their customers and enhance their loyalty program experience. This functionality not only saves time but also allows for targeted marketing and personalized customer interactions.