Manage loyalty customers

The Manage Customers area — filter and save member views, open a customer's loyalty profile, adjust their points, redeem on their behalf, and read their history.

Manage Customers is the admin home for loyalty members. Open it from the Loyalty Program dashboard.

The customer list

The list includes name, email, Tier, Expiry Date, Member since, Last active, Total spent, and Points.

Tier can show None for members without a tier. It shows B2B when company membership pauses personal loyalty.

Search by name or email. Use the D2C / B2B toggle to open the B2B Companies dashboard. Use the Members, Non-members, and All tabs to filter customers.

Save your own views

1

Create the view

Click + next to the tabs. Name and create the view.

2

Add filters

Click the search/filter icon, then add filters. For example, use Status: Members and Membership Tier.

3

Save the filtered view

Click Save as and enter a name. Save after filtering so the view retains its filters.

The customer detail page

Select a customer to open their loyalty profile. Click View Customer to open their Shopify profile.

Point History contains:

• Transactions for every earning, spending, and adjustment, including award and expiry dates.

• Discounts for redeemed codes, reward value, Active, Used, Refunded, or Deleted status, creation date, and code copy.

Membership History records membership start-date and tier changes. Orders lists order history and totals.

You can also use Update Birthday. Under Membership → Update, change tier, start date, or expiry date.

Adjust their point balance

Use Adjust point balance to add or remove points. Enter a negative value to subtract.

• Reason for adjustment is internal.

• Customer facing note appears in the customer’s points history. It defaults to Manual adjustment.

The modal shows New Balance before you confirm.

Redeem points on a customer's behalf

Use Redeem points to generate an available reward for a customer. Copy the generated code to share it.

The code also appears on the customer’s redeemer surfaces: cart drawer, loyalty page, and Shopify Plus checkout redeemer.

The Timeline

The Timeline records earnings, spendings, admin actions, and non-awarded reasons. See Understanding a customer's loyalty timeline.

Related guides

• Understanding a customer's loyalty timeline

• Refund an unused loyalty coupon

• Loyalty Tiers