Overview of the Loyalty Program dashboard
A tour of the Loyalty Program admin dashboard: where to find points, membership tiers, referrals, customer management, pending adjustments, and unused coupons.
When you open Loyalty Program in Roadmap, you land on the admin dashboard. Manage every part of your program from here.
The six management areas
Points: customize ways to earn, ways to redeem, and more.
Membership Tiers: manage tiers and membership eligibility settings.
Referral Program: set up and manage your referral program.
Manage Customers: view point history, tiers, and timelines. Adjust balances or redeem points for customers.
Pending Adjustments: review point adjustments for fulfilled orders. A badge shows pending reviews.
Unused Loyalty Coupons: find and refund unused loyalty coupons.
Header actions
D2C / B2B toggle: switch between direct-to-consumer and B2B programs. It appears when B2B is enabled.
Universal Styler: set shared colors and typography for loyalty widgets.
New Accounts Dashboard: design the loyalty page inside new customer accounts. See Customize the loyalty page in new customer accounts.
Edit Loyalty Widgets: edit each loyalty widget. See Customize the loyalty widgets for how the two work together.
Change Log: takes you to the product changelog at docs.roadmap.so/changelog. It appears on every Roadmap screen: see The Roadmap Change Log.
Help Center: browse guides or ask the GitBook Assistant a question.
Related guides
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