Segment customers' types
Learn how to categorize and manage your customers in Joy Loyalty Program with clear segmentation, allowing for tailored experiences and more effective loyalty management.
Who can view customers' activities?
This feature is available for: All plans.
Introduction
For effective loyalty management, segmenting your customers into appropriate types is essential. Joy Loyalty Program offers a clear system to identify and manage different customer types, allowing you to enhance engagement and reward the right people.
In this guide, we’ll show you how to categorize your customers into three distinct types: Member, Guest, and Left Program, and adjust these categories as needed.
Understanding the rules
We have 3 customer types in the Joy Loyalty Program. Each type reflects a customer's status:
Member: These are customers who have registered for your loyalty program. They can log in to your loyalty program, earn points, redeem rewards, and use Joy Loyalty’s widgets.
Guest: A Guest is a customer who successfully places an order at your store without creating an account. Guests are identified by their email addresses when making a purchase. Guests can still earn points in the loyalty program if the merchant enables the feature allowing guests to earn rewards points in Joy Loyalty.
Left Program: These are customers who have been removed from the loyalty program by the merchant. They still can log in to your store but they cannot access loyalty widgets, or earn, or redeem points when logged in.
How to set up
Viewing a Customer's Type
Step 1: Open Joy Loyalty app.
Step 2: Go to the Customer section.
Step 3: The customer’s type will be visible in the "Type" column.
Edit a customer’s type
Step 1: Open the Joy Loyalty app.
Step 2: Go to the Customer section and select the customer you want to edit > Choose this customer.
Step 3: Click Editand choose a new type for that customer from the available options.
Note: A customer currently marked as a guest can only be changed to a member or 'left program'; a member can only be changed to 'left program'; and a 'left program' customer can only be changed to a member.
TIP: For customers with the type "Member," you can quickly use the "Exclude from program" shortcut to change their type to "Left Program." Similarly, for customers with the type "Left Program," you can use the "Join program" shortcut to change their type to "Member" to save time.
Why do you need to edit a customer's type?
Editing a customer’s type in a loyalty program is important for several reasons:
Accurate Segmentation: Adjusting a customer’s type ensures that they are placed in the correct category, which helps in delivering appropriate rewards, points, and communication based on their level of engagement with your brand.
Effective Engagement: If a customer transitions from being a guest to a member, for instance, changing their type allows them to fully benefit from your loyalty program. Similarly, if a customer decides to leave the program, you can remove them, preventing unnecessary communication or rewards.
Tailored Experiences: Different customer types receive different loyalty experiences. By updating their status, you can ensure that each customer receives personalized rewards and messaging based on their engagement level.
Program Integrity: For members who no longer meet the program’s criteria, reassigning them to the "Left Program" type helps maintain the integrity of your loyalty program and ensures that only active, qualifying members enjoy its benefits.
Optimized Reward Allocation: By regularly reviewing and editing customer types, you avoid offering rewards to unengaged or inactive users, saving costs and focusing on those who are most likely to respond to loyalty incentives.
Overall
Segmenting customer types within Joy Loyalty ensures that each customer receives the appropriate engagement based on their level of interaction with your loyalty program. By organizing your customers into Members, Guests, and Left Program categories, you can better tailor your rewards and communication strategies to keep your loyalty program running smoothly.
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