Joy Loyalty Help Center
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  • WELCOME
  • QUICK START
  • CUSTOMERS
    • Customer management
    • Import customer data
    • Customers' types and segment
    • Generate customer QR code
    • Excluding customers from loyalty program
  • REWARD PROGRAMS
    • Earning programs
      • Place order
      • Place subscription
      • Sign up
      • Sign up newsletters
      • Birthday reward
      • Write review
      • Social activity
      • Google reviews
      • Fill out a survey
      • Visit website
      • Streak bonus challenge
      • Custom program
    • Redeeming programs
      • Discount program
      • Free gift program
      • Free shipping program
      • Coupon list at checkout
      • Redeem at checkout page
    • Rule engine
    • Referrals
      • Referral flow explained
    • Milestone
    • Advanced settings
      • Point Expiration
      • Refund points
      • Pending Points
      • Discount Combination
      • Channels for reward programs
    • Sandbox mode
  • MEMBERSHIP
    • Member exclusive deal
    • VIP Tiers
      • Tier Assessment
      • Tier Privileges
        • Exclusive products for VIPs
      • Automated notifications
    • Partner Tiers
  • EMBEDDED CONTENT
    • Loyalty landing page
      • Hero banner
      • How it works
      • Ways to earn
      • Ways to redeem
      • Rewards activity
      • Referral program
      • VIP Tier benefits
      • Sign-up banner
      • Loyalty Program FAQs
      • Coming soon teaser
      • My rewards
      • Create AI-Generated Icons for Loyalty Page
      • Loyalty page improvement 3/2025
    • Account page
      • Loyalty Dashboard
      • Rewards Redemption
      • Referral Management
    • Product page
      • Product referral
      • Point calculator
    • Checkout page
      • All discounts
      • Available rewards
      • Quick redeem
  • BRANDING
    • Widget design
    • Referrals
    • Sign up block
      • Display Sign up block
    • Customer login
    • Visit website popup
    • Reward reminder
  • ACTIVITIES
  • ANALYTICS
  • INTEGRATIONS
    • Theme Integration
    • Product reviews
      • Air Reviews
      • Judge.me
      • Yotpo
      • Fera Product Reviews
    • Chat Apps
      • Chatty
      • Gorgias
    • Email Marketing & SMS
      • Joy and Klaviyo
      • Joy and Sendlane
      • Joy and Drip
      • Joy and Mailchimp
      • Joy and Omnisend
      • Joy and PushOwl
    • Subscription
      • Joy Subscription
      • Shopify Subscription
      • Joy and Recharge Subscription
    • Inventory management
      • Avada Order Limits Quantity
    • Integrate with Shopify flow
      • Shopify Flow: Klaviyo and Joy Loyalty
      • Shopify Flow: Tydal and Joy Loyalty
      • Shopify Flow: Growave and Joy Loyalty
      • Shopify Flow: Loox and Joy Loyalty
      • Shopify Flow: Okendo and Joy Loyalty
      • Shopify Flow: Reviews.io and Joy Loyalty
      • Shopify Flow: Stamped.io and Joy Loyalty
      • Shopify Flow: Yotpo and Joy Loyalty
      • Shopify Flow: Store credit
      • Shopify Flow: Zigpoll and Joy Loyalty
  • TRANSLATIONS
  • NOTIFICATIONS
    • Automated notifications
    • Get started + Joy's Triggers
  • POS
    • Use Joy in POS workflow
    • Add Joy to Shopify POS
  • SETTINGS
    • General
      • Customer eligibility
      • Deeplink
      • Customer behavior settings
      • Custom point label
    • Color
      • Loyalty page button color
      • The art of crafting your loyalty page's
    • Email
    • Order
      • Add tags for orders and customers
    • In-app languages
    • Developers
      • Integrate the Joy Loyalty widget to Hydrogen
      • Manage tags
  • MIGRATION
    • Migration from Stamped to Joy Loyalty
    • Migration from Smile to Joy Loyalty
    • Migration from Rivo to Joy Loyalty
    • Migration from Appstle℠ Loyalty & Rewards to Joy Loyalty
    • Migration from Loyalty Lion to Joy Loyalty
    • Migration from BON Loyalty to Joy Loyalty
    • Migration from Yotpo Loyalty to Joy Loyalty
    • Migrate Tiers
  • KNOWLEDGE HUB
    • FAQs
  • FAQs
    • The complete Joy Loyalty onboarding guide
    • How to setup earning rate on special occasion
    • Logged out but coupons still applied
    • Does manual point adjusting affect VIP tier status?
  • How to change customer after-login redirect destination
  • Privacy Policy
  • PRODUCT ROADMAP
    • Changelog
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On this page
  • What is Customer Management?
  • Why do you need this feature?
  • How to set up and use customer management

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  1. CUSTOMERS

Customer management

A centralized dashboard that allows you to view and manage all loyalty program members

PreviousCUSTOMERSNextImport customer data

Last updated 2 months ago

Was this helpful?

This feature is available for All plans.

What is Customer Management?

Customer Management in Joy Loyalty is a centralized dashboard that allows you to view and manage all loyalty program members. You can track each customer's points, VIP tier status, redemption history, and referral activities—enabling you to make informed decisions to enhance customer loyalty and program effectiveness.

Why do you need this feature?

  • Better Decision Making: Access comprehensive customer loyalty data to inform marketing and retention strategies

  • Efficient Problem Solving: Quickly address customer inquiries about points, rewards, or tier status

  • Targeted Engagement: Identify customer segments for special promotions or personalized offers

  • Program Optimization: Monitor how customers interact with your loyalty program to improve reward structures

  • VIP Cultivation: Track customers approaching new tier thresholds to encourage additional purchases

  • Seamless Support: Manage points manually when needed to resolve customer service issues

How to set up and use customer management

1

Access Customer Management

Navigate to Joy: Loyalty Program in your Shopify admin sidebar

Click on "Customers"

2

Access individual customer details

Click on a customer's name in the list

View their detailed profile page

3

Understand the customer profile

Overview: personal information, membership details, and VIP tier progress

Balance: Current balance with options to adjust or redeem points

  • Adjust points:

    • Enter point amount (positive to add, negative to subtract)

    • Optionally affect tier progression by checking the tier milestone box

    • Add an internal reason and customer-facing note

    • Click Confirm to apply the adjustment

  • Redeem:

    • Select a redemption program from the dropdown

    • Click Confirm to process the redemption

Redemption History: Record of all reward redemptions

Referral Information: Referral link and completion statistics

Referral Activities: Detailed record of referral-related actions

Activity History: Complete loyalty activity log with filtering options