Customer management

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

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