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
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      • Referral flow explained
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      • Point Expiration
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  • 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
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  • ACTIVITIES
  • ANALYTICS
  • INTEGRATIONS
    • Theme Integration
    • Product reviews
      • Air Reviews
      • Judge.me
      • Yotpo
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    • Chat Apps
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      • Joy and Klaviyo
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      • Joy and Drip
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    • Subscription
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    • 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 Appstleâ„  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?
  • Privacy Policy
  • PRODUCT ROADMAP
    • Changelog
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On this page
  • Introduction to Customers' types and segment
  • Understanding the rules
  • How to set up this feature?
  • Wrap up

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  1. CUSTOMERS

Customers' types and segment

Learn how to categorize and manage your customers in Joy Loyalty Program with clear segmentation, allowing for tailored experiences and more effective loyalty management.

PreviousImport customer dataNextGenerate customer QR code

Last updated 3 months ago

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This feature is available for All plans.

Introduction to Customers' types and segment

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 and potentials, allowing you to enhance engagement and reward the right people.

Understanding the rules

In customer type, we have three of ones in the Joy Loyalty Program. Each type reflects a customer's status:

  • Member: Registered customers who can earn and redeem points.

  • Guest: Customers who order without an account but can earn points if enabled.

  • Left Program: Removed customers who can’t access rewards or earn points.

In customer segment, we have five types of customers in the Joy Loyalty Program.

  • Champion: Customers who have been very active recently, interact frequently, and hold the highest value

  • Loyalty customers: Loyal customers who interact frequently but may not be among the highest-value customers

  • Potential loyalists: Potential customers with stable activity frequency and average value

  • At-risk: Customers who previously interacted but are now inactive

  • Dormant: Customers with little interaction, low value, and a low chance of returning

How to set up this feature?

Viewing a customer's type

1

Go to the Customers section.

2

The customer’s type will be visible in the Type column.

Edit a customer’s type

1

Go to the Customers section

Select the customer you want to edit and click Choose this customer

2

Click Edit and 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.

  • A Left program customer can only be changed to a Member.

TIP:

For Member, you can quickly use the Exclude from program shortcut to change their type to Left program.

For Left program, you can use the Join program shortcut to change their type to Member.

Viewing a Customer's Segment

1

Go to the Customers section.

Select the customer you want to edit and click Choose this customer.

2

You can see the detail of customer segment in the customer profile.

Wrap up

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.