ACTIVITIES

Track customer engagement and loyalty activities.

This feature is available for: All plans.

What is "Activities" feature?

The Activities feature is your customer relationship command center – a comprehensive dashboard that gives you unprecedented insights into customer interactions, behaviors, and loyalty program engagement

Why do you need this feature?

Tracking customer activity helps personalize recommendations, rewards, and promotions, boosting satisfaction and loyalty. Understanding behavior enables a more tailored and engaging shopping experience

Customers' activities dashboard

1

Click on Activities in the navigation bar. View the Customers' Activities Dashboard

It provides a comprehensive view of customer engagement and interactions:

• Referral Activities: Shows referee status and referral earnings

• Review Activities: Logs approved reviews and reward points

• Google Review Submission: Monitors Google reviews and earned rewards

2

Select "View all point activities" to see customer status

It includes: All, Earned, Redeemed, Refunded, and Expired for customer activities

3

On the left, you can click "Adjust points" to change customer ìnormation

Adjust points: Modify the customer's points balance

Redeem: Directly redeem points for rewards

Exclude from program: Remove the customer from the loyalty program

Overview edit: Update general information about the customer: Name, Birthday, VIP Tier

4

Click to View all referral activities to see customers’ activities

You can click "Cancel referral" to stop customer's referral activities

Pending Status: Referral is canceled, referee discount codes are voided, and referrers won’t receive new referral codes

Complete Status: Referral is canceled, and referee discount codes are voided