Loyalty Reports

When accessing the dashboard, navigate to the Loyalty Reports sub-menu under the Loyalty Program menu.

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Information Included in Loyalty Reports

  • Number of Loyal Customers: You can add more customers as loyal customers, access their loyalty history, and adjust their points balance as necessary.

  • Total Points Earned: The sum of all points accumulated by customers through various activities for a particular period.

  • Total Points Redeemed: The aggregate of points utilized by customers for benefits or rewards during the period.

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You can search for a Specific Day’s Report by selecting the desired time period from the dropdown menu provided.

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Points History

The Points History section presents detailed information including:

  • Customer name

  • Status (Earned or Redeemed)

  • Date of action

  • Points used

  • Activity made (e.g., Placing an order, Purchasing a gift card, Incremented or decremented by admin, etc.)

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Referral History

Additionally, this section displays the Referral History for comprehensive insights into customer activities and engagement with the loyalty program.

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Adding a Loyal Customer

To add a customer as a loyal customer, follow these steps:

  1. Navigate to the User-Management Menu and select the Customers sub-menu.

  2. Click on the Edit icon for the respective customer for whom you want to enable loyalty status.

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  3. In the Permission section under the General Information tab, toggle the Loyalty option to enable it.Click Save.

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Accessing Loyalty Customer History and Adjusting Points

After making the customer a loyal customer, go to the Actions Field and click on More Actions. Then select Loyal History

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This will display the customer’s earning points, redeemed points, referral activity, and their points program data.

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To modify the Customer’s Points Balance, follow the same process of making the customer a loyal customer, then click on more actions and select Adjust Points.

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Enter the Customer’s Balance Points, the Adjustment Type (Increment or Decrement), and the Reason for the Adjustment.

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Finally, click Apply Points to save the changes.

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Video Tutorial