Loyalty Members

Members are the core of your loyalty program. All member information can be found in the Members section of the Simple Loyalty App. Here you will find customer information, loyalty activity and manually adjust point balances when needed.

On this Page:
  • Member Overview
  • Activity
  • Manually Adjust Points
  • Next Steps

Member Overview

Customers become loyalty members after enrolling in your loyalty program through the widget on your online store. In order to enroll. Customers must have a customer account in Shopify Admin. Customers will be prompted to create an account with your store if they don't already have one.

Basic customer information, like name and email, are pulled from the customer list in Shopify Admin. In addition to personal information from Shopify, you can find email preferences, point transactions and redeemed rewards for each customer.

Email preferences

By default members are set to receive email confirmations for point transactions. Customers can opt-out of receiving these emails. However, merchants can help customers manage email preferences by opting out of emails on request or helping customers opt back in to the emails.

Steps to Edit Email Preferences:
  1. Navigate to Members in the app.
  2. Search for and select the member.
  3. Select Edit on the birthday section of the Member Overview card.
  4. In the Edit dialog, you can enable or disable loyalty confirmation emails. It is typically considered best practice for the customer to request these changes.

View sample emails and learn more about why we use confirmation emails in Loyalty Emails.

Birthday

If your loyalty program has birthday points awards enabled, customers can their birthday to their profile. Merchants can view or edit this birthday in the member list as well.

Steps to Add or Edit Member Birthday:
  1. Navigate to Members in the app.
  2. Search for and select the member.
  3. Select Edit on the birthday section of the Member Overview card.
  4. In the Edit dialog, you can change the birth month and birth date for the customer.

Member Activity

Customers may have questions about a point transaction. A member's loyalty history is available to merchants in their member profile.

To access member activity:
  1. Navigate to the Members section of the menu.
  2. Search for and select the member in question.
  3. Scroll to the Loyalty Activity card.
  4. This card contains all point transactions, as well as points earned and rewards redeemed.
  5. Select an individual transaction in the list to see additional details.
  6. Discount codes associated with a redeemed reward are found in the transaction details. This includes information about when the discount code was used and on which order. 

Manually Adjust Points

At times it may be useful to add or detract points from a member manually. Merchants can adjust a customer's points, track the reason and leave an optional note for the customer explaining the adjustment.

Steps:
  1. Navigate to the Members section of the menu.
  2. Search for and select the member in question.
  3. Select the Adjust points button next to the member's name.
  4. In the dialog, enter an amount of points to be added or detracted from the member's current point balance. To detract points, include a subtraction sign "-" in front of the point amount.
  5. Add a note to track the reason for the point adjustment. This is for the merchant only, customers will not see this.
  6. Add a customer note to let the customer know why the point balance changed. Customers will see the customer notes.
  7. Save the transaction.

Next Steps

Learn about member email preferences, add custom branding to your storefront widget, or launch your program.

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