Loyalty
Customers
Your loyalty members — balances, tiers, referral codes and activity.
Customers is the member list for your loyalty programme.
The Columns
| Column | Meaning |
|---|---|
| Customer | Name and contact details |
| Tier | Their current tier |
| Points | Current spendable balance |
| Lifetime | Total ever earned — this does not go down on redemption |
| Last Active | When they last did something |
| Referral Code | Their personal code |
Use Filter to narrow by tier or activity.
Points and Lifetime answer different questions. Points is what they can spend now; lifetime is how valuable they have been. Tier thresholds are based on the lifetime figure, which is why redeeming never demotes anyone.
Customer Details
Open a member to see their full record — balance, tier, date of birth, transaction history and referral information. Back to Customers returns to the list.
Referral tools
| Action | Use |
|---|---|
| Copy referral code | Give the customer their code over the phone or in chat |
| Copy referral link | Send them something they can forward directly |
If copying fails you will see "Failed to copy referral code" — usually a browser clipboard permission.
Exporting
| Format | Use |
|---|---|
| Export as CSV | Import elsewhere |
| Export as Excel | Analysis in a spreadsheet |
Member exports contain personal data including dates of birth. Handle and delete accordingly.
Using the List Well
- Sort by Last Active to find members drifting away, and target them before they are gone
- Look at members just below a tier threshold — a nudge converts them
- Check high-lifetime members are actually redeeming; a big saver who never spends is disengaged
- Use date of birth with birthday reminders
Related Pages
- Transactions — the point movements behind a balance
- Rewards
- Settings