Overview
Where your loyalty programme stands — status, what it gives back, what to do next, headline numbers and charts.
Overview is the first entry under Loyalty (/dashboard/loyalty/dashboard). It leads with
what your programme gives back, then lists what needs doing, then the numbers.
Read the Status Strip
The line under the heading says where the programme stands.
| Shown | Meaning |
|---|---|
| Live since a date | The programme is active |
| Earning paused | Paused in Settings — balances are kept |
| Draft — nothing has reached customers | Setup is not finished |
| Members | The total number of members |
| Giveback a percentage of revenue | What the programme hands back, modelled at the best reward |
| Templates awaiting Meta | Messages still in review — click it to open Messages › Templates |
While the programme is paused, a banner reads "Earning is paused — balances are safe", with Resume in Settings.
Finish Setup From a Draft
A draft programme shows a card saying how many steps are left — "Everything you have saved is kept. Points start moving the moment you activate — nothing sends before that." — with each step ticked off and a Start setup or Continue setup button. See Set Up Your Programme.
The numbers on a draft read "Starts counting when you activate". Only the giveback estimate is live, worked out from your typical spend.
Check What Your Programme Gives Back
The giveback panel — Your program gives back (or Your program would give back on a draft) — shows the share of revenue your rewards hand back. On a live programme the hint also gives what you actually gave back in the period. Change the typical spend it is based on in Program › Earning.
Act on What to Do Next
What to do next lists nudges based on how the programme is set up and where members stand today. It does not change with the period picker. Each one links to the fix.
| Suggestion | Link |
|---|---|
| Customers earn nothing right now | Open Program › Earning |
| There is nothing to redeem | Open Rewards |
| A tier has too many members — "lower the threshold" | Open Program › Tiers |
| Messages "still waiting on Meta" | Open Messages |
| Write your remaining messages | Open Messages |
| WhatsApp is not connected | Connect WhatsApp in Settings |
| Print the join QR for the counter | Open Settings |
With nothing to flag it reads "Nothing needs your attention right now."
The Numbers
Pick the period at the top right: Last 30 days, Last 90 days or Last 12 months. Each tile compares with the period before. Labels use your own name for points — "Beans issued", not "Points issued".
| Tile | Meaning |
|---|---|
| Members | Everyone enrolled |
| Points issued | Points given out in the period |
| Points redeemed | Points spent on rewards, and how many rewards were handed over |
| Redemption rate | Redeemed as a share of issued — "a healthy program sits near 40%" |
| Repeat visit rate | Members buying twice or more in the period. "Needs a week of trading to be useful" |
| Revenue on loyalty transactions | Spend recorded against loyalty purchases |
| Outstanding points liability | Points unspent, with what they are worth if all redeemed |
Charts and Recent Activity
| Chart | Shows |
|---|---|
| Member growth | Enrolment over time |
| Members by tier | How members are spread across your tiers |
| Points issued and redeemed | The two side by side |
| Most redeemed rewards | What people actually choose |
| Recent activity | The latest point movements, with All activity linking to Activity |
Most programmes should look like a pyramid on Members by tier: many at the starting tier, fewer at each step up. If nearly everyone sits in one tier, the threshold above it is too high.
A large outstanding balance is a liability, not a success. Every unspent point is a promise you will eventually have to honour, and a customer who never redeems is one who stopped caring.
Related Pages
- Program — earning rate, typical spend and tiers
- Rewards
- Activity
- Set Up Your Programme