How to manage customer's activities and their reward points?
Tracking and managing customer's activites and thier reward poitns help you measure the effectiveness of your reward program easily to make any adjustment on time.
In this section of guidline, you will learn how to:
- Track customer's activites through any reward point program
- Adjust points
- Redeem point
Every step will be explained in details. Now, it's time to get started!
After your install the app, your customer's data from Shopify will be automatically synchronized to the app. Existing customers who logged into their account on online store can recieve points from all available reward programs while those who have not logged into their account on online store can only receive reward points from Place Orders reward program.
The admin can take actions to adjust and redeem the points of participant in any reward program.
Click on Leave Program to exclude customers from the program. If you want to engage customers back to the program, please select Join Program
- At Referrals, the referred link and number of successful referral will be displayed.
All customer's activites through any loyalty program will be recorded in Activites tab
At Redeem points, all the redepmtion activities will be stored.
At Referral activities, all the referring activities will be recorded.
II/ Adjust point
1/ Step 1: At Customer tab, please click on Edit icon to start adjusting points
2/ Step 2: Click on Adjust points button and fulfill required information in the popup
Adjust points: Enter the number of points you want to add to reduct. For example, if you enter "- 50", there are 50 points from that customer's account will be reduced
Adjust reason: Write down the reason for point adjustment. Adjust reason will be shown at Activities tab in customer account
Note for customer: After making point adjustment, it is advised to leave a note of customers telling them the reason. Your customers can see the note in Point History at reward box
3/ Step 3: Click on Confirm button to finish
III/ Redeem points
1/ Step 1: At Customer tab, click on Edit icon to start redeeming points
2/ Step 2: Click on Redeem button and select a program that want to redeem customer's point to
3/ Step 3: Click on Confirm button to finish and then get discount code
You have learned how to track and manage customer's reward point. Thank you so much for your time!
If you have any questions, please feel free to drop a message and send to email@example.com. We are willing to help you!