How to view & edit Loyalty member data in the Back Office

This article explains how to look up and edi Loyalty member data such as account details, point balance, and order history.

Introduction

When a customer joins the Loyalty Program, all of their metrics may be reviewed in Back Office. Reviewing customer loyalty provides insight into shopper behavior and helps answer questions about point balances.

Navigating to the Loyalty Members tab

1. In Back Office, select Loyalty & Marketing on the lefthand menu
2. Select Loyalty from the dropdown options
3. Members is the default tab when the Loyalty tool is opened

Searching for a Loyalty member

Use the search bar at the top left of the Members tab to search for a Loyalty member by their phone number.

Viewing the details of a Loyalty member

Click on the row of a Loyalty member to open the account page.

Within the account detail page, the following information may be reviewed:

1. Account Shopping Data -  total visits, average spend, total spend, and point/punch balance.
2. Point / Punch History - Historical record of the point / punch accruals and spend for the account.
3. Contact Information - Name, phone, and email.
4. Orders - Links to the transaction details of all orders linked to the account.

Modifying a Loyalty member's point balance

To modify the point balance of a Loyalty member's account, follow the directions below:

1. On the Loyalty member's account page, select Modify Balance on the top right corner of the page.
2. Select one of the the two options to modify the balance
   1. Add to Balance - Increase the account's point balance by the specified amount.
   2. Subtract from Balance - Decrease the account's point balance by the specified amount.
3. Write a memo note under Reason for Balance Adjustment.
4. Select Update Point Balance to update to commit the balance change.