View & Edit Loyalty Member Data

When a shopper joins your loyalty program, you can review their full account in Back Office, from point balances to order history. It’s the fastest way to understand shopper behavior and answer questions about points.

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Find a member

1. In Back Office, open Shopper Loyalty in the left menu and select Members.
2. Use the search bar at the top left of the Members tab to find a member by phone number.

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View a member’s details

Click a member’s row to open their account page, where you can review:

• Account shopping data — total visits, average spend, total spend, and point or punch balance.
• Point / punch history — a record of every point or punch the account has earned and spent.
• Contact information — name, phone number, and email.
• Shopper group — add or remove the member from a shopper group.
• Orders — links to the transaction details for every order tied to the account.

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Modify a member’s point balance

You can adjust a member’s point balance only in Back Office.

1. On the member’s account page, select Modify Balance.
2. Enter the number of points to change the balance — a positive number adds points, a negative number subtracts them.
3. Add a note under Reason for Adjustment.
4. Select Update Balance to commit the change.

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Notes

• Loyalty members cannot be deleted. A member can opt out of marketing messages at any time by texting STOP.
• The loyalty member table can be exported as a CSV.