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Part 4: Interacting with Loyalty, Coupons, and Timeline

A. Loyalty Panel:

This section shows a complete overview of the customer's loyalty status.

A screenshot of a loyalty program AI-generated content may be incorrect.

  • Loyalty Adjustments: Click the Adjust button to modify a customer's loyalty account. A pop-up will allow you to adjust. Click Update to save the changes.

A screenshot of a loyalty program AI-generated content may be incorrect.A screenshot of a screenshot of a loyalty program AI-generated content may be incorrect.

B. Coupons Panel:
View all coupons associated with the customer, organized into Active, Applied, and Lapsed tabs.

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  • Quick Coupon Issuance: Manually assign a pre-existing coupon directly to the customer via Quick Coupon and click Issue.

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C. Customer Timeline:

This provides a chronological log of every interaction, including Enrollment and Purchase events.

  • You can view the details of a specific purchase by clicking the eye icon in the Actions column.

  • You can Transfer the specific purchase by clicking on 3 dots in the Actions column. 

A screenshot of a computer AI-generated content may be incorrect.

A screenshot of a computer screen AI-generated content may be incorrect.

  • You can also view a log of all past marketing Communications sent to the customer by clicking the message icon.

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D. Referrals Panel:

Track the customer's participation in your referral program, including their unique Referral Code, Points earned from referrals, and the total number of Referrals made.

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