In this manual, you will learn more about the functions of the option Customer overview and Merge requests. You can access these suboptions by clicking on Customers in the main menu on the left.

Customer overview

In the customer overview you will find all customers who have registered for your loyalty program. Table 1 gives you detailed information about the data you will find in the respective columns of the customer overview. In the upper left corner of the customer overview you can choose whether you want to see 10, 25, 50 or 100 customers per page and in the lower right corner you can navigate between the pages. Use the search bar in the top right corner to search specifically for customers. If you click on the column label, you sort the contents of the table according to the column whose column label you clicked on.

The names of the customers are colour-coded. You can also click on a name to enter the customer profile of a specific customer.

Customer Profile

In the customer profile, you will find the following information in the upper left area: ID, Reference ID, Name, E-Mail, Phone, Status, Loyalty Program Enrollment Date, Birthday, Gender and Integration. The gender is automatically determined by the salutation in the billing address. As long as no order has been placed, this field remains empty.

Furthermore, you can view the points account, see the customer's orders and credit notes and the points history. You can also adjust the points account with manual credits or deductions.

Points account

In the upper right area you can see different account balances of the customer's points. Table 2 gives you more detailed information about the meaning of the individual account balances.

Order/Credit notes

The table at the bottom of the customer profile gives you an overview of the customer's orders and credit notes, as well as the associated points credits and deductions. In Table 3 you will find out which information you can find in which column. This table and all other tables can be adapted in the same way as described in the customer overview table above.

The values within the Ref ID column are colour-coded. You can also open the overview of the order by clicking on the respective Ref ID, as described in Table 3 under Action.

Points History

By clicking on the field Points history above the table, you can change the content of the table and follow the client's points history. Table 4 explains the meaning of the columns.

Manual adjustments

You can manually adjust your customers' points at any time. To do this, you must either click on the green button Top Up Points or on the red button Draw Off Points. A pop-up then opens in which you enter the information according to table 5.

Only when redeeming points via the shop, the points that expire next are always deducted automatically. For manual point deductions, no specific points are deducted, so here the expiring points display may give incorrect information.

Merge requests

If a customer has more than one user account in your shop and therefore possibly more than one points account with Loyalista, they can submit a merge request to you. If you receive such a request, you will automatically be notified. You can then edit this request by clicking on Customers -> Account Merge Requests in the main menu on the left. Here you get an overview of all your processed and open applications. Table 6 gives you more detailed information about the meaning of the respective columns of the overview.

You should specify in your loyalty program guidelines whether you generally allow merge requests and, if so, whether you allow merge requests from different users. In this case, you should always have the merging confirmed by the second e-mail address in order to avoid abuse.

Within the menu for merging user accounts, you will receive further information about the respective accounts and can thus check in more detail whether you agree to the merge or not. Below the user information you can add a remark of your choice. Click on the button Cancel at the bottom left to return to the overview and click on the button Yes - Merge Account to approve the request.

Deleting and Merging Customers

If a customer receives the status Deleted, it means that the customer account in your shop has been separated from the Loyalista customer account. An anonymization process takes place: all personal data (such as name, email, phone) and company data are removed or made unrecognizable. However, points-related data is retained for statistical purposes and traceability. A deleted customer account can no longer be viewed in detail.

When merging user accounts, all order and points-relevant data from the account to be integrated is transferred to the main account. After this process is completed, the integrated account is automatically deleted. Please note that merged accounts cannot be separated from each other again.

Attention: Deleted or merged user accounts cannot be restored or separated again!