Main Menu: Customers

The Customers section allows you to manage all participants in your loyalty program. From here, you can inspect customer profiles, review point accounts, make manual balance corrections, and process account merge requests.

Customer Overview

The customer overview displays all registered participants in a structured table. Table 1 details the columns:

Column Caption	Explanation
ID	Consecutive ID of your customers within your Loyalista account (assigned by Loyalista)
Ref ID	Reference ID of your customers from the system in which the customers have registered for the loyalty program (e.g. contact ID at plentymarkets)
Name	Name of the customer
E-Mail	E-Mail address of the customer
Integration	Indicates the integration via which the customer was transferred.
Loyalty Program Enrollment Date	Indicates when the customer registered for the loyalty program.
Birthday	The birthday of the customer (if known).
Gender	The gender of the customer.
Locked	Shows you whether the customer is blocked for redemption or not (Yes/No).
Status	Indicates the current status of the customer (Active, Inactive, Deleted).
Action	In this column you will find the more button for each customer. By clicking on this button, various actions are available to you: Deactivate = Deactivates the customer Delete = Separates the customer account in your shop from the Loyalista customer account. Personal data is anonymised. Lock redemption = Locks the customer from redeeming points Points History = Takes you to the customer's profile and opens the points history.

Customer Profile

Clicking on a customer name opens their detailed profile. Table 2 describes the profile attributes:

Name	Explanation
Total number of points collected	Indicates the total number of points the customer has collected (including manual point credits)
Total Expired Points	Indicates the number of points the customer has allowed to expire so far
In next 30 days expiring points	Indicates the number of points that will expire in the next 30 days
Total Points	Indicates the number of points that have not expired or been redeemed, i.e. the sum of redeemable and locked points.
Total Locked Points	Indicates the number of points that are currently locked and cannot be redeemed
Total Redeemable Points	Indicates the number of points that can be redeemed

Points Account

The points account provides an up-to-date summary of total balances, redeemable points, and expiration schedules. Table 3 explains these figures:

Column Caption	Explanation
ID	Consecutive ID of the customer's orders (assigned by Loyalista)
Ref. ID	Reference ID of the order from the system from which the order was transferred to Loyalista (e.g. order ID in plentymarkets).
Integration	Indicates the integration via which the order was transferred.
Type	Indicates whether it is an order or a credit note
Total Sum	Indicates the total amount of the order
Points for order	Indicates the base points for the order
Points for revenue	Indicates the points for revenue
Points for category	Indicates the total number of extra points rewarded by categories with extra points.
Item points	Indicates the total number of extra points rewarded by variants with extra points.
Redeemed Points	Indicates the number of points that have been redeemed on the order.
Action	In this column you will find a button for each customer. Clicking on this button opens a pop-up window. Within the pop-up you will find the billing and delivery address of the order. In addition, you can take a closer look at the positions of the order.

Orders & Credit Notes

Review all transactions linked to this customer account. Table 4 outlines the transaction columns:

Column Caption	Explanation
ID	Consecutive ID of the events that resulted in points credits or deductions (assigned by Loyalista).
Campaign ID	Indicates the internal campaign ID (assigned by Loyalista).
Integration	Indicates the integration via which the points were generated.
Order ID	Displays the order ID assigned by Loyalista (see Table 3), if an order/credit note is linked to the event.
Collected Points	Indicates the total points of the booking (credited or deducted).
Available Points	Indicates points available from the booking.
Coupon Code	Indicates the coupon code of the integration used, if points were redeemed.
Locked Until	Indicates up to which point in time the points are locked.
Valid Until	Indicates up to which point in time the points can be redeemed.
Status	Indicates the current status of the points booking. A points redemption is automatically discarded if the created coupon code is not redeemed within 15 minutes. Active = Booking is active Discarded = Booking was discarded and does not affect the point balances and statistics.
Created At	Indicates the exact time the event was created.

Points History

The points history records every credit, redemption, and manual adjustment chronologically. Table 5 breaks down the log:

Input Field	Explanation
Points	Enter the number of points to be credited/deducted to the customer.
Redeemable After	Enter the date until which the points should be locked. The current time is always used automatically. If you leave the field blank, the points have no locking time.
Valid Up To	Enter the date until which the points should be valid. The current time is always used automatically. If you leave the field blank, the points have no expiry date.

Manual Adjustments & Merge Requests

For support inquiries, you can manually adjust point totals or merge duplicate customer accounts. Table 6 summarizes these capabilities:

Column Heading	Explanation
ID	Consecutive ID of the merge requests (assigned by Loyalista)
Request by	E-Mail address of the requesting user account. This user account becomes the future main account.
Request for	E-Mail address of the user account to be integrated into the requesting account.
Remarks	You have the option of adding a remark/note/text/justification during the approval process. This text is printed here. The default text for new requests is always New Entry.
Merged?	Indicates whether the application has been approved so far or not. No = The request has not yet been approved Yes = The request has been approved
Action	Selection of two buttons. You can reject the request by clicking on the button with the red x. Click on the button > Merge to access the menu for merging user accounts.