What is a Customer Page?
Customer Pages are sections where you can view, manage, and organize customer data, including details like names, contact information, earned points, and interaction history, such as redemption and rewards redeemed.
It helps to understand better customer behavior, tailor rewards to their preferences, and build stronger, more personalized relationships. It’s a key tool for maintaining engagement and ensuring the success of the loyalty program.
How to Add New Customer #
Step 1: Select “Customers” from The Dashboard #
Step 2: Click “New Customer” #
Step 3: Fill in the new customer information #
- Space: The location where the customer first signed up, is useful for businesses with multiple locations or platforms.
- Notes: A section to record additional customer details, like preferences, feedback, or interactions, for a better understanding of their behavior.
Properties:
- Source: the origin or channel through which customers were acquired or joined a program
- Status: their current level of engagement or activity within a system, program, or platform.
- Tags: can help you categorize and manage your audience more effectively based on their behavior, preferences, or interactions. Additionally, you can apply reward tags to track and categorize the rewards customers have earned.
Note: to use reward tagging, enable the ‘Auto-assign to Customers with Tags’ option in the ‘Rewards Configurations.’ Once enabled, you can add the tag.
Step 4: Click “Create” and it will appear in the customer list #
To filter the customers by specific criteria #
FIlter 
: to narrow down search results based on certain criteria such as Search by Joined Time, Search by Point, Status, Source, and Tags
Toggle Column 
: allows you to customize the table’s display by selecting which columns to show or hide.
Download the QR code for customers to log in or sign up #
Download a QR code to display at the cashier, giving customers easy access to sign up or log in to your loyalty program.
Click the “Show QR Code” > Download QR Code & Close
