Understanding customer types, points, and referral links is key before exploring the Customer Profile section. In the customer profile section, you can track your customers' details, loyalty points, referrals generated, and activity history (including rewards, VIP status, and orders).
Customer and their type:
Beside the name of the customer, you can identify the customer type.
For ex:
Bill Mill has signed up for the loyalty program, and his customer type is classified as “Customer”
4 months ago indicates the date the customer joined the program.
Note💡: Types of customers are Customer, Guests, and Exclude. |
Customer Summary:
Total points show the customer’s lifetime earned points through the program.
Total Rewards shows the number of rewards the customer has earned.
Total Referrals show the number of referrals the customer has made.
Customer Points:
Wallet Balance refers to the number of remaining points the customer has to redeem for rewards.
Adjust points: You can use the Adjust Points option to add/deduct points from the customer's wallet.
Redeem Reward will redeem the points for your customers.
Note💡: Click here for more information about adjusting the points balance to the customer. Click here for more information about returning points to customers. |
Contact details:
The contact details section contains the customer's email address, their email subscription status, and an option to exclude the customer from the program.
Activity Section:
Points show the customer’s points activity, including the number of points earned, the date, and the reason for the points being added or deducted.
Rewards show the customer’s points converted into reward activity, including Points deducted, rewarded date, coupon code, status, and claimed date.
Referrals show the customer’s referral activity, including the referred friend information, status, total order, and date of joining.
VIP shows the VIP tier information, joining date, and activity of the VIP program.
Referrals:
Customers can use their unique referral link to refer their family and friends to your loyalty program. You can set up referral rewards for your customers using BayRewards.
Orders:
Orders show the customer’s order history, including information such as the order ID, total amount spent, payment status, and date of order.
Exclude or Include customers from Loyalty Progam:
Excluding customers from loyalty programs eliminates their ability to earn and redeem rewards.
Note💡:
Exclude Feature does not remove or delete customers from your program entirely; you will be able to rejoin them at any time in the future.
To exclude/include customers from your programs, follow these steps below:
Step 1: Log in to the BayRewards app with the correct credentials.
(To access the BayRewards app, https://auth.bayrewards.io/login)
Step 2: On the BayRewards dashboard, click the “Customers” option in the left-hand side menu.
Step 3: Search for specific customers by entering their name or email address and choose the relevant customer profile.
Step 4: Click "Exclude from program" under Contact details in the top right corner.
Step 5: Their loyalty status will be changed from Customer to Excluded on their profile.
Note💡: When a customer is excluded from a loyalty program, the following consequences may apply:
Admins make the decision to exclude those contacts. There may be a misuse on the customer's end or one of their own employees.
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To Include customers from Loyalty Progam:
Step 1: Log in to the BayRewards app with the correct credentials.
(To access the BayRewards app, https://auth.bayrewards.io/login)
Step 2: On the BayRewards dashboard, click the “Customers” option in the left-hand side menu.
Step 3: Search for specific customers by entering their name or email address in the filter using the ‘Excluded’ option and choose the relevant customer profile.
Step 4: Click "Add to program" under Contact details in the top right corner. In the popup, click “Enable Account” to add the customer to the loyalty program.
Step 5: Their loyalty status will be changed from Excluded to Customer on their profile.